TXN
Texas Instruments IncorporatedTechnology · $257.0B market cap
Verdict
Share price
$293.80
close of Oct 3, 2026
Fair value
$95.19
Sticker Price
Payback Price
$38.08
buy price
TXN is Overpriced: at $293.80 it trades 209% above its fair value of $95.19. Its buy price (Payback Price) is $38.08, 87% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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12 of the investors we track hold TXN. In Q2 2026, 2 opened a position and 7 trimmed. Who we track
Terry Smith
Fundsmith · as of Q2 2026
$536.3M
1,799,182 shares
Thomas Gayner
Markel Group · as of Q2 2026
$215.8M
724,000 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$64.8M
217,453 shares
Sarah Ketterer
Causeway Capital Management · as of Q2 2026
$49.6M
166,496 shares
David Katz
Matrix Asset Advisors · as of Q2 2026
$29.3M
98,361 shares
Show all 12 holdersShow fewer
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$23.2M
77,900 shares
Torray Funds
Torray Funds · as of Q2 2026
$19.6M
65,895 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$15.6M
52,464 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$13.8M
46,260 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$1.2M
3,924 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$372K
1,247 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$301K
1,010 shares
Moves in Q2 2026
New position: Lee Ainslie, Glenn Greenberg
Trimmed: Terry Smith, Torray Funds, Wallace Weitz, Sarah Ketterer, Jensen Investment Management, First Eagle Investment Management, David Katz
Insider activity
Since Jun 19, 2026: no open-market purchases, 2 sales worth $1.9M and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Abraham Tsedeniya
Sr. Vice President · 2026-08-27
Sold
$157K
Abraham Tsedeniya
Sr. Vice President · 2026-08-27
Sold
$1.7M
Other filings
About Texas Instruments Incorporated
Texas Instruments Incorporated (TI) specializes in the global design, production, and sale of semiconductors to electronics engineers and manufacturers. Its operations are structured into two core segments: Analog and Embedded Processing. The Analog division provides a comprehensive suite of power management products, such as battery-management solutions, various DC/DC and AC/DC switching regulators and controllers…
Semiconductors
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works