Beese Fulmer Investment Management Inc. Boosts Stake in Texas Instruments Incorporated $TXN

Beese Fulmer Investment Management Inc. lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 82.1% in the 4th quarter, Holdings Channel reports. The firm owned 11,685 shares of the semiconductor company’s stock after acquiring an additional 5,268 shares during the period. Beese Fulmer Investment Management Inc.’s holdings in Texas Instruments were worth $2,027,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. Brighton Jones LLC increased its position in Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after acquiring an additional 4,218 shares during the last quarter. Intech Investment Management LLC increased its position in Texas Instruments by 12.8% during the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Osterweis Capital Management Inc. increased its position in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the last quarter. Main Street Financial Solutions LLC increased its position in Texas Instruments by 1.7% during the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after acquiring an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC increased its position in Texas Instruments by 3.5% during the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after acquiring an additional 496 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on TXN shares. Jefferies Financial Group upped their price objective on Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Wolfe Research reiterated an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Mizuho set a $215.00 price objective on Texas Instruments and gave the company a “neutral” rating in a research report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $260.38.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $302.73 on Friday. The stock has a 50-day simple moving average of $227.87 and a two-hundred day simple moving average of $201.34. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $310.29. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The firm has a market capitalization of $275.51 billion, a PE ratio of 51.84, a P/E/G ratio of 1.51 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business had revenue of $4.83 billion during the quarter, compared to analyst estimates of $4.85 billion. During the same quarter in the previous year, the company posted $1.23 earnings per share. Texas Instruments’s revenue for the quarter was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts forecast that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be paid a $1.42 dividend. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio is 97.26%.

Texas Instruments News Roundup

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

• Positive Sentiment: Stifel raised its TXN price target to $340, citing a strengthening industrial recovery and rapid growth in data center demand. Article Title
• Positive Sentiment: Analysts have become more constructive overall, with multiple target increases and upgrades after TXN’s strong earnings and improved margin/revenue assumptions. Article Title
• Positive Sentiment: Texas Instruments’ analog business is rebounding, with Q1 analog revenue up 22% as industrial and AI data-center demand lift the outlook. Article Title
• Positive Sentiment: Recent coverage says TXN is drawing heavy investor attention and trading near its 52-week high, signaling strong momentum. Article Title
• Neutral Sentiment: One article questioned whether the stock has already priced in much of the recent surge, which could limit near-term upside. Article Title
• Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares, a sizable insider sale that may be viewed cautiously by some investors. Article Title

Insider Transactions at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the transaction, the chief financial officer owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the completion of the transaction, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 310,318 shares of company stock valued at $87,212,814. 0.60% of the stock is owned by corporate insiders.

About Texas Instruments

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.