Camrose Capital Investment Partners LLP lifted its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 51.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 340,408 shares of the semiconductor company’s stock after purchasing an additional 115,789 shares during the quarter. Texas Instruments comprises 9.8% of Camrose Capital Investment Partners LLP’s investment portfolio, making the stock its 5th largest position. Camrose Capital Investment Partners LLP’s holdings in Texas Instruments were worth $59,057,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also modified their holdings of TXN. Bogart Wealth LLC boosted its stake in Texas Instruments by 7.8% in the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after acquiring an additional 47 shares during the last quarter. Larson Financial Group LLC boosted its stake in Texas Instruments by 0.5% in the fourth quarter. Larson Financial Group LLC now owns 10,228 shares of the semiconductor company’s stock valued at $1,775,000 after acquiring an additional 47 shares during the last quarter. Sumitomo Life Insurance Co. boosted its stake in Texas Instruments by 0.6% in the fourth quarter. Sumitomo Life Insurance Co. now owns 7,356 shares of the semiconductor company’s stock valued at $1,276,000 after acquiring an additional 47 shares during the last quarter. Winthrop Capital Management LLC boosted its stake in Texas Instruments by 1.6% in the fourth quarter. Winthrop Capital Management LLC now owns 3,230 shares of the semiconductor company’s stock valued at $560,000 after acquiring an additional 50 shares during the last quarter. Finally, Emerald Advisors LLC boosted its stake in Texas Instruments by 0.8% in the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after acquiring an additional 52 shares during the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.
Insider Activity at Texas Instruments
In related news, VP Amichai Ron sold 18,365 shares of the firm’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the sale, the vice president directly owned 81,085 shares in the company, valued at $22,089,986.55. This trade represents a 18.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP Mark T. Roberts sold 28,080 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the sale, the vice president owned 53,809 shares in the company, valued at approximately $15,084,815.06. The trade was a 34.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is owned by corporate insiders.
Texas Instruments Trading Down 2.4%
Texas Instruments (NASDAQ:TXN – Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same period last year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities research analysts predict that Texas Instruments Incorporated will post 7.66 EPS for the current year.
Texas Instruments Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.
Wall Street Analyst Weigh In
A number of equities analysts have issued reports on TXN shares. Truist Financial raised their price objective on shares of Texas Instruments from $225.00 to $278.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. Stifel Nicolaus set a $340.00 price objective on shares of Texas Instruments in a research note on Friday, May 15th. TD Cowen raised their price objective on shares of Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Benchmark raised their price objective on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Finally, Sanford C. Bernstein started coverage on shares of Texas Instruments in a research note on Friday, May 22nd. They issued a “market perform” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and a consensus target price of $269.61.
Check Out Our Latest Research Report on TXN
Texas Instruments 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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