Texas Instruments (NASDAQ:TXN) Price Target Raised to $240.00

Texas Instruments (NASDAQ:TXN) had its target price boosted by Rosenblatt Securities from $200.00 to $240.00 in a research report released on Wednesday morning,Benzinga reports. Rosenblatt Securities currently has a buy rating on the semiconductor company’s stock.

A number of other brokerages have also recently issued reports on TXN. Wells Fargo & Company lifted their price objective on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a report on Wednesday. Benchmark raised their price target on shares of Texas Instruments from $220.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of Texas Instruments in a report on Monday, December 29th. Susquehanna increased their price objective on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research note on Thursday, January 22nd. Finally, Bank of America upgraded Texas Instruments from an “underperform” rating to a “neutral” rating and raised their target price for the company from $185.00 to $235.00 in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Trading Down 1.6%

NASDAQ TXN opened at $215.55 on Wednesday. The business has a 50 day simple moving average of $183.05 and a 200 day simple moving average of $182.73. Texas Instruments has a one year low of $139.95 and a one year high of $222.00. The stock has a market capitalization of $195.85 billion, a P/E ratio of 39.62, a P/E/G ratio of 2.01 and a beta of 1.00. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.90.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The company had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter in the previous year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts expect that Texas Instruments will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio is 104.41%.

Insider Activity

In other news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the transaction, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the sale, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.57% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Texas Instruments

Hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Texas Instruments by 1.0% in the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after purchasing an additional 998,658 shares during the period. State Street Corp grew its position in Texas Instruments by 0.5% during the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after buying an additional 230,098 shares in the last quarter. Geode Capital Management LLC increased its stake in Texas Instruments by 1.3% in the 2nd quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock worth $4,595,478,000 after acquiring an additional 279,755 shares during the last quarter. Invesco Ltd. increased its stake in Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after acquiring an additional 2,366,695 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Texas Instruments in the 2nd quarter valued at about $2,836,310,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

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.