Buckhead Capital Management LLC Acquires 3,144 Shares of Texas Instruments Incorporated $TXN

Buckhead Capital Management LLC grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN) by 13.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 26,670 shares of the semiconductor company’s stock after purchasing an additional 3,144 shares during the quarter. Texas Instruments makes up 1.7% of Buckhead Capital Management LLC’s portfolio, making the stock its 17th biggest position. Buckhead Capital Management LLC’s holdings in Texas Instruments were worth $4,627,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of TXN. Brighton Jones LLC raised its holdings in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares in the last quarter. Intech Investment Management LLC raised its holdings in shares of Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after purchasing an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. raised its holdings in shares of Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares in the last quarter. Main Street Financial Solutions LLC raised its holdings in shares of Texas Instruments by 1.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after purchasing an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC raised its holdings in shares of Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after purchasing an additional 496 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Mizuho raised its price target on Texas Instruments after citing strong AI server demand, reinforcing the view that AI infrastructure is creating a new growth driver for the company. Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand
• Positive Sentiment: Seaport Research Partners upgraded TXN to Buy from Neutral and set a $400 target, signaling growing confidence that Texas Instruments can benefit from AI power-chip demand. Texas Instruments Has the Power Chips AI Needs. Buy the Stock, Says This Analyst.
• Positive Sentiment: Zacks highlighted TXN as a Strong Buy income stock, which may be adding to broader demand for the shares from income-oriented investors. Best Income Stocks to Buy for May 22nd
• Positive Sentiment: Analysts and recent commentary point to TXN’s AI infrastructure push and nearly 90% year-over-year growth in its data center business, suggesting the company could see further revenue upside. TXN’s AI Infrastructure Push Grows: Can It Boost Revenues Further?

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on TXN. Wells Fargo & Company lifted their price objective on shares of Texas Instruments from $215.00 to $260.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. Mizuho lifted their price objective on shares of Texas Instruments from $255.00 to $300.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 19th. The Goldman Sachs Group lifted their price objective on shares of Texas Instruments from $175.00 to $200.00 and gave the stock a “sell” rating in a research report on Thursday, April 23rd. Robert W. Baird lifted their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Finally, Cantor Fitzgerald lifted their price objective on shares of Texas Instruments from $280.00 to $300.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 13th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have issued a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and an average price target of $263.65.

Insiders Place Their Bets

In other Texas Instruments news, VP Mark T. Roberts sold 28,080 shares of the firm’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 completion of the transaction, the vice president owned 53,809 shares of the company’s stock, valued at approximately $15,084,815.06. This trade represents a 34.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Amichai Ron sold 18,365 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the completion of the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at approximately $22,089,986.55. This represents a 18.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Stock Up 3.6%

Shares of Texas Instruments stock opened at $309.21 on Friday. The firm’s 50 day moving average price is $238.50 and its 200-day moving average price is $206.21. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $315.57. The company has a market cap of $281.41 billion, a P/E ratio of 52.95, a PEG ratio of 1.55 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 7.69 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were issued a $1.42 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.8%. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Texas Instruments Company 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.