Texas Instruments (NASDAQ:TXN) Issues Quarterly Earnings Results, Beats Estimates By $0.31 EPS

Texas Instruments (NASDAQ:TXN) issued its earnings results on Wednesday. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31, Zacks reports. The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The firm’s revenue for the quarter was up 18.6% on a year-over-year basis. During the same period last year, the company earned $1.23 earnings per share. Texas Instruments updated its Q2 2026 guidance to 1.770-2.050 EPS.

Texas Instruments Stock Up 1.4%

Shares of NASDAQ:TXN traded up $3.16 during midday trading on Wednesday, hitting $236.31. 11,337,460 shares of the stock were exchanged, compared to its average volume of 7,426,919. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. Texas Instruments has a 52-week low of $151.27 and a 52-week high of $238.80. The business’s fifty day simple moving average is $206.70 and its two-hundred day simple moving average is $189.42. The company has a market capitalization of $215.15 billion, a PE ratio of 43.44, a P/E/G ratio of 2.12 and a beta of 1.01.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.

Texas Instruments News Roundup

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

• Positive Sentiment: TI raised Q2 2026 guidance well above Street expectations — EPS guidance of $1.77–$2.05 (consensus ~$1.57) and revenue guidance of $5.0B–$5.4B (consensus ~$4.8B), signaling stronger-than-expected demand into the quarter. Read More.
• Positive Sentiment: Q1 2026 results beat expectations: revenue ~$4.8B (+~18.6% YoY) and diluted EPS $1.68 (+31% YoY), with margin expansion and stronger cash generation cited in the release — a clean operational beat that supports the bullish guidance. Read More.
• Positive Sentiment: Management cited accelerating demand from industrial and data‑center customers — the AI/data‑center buildout is explicitly boosting analog chip demand, which investors view as a durable tailwind for revenue and margins. Read More.
• Neutral Sentiment: Analyst coverage and price targets remain mixed: several buy/overweight ratings coexist with at least one underperform; median recent target noted around $227, leaving room for diverging views on how sustainably AI/data‑center demand translates to TI’s growth. Read More.
• Neutral Sentiment: Institutional positioning has shifted — some large holders trimmed exposure recently while others added, so flows could add volatility as investors re‑balance into the new guidance/earnings reality. Read More.
• Negative Sentiment: Notable insider selling has been reported in recent months (multiple senior VPs sold shares), which some investors view as a cautionary signal on near‑term insider conviction. Read More.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on TXN. Susquehanna increased their price target on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research note on Thursday, January 22nd. Barclays set a $175.00 price target on Texas Instruments in a research note on Wednesday, January 28th. UBS Group increased their price target on Texas Instruments from $245.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Jefferies Financial Group increased their price target on Texas Instruments from $180.00 to $210.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $240.00 price objective on shares of Texas Instruments in a research note on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have assigned a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $218.10.

Insider Activity

In other Texas Instruments news, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total transaction of $696,647.52. Following the transaction, the director directly owned 11,670 shares of the company’s stock, valued at $2,585,838.60. This represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Ahmad Bahai sold 6,500 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the transaction, the vice president directly owned 42,488 shares in the company, valued at $9,805,805.52. The trade was a 13.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 114,284 shares of company stock valued at $25,531,935. Corporate insiders own 0.60% of the company’s stock.

Institutional Trading of Texas Instruments

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sumitomo Life Insurance Co. boosted its position in Texas Instruments by 0.6% in the fourth quarter. Sumitomo Life Insurance Co. now owns 7,356 shares of the semiconductor company’s stock valued at $1,276,000 after buying an additional 47 shares in the last quarter. Vista Investment Management grew its position in shares of Texas Instruments by 1.3% during the 4th quarter. Vista Investment Management now owns 4,297 shares of the semiconductor company’s stock worth $745,000 after buying an additional 57 shares during the period. ANB Bank grew its position in shares of Texas Instruments by 0.7% during the 4th quarter. ANB Bank now owns 8,748 shares of the semiconductor company’s stock worth $1,518,000 after buying an additional 57 shares during the period. Annandale Capital LLC grew its position in shares of Texas Instruments by 0.3% during the 3rd quarter. Annandale Capital LLC now owns 20,650 shares of the semiconductor company’s stock worth $3,794,000 after buying an additional 70 shares during the period. Finally, Alpine Woods Capital Investors LLC grew its position in shares of Texas Instruments by 0.3% during the 4th quarter. Alpine Woods Capital Investors LLC now owns 26,076 shares of the semiconductor company’s stock worth $4,524,000 after buying an additional 73 shares during the period. Institutional investors own 84.99% of the company’s stock.

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.