Columbus Hill Capital Management L.P. Invests $6.98 Million in Texas Instruments Incorporated $TXN

Columbus Hill Capital Management L.P. acquired a new stake in shares of Texas Instruments Incorporated (NASDAQ:TXN) during the 3rd quarter, according to 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 investment portfolio, making the stock its 21st biggest position.

Other institutional investors and hedge funds have also modified their holdings of the company. Pathway Financial Advisers LLC lifted its position in Texas Instruments by 0.8% during the second quarter. Pathway Financial Advisers LLC now owns 7,007 shares of the semiconductor company’s stock valued at $1,455,000 after purchasing an additional 55 shares during the period. Prestige Wealth Management Group LLC lifted its position in shares of Texas Instruments by 3.4% during the 2nd quarter. Prestige Wealth Management Group LLC now owns 1,788 shares of the semiconductor company’s stock valued at $371,000 after buying an additional 59 shares in the last quarter. Traveka Wealth LLC boosted its position in shares of Texas Instruments by 4.8% in the third quarter. Traveka Wealth LLC now owns 1,371 shares of the semiconductor company’s stock worth $252,000 after purchasing an additional 63 shares during the period. Bond & Devick Financial Network Inc. boosted its holdings in Texas Instruments by 6.2% in the 3rd quarter. Bond & Devick Financial Network Inc. now owns 1,118 shares of the semiconductor company’s stock worth $205,000 after buying an additional 65 shares during the period. Finally, Wealthquest Corp boosted its stake in shares of Texas Instruments by 5.4% in the second quarter. Wealthquest Corp now owns 1,299 shares of the semiconductor company’s stock worth $270,000 after acquiring an additional 67 shares during the period. Institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling

In related news, VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the transaction, the vice president owned 42,488 shares in the company, valued at approximately $9,805,805.52. This trade represents a 13.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Mark A. Blinn sold 3,144 shares of Texas Instruments stock in a transaction dated Thursday, February 5th. The stock was 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 114,284 shares of company stock worth $25,531,935 in the last ninety days. Company insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on TXN shares. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Stifel Nicolaus boosted their target price on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Mizuho raised their price objective on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research note on Wednesday, January 28th. Cantor Fitzgerald lifted their target price on Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research report on Monday, February 23rd. Finally, Benchmark lifted their price target on shares of Texas Instruments from $220.00 to $250.00 and gave the company a “buy” rating in a research note 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $214.77.

Texas Instruments Trading Up 0.4%

Texas Instruments stock opened at $190.78 on Friday. The stock has a 50-day moving average price of $205.83 and a 200 day moving average price of $186.36. The company has a market capitalization of $173.70 billion, a price-to-earnings ratio of 35.07, a price-to-earnings-growth ratio of 1.72 and a beta of 1.01. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $231.32.

Texas Instruments (NASDAQ:TXN) last posted its earnings results 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 company had revenue of $4.42 billion for the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same period last 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 anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

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

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.