Vega Investment Solutions Takes $44.13 Million Position in Texas Instruments Incorporated $TXN

Vega Investment Solutions bought a new position in Texas Instruments Incorporated (NASDAQ:TXN) in the 2nd quarter, Holdings Channel reports. The firm bought 148,050 shares of the semiconductor company’s stock, valued at approximately $44,129,000. Texas Instruments comprises about 6.2% of Vega Investment Solutions’ portfolio, making the stock its 3rd largest holding.

A number of other large investors have also recently made changes to their positions in TXN. Kilter Group LLC purchased a new stake in Texas Instruments in the 2nd quarter worth about $31,000. Strategic Wealth Investment Group LLC purchased a new position in shares of Texas Instruments during the second quarter valued at approximately $25,000. Addison Advisors LLC purchased a new position in shares of Texas Instruments during the second quarter valued at approximately $38,000. Portus Wealth Advisors LLC bought a new position in shares of Texas Instruments during the first quarter valued at approximately $27,000. Finally, High Point Wealth Management LLC bought a new position in shares of Texas Instruments during the fourth quarter valued at approximately $25,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on TXN. UBS Group reiterated a “buy” rating and issued a $380.00 price target on shares of Texas Instruments in a report on Thursday, July 23rd. Mizuho upped their price objective on Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research report on Thursday, July 23rd. TD Cowen reduced their target price on Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. Bank of America lifted their target price on Texas Instruments from $320.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Finally, Stifel Nicolaus boosted their target price on shares of Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, Texas Instruments currently has a consensus rating of “Moderate Buy” and an average price target of $312.12.

Texas Instruments Stock Down 2.1%

Shares of NASDAQ TXN opened at $258.94 on Tuesday. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The firm has a market capitalization of $236.48 billion, a price-to-earnings ratio of 39.41, a PEG ratio of 1.04 and a beta of 1.33. The stock has a 50 day moving average price of $289.42 and a 200 day moving average price of $259.23. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86.

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

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st were paid a dividend of $1.42 per share. The ex-dividend date was Friday, July 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.2%. Texas Instruments’s dividend payout ratio (DPR) is currently 86.45%.

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.