Q2 Earnings Estimate for TXN Issued By KeyCorp

Texas Instruments Incorporated (NASDAQ:TXN) – KeyCorp issued their Q2 2026 earnings per share estimates for Texas Instruments in a note issued to investors on Monday, July 13th. KeyCorp analyst J. Vinh anticipates that the semiconductor company will post earnings per share of $1.96 for the quarter. KeyCorp has a “Overweight” rating on the stock. The consensus estimate for Texas Instruments’ current full-year earnings is $7.66 per share. KeyCorp also issued estimates for Texas Instruments’ Q3 2026 earnings at $2.23 EPS, Q4 2026 earnings at $2.17 EPS, FY2026 earnings at $8.03 EPS, Q1 2027 earnings at $2.24 EPS, Q3 2027 earnings at $2.74 EPS, Q4 2027 earnings at $2.60 EPS and FY2027 earnings at $10.13 EPS.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.Texas Instruments’s revenue was up 18.6% on a year-over-year basis. During the same period in the prior year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS.

TXN has been the topic of several other reports. Rosenblatt Securities increased their target price on shares of Texas Instruments from $240.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. TD Cowen upped their price objective on shares of Texas Instruments from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Monday. UBS Group lifted their target price on Texas Instruments from $295.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, June 29th. Mizuho increased their price target on Texas Instruments from $255.00 to $300.00 and gave the stock a “neutral” rating in a report on Tuesday, May 19th. Finally, Zacks Research lowered Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $281.84.

Texas Instruments Stock Up 2.3%

Shares of NASDAQ TXN opened at $305.55 on Wednesday. The stock has a market cap of $278.08 billion, a P/E ratio of 52.32, a P/E/G ratio of 1.50 and a beta of 1.32. The firm has a 50 day moving average price of $302.31 and a 200 day moving average price of $241.50. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. Texas Instruments has a 52-week low of $152.73 and a 52-week high of $334.03.

Institutional Investors Weigh In On Texas Instruments

Several institutional investors have recently bought and sold shares of the company. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments in the second quarter worth $25,000. Portus Wealth Advisors LLC bought a new position in Texas Instruments in the first quarter valued at $27,000. High Point Wealth Management LLC acquired a new stake in Texas Instruments in the 4th quarter valued at $25,000. Advocate Investing Services LLC acquired a new stake in Texas Instruments in the 4th quarter valued at $25,000. Finally, Scarborough Advisors LLC bought a new stake in Texas Instruments during the 1st quarter worth about $29,000. Institutional investors own 84.99% of the company’s stock.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Amichai Ron sold 18,365 shares of the stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the completion of the transaction, the vice president owned 81,085 shares in the company, valued at approximately $22,089,986.55. This represents a 18.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This represents a 35.83% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 303,475 shares of company stock worth $85,666,638. Company insiders own 0.60% of the company’s stock.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th were paid a $1.42 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. Texas Instruments’s dividend payout ratio is presently 97.26%.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: KeyCorp upgraded Texas Instruments from Hold to Strong-Buy, signaling increased confidence in the semiconductor maker’s business momentum and valuation. KeyCorp upgrade coverage
• Positive Sentiment: KeyCorp’s new estimates call for stronger profitability ahead, including FY2026 EPS of $8.03 and FY2027 EPS of $10.13, both above the current consensus estimate of $7.66 for the ongoing year. Higher earnings expectations can support a higher stock price.
• Positive Sentiment: The firm also lifted quarterly forecasts across 2026–2027, suggesting improving demand or margin trends for Texas Instruments’ analog and power management chips.
• Neutral Sentiment: Separately, recent market coverage noted Texas Instruments has been outperforming the broader market and has already had a strong run, which may mean some optimism is reflected in the shares.
• Negative Sentiment: Some valuation-focused commentary has said TXN may be trading at a premium after its rally, which could limit upside if growth does not continue to accelerate.

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.