Channing Capital Management LLC Acquires 7,640 Shares of Texas Instruments Incorporated $TXN

Channing Capital Management LLC lifted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 13.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 66,174 shares of the semiconductor company’s stock after purchasing an additional 7,640 shares during the quarter. Channing Capital Management LLC’s holdings in Texas Instruments were worth $12,158,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Shelton Capital Management raised its holdings in Texas Instruments by 2.6% in the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock valued at $31,469,000 after acquiring an additional 3,840 shares in the last quarter. Jennison Associates LLC increased its position in shares of Texas Instruments by 35.1% during the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock valued at $621,218,000 after purchasing an additional 777,619 shares during the period. Rothschild & Co Wealth Management UK Ltd raised its stake in shares of Texas Instruments by 1.3% in the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock valued at $240,242,000 after purchasing an additional 16,260 shares in the last quarter. Howard Capital Management Inc. lifted its position in Texas Instruments by 11.3% in the second quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after purchasing an additional 2,709 shares during the period. Finally, Invesco Ltd. boosted its stake in Texas Instruments by 3.3% during the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after buying an additional 443,738 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on TXN. The Goldman Sachs Group raised their price objective on shares of Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a report on Wednesday, January 28th. Raymond James Financial set a $240.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. Stifel Nicolaus lifted their price objective on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Sanford C. Bernstein reissued a “market perform” rating and issued a $205.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Texas Instruments in a research report on Monday, December 29th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and an average target price of $212.92.

Insider Buying and Selling at Texas Instruments

In other news, VP Hagop H. Kozanian sold 6,843 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction that occurred on Monday, November 24th. The shares were 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 $2,424,723.21. This trade represents a 40.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 124,274 shares of company stock worth $27,153,612 over the last quarter. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments Stock Performance

NASDAQ:TXN opened at $219.73 on Friday. The stock has a market capitalization of $199.42 billion, a P/E ratio of 40.39, a price-to-earnings-growth ratio of 1.98 and a beta of 1.01. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $231.32. The firm has a 50 day moving average of $197.71 and a 200-day moving average of $185.35.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results 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 quarter last year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s payout ratio is currently 104.41%.

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.