Texas Instruments (NASDAQ:TXN) Stock Gets Price Target Trim from Mizuho

Texas Instruments (NASDAQ:TXN) had its price target trimmed by Mizuho from $305.00 to $290.00 in a report published on Thursday,Benzinga reports. The firm currently has a neutral rating on the semiconductor company’s stock.

Several other equities analysts have also issued reports on the company. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Texas Instruments in a research report on Tuesday. Weiss Ratings raised shares of Texas Instruments from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, October 9th. The Goldman Sachs Group reissued a “sell” rating and set a $250.00 price objective on shares of Texas Instruments in a research report on Thursday. Evercore restated an “outperform” rating and set a $330.00 price objective (up from $316.00) on shares of Texas Instruments in a research note on Thursday, July 23rd. Finally, Wall Street Zen raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $311.39.

Texas Instruments Stock Up 1.9%

Shares of NASDAQ:TXN opened at $284.69 on Thursday. The stock has a fifty day simple moving average of $271.98 and a two-hundred day simple moving average of $279.47. The stock has a market capitalization of $259.99 billion, a price-to-earnings ratio of 36.92, a PEG ratio of 1.55 and a beta of 1.35. Texas Instruments has a 12-month low of $152.73 and a 12-month high of $334.03. The company has a current ratio of 5.59, a quick ratio of 3.44 and a debt-to-equity ratio of 0.67.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, topping the consensus estimate of $2.40 by $0.22. Texas Instruments had a return on equity of 40.51% and a net margin of 34.25%. The business had revenue of $6.05 billion for the quarter, compared to the consensus estimate of $5.94 billion. During the same period in the previous year, the company posted $1.48 earnings per share. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. On average, research analysts anticipate that Texas Instruments will post 8.79 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be paid a dividend of $1.52 per share. The ex-dividend date is Friday, October 30th. This represents a $6.08 annualized dividend and a yield of 2.1%. This is a positive change from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s dividend payout ratio (DPR) is 73.67%.

Insider Buying and Selling

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of TXN. BlackRock Inc. purchased a new position in Texas Instruments in the 2nd quarter worth about $24,607,313,000. Bank of New York Mellon Corp purchased a new stake in shares of Texas Instruments during the 2nd quarter valued at about $4,488,666,000. Bank of America Corp DE purchased a new stake in shares of Texas Instruments during the 2nd quarter valued at about $3,700,842,000. Van ECK Associates Corp boosted its holdings in shares of Texas Instruments by 1.5% during the 2nd quarter. Van ECK Associates Corp now owns 12,149,167 shares of the semiconductor company’s stock valued at $3,621,302,000 after acquiring an additional 177,511 shares during the last quarter. Finally, Primecap Management Co. CA bought a new stake in shares of Texas Instruments in the second quarter worth approximately $2,538,063,000. 84.99% of the stock is owned by institutional investors.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Texas Instruments reported third-quarter revenue of approximately $6.06 billion, up 28% year over year, while EPS increased 77% to $2.62 and exceeded consensus expectations. Industrial, analog and data-center demand drove the results, with data-center revenue reportedly rising 95%. TXN Q3 Earnings Beat Estimates on Strong Analog, Data Center Demand
• Positive Sentiment: Management’s fourth-quarter revenue guidance, with a midpoint of about $6.05 billion, came in well above analyst expectations. Capacity expansion and broader cyclical recovery could support longer-term revenue, margins and cash flow. TXN Q3 Deep Dive: Industrial and Data Center Growth Drive Outlook Upgrade
• Positive Sentiment: Analyst sentiment strengthened: Zacks upgraded TXN to Rank #1, Freedom Broker raised its rating to Buy with a $330 target, and JPMorgan lifted its target to $365 while maintaining an Overweight rating. Texas Instruments Upgraded to Strong Buy
• Positive Sentiment: New chips for AI data centers—including power-monitoring, high-voltage distribution and timing components—give TXN additional exposure to data-center infrastructure growth. Texas Instruments Debuts Industry First Chips for AI Data Centers
• Neutral Sentiment: Unusual call-option activity and comparisons with Micron indicate bullish trading interest, although Micron was viewed as having stronger AI-driven growth and a lower valuation. Micron vs. Texas Instruments
• Negative Sentiment: TXN’s premium valuation remains a risk if the industrial recovery or AI infrastructure spending slows. Mizuho lowered its target to $290 and kept a Neutral rating, highlighting limited near-term upside. Mizuho Texas Instruments Rating

About Texas Instruments

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.