Texas Instruments (NASDAQ:TXN) Releases Q2 2026 Earnings Guidance

Texas Instruments (NASDAQ:TXN) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.770-2.050 for the period, compared to the consensus estimate of 1.570. The company issued revenue guidance of $5.0 billion-$5.4 billion, compared to the consensus revenue estimate of $4.8 billion.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on TXN. TD Cowen boosted their price objective on shares of Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Rosenblatt Securities restated a “buy” rating and issued a $240.00 target price on shares of Texas Instruments in a report on Thursday, February 5th. Jefferies Financial Group boosted their target price on shares of Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Wells Fargo & Company boosted their target price on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. Finally, DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $218.10.

Texas Instruments Trading Up 1.4%

Texas Instruments stock traded up $3.16 during trading on Wednesday, reaching $236.31. The company had a trading volume of 11,267,662 shares, compared to its average volume of 7,420,200. Texas Instruments has a 12-month low of $151.27 and a 12-month high of $238.80. The stock’s 50 day moving average price is $206.70 and its two-hundred day moving average price is $189.42. The firm has a market capitalization of $215.15 billion, a price-to-earnings ratio of 43.44, a PEG ratio of 2.12 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

Texas Instruments (NASDAQ:TXN) last released 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). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The company had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter in the previous year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities analysts expect that Texas Instruments will post 6.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.4%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s payout ratio is currently 104.41%.

Insider Activity at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 7,096 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total transaction of $1,637,614.88. Following the completion of the sale, the chief financial officer directly owned 85,454 shares in the company, valued at $19,721,074.12. The trade was a 7.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark A. Blinn sold 3,144 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the sale, the director owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. This represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 114,284 shares of company stock valued at $25,531,935 over the last quarter. Company insiders own 0.60% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: TI reported first-quarter 2026 results: revenue $4.83B, net income $1.55B and EPS $1.68; management held a conference call and the print appears to be a catalyst pushing the stock up. TI reports first quarter 2026 financial results and shareholder returns
• Positive Sentiment: Analysts show constructive sentiment — a new buy rating on TXN was published, reinforcing demand from institutional buyers ahead of/after the print. New Buy Rating for Texas Instruments (TXN), the Technology Giant
• Positive Sentiment: Zacks and other outlets flagged TXN as a Buy heading into earnings, highlighting expectations for strong EPS growth and supporting near-term upside. 2 Buy Rated Tech Stocks to Consider as Earnings Approach: TEL & TXN
• Positive Sentiment: Coverage noting AI tailwinds: commentary expects Q1 to show whether accelerating data-center revenue and TI’s manufacturing expansion are translating into durable AI-driven growth for its analog-focused portfolio. That narrative supports upside potential if guidance/call commentary is constructive. Texas Instruments Is About to Reveal How Much the AI Boom Benefits Its Bottom Line
• Neutral Sentiment: Previews and takeaways from earnings previews (Yahoo, MSN, Seeking Alpha) set expectations on AI and industrial demand; these provide context but are not new catalysts by themselves. Texas Instruments (TXN) Q1 Earnings: What To Expect
• Neutral Sentiment: Momentum/stock-profile pieces discuss TXN as a momentum name; they can attract retail flows but are less likely to move price than hard fundamentals or analyst actions. Texas Instruments (TXN) is a Great Momentum Stock: Should You Buy?
• Negative Sentiment: Insider selling noted — disclosures show insiders sold roughly US$6.6M of TXN stock, which some investors interpret as a signal of caution and can weigh on sentiment. Texas Instruments Insiders Sold US$6.6m Of Shares Suggesting Hesitancy

Institutional Investors Weigh In On Texas Instruments

Several institutional investors have recently bought and sold shares of TXN. Advocate Investing Services LLC purchased a new stake in Texas Instruments during the fourth quarter worth approximately $25,000. Strategic Wealth Investment Group LLC purchased a new position in shares of Texas Instruments in the second quarter valued at $25,000. Quattro Advisors LLC purchased a new position in shares of Texas Instruments in the fourth quarter valued at $27,000. Miller Capital Partners Inc. purchased a new position in shares of Texas Instruments in the fourth quarter valued at $34,000. Finally, Osterweis Capital Management Inc. boosted its stake in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares during the period. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

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.