HF Advisory Group LLC Has $2.97 Million Position in Texas Instruments Incorporated $TXN

Posted by Brenda Bartman on Aug 9th, 2026

HF Advisory Group LLC lessened its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 18.6% in the second quarter, Holdings Channel reports. The institutional investor owned 9,976 shares of the semiconductor company’s stock after selling 2,282 shares during the period. HF Advisory Group LLC’s holdings in Texas Instruments were worth $2,973,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Swiss Life Asset Management Ltd raised its holdings in Texas Instruments by 10.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after purchasing an additional 50,808 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd acquired a new position in shares of Texas Instruments in the 4th quarter worth approximately $640,000. K.J. Harrison & Partners Inc bought a new stake in shares of Texas Instruments in the 4th quarter valued at $1,735,000. Thrivent Financial for Lutherans boosted 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 purchasing 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 worth $2,751,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $286.08 on Friday. The company has a fifty day moving average of $294.84 and a 200-day moving average of $253.60. The firm has a market capitalization of $261.26 billion, a P/E ratio of 43.54, a P/E/G ratio of 1.12 and a beta of 1.33. 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 Incorporated has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. Texas Instruments’s revenue was up 22.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 8.42 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be issued a dividend of $1.42 per share. The ex-dividend date is Friday, July 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio is currently 86.45%.

Insider Activity at Texas Instruments

In other news, VP Ahmad Bahai sold 5,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the sale, the vice president directly owned 42,519 shares in the company, valued at $13,143,898.47. This trade represents a 10.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the sale, the vice president directly owned 24,867 shares of the company’s stock, valued at $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 66,535 shares of company stock worth $20,425,724 over the last quarter. Company insiders own 0.60% of the company’s stock.

Key Stories Impacting Texas Instruments

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

Positive Sentiment: Higher earnings forecasts: Zacks Research raised its Q3 2026 EPS estimate to $2.25 from $1.81 and its FY2026 forecast to $7.87 from $7.05. Estimates also increased for Q4 2026, Q1 2027, FY2027 and FY2028, with FY2027 EPS now projected at $9.13 and FY2028 at $10.34. These revisions suggest stronger anticipated demand and earnings momentum. Texas Instruments earnings estimate revisions
Positive Sentiment: Strong Buy recognition: TXN was added to Zacks Rank #1 “Strong Buy” lists covering momentum, income and overall stock selections. These rankings may attract additional investor interest, though they are model-based signals rather than changes to the company’s fundamentals. New Strong Buy Stocks for August 6th
Positive Sentiment: AI-driven sector optimism: Continued semiconductor-sales growth and strong AI demand are supporting the broader chip group. While TXN is primarily an analog and embedded-chip manufacturer rather than an AI accelerator company, sector-wide optimism can improve sentiment toward semiconductor suppliers. Semiconductor Sales Continue to Grow on AI Optimism
Neutral Sentiment: Mixed estimate adjustments: Zacks trimmed its Q2 2027 EPS forecast slightly to $2.19 from $2.20 and Q2 2028 to $2.64 from $2.71. Zacks continues to rate TXN “Hold,” indicating that improved forecasts have not yet resulted in a formal bullish recommendation.
Negative Sentiment: Semiconductor volatility remains: Weak guidance from Sandisk triggered a selloff in AI-related chip stocks, underscoring the risk that disappointing outlooks elsewhere in the industry could pressure TXN despite its improved estimates. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

Analysts Set New Price Targets

A number of equities analysts recently weighed in on TXN shares. UBS Group reissued a “buy” rating and set a $380.00 target price on shares of Texas Instruments in a research note on Thursday, July 23rd. Evercore reaffirmed an “outperform” rating and set a $330.00 price target on shares of Texas Instruments in a research report on Thursday, July 23rd. Weiss Ratings upgraded Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. Morgan Stanley lifted their price objective on Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research report on Thursday, July 23rd. Finally, HC Wainwright downgraded Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus price target of $312.12.

Read Our Latest Stock Analysis on TXN

Texas Instruments Profile

(Free Report)

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.