Eubel Brady & Suttman Asset Management Inc. Makes New $426,000 Investment in Texas Instruments Incorporated $TXN

Eubel Brady & Suttman Asset Management Inc. acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 2,320 shares of the semiconductor company’s stock, valued at approximately $426,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments during the second quarter valued at about $25,000. Pacifica Partners Inc. increased its position in shares of Texas Instruments by 85.2% during the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in shares of Texas Instruments during the 3rd quarter valued at about $29,000. Osterweis Capital Management Inc. raised its holdings in shares of Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 181 shares in the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd lifted its position in Texas Instruments by 69.9% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after buying an additional 79 shares during the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Texas Instruments news, Director Mark A. Blinn sold 3,144 shares of the company’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the transaction, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. This represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the sale, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. The trade was a 40.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 16,134 shares of company stock worth $2,988,704. 0.57% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research analysts have commented on the stock. 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 report on Wednesday, January 28th. Robert W. Baird set a $225.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Susquehanna upped their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a research report on Thursday, January 22nd. Finally, Mizuho raised their price objective on Texas Instruments from $145.00 to $160.00 and gave the company an “underperform” rating in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat, Texas Instruments presently has an average rating of “Hold” and an average price target of $212.92.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Zacks Research materially raised TXN’s earnings estimates across 2026–2028 (multiple quarterly and full‑year lifts — FY2026 to $5.95 from $5.79; FY2027 to $7.38 from $7.12; FY2028 to $9.70), signaling stronger forward profitability that can support a higher share valuation.
• Positive Sentiment: Zacks highlights TXN as a “strong growth stock” using its Style Scores, which supports investor confidence in the company’s mix of growth and quality characteristics. Here’s Why Texas Instruments (TXN) is a Strong Growth Stock
• Positive Sentiment: An investor‑letter summary (InsiderMonkey) points to macro tailwinds — Fed rate cuts, strong corporate results and ongoing AI momentum — that supported market gains in late 2025 and underpin optimism for semiconductor names like TXN. Should You Be Optimistic on Texas Instruments’ (TXN) Growth Potential?
• Positive Sentiment: The Motley Fool included TXN among dividend stocks benefiting from strong data‑center demand, reinforcing TXN’s combination of cash returns and secular end‑market strength. 2 Dividend Stocks That Are Off of Hot Starts to 2026
• Neutral Sentiment: Zacks also examined TXN’s reliance on international sales, noting shifts in geographic mix that could affect revenue sensitivity to FX, trade dynamics or regional demand — a risk investors should monitor even as estimates rise. Texas Instruments (TXN) Reliance on International Sales: What Investors Need to Know

Texas Instruments Stock Up 2.6%

Shares of NASDAQ:TXN opened at $226.56 on Thursday. The stock’s 50-day moving average is $191.78 and its 200 day moving average is $183.52. The company has a market cap of $205.61 billion, a PE ratio of 41.65, a P/E/G ratio of 1.99 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32.

Texas Instruments (NASDAQ:TXN) last issued 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). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter in the prior year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Sell-side analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s payout ratio is presently 104.41%.

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.