James Hambro & Partners 13F: Adds $3.5M to TXN Stake

James Hambro & Partners boosted its stake in Texas Instruments Incorporated TXN by 12,556 shares during the period, according to a Form 13F filing with the SEC on October 19, 2026. The fund held 477,948 shares previously and finished the quarter with 490,504 shares valued at roughly $137.4 million, marking a 2.6% increase.

TXN Texas Instruments Incorporated

$276.48 ▲ +58.37% year to date

1M 3M YTD

Daily close · Oct 16, 2026

What Changed in James Hambro & Partners's Texas Instruments Position

The firm lifted its investment in the semiconductor producer by adding 12,556 shares to its portfolio. The total value of the position stood at $137,397,527 at the close of the quarter.

Other Institutional Activity in Texas Instruments

D1 Capital Partners L.P. grew its holdings by 1,267,183 shares, ending with 1,753,001 shares worth about $522.5 million. Banque Pictet & Cie reduced its holdings by 669,453 shares, ending with 844,012 shares worth about $236.4 million. Assenagon Asset Management S.A. grew its holdings by 1,709,339 shares, ending with 3,990,292 shares worth about $1.12 billion. Bank Of New York Mellon Corporation reduced its holdings by 1,343,361 shares, ending with 15,059,099 shares worth about $4.16 billion.

Texas Instruments Incorporated Stock Down 0.1%

Texas Instruments shares closed at $276.15 on October 19, 2026. The stock recently traded around $276.12, putting it slightly above its 50-day moving average and about 17.3% below its 52-week high of $334.03.

Recent Earnings

Texas Instruments generated trailing twelve month revenue of $19.45 billion. The business posted a net profit margin of 31.1% and a return on equity of 35.2%, with earnings per share over the last twelve months reaching $6.57. Its next earnings report is scheduled for October 21, 2026.

Dividend

The company distributes an annual dividend rate of $6.08 per share. That payout translates to a dividend yield of 2.2% with a dividend payout ratio of 85.5%.

Insider Buying and Selling at Texas Instruments Incorporated

Officer Ahmad Bahai sold 5,000 shares on May 14, 2026, at an average price of $309.13 for a total value of $1.5 million. Chief Financial Officer Rafael R Lizardi sold 47,734 shares on May 14, 2026, valued at $14.7 million. Director Martin S Craighead sold 10,000 shares on May 28, 2026, for $3.2 million. Officer Tsedeniya Abraham sold 7,000 shares on August 27, 2026, worth $1.9 million.

Analysts Set New Price Targets

Bernstein maintained a Market Perform rating with a $290.00 target on July 23, 2026. JP Morgan maintained an Overweight rating with a $340.00 target on July 23, 2026. Rosenblatt maintained a Buy rating with a $350.00 target on July 24, 2026. Cantor Fitzgerald reiterated a Neutral rating with a $340.00 target on August 17, 2026. TD Cowen maintained a Buy rating with a $330.00 target on October 19, 2026. The stock carries a consensus buy recommendation from 31 analysts with a mean price target of $324.39.

About Texas Instruments

Texas Instruments designs and manufactures analog and embedded processing semiconductors for electronics makers across the globe. The company serves industrial, automotive, personal electronics, and enterprise markets from its headquarters in Dallas, Texas.

Bottom Line

Institutional interest in Texas Instruments remains active as the chipmaker heads into its next earnings update. Investors will look to upcoming financial results to gauge demand across its analog and embedded segments.