Texas Instruments (NASDAQ:TXN) Price Target Raised to $350.00

Texas Instruments (NASDAQ:TXN) had its target price hoisted by Rosenblatt Securities from $330.00 to $350.00 in a report released on Friday morning,Benzinga reports. The firm currently has a buy rating on the semiconductor company’s stock.

Several other equities research analysts also recently commented on the stock. The Goldman Sachs Group lifted their price objective on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research note on Thursday. HC Wainwright downgraded Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Morgan Stanley raised their target price on Texas Instruments from $230.00 to $255.00 and gave the stock an “underweight” rating in a research note on Thursday. Robert W. Baird lifted their price target on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, TD Cowen dropped their price target on Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research note on Thursday. Fourteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $308.40.

Texas Instruments Price Performance

TXN stock opened at $279.58 on Friday. The firm has a 50 day moving average of $301.06 and a 200 day moving average of $247.86. The stock has a market capitalization of $254.44 billion, a PE ratio of 42.55, a price-to-earnings-growth ratio of 1.13 and a beta of 1.32. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the previous year, the firm earned $1.41 EPS. Texas Instruments’s revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Sell-side analysts forecast that Texas Instruments will post 8.17 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio is 86.45%.

Insider Transactions at Texas Instruments

In related news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the transaction, the director owned 37,626 shares of the company’s stock, valued at $11,528,982.66. This represents a 19.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 189,358 shares of company stock valued at $54,320,405. 0.60% of the stock is owned by corporate insiders.

Institutional Trading of Texas Instruments

Hedge funds have recently modified their holdings of the stock. Ballast Inc. lifted its holdings in Texas Instruments by 3.1% in the second quarter. Ballast Inc. now owns 8,827 shares of the semiconductor company’s stock valued at $2,631,000 after acquiring an additional 268 shares during the period. Regent Peak Wealth Advisors LLC grew its stake in shares of Texas Instruments by 3.5% during the 2nd quarter. Regent Peak Wealth Advisors LLC now owns 2,853 shares of the semiconductor company’s stock worth $850,000 after purchasing an additional 97 shares during the period. Annex Advisory Services LLC increased its holdings in shares of Texas Instruments by 2.6% during the 2nd quarter. Annex Advisory Services LLC now owns 6,857 shares of the semiconductor company’s stock valued at $2,044,000 after purchasing an additional 177 shares in the last quarter. Insight Wealth Strategies LLC purchased a new position in shares of Texas Instruments during the 2nd quarter valued at approximately $245,000. Finally, Magnolia Capital Management Ltd. acquired a new position in shares of Texas Instruments in the 2nd quarter valued at $259,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
• Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
• Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
• Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
• Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
• Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

About Texas Instruments

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.