Beacon Harbor Wealth Advisors Inc. Has $8.24 Million Stock Holdings in Texas Instruments Incorporated $TXN

Beacon Harbor Wealth Advisors Inc. boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 210.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,444 shares of the semiconductor company’s stock after purchasing an additional 28,764 shares during the period. Texas Instruments comprises about 1.7% of Beacon Harbor Wealth Advisors Inc.’s holdings, making the stock its 24th largest holding. Beacon Harbor Wealth Advisors Inc.’s holdings in Texas Instruments were worth $8,240,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its stake in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after acquiring an additional 4,218 shares during the last quarter. Intech Investment Management LLC boosted its holdings in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. grew its position in Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares during the last quarter. Main Street Financial Solutions LLC grew its position in Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after acquiring an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC increased its holdings in Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after purchasing an additional 496 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Up 0.9%

Shares of TXN opened at $311.46 on Friday. The company has a market capitalization of $283.46 billion, a PE ratio of 53.33, a PEG ratio of 1.55 and a beta of 1.32. Texas Instruments Incorporated has a 12 month low of $152.73 and a 12 month high of $334.03. The stock’s 50-day moving average price is $301.47 and its two-hundred day moving average price is $239.31. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last issued 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. The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business’s quarterly revenue was up 18.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, analysts anticipate that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were issued a $1.42 dividend. The ex-dividend date was Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.8%. Texas Instruments’s dividend payout ratio is presently 97.26%.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. Cantor Fitzgerald lifted their price target on Texas Instruments from $300.00 to $340.00 and gave the company a “neutral” rating in a research note on Monday, June 29th. Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. Robert W. Baird raised their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Susquehanna reiterated a “positive” rating and set a $300.00 target price on shares of Texas Instruments in a research report on Thursday, April 23rd. Finally, Stifel Nicolaus boosted their target price on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and an average target price of $276.84.

More Texas Instruments News

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

• Positive Sentiment: Analysts say Texas Instruments’ embedded processing segment has returned to healthy growth, with improving industrial demand and higher chip content in connected devices, vehicles, and factory automation supporting long-term earnings potential.
• Positive Sentiment: Texas Instruments has also been moving through Russell index changes, including additions to the Russell 1000 Dynamic Index and Russell Top 50 Index, which can increase visibility among investors and index-tracking funds.
• Positive Sentiment: Recent market commentary noted TXN has been outperforming over the past several months, reflecting continued confidence in the company’s fundamentals and semiconductor demand trends.
• Neutral Sentiment: A report on short interest showed no meaningful change in the data available, so it does not appear to be a major driver for the stock today.
• Neutral Sentiment: Broader semiconductor coverage has been constructive for chip stocks overall, but some of the articles referenced competitors such as Broadcom and Allegro MicroSystems rather than Texas Instruments directly.
• Negative Sentiment: No major company-specific negative catalyst was reported in the latest articles, though one market note said TXN underperformed peers despite gains, suggesting investors may still be selective within the chip sector.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the sale, the vice president owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the transaction, the director owned 37,626 shares in the company, valued at $11,528,982.66. This trade represents a 19.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 303,475 shares of company stock worth $85,666,638. Company insiders own 0.60% of the company’s stock.

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.