Westpac Banking Corp Purchases New Position in Texas Instruments Incorporated $TXN

Westpac Banking Corp acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 6,982 shares of the semiconductor company’s stock, valued at approximately $2,081,000.

A number of other hedge funds have also recently added to or reduced their stakes in TXN. High Point Wealth Management LLC acquired a new position in shares of Texas Instruments during the fourth quarter worth $25,000. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments in the 2nd quarter valued at $25,000. Advocate Investing Services LLC acquired a new stake in shares of Texas Instruments during the 4th quarter valued at $25,000. Ares Financial Consulting LLC acquired a new stake in shares of Texas Instruments during the 4th quarter valued at $26,000. Finally, Cornerstone Financial Management LLC bought a new stake in Texas Instruments during the 4th quarter worth $27,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Down 0.5%

Shares of NASDAQ:TXN opened at $264.36 on Friday. The firm has a market cap of $241.43 billion, a P/E ratio of 40.24, a P/E/G ratio of 1.04 and a beta of 1.33. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 12-month low of $152.73 and a 12-month high of $334.03. The business has a fifty day simple moving average of $290.51 and a 200 day simple moving average of $258.75.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business’s revenue was up 22.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Investors of record on Friday, July 31st were paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TXN. Stifel Nicolaus upped their target price on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Benchmark lifted their price target on Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. Citigroup restated a “buy” rating on shares of Texas Instruments in a report on Tuesday, July 14th. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $340.00 price objective on shares of Texas Instruments in a research note on Monday, August 17th. Finally, Bank of America raised their price objective on shares of Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, Texas Instruments has a consensus rating of “Moderate Buy” and an average price target of $312.12.

More Texas Instruments News

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Operational recovery is accelerating. Texas Instruments’ second-quarter results showed revenue growth of roughly 23%, operating profit up 48%, and net income up 53%. Free cash flow also improved 56% as capital spending nearly halved year over year, suggesting the company’s heavy investment cycle may be easing. Texas Instruments: The $6.5 Billion Cash-Flow Machine Is Finally Awake
• Positive Sentiment: AI and data-center exposure support the long-term outlook. Analysts and fund commentary characterize TXN as a “picks-and-shovels” beneficiary of AI infrastructure, electric vehicles, industrial automation, and factory equipment because its analog chips help power and control these systems. Texas Instruments Is a Worthy AI Picks-and-Shovels Play I Keep Buying
• Positive Sentiment: TXN retains broad-based momentum. In comparisons with Analog Devices, coverage points to Texas Instruments’ improving manufacturing utilization and strength across multiple end markets, potentially giving it an edge despite ADI’s stronger industrial and automotive trends. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Neutral Sentiment: Options-market volatility has risen. Surging implied volatility indicates increased uncertainty and the potential for larger price swings, but it does not establish a clear directional signal. Implied Volatility Surging for Texas Instruments Stock Options
• Negative Sentiment: Post-earnings performance remains a concern. TXN has decreased 6.8% since its latest quarterly report, with investors apparently looking beyond the earnings beat and focusing on forward estimates, elevated expectations, and whether the recovery can continue. Why Is Texas Instruments Down 6.8% Since Last Earnings Report?

Texas Instruments Profile

Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.