Texas Instruments (NASDAQ:TXN) Issues Q1 2026 Earnings Guidance

Texas Instruments (NASDAQ:TXN) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.220-1.480 for the period, compared to the consensus earnings per share estimate of 1.290. The company issued revenue guidance of $4.3 billion-$4.7 billion, compared to the consensus revenue estimate of $4.4 billion.

Wall Street Analysts Forecast Growth

TXN has been the subject of several analyst reports. Exane BNP Paribas upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Truist Financial lifted their price target on shares of Texas Instruments from $175.00 to $195.00 and gave the company a “hold” rating in a research report on Friday, December 19th. Stifel Nicolaus increased their price target on Texas Instruments from $170.00 to $200.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. The Goldman Sachs Group cut Texas Instruments from a “buy” rating to a “sell” rating and dropped their price objective for the company from $200.00 to $156.00 in a report on Monday, December 15th. Finally, Robert W. Baird set a $195.00 target price on Texas Instruments and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and six have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $195.12.

Texas Instruments Price Performance

Shares of TXN traded up $0.04 during trading hours on Tuesday, reaching $196.63. 10,537,859 shares of the company’s stock traded hands, compared to its average volume of 6,354,212. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. The firm’s 50 day simple moving average is $178.65 and its 200-day simple moving average is $182.45. The stock has a market cap of $178.66 billion, a PE ratio of 35.95, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00. Texas Instruments has a 12 month low of $139.95 and a 12 month high of $221.69.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.28 by ($0.01). The company had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.During the same period in the prior year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities analysts expect that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be given a $1.42 dividend. The ex-dividend date is Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.9%. Texas Instruments’s payout ratio is presently 103.84%.

Insider Buying and Selling

In other news, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the transaction, the director owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Management issued Q1 revenue guidance with the midpoint above Street expectations, which traders read as a sign of demand stabilization and drove a positive after‑hours reaction. Texas Instruments rises as Q1 guidance tops expectations at midpoint
• Positive Sentiment: Several analysts raised price targets ahead of or after the print (Stifel, Susquehanna), citing early signs of industrial restocking and a recovering end‑market outlook for analog chips. These upgrades support investor confidence in near‑term demand improvement. Stifel Sees Signs of a Demand Recovery for Texas Instruments (TXN)
• Neutral Sentiment: Revenue rose to $4.42B and net income was $1.16B, showing sales strength but mixed margin dynamics; these topline gains temper concern even as margins compressed slightly. Texas Instruments Sales Rise, But Profit Slips
• Neutral Sentiment: Company filed its Q4 press release and will host a conference call; the release confirms the headline numbers and the management commentary investors will parse on the call. TI reports Q4 2025 and 2025 financial results and shareholder returns
• Negative Sentiment: EPS of $1.27 and revenue of $4.42B missed consensus modestly (EPS ≈ $1.28; revenue ≈ $4.44B), leaving a small execution gap versus Street expectations that could constrain upside until guidance is proven. Texas Instruments (TXN) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Macro exposure to China remains a watch point; several reports flagged China demand as a wildcard that could dampen follow‑through even if guidance is initially encouraging. Texas Instruments Reports Earnings Today. China Is a Wildcard.

Institutional Trading of Texas Instruments

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Brighton Jones LLC grew its holdings in shares of Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares during the last quarter. Quarry LP grew its position in shares of Texas Instruments by 113.9% during the 3rd quarter. Quarry LP now owns 849 shares of the semiconductor company’s stock valued at $156,000 after acquiring an additional 452 shares during the period. Measured Wealth Private Client Group LLC bought a new position in Texas Instruments in the 3rd quarter worth $143,000. Ausdal Financial Partners Inc. purchased a new position in Texas Instruments during the third quarter valued at $365,000. Finally, Paces Ferry Wealth Advisors LLC increased its position in Texas Instruments by 12.6% in the third quarter. Paces Ferry Wealth Advisors LLC now owns 1,171 shares of the semiconductor company’s stock worth $215,000 after buying an additional 131 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

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.