Kendall Capital Management Purchases Shares of 2,767 Texas Instruments Incorporated $TXN

Kendall Capital Management acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 2,767 shares of the semiconductor company’s stock, valued at approximately $825,000.

Several other institutional investors also recently modified their holdings of TXN. HBW Advisory Services LLC lifted its stake in Texas Instruments by 2.2% in the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock valued at $336,000 after purchasing an additional 37 shares during the last quarter. Montz Harcus Wealth Management LLC increased its position in Texas Instruments by 2.9% during the first quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after buying an additional 38 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt increased its position in Texas Instruments by 0.6% during the first quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock worth $1,157,000 after buying an additional 38 shares during the last quarter. Absher Wealth Management LLC raised its stake in Texas Instruments by 1.0% in the first quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after buying an additional 42 shares during the period. Finally, Severin Investments LLC raised its stake in Texas Instruments by 3.3% in the first quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after buying an additional 43 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

TXN has been the subject of several research analyst reports. Arete Research set a $405.00 target price on Texas Instruments and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Rosenblatt Securities increased their price target on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Susquehanna raised their price target on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a report on Tuesday, July 21st. TD Cowen reduced their price objective on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research report on Thursday, July 23rd. Finally, Mizuho upped their price objective on shares of Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a report on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $312.12.

Key Headlines Impacting Texas Instruments

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 Price Performance

Texas Instruments stock opened at $264.36 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The stock’s 50 day moving average is $290.51 and its 200-day moving average is $258.75. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $241.43 billion, a price-to-earnings ratio of 40.24, a PEG ratio of 1.04 and a beta of 1.33.

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

Texas Instruments Announces Dividend

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

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.