Sanctuary Advisors LLC Acquires Shares of 178,646 Texas Instruments Incorporated $TXN

Sanctuary Advisors LLC bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 178,646 shares of the semiconductor company’s stock, valued at approximately $53,249,000.

A number of other institutional investors have also modified their holdings of TXN. BlackRock Inc. purchased a new stake in shares of Texas Instruments in the second quarter valued at approximately $24,607,313,000. Bank of New York Mellon Corp bought a new position in Texas Instruments in the second quarter worth approximately $4,488,666,000. Norges Bank purchased a new position in Texas Instruments during the 4th quarter worth $2,516,628,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Texas Instruments during the 2nd quarter valued at $1,205,585,000. Finally, Deutsche Bank AG bought a new stake in Texas Instruments during the 2nd quarter valued at $1,070,947,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on TXN shares. Arete Research set a $405.00 price target on Texas Instruments and gave the stock a “buy” rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. lifted their price objective on Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. Evercore reaffirmed an “outperform” rating and issued a $330.00 price objective on shares of Texas Instruments in a research note on Thursday, July 23rd. Mizuho increased their target price on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a report on Thursday, July 23rd. Finally, Cantor Fitzgerald reiterated a “neutral” rating and set a $340.00 target price on shares of Texas Instruments in a report on Monday, August 17th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, Texas Instruments presently has an average rating of “Moderate Buy” and an average price target of $312.12.

Texas Instruments Price Performance

Texas Instruments stock opened at $264.36 on Monday. The business has a fifty day moving average of $290.51 and a two-hundred day moving average of $258.99. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. 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. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The business had revenue of $5.46 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period last year, the business posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, analysts forecast that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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

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 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.