Vista Investment Management Takes $1.22 Million Position in Texas Instruments Incorporated $TXN

Vista Investment Management acquired a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, Holdings Channel.com reports. The firm acquired 4,084 shares of the semiconductor company’s stock, valued at approximately $1,217,000.

A number of other institutional investors also recently bought and sold shares of TXN. Kilter Group LLC bought a new stake in Texas Instruments during the second quarter valued at about $31,000. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments in the second quarter worth about $25,000. Addison Advisors LLC bought a new position in shares of Texas Instruments in the second quarter worth about $38,000. Portus Wealth Advisors LLC purchased a new position in shares of Texas Instruments during the 1st quarter valued at about $27,000. Finally, High Point Wealth Management LLC purchased a new position in shares of Texas Instruments during the 4th quarter valued at about $25,000. 84.99% of the stock is owned by institutional investors.

Key Texas Instruments News

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Operational recovery is accelerating. Texas Instruments’ second-quarter results showed revenue growth of roughly 23%, operating profit up 48%, and net income up 53%. Free cash flow also improved 56% as capital spending nearly halved year over year, suggesting the company’s heavy investment cycle may be easing. Texas Instruments: The $6.5 Billion Cash-Flow Machine Is Finally Awake
• Positive Sentiment: AI and data-center exposure support the long-term outlook. Analysts and fund commentary characterize TXN as a “picks-and-shovels” beneficiary of AI infrastructure, electric vehicles, industrial automation, and factory equipment because its analog chips help power and control these systems. Texas Instruments Is a Worthy AI Picks-and-Shovels Play I Keep Buying
• Positive Sentiment: TXN retains broad-based momentum. In comparisons with Analog Devices, coverage points to Texas Instruments’ improving manufacturing utilization and strength across multiple end markets, potentially giving it an edge despite ADI’s stronger industrial and automotive trends. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Neutral Sentiment: Options-market volatility has risen. Surging implied volatility indicates increased uncertainty and the potential for larger price swings, but it does not establish a clear directional signal. Implied Volatility Surging for Texas Instruments Stock Options
• Negative Sentiment: Post-earnings performance remains a concern. TXN has decreased 6.8% since its latest quarterly report, with investors apparently looking beyond the earnings beat and focusing on forward estimates, elevated expectations, and whether the recovery can continue. Why Is Texas Instruments Down 6.8% Since Last Earnings Report?

Texas Instruments Stock Down 0.5%

TXN opened at $264.36 on Friday. The company has a market capitalization of $241.43 billion, a PE ratio of 40.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33. The firm has a 50-day simple moving average of $290.51 and a two-hundred day simple moving average of $258.75. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. During the same period in the previous year, the firm posted $1.41 earnings per share. The business’s revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Analysts forecast that Texas Instruments Incorporated will post 8.42 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, July 31st. Texas Instruments’s dividend payout ratio is 86.45%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Stifel Nicolaus increased their target price on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. KeyCorp upped their price target on shares of Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Rosenblatt Securities increased their price objective on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Finally, Weiss Ratings raised shares of Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, July 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $312.12.

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.