Texas Instruments (NASDAQ:TXN – Free Report) had its price objective raised by JPMorgan Chase & Co. from $210.00 to $227.00 in a research note released on Wednesday morning,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the semiconductor company’s stock.
A number of other equities research analysts have also recently weighed in on TXN. Sanford C. Bernstein restated a “market perform” rating and set a $205.00 price objective on shares of Texas Instruments in a research note on Wednesday. Citigroup reissued a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. Exane BNP Paribas raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Barclays set a $175.00 price target on Texas Instruments in a report on Wednesday. Finally, BNP Paribas Exane set a $190.00 price target on shares of Texas Instruments and gave the stock a “neutral” rating in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the stock. According to MarketBeat.com, Texas Instruments presently has an average rating of “Hold” and an average target price of $212.92.
View Our Latest Report on Texas Instruments
Texas Instruments Price Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The company had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same quarter in the previous year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, research analysts forecast that Texas Instruments will post 5.35 earnings per share for the current year.
Texas Instruments Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio is currently 104.41%.
Insider Buying and Selling
In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction on Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the transaction, the director owned 14,937 shares in the company, valued at approximately $2,424,723.21. The trade was a 40.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction of $164,310.00. Following the transaction, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.57% of the company’s stock.
Hedge Funds Weigh In On Texas Instruments
Several institutional investors have recently modified their holdings of the business. Vanguard Group Inc. boosted its stake in Texas Instruments by 1.0% in the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after purchasing an additional 998,658 shares during the period. State Street Corp boosted its position in shares of Texas Instruments by 0.5% during the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after buying an additional 230,098 shares during the period. Geode Capital Management LLC grew its holdings in shares of Texas Instruments by 1.3% during the second quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock worth $4,595,478,000 after buying an additional 279,755 shares in the last quarter. Invesco Ltd. raised its position in Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after buying an additional 2,366,695 shares during the last quarter. Finally, Norges Bank bought a new stake in Texas Instruments in the 2nd quarter valued at approximately $2,836,310,000. Institutional investors own 84.99% of the company’s stock.
Texas Instruments News Summary
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
- Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
- Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
- Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
- Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.
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.
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