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

Sirios Capital Management L P lifted its position in Texas Instruments Incorporated (NASDAQ:TXN) by 43.6% during the 3rd quarter, Holdings Channel reports. The firm owned 116,871 shares of the semiconductor company’s stock after buying an additional 35,462 shares during the quarter. Texas Instruments makes up 2.8% of Sirios Capital Management L P’s investment portfolio, making the stock its 11th biggest holding. Sirios Capital Management L P’s holdings in Texas Instruments were worth $21,473,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments in the second quarter valued at about $25,000. Pacifica Partners Inc. grew its stake in Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after buying an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Texas Instruments during the third quarter worth approximately $29,000. Osterweis Capital Management Inc. raised its stake in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd raised its stake in shares of Texas Instruments by 69.9% in the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 192 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 79 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Up 0.4%

Shares of NASDAQ TXN opened at $190.78 on Friday. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $231.32. 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 market cap of $173.70 billion, a P/E ratio of 35.07, a P/E/G ratio of 1.72 and a beta of 1.01. The firm has a 50 day moving average price of $205.83 and a 200 day moving average price of $186.36.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion during 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 quarter last year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors 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 of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is presently 104.41%.

Analyst Ratings Changes

A number of equities research analysts recently commented on TXN shares. Citigroup restated a “buy” rating on shares of Texas Instruments in a research report on Thursday, January 15th. Raymond James Financial set a $240.00 price objective on Texas Instruments in a research report on Wednesday, January 28th. Morgan Stanley reissued an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. TD Cowen increased their target price on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Finally, Robert W. Baird set a $225.00 target price on Texas Instruments in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and an average target price of $214.77.

Insider Activity

In other Texas Instruments news, VP Ahmad Bahai sold 6,500 shares of the stock in a transaction dated 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 directly owned 42,488 shares in the company, valued at $9,805,805.52. This represents a 13.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Hagop H. Kozanian sold 6,843 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total value of $1,546,175.85. Following the sale, the vice president directly owned 75,425 shares in the company, valued at approximately $17,042,278.75. This represents a 8.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 114,284 shares of company stock valued at $25,531,935. Company insiders own 0.60% of the company’s stock.

About Texas Instruments

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.