Bessemer Group Inc. Has $128.19 Million Holdings in Texas Instruments Incorporated $TXN

Bessemer Group Inc. raised its position in Texas Instruments Incorporated (NASDAQ:TXN) by 0.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 697,676 shares of the semiconductor company’s stock after purchasing an additional 2,545 shares during the quarter. Bessemer Group Inc. owned 0.08% of Texas Instruments worth $128,186,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of TXN. Brighton Jones LLC raised its holdings in shares of Texas Instruments by 33.4% in the fourth 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 during the last quarter. Intech Investment Management LLC increased its stake in 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 buying an additional 1,031 shares during the last quarter. Sax Wealth Advisors LLC bought a new stake in Texas Instruments during the 2nd quarter worth about $232,000. REAP Financial Group LLC boosted its stake in shares of Texas Instruments by 204.4% during the 2nd quarter. REAP Financial Group LLC now owns 277 shares of the semiconductor company’s stock worth $58,000 after buying an additional 186 shares during the last quarter. Finally, Optas LLC boosted its stake in shares of Texas Instruments by 8.8% during the 2nd quarter. Optas LLC now owns 3,923 shares of the semiconductor company’s stock worth $814,000 after buying an additional 317 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: TXN announced it will acquire Silicon Laboratories for $231.00 per share in an all‑cash deal (~$7.5B enterprise value). Management says the deal deepens TXN’s embedded wireless/connectivity portfolio, creates cross‑sell opportunities and targets roughly $450M of annual manufacturing/operational synergies within three years — a clear growth and margin rationale. Texas Instruments to acquire Silicon Labs (PR Newswire)
• Positive Sentiment: Rosenblatt Securities reaffirmed a “buy” rating and set a $240 price target on TXN, implying upside from current levels — analyst support helps validate the strategic logic of the acquisition and underpins investor confidence. Benzinga
• Positive Sentiment: At least one outlet reported a higher price target (a stated increase to $213.95), and coverage describing TXN setting a fresh annual peak highlights bullish market reaction to the deal and related momentum. MSN: price target increased Kalkine Media: annual peak
• Neutral Sentiment: Long‑form pieces and analyst notes (Yahoo Finance, Seeking Alpha, Zacks) are circulating that lay out bull and cautionary scenarios for TXN post‑deal — useful for investors evaluating valuation, integration risk and long‑term EPS accretion. Yahoo: Bull Case Theory WSJ: deal coverage
• Negative Sentiment: Shareholder litigation risk at Silicon Labs: at least two law firms (Kahn Swick & Foti; Brodsky & Smith) have announced investigations into whether SLAB’s board secured fair value and followed proper process — these challenges could delay closing, create settlement costs, or draw regulatory scrutiny. BusinessWire: KSF investigation Newsfile: Brodsky & Smith notice

Analyst Ratings Changes

TXN has been the topic of several analyst reports. Stifel Nicolaus upped their target price on Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Morgan Stanley reiterated an “underweight” rating and set a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft increased their price objective on Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Bank of America upgraded shares of Texas Instruments from an “underperform” rating to a “neutral” rating and boosted their target price for the stock from $185.00 to $235.00 in a report on Wednesday, January 28th. Finally, Truist Financial increased their price target on shares of Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $212.92.

Texas Instruments Price Performance

Shares of TXN opened at $223.98 on Friday. The company has a market capitalization of $203.51 billion, a price-to-earnings ratio of 41.17, a price-to-earnings-growth ratio of 2.01 and a beta of 1.01. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $228.83. The firm has a 50-day simple moving average of $187.92 and a 200-day simple moving average of $182.93. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The company had revenue of $4.42 billion for the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same period in the previous year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Insider Activity

In other news, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the sale, the vice president owned 20,821 shares of the company’s stock, valued at $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is owned by insiders.

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.