Columbus Hill Capital Management L.P. Makes New Investment in Texas Instruments Incorporated $TXN

Columbus Hill Capital Management L.P. acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 38,000 shares of the semiconductor company’s stock, valued at approximately $6,982,000. Texas Instruments comprises about 0.9% of Columbus Hill Capital Management L.P.’s holdings, making the stock its 21st biggest holding.

Other institutional investors have also recently bought and sold shares of the company. Strategic Wealth Investment Group LLC acquired a new position in shares of Texas Instruments in the second quarter valued at $25,000. Pacifica Partners Inc. increased its stake in Texas Instruments by 85.2% during the 3rd 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 period. Grey Fox Wealth Advisors LLC bought a new position in shares of Texas Instruments in the third quarter worth $29,000. Osterweis Capital Management Inc. increased its holdings in Texas Instruments by 1,810.0% in 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 during the period. Finally, Clal Insurance Enterprises Holdings Ltd raised 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 valued at $40,000 after purchasing an additional 79 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 6,500 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was 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 of the company’s stock, valued at $9,805,805.52. This represents a 13.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Hagop H. Kozanian sold 6,843 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the completion of the sale, the vice president directly owned 75,425 shares of the company’s stock, valued at $17,042,278.75. This represents a 8.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 114,284 shares of company stock worth $25,531,935. Company insiders own 0.60% of the company’s stock.

Texas Instruments Stock Up 0.4%

TXN stock opened at $190.78 on Friday. The company has a market capitalization of $173.70 billion, a price-to-earnings ratio of 35.07, a PEG ratio of 1.72 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The stock has a fifty day moving average of $205.83 and a 200-day moving average of $186.36. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $231.32.

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

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s payout ratio is currently 104.41%.

Analysts Set New Price Targets

A number of research firms have weighed in on TXN. Truist Financial set a $250.00 target price on shares of Texas Instruments in a research note on Monday, February 23rd. Mizuho raised their price objective on Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research report on Wednesday, January 28th. Cantor Fitzgerald boosted their price target on shares of Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research report on Monday, February 23rd. Sanford C. Bernstein restated a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Finally, Wells Fargo & Company raised their price target on shares of Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $214.77.

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.