Texas Instruments (NASDAQ:TXN) Given New $330.00 Price Target at TD Cowen

Texas Instruments (NASDAQ:TXN) had its target price lowered by TD Cowen from $340.00 to $330.00 in a report published on Monday morning,Benzinga reports. TD Cowen currently has a buy rating on the semiconductor company’s stock.

Several other research analysts have also recently issued reports on the stock. Morgan Stanley increased their price target on shares of Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a report on Thursday, July 23rd. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $300.00 price objective (up from $280.00) on shares of Texas Instruments in a report on Wednesday, September 9th. Robert W. Baird boosted their target price on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Citigroup reiterated a “buy” rating and set a $345.00 target price (up from $280.00) on shares of Texas Instruments in a research report on Tuesday, July 14th. Finally, Evercore reissued an “outperform” rating and set a $330.00 target price (up from $316.00) on shares of Texas Instruments in a research note on Thursday, July 23rd. Sixteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $303.23.

Texas Instruments Stock Performance

Shares of TXN opened at $276.15 on Monday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The stock has a market capitalization of $252.19 billion, a P/E ratio of 42.03, a P/E/G ratio of 1.54 and a beta of 1.35. The company’s fifty day moving average is $271.67 and its two-hundred day moving average is $277.63. Texas Instruments has a 1 year low of $152.73 and a 1 year high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its earnings results 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 during the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’s revenue was up 22.8% on a year-over-year basis. During the same quarter last year, the business earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, sell-side analysts predict that Texas Instruments will post 8.48 earnings per share for the current year.

Texas Instruments Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be issued a $1.52 dividend. This represents a $6.08 dividend on an annualized basis and a yield of 2.2%. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. The ex-dividend date of this dividend is Friday, October 30th. Texas Instruments’s dividend payout ratio is 86.45%.

Insider Activity

In other news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the sale, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. This trade represents a 23.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Several hedge funds have recently bought and sold shares of TXN. HBW Advisory Services LLC increased its holdings in shares of Texas Instruments by 2.2% during the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock worth $336,000 after acquiring an additional 37 shares during the last quarter. Montz Harcus Wealth Management LLC lifted its holdings in Texas Instruments by 2.9% during the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock valued at $260,000 after purchasing an additional 38 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt lifted its holdings in Texas Instruments by 0.6% during the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after purchasing an additional 38 shares during the last quarter. Moody National Bank Trust Division boosted its position in Texas Instruments by 0.6% during the third quarter. Moody National Bank Trust Division now owns 6,063 shares of the semiconductor company’s stock worth $1,698,000 after purchasing an additional 39 shares during the period. Finally, McGlone Suttner Wealth Management Inc. boosted its position in Texas Instruments by 3.3% during the third quarter. McGlone Suttner Wealth Management Inc. now owns 1,299 shares of the semiconductor company’s stock worth $364,000 after purchasing an additional 41 shares during the period. 84.99% of the stock is owned by hedge funds and other institutional investors.

Key Texas Instruments News

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

• Positive Sentiment: UBS named TXN a top pick amid an expected upswing in the analog semiconductor cycle, a potential catalyst for revenue, margins and investor sentiment. UBS Identifies TXN as Top Pick Amid Upswing in Analog Chip Cycle
• Positive Sentiment: KeyCorp raised its forecast for TXN’s third-quarter earnings, suggesting confidence that near-term results could exceed prior expectations. Texas Instruments’ latest reported quarter also showed strong year-over-year revenue and earnings growth, supporting the earnings-recovery narrative. Texas Instruments Q3 Earnings Forecast Raised by KeyCorp
• Positive Sentiment: Coverage continues to emphasize TXN’s durable analog and embedded-chip franchises, recurring industrial and automotive demand, and appeal to long-term dividend investors. Its dividend profile and cash-generation potential remain important support factors. Texas Instruments: 3 Things to Watch Before Buying the Dividend Stock
• Neutral Sentiment: Comparisons with Sandisk and Broadcom frame TXN as a higher-quality, dividend-oriented semiconductor investment, but also highlight the trade-off between TXN’s dividend yield, valuation and the strength of competitors’ cash-flow coverage. Broadcom vs. Texas Instruments
• Negative Sentiment: TXN’s shares face valuation sensitivity after a substantial rally, with comparisons noting that its premium valuation requires sustained earnings and cash-flow improvement. ETF net selling on October 15 also represents a modest near-term technical headwind. ETFs Are Net Sellers of Texas Instruments

Texas Instruments Company Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.