Bessemer Group Inc. decreased its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 39.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 419,489 shares of the semiconductor company’s stock after selling 278,187 shares during the quarter. Bessemer Group Inc.’s holdings in Texas Instruments were worth $72,776,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments in the second quarter worth approximately $25,000. High Point Wealth Management LLC bought a new position in Texas Instruments in the fourth quarter worth approximately $25,000. Ares Financial Consulting LLC acquired a new position in shares of Texas Instruments during the fourth quarter worth $26,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of Texas Instruments during the third quarter worth $29,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in shares of Texas Instruments during the fourth quarter worth $33,000. Institutional investors own 84.99% of the company’s stock.
Insider Activity
In other news, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the sale, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at $57,280,308.48. The trade was a 8.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. The trade was a 35.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 310,318 shares of company stock valued at $87,212,814. 0.60% of the stock is owned by corporate insiders.
Texas Instruments Price Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same period in the previous year, the company earned $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, equities research analysts predict that Texas Instruments Incorporated will post 7.69 EPS for the current year.
Texas Instruments Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. 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 payout ratio is 97.26%.
Wall Street Analyst Weigh In
A number of brokerages have recently issued reports on TXN. Bank of America raised Texas Instruments from a “neutral” rating to a “buy” rating and upped their price target for the stock from $235.00 to $320.00 in a research report on Thursday, April 23rd. Susquehanna reaffirmed a “positive” rating and set a $300.00 price target on shares of Texas Instruments in a research report on Thursday, April 23rd. DZ Bank raised Texas Instruments to a “strong sell” rating in a research report on Monday, February 9th. UBS Group upped their price target on Texas Instruments from $260.00 to $295.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Finally, Rosenblatt Securities upped their price target on Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and a consensus target price of $260.38.
View Our Latest Analysis on TXN
Texas Instruments News Summary
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
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.
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