AR Asset Management Inc. Buys 3,965 Shares of Texas Instruments Incorporated $TXN

AR Asset Management Inc. raised its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 39.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,965 shares of the semiconductor company’s stock after purchasing an additional 3,965 shares during the period. AR Asset Management Inc.’s holdings in Texas Instruments were worth $2,711,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Texas Instruments in the 4th quarter worth approximately $2,516,628,000. Bank of New York Mellon Corp lifted its position in Texas Instruments by 33.6% during the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after acquiring an additional 4,129,601 shares during the last quarter. Amundi lifted its position in Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares during the last quarter. Van ECK Associates Corp boosted its stake in Texas Instruments by 27.1% in the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock valued at $2,013,918,000 after acquiring an additional 2,474,062 shares in the last quarter. Finally, Franklin Resources Inc. grew its holdings in Texas Instruments by 26.9% in the fourth quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock worth $1,588,062,000 after purchasing an additional 1,938,788 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Summary

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

• Positive Sentiment: Texas Instruments beat Q2 earnings and revenue estimates, signaling better-than-expected operating performance. Texas Instruments Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised Q3 guidance above Wall Street expectations, which supports the case for an improving demand backdrop in industrial, automotive and AI-related chip markets. Texas Instruments forecasts quarterly revenue above estimates
• Positive Sentiment: Revenue, profit and EPS all increased year over year, showing a healthier operating trend versus the same quarter last year. Texas Instruments Posts Higher Second-Quarter Profit, Revenue as Sales Increase
• Neutral Sentiment: Despite the solid report, TXN weakened in after-hours trading as investors likely focused on valuation and whether the improvement is durable. Conference Call and Press Release

Analyst Ratings Changes

A number of brokerages have recently issued reports on TXN. Wall Street Zen raised Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Wolfe Research restated an “outperform” rating and set a $315.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. The Goldman Sachs Group upped their target price on Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research report on Thursday, April 23rd. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Finally, Morgan Stanley raised their price target on Texas Instruments from $221.00 to $230.00 and gave the stock an “underweight” rating in a report on Monday. Thirteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus price target of $290.75.

Texas Instruments Stock Performance

Shares of TXN stock opened at $294.19 on Thursday. The firm has a market capitalization of $267.74 billion, a price-to-earnings ratio of 50.38, a price-to-earnings-growth ratio of 1.49 and a beta of 1.32. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The business has a fifty day moving average of $301.99 and a 200 day moving average of $246.39. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate 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 32.49% and a net margin of 29.11%.The company’s quarterly revenue was up 22.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts expect that Texas Instruments Incorporated will post 7.69 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be given a $1.42 dividend. The ex-dividend date is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. Texas Instruments’s dividend payout ratio is currently 97.26%.

Insider Buying and Selling

In other news, VP Mark T. Roberts sold 28,080 shares of the company’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $280.34, for a total value of $7,871,947.20. Following the sale, the vice president directly owned 53,809 shares of the company’s stock, valued at $15,084,815.06. This represents a 34.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Mohammad Yunus sold 51,098 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the completion of the sale, the vice president owned 52,856 shares in the company, valued at $14,294,376.64. The trade was a 49.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 303,475 shares of company stock worth $85,666,638 in the last quarter. 0.60% of the stock is currently owned by corporate insiders.

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.