Texas Instruments Incorporated $TXN Stock: Cyndeo Wealth Partners LLC Increases Position

Cyndeo Wealth Partners LLC increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 12.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 51,931 shares of the semiconductor company’s stock after acquiring an additional 5,804 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Texas Instruments were worth $14,545,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TXN. Contravisory Investment Management Inc. bought a new position in Texas Instruments during the 2nd quarter valued at about $1,493,000. Quantbot Technologies LP bought a new stake in Texas Instruments in the second quarter worth about $1,962,000. Ieq Capital LLC bought a new stake in Texas Instruments in the second quarter worth about $17,709,000. Liontrust Investment Partners LLP bought a new position in shares of Texas Instruments during the first quarter valued at approximately $13,056,000. Finally, Heartland Advisors Inc. bought a new position in shares of Texas Instruments during the second quarter valued at approximately $4,396,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments News Summary

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

• Positive Sentiment: Texas Instruments’ history of exceeding earnings expectations, combined with favorable current earnings-estimate trends, has increased the possibility of another quarterly beat. Investors are also watching operating metrics beyond revenue and earnings per share for evidence of sustained demand. Will Texas Instruments Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analysts expect strength in Texas Instruments’ analog and embedded-processing businesses to support third-quarter results, reflecting demand from industrial, automotive and data-center markets. TXN to Report Q3 Earnings: Should You Buy, Hold or Sell the Stock?
• Positive Sentiment: The board declared a fourth-quarter cash dividend of $1.52 per share, payable Nov. 10 to shareholders of record Oct. 30. The announcement reinforces TXN’s shareholder-return profile and may provide some support for income-focused investors. Texas Instruments Board Declares Fourth Quarter 2026 Quarterly Dividend
• Positive Sentiment: Exchange-traded funds purchased approximately $113.2 million of TXN stock on Oct. 13, indicating institutional or index-related buying interest. ETFs Bought $113.2 Million of Texas Instruments
• Neutral Sentiment: Wall Street’s third-quarter preview emphasizes key indicators such as segment performance, margins and demand trends. These metrics could be more important for TXN’s valuation than simply meeting consensus revenue and EPS estimates. Texas Instruments Q3 Earnings Key Metrics
• Negative Sentiment: Geopolitical tensions remain a risk to semiconductor supply chains and international demand. In addition, TXN’s elevated valuation leaves less room for disappointment if its earnings outlook or margins fall short of expectations. TXN Q3 Earnings Investment Outlook

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Citigroup reiterated a “buy” rating and issued a $345.00 price target (up from $280.00) on shares of Texas Instruments in a report on Tuesday, July 14th. Truist Financial upped their price objective on Texas Instruments from $278.00 to $300.00 and gave the company a “hold” rating in a research report on Thursday, July 23rd. Sanford C. Bernstein upped their price objective on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research report on Thursday, July 23rd. Robert W. Baird increased their target price on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Finally, Rosenblatt Securities lifted their target price on Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Sixteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $304.26.

Insider Activity at Texas Instruments

In other news, VP Tsedeniya Abraham sold 7,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the sale, the vice president owned 23,181 shares of the company’s stock, valued at $6,134,388.03. This trade represents a 23.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.60% of the stock is owned by insiders.

Texas Instruments Stock Down 0.9%

Shares of NASDAQ:TXN opened at $276.48 on Friday. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The stock has a market cap of $252.50 billion, a P/E ratio of 42.08, a price-to-earnings-growth ratio of 1.56 and a beta of 1.35. The business’s 50 day moving average is $271.75 and its 200 day moving average is $276.42. 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 (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The business had revenue of $5.46 billion during 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%. Texas Instruments’s revenue was up 22.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Sell-side analysts predict that Texas Instruments Incorporated will post 8.46 EPS for the current year.

Texas Instruments Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be given a $1.52 dividend. The ex-dividend date is Friday, October 30th. This represents a $6.08 annualized dividend and a yield of 2.2%. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s payout ratio is currently 86.45%.

Texas Instruments Company Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.