Silvant Capital Management LLC Increases Stake in Texas Instruments Incorporated $TXN

Silvant Capital Management LLC lifted its position in Texas Instruments Incorporated (NASDAQ:TXN) by 389.1% in the 3rd quarter, Holdings Channel.com reports. The fund owned 9,909 shares of the semiconductor company’s stock after acquiring an additional 7,883 shares during the period. Silvant Capital Management LLC’s holdings in Texas Instruments were worth $1,821,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in TXN. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments in the 2nd quarter worth about $25,000. Pacifica Partners Inc. lifted its stake in Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $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 third quarter valued at approximately $29,000. Osterweis Capital Management Inc. boosted its position in shares of Texas Instruments by 1,810.0% during the second 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 during the period. Finally, Clal Insurance Enterprises Holdings Ltd grew its stake in shares of Texas Instruments by 69.9% during the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 79 shares during the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

TXN has been the topic of several recent analyst reports. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. Wells Fargo & Company upped their price objective on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 28th. UBS Group increased their target price on Texas Instruments from $245.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. TD Cowen lifted their target price on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group boosted their target price on shares of Texas Instruments from $180.00 to $210.00 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, nine have issued a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and a consensus target price of $214.77.

Texas Instruments Stock Up 0.2%

Shares of NASDAQ TXN opened at $194.45 on Wednesday. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $231.32. The firm has a market capitalization of $177.04 billion, a price-to-earnings ratio of 35.74, a PEG ratio of 1.75 and a beta of 1.01. The stock has a 50 day moving average price of $206.22 and a 200 day moving average price of $185.96. 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 released its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter in the previous year, the business earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Sell-side analysts expect that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were paid a dividend of $1.42 per share. The ex-dividend date was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.9%. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.

Insider Activity

In other Texas Instruments news, VP Mark Gary sold 12,921 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the transaction, the vice president directly owned 45,547 shares in the company, valued at $10,480,364.70. This represents a 22.10% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $221.58, for a total transaction of $696,647.52. Following the transaction, the director directly owned 11,670 shares in the company, valued at $2,585,838.60. This trade represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 114,284 shares of company stock valued at $25,531,935. Company insiders own 0.60% of the company’s stock.

Texas Instruments Company 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.