Beese Fulmer Investment Management Inc. Increases Holdings in Texas Instruments Incorporated $TXN

Key Points

• Beese Fulmer Investment Management increased its Texas Instruments stake by 82.1% in the fourth quarter, bringing its holdings to 11,685 shares worth about $2.0 million.
• Several other institutions also added to TXN, and 84.99% of the stock is owned by hedge funds and other institutional investors, highlighting heavy institutional interest.
• Texas Instruments reported better-than-expected earnings with Q1 EPS of $1.68 versus $1.37 expected, while analysts turned more bullish and raised price targets amid improving industrial and AI-related demand.

Beese Fulmer Investment Management Inc. lifted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 82.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,685 shares of the semiconductor company's stock after buying 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.

A number of other large investors also recently modified their holdings of TXN. Artisan Partners Limited Partnership increased its stake in Texas Instruments by 1.7% in the 3rd quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company's stock worth $139,331,000 after purchasing an additional 12,562 shares during the period. Rothschild & Co Wealth Management UK Ltd increased its stake in Texas Instruments by 1.3% in the 3rd quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company's stock worth $240,242,000 after purchasing an additional 16,260 shares during the period. Swiss Life Asset Management Ltd increased its stake in Texas Instruments by 10.1% in the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company's stock worth $96,321,000 after purchasing an additional 50,808 shares during the period. Greenland Capital Management LP increased its stake in Texas Instruments by 66.3% in the 3rd quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company's stock worth $10,684,000 after purchasing an additional 23,177 shares during the period. Finally, Providence Capital Advisors LLC purchased a new position in Texas Instruments in the 3rd quarter worth approximately $6,347,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the business's stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total value of $2,708,051.58. Following the sale, the director directly owned 37,626 shares of the company's stock, valued at approximately $11,528,982.66. The trade was a 19.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the business's stock in a transaction on 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 sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 310,318 shares of company stock valued at $87,212,814. Company insiders own 0.60% of the company's stock.

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

Texas Instruments Trading Down 1.8%

NASDAQ TXN opened at $302.73 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 twelve month low of $152.73 and a twelve month high of $310.29. 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. The stock's 50 day moving average is $227.87 and its 200 day moving average is $201.34.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share 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 company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same period in the previous year, the company posted $1.23 earnings per share. The firm's revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Research analysts forecast that Texas Instruments Incorporated will post 7.69 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments's payout ratio is 97.26%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on TXN. KeyCorp lifted their price target on Texas Instruments from $240.00 to $325.00 and gave the stock an "overweight" rating in a research note on Thursday, April 23rd. TD Cowen lifted their price objective on Texas Instruments from $250.00 to $300.00 and gave the stock a "buy" rating in a research report on Thursday, April 23rd. Stifel Nicolaus set a $340.00 price objective on Texas Instruments in a research report on Friday. Wolfe Research reiterated an "outperform" rating and issued a $315.00 price objective on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Cantor Fitzgerald lifted their price objective on Texas Instruments from $280.00 to $300.00 and gave the stock a "neutral" rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $260.38.

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.

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