Silvant Capital Management LLC Acquires 7,883 Shares of Texas Instruments Incorporated $TXN

Key Points

• Silvant Capital Management LLC increased its stake in Texas Instruments (TXN) by 389.1% in Q3, purchasing 7,883 shares to own 9,909 shares valued at about $1.82 million.
• Texas Instruments slightly missed quarterly estimates (EPS $1.27 vs $1.29; revenue $4.42B vs $4.44B) and set Q1 2026 guidance of $1.22–$1.48, while analysts forecast roughly 5.35 EPS for the year.
• Corporate insiders sold heavily last quarter (114,284 shares worth ~$25.5M, including VP and CFO sales), and the company pays a $1.42 quarterly dividend (2.9% yield) with a dividend payout ratio above 100% (104.4%).

Silvant Capital Management LLC increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 389.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 9,909 shares of the semiconductor company's stock after purchasing an additional 7,883 shares during the quarter. Silvant Capital Management LLC's holdings in Texas Instruments were worth $1,821,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of TXN. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments during the 2nd quarter worth $25,000. Pacifica Partners Inc. boosted its stake in Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company's stock valued at $27,000 after acquiring an additional 69 shares in the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in Texas Instruments during the 3rd quarter worth $29,000. Clal Insurance Enterprises Holdings Ltd increased its holdings in shares of 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 acquiring an additional 79 shares in the last quarter. Finally, Osterweis Capital Management Inc. raised its holdings 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 worth $40,000 after buying an additional 181 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company's stock.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $198.67 on Thursday. The company has a 50-day simple moving average of $205.23 and a 200-day simple moving average of $186.44. Texas Instruments Incorporated has a one year low of $139.95 and a one year high of $231.32. The stock has a market capitalization of $180.88 billion, a price-to-earnings ratio of 36.52, a PEG ratio of 1.78 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.

Texas Instruments (NASDAQ:TXN - Get Free Report) 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 firm had revenue of $4.42 billion for the quarter, compared to analysts' expectations 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 in the prior year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were given a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Friday, January 30th. Texas Instruments's dividend payout ratio is currently 104.41%.

Insider Buying and Selling at Texas Instruments

In related news, VP Hagop H. Kozanian sold 6,843 shares of the stock in a transaction on 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 transaction, the vice president directly owned 75,425 shares of the company's stock, valued at approximately $17,042,278.75. This trade represents a 8.32% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Rafael R. Lizardi sold 7,096 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.78, for a total transaction of $1,637,614.88. Following the sale, the chief financial officer directly owned 85,454 shares of the company's stock, valued at approximately $19,721,074.12. This trade represents a 7.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 114,284 shares of company stock valued at $25,531,935. Corporate insiders own 0.60% of the company's stock.

Analyst Ratings Changes

TXN has been the subject of several recent research reports. Wells Fargo & Company raised their target price 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. Sanford C. Bernstein reiterated a "market perform" rating and issued a $205.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Mizuho raised their price objective on Texas Instruments from $145.00 to $160.00 and gave the company an "underperform" rating in a report on Wednesday, January 28th. KeyCorp lowered Texas Instruments from a "strong-buy" rating to a "hold" rating in a research report on Thursday, February 5th. Finally, DZ Bank raised shares of Texas Instruments to a "strong sell" rating in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target 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.

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