Bessemer Group Inc. Has $51.36 Million Holdings in Texas Instruments Incorporated $TXN

Bessemer Group Inc. lessened its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 36.9% in the first quarter, HoldingsChannel reports. The fund owned 264,564 shares of the semiconductor company’s stock after selling 154,925 shares during the period. Bessemer Group Inc.’s holdings in Texas Instruments were worth $51,363,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in TXN. State Street Corp lifted its holdings in Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. grew its holdings in Texas Instruments by 6.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after buying an additional 1,517,420 shares in the last quarter. Geode Capital Management LLC grew its holdings in Texas Instruments by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after buying an additional 248,515 shares in the last quarter. Invesco Ltd. increased its position in Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock worth $3,154,831,000 after buying an additional 1,749,513 shares during the period. Finally, Bank of New York Mellon Corp increased its position in Texas Instruments by 33.6% during the 1st quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock worth $3,184,446,000 after buying an additional 4,129,601 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Trading Down 2.5%

Shares of Texas Instruments stock opened at $284.02 on Friday. 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 12-month low of $152.73 and a 12-month high of $334.03. The company has a market capitalization of $258.48 billion, a price-to-earnings ratio of 48.63, a PEG ratio of 1.45 and a beta of 1.32. The firm’s 50-day moving average price is $302.59 and its two-hundred day moving average price is $243.46.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. During the same period in the previous year, the company earned $1.23 EPS. The business’s revenue for the quarter was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, analysts forecast that Texas Instruments Incorporated will post 7.7 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s payout ratio is currently 97.26%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on TXN shares. Benchmark boosted their target price on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a research report on Tuesday. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday. Truist Financial boosted their price objective on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Finally, Zacks Research downgraded shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. Thirteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $281.84.

Insider Buying and Selling at Texas Instruments

In other news, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction on 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 transaction, the chief executive officer owned 204,339 shares in the company, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Amichai Ron sold 18,365 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $272.43, for a total value of $5,003,176.95. Following the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at $22,089,986.55. This trade represents a 18.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by insiders.

Texas Instruments News Summary

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

• Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
• Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
• Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
• Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings

Texas Instruments 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.