Silphium Asset Management Ltd Has $3.43 Million Stock Holdings in Texas Instruments Incorporated $TXN

Silphium Asset Management Ltd reduced its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 20.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,688 shares of the semiconductor company’s stock after selling 4,684 shares during the quarter. Texas Instruments accounts for about 1.0% of Silphium Asset Management Ltd’s holdings, making the stock its 28th biggest position. Silphium Asset Management Ltd’s holdings in Texas Instruments were worth $3,434,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in TXN. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments during the 2nd quarter worth approximately $25,000. Pacifica Partners Inc. boosted its position in shares of Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in Texas Instruments during the third quarter worth $29,000. LGT Financial Advisors LLC grew its holdings in Texas Instruments by 328.9% during the second quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock worth $40,000 after buying an additional 148 shares in the last quarter. Finally, Mid American Wealth Advisory Group Inc. purchased a new stake in Texas Instruments in the 2nd quarter valued at $40,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Price Performance

NASDAQ TXN opened at $225.01 on Tuesday. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The company has a market cap of $204.45 billion, a PE ratio of 41.36, a price-to-earnings-growth ratio of 1.95 and a beta of 1.01. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $225.26. The firm’s 50-day simple moving average is $184.33 and its two-hundred day simple moving average is $182.30.

Texas Instruments (NASDAQ:TXN) last posted its quarterly 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). The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same period last year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. 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 announced a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be given a dividend of $1.42 per share. The ex-dividend date is Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. Texas Instruments’s dividend payout ratio is currently 104.41%.

Analysts Set New Price Targets

TXN has been the subject of several recent analyst reports. Susquehanna upped their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group upped their target price on Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a report on Wednesday, January 28th. BNP Paribas Exane set a $190.00 price objective on Texas Instruments and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Instruments in a research report on Monday, December 29th. Finally, Morgan Stanley reissued an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $212.92.

Insiders Place Their Bets

In related news, Director Ronald Kirk sold 9,990 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the sale, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. The trade was a 40.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the sale, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. This trade represents a 4.58% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is owned by company insiders.

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.