Sirios Capital Management L P Has $21.47 Million Stock Holdings in Texas Instruments Incorporated $TXN

Sirios Capital Management L P boosted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 43.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 116,871 shares of the semiconductor company’s stock after purchasing an additional 35,462 shares during the quarter. Texas Instruments comprises approximately 2.8% of Sirios Capital Management L P’s holdings, making the stock its 11th largest position. Sirios Capital Management L P’s holdings in Texas Instruments were worth $21,473,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments during the second quarter worth approximately $25,000. Pacifica Partners Inc. grew its stake in shares of 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 acquiring an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Texas Instruments in the third quarter worth $29,000. Osterweis Capital Management Inc. increased its position in Texas Instruments by 1,810.0% during the second 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 period. Finally, Clal Insurance Enterprises Holdings Ltd increased its position in Texas Instruments by 69.9% during the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 79 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Trading Up 0.4%

Shares of Texas Instruments stock opened at $190.78 on Friday. The firm has a market capitalization of $173.70 billion, a PE ratio of 35.07, a price-to-earnings-growth ratio of 1.72 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. The company’s fifty day moving average price is $205.83 and its two-hundred day moving average price is $186.36. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $231.32.

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 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 for the quarter, compared to the consensus estimate of $4.44 billion. 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, analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were given a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio is 104.41%.

Insider Activity

In other Texas Instruments news, Director Mark A. Blinn sold 3,144 shares of Texas Instruments stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the sale, the director directly owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. The trade was a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Ahmad Bahai sold 6,500 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total value of $1,500,135.00. Following the completion of the sale, the vice president owned 42,488 shares in the company, valued at approximately $9,805,805.52. This represents a 13.27% 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 114,284 shares of company stock valued at $25,531,935. 0.60% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TXN. Deutsche Bank Aktiengesellschaft increased their price target on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Mizuho boosted their price objective on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a report on Wednesday, January 28th. Jefferies Financial Group upped their price objective on shares of Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Cantor Fitzgerald increased their target price on shares of Texas Instruments from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, February 23rd. Finally, Benchmark lifted their target price on Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. One 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $214.77.

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.