Haverford Trust Co Takes Position in Texas Instruments Incorporated $TXN

Haverford Trust Co bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 280,531 shares of the semiconductor company’s stock, valued at approximately $83,618,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Swiss Life Asset Management Ltd boosted its stake in shares of Texas Instruments by 10.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after buying an additional 50,808 shares during the period. Contravisory Investment Management Inc. acquired a new position in Texas Instruments during the second quarter worth about $1,493,000. K.J. Harrison & Partners Inc bought a new position in Texas Instruments in the 4th quarter valued at approximately $1,735,000. Thrivent Financial for Lutherans lifted its stake in shares of Texas Instruments by 126.0% in the 4th quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock valued at $26,114,000 after acquiring an additional 83,884 shares during the last quarter. Finally, RNC Capital Management LLC acquired a new stake in shares of Texas Instruments during the fourth quarter valued at about $2,751,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Stock Performance

TXN stock opened at $264.36 on Friday. The firm has a market cap of $241.43 billion, a PE ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33. 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 stock has a 50-day moving average price of $290.51 and a 200-day moving average price of $258.75. Texas Instruments Incorporated has a 1-year low of $152.73 and a 1-year high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its 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. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the previous year, the company earned $1.41 EPS. Texas Instruments’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts expect that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were paid a dividend of $1.42 per share. 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 86.45%.

Key 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?

Analyst Upgrades and Downgrades

TXN has been the topic of a number of research reports. Arete Research set a $405.00 target price on shares of Texas Instruments and gave the stock a “buy” rating in a report on Wednesday, July 29th. Mizuho lifted their price target 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. Weiss Ratings raised shares of Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, July 28th. Citigroup reissued a “buy” rating on shares of Texas Instruments in a research note on Tuesday, July 14th. Finally, KeyCorp increased their price objective on Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $312.12.

About Texas Instruments

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.