Benjamin Edwards Inc. Has $50.64 Million Holdings in Texas Instruments Incorporated $TXN

Key Points

• Benjamin Edwards Inc. trimmed its Texas Instruments stake by 1.7% in Q4, selling 5,129 shares and ending the quarter with 291,869 shares valued at about $50.64 million.
• Texas Instruments beat Q1 EPS ($1.68 vs. $1.37 est.), gave Q2 EPS guidance of $1.77–$2.05, and saw multiple analysts raise price targets and ratings following the quarter.
• There has been notable insider selling

Benjamin Edwards Inc. reduced its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 291,869 shares of the semiconductor company's stock after selling 5,129 shares during the quarter. Benjamin Edwards Inc.'s holdings in Texas Instruments were worth $50,642,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Gibraltar Capital Management Inc. raised its stake in Texas Instruments by 0.4% during the 4th quarter. Gibraltar Capital Management Inc. now owns 19,776 shares of the semiconductor company's stock valued at $3,431,000 after purchasing an additional 77 shares during the last quarter. PFA Pension Forsikringsaktieselskab acquired a new position in Texas Instruments during the 4th quarter valued at $84,204,000. Horizon Investments LLC raised its stake in Texas Instruments by 58.1% during the 4th quarter. Horizon Investments LLC now owns 61,994 shares of the semiconductor company's stock valued at $10,755,000 after purchasing an additional 22,773 shares during the last quarter. Davis Selected Advisers raised its stake in Texas Instruments by 23.1% during the 4th quarter. Davis Selected Advisers now owns 2,853,227 shares of the semiconductor company's stock valued at $495,009,000 after purchasing an additional 535,819 shares during the last quarter. Finally, Danske Bank A S raised its stake in Texas Instruments by 7.6% during the 4th quarter. Danske Bank A S now owns 513,843 shares of the semiconductor company's stock valued at $89,147,000 after purchasing an additional 36,414 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Down 0.1%

Shares of NASDAQ:TXN opened at $280.70 on Friday. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $287.83. The company's 50-day moving average price is $212.93 and its two-hundred day moving average price is $193.79. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The firm has a market cap of $255.46 billion, a P/E ratio of 48.06, a P/E/G ratio of 1.42 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping analysts' consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same quarter in the prior year, the firm earned $1.23 EPS. The company'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. As a group, research analysts forecast that Texas Instruments Incorporated will post 7.6 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders 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 yield of 2.0%. Texas Instruments's dividend payout ratio is currently 97.26%.

Insider Activity

In other Texas Instruments news, VP Mark Gary sold 13,689 shares of the stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $279.25, for a total transaction of $3,822,653.25. Following the sale, the vice president owned 45,547 shares of the company's stock, valued at $12,718,999.75. This represents a 23.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Katharine Kane sold 6,125 shares of the company's stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $270.41, for a total transaction of $1,656,261.25. Following the transaction, the senior vice president owned 25,212 shares in the company, valued at approximately $6,817,576.92. The trade was a 19.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 321,268 shares of company stock worth $82,391,712. 0.60% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities analysts recently commented on TXN shares. UBS Group upped their target price on shares of Texas Instruments from $260.00 to $295.00 and gave the company a "buy" rating in a research note on Thursday, April 23rd. KeyCorp upped their target price on shares of Texas Instruments from $240.00 to $325.00 and gave the company an "overweight" rating in a research note on Thursday, April 23rd. Bank of America upgraded shares of Texas Instruments from a "neutral" rating to a "buy" rating and increased their price objective for the company from $235.00 to $320.00 in a research note on Thursday, April 23rd. Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. Finally, Jefferies Financial Group increased their price objective on shares of Texas Instruments from $210.00 to $260.00 and gave the company a "hold" rating in a research note on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $257.68.

Texas Instruments News Summary

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

• Positive Sentiment: Q1 beat and constructive Q2 outlook — TXN reported an EPS beat for Q1 and set Q2 revenue of ~$5.0–$5.4B with EPS guidance $1.77–$2.05, signaling continued demand strength into the quarter. Texas Instruments (TXN) Sees Stable Pricing in Q2, Signals Possible H2 Increases
• Positive Sentiment: Analysts raising targets and reaffirming buy thesis — Several firms lifted price targets after the quarter, supporting momentum and institutional interest. Texas Instruments Incorporated NASDAQ: TXN Receives $257.68 Average PT from Analysts
• Positive Sentiment: Strategic edge‑AI partnership — A collaboration with Lattice to pair TI sensing tech with low‑latency sensor fusion broadens addressable markets in robotics/industrial edge AI. Is Lattice’s TI-Powered Real-Time Sensor Fusion Push Altering The Investment Case For Lattice Semiconductor?
• Neutral Sentiment: Momentum/technical breakout — Commentators note a steep multi‑week rally that has strengthened sentiment but raises cyclicality risk. Texas Instruments’ Breakout Was 5 Years in the Making. Does It Have Legs?
• Neutral Sentiment: Dividend supports income profile — TXN declared a $1.42 quarterly dividend (ex‑dividend May 5), attractive to income buyers but noted payout ratio is high.
• Negative Sentiment: Heavy insider selling — Multiple insiders disclosed large sales this week (including VP Mohammad Yunus’s ~51k‑share sale and reported senior exec/CFO sales), which can create short‑term selling pressure. Mohammad Yunus Sells 51,098 Shares of Texas Instruments NASDAQ: TXN Stock
• Negative Sentiment: Valuation and overbought warnings — Some market pieces flag the chip rally and high multiples as a risk, which may spur profit‑taking if momentum fades. 5 Overbought Tech Stocks to Sell for Profit

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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