Texas Instruments (NASDAQ:TXN) Upgraded at DZ Bank

Texas Instruments (NASDAQ:TXN) was upgraded by investment analysts at DZ Bank to a “strong sell” rating in a report released on Monday,Zacks.com reports.

A number of other equities analysts have also recently commented on TXN. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Truist Financial increased their target price on Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Morgan Stanley reiterated an “underweight” rating and issued a $180.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. Stifel Nicolaus raised their target price on shares of Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Finally, Wells Fargo & Company increased their price target on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $212.92.

Texas Instruments Trading Up 2.6%

Shares of TXN opened at $226.56 on Monday. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. Texas Instruments has a 1-year low of $139.95 and a 1-year high of $231.32. The company has a market capitalization of $205.61 billion, a P/E ratio of 41.65, a P/E/G ratio of 1.99 and a beta of 1.01. The firm’s 50 day simple moving average is $191.78 and its 200 day simple moving average is $183.52.

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

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the completion of the transaction, the director owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction dated 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 completion of the sale, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 16,134 shares of company stock valued at $2,988,704. 0.57% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Texas Instruments

Several large investors have recently made changes to their positions in the business. Shelton Capital Management grew its holdings in Texas Instruments by 2.6% during the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock valued at $31,469,000 after purchasing an additional 3,840 shares in the last quarter. Jennison Associates LLC grew its stake in shares of Texas Instruments by 35.1% during the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock valued at $621,218,000 after acquiring an additional 777,619 shares in the last quarter. Howard Capital Management Inc. increased its position in shares of Texas Instruments by 11.3% during the second quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after acquiring an additional 2,709 shares during the last quarter. Invesco Ltd. lifted its stake in shares of Texas Instruments by 3.3% in the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after acquiring an additional 443,738 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in Texas Instruments by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after purchasing an additional 1,426,360 shares in the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments News Summary

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

• Positive Sentiment: Zacks Research materially raised TXN’s earnings estimates across 2026–2028 (multiple quarterly and full‑year lifts — FY2026 to $5.95 from $5.79; FY2027 to $7.38 from $7.12; FY2028 to $9.70), signaling stronger forward profitability that can support a higher share valuation.
• Positive Sentiment: Zacks highlights TXN as a “strong growth stock” using its Style Scores, which supports investor confidence in the company’s mix of growth and quality characteristics. Here’s Why Texas Instruments (TXN) is a Strong Growth Stock
• Positive Sentiment: An investor‑letter summary (InsiderMonkey) points to macro tailwinds — Fed rate cuts, strong corporate results and ongoing AI momentum — that supported market gains in late 2025 and underpin optimism for semiconductor names like TXN. Should You Be Optimistic on Texas Instruments’ (TXN) Growth Potential?
• Positive Sentiment: The Motley Fool included TXN among dividend stocks benefiting from strong data‑center demand, reinforcing TXN’s combination of cash returns and secular end‑market strength. 2 Dividend Stocks That Are Off of Hot Starts to 2026
• Neutral Sentiment: Zacks also examined TXN’s reliance on international sales, noting shifts in geographic mix that could affect revenue sensitivity to FX, trade dynamics or regional demand — a risk investors should monitor even as estimates rise. Texas Instruments (TXN) Reliance on International Sales: What Investors Need to Know

Texas Instruments Company 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.