Texas Instruments Inc (TXN) Smart Money Holdings (13F, Q2 2026)

TXN ranks #62 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

2901 institutions disclose a position in TXN, but none treat it as a major bet — even Grantham, Mayo, Van Otterloo & Co. LLC, its most concentrated holder, allocates just 3.1% of its own portfolio to it.

Assenagon Asset Management S.A. has added to its TXN position for two straight quarters, increasing it by $831.8M to reach $1.1B today.

Fort Washington Investment Advisors Inc /oh/ has trimmed its TXN position for two straight quarters, cutting it by $63.1M while still holding $138.2M.

TXN is down 2.5% today, but institutions show net buying of $93.6B this quarter — a divergence between today's price move and the underlying institutional flow.

TXN posted net income of $6.1B over the trailing twelve months, and currently trades at a P/E of 42.3.

• Profitable — net income of $6.1B over the trailing twelve months
• Revenue grew 16.7% year over year
• Net income improved year over year, from $5.0B to $6.1B
• Generated $7.2B in positive operating cash flow
• Current ratio of 4.35x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.13x equity — within a conventional range