Texas Instruments (NASDAQ:TXN) Upgraded to Strong-Buy at Arete Research

Arete Research upgraded shares of Texas Instruments (NASDAQ:TXN) from a hold rating to a strong-buy rating in a research note published on Wednesday morning,Zacks.com reports.

TXN has been the topic of several other research reports. UBS Group reiterated a “buy” rating and issued a $380.00 target price on shares of Texas Instruments in a research report on Thursday, July 23rd. JPMorgan Chase & Co. upped their price target on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Texas Instruments in a research note on Monday, July 20th. KeyCorp lifted their price objective on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Finally, Stifel Nicolaus boosted their price objective on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Trading Down 2.1%

Shares of NASDAQ:TXN opened at $271.30 on Wednesday. Texas Instruments has a 1 year low of $152.73 and a 1 year high of $334.03. The firm has a market capitalization of $247.76 billion, a price-to-earnings ratio of 41.29, a price-to-earnings-growth ratio of 1.10 and a beta of 1.32. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The business’s 50 day moving average price is $299.46 and its 200-day moving average price is $249.70.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The firm had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities research analysts forecast that Texas Instruments will post 8.35 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, August 11th. Investors of record on Friday, July 31st will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio is currently 86.45%.

Insiders Place Their Bets

In other news, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $280.32, for a total value of $5,606,400.00. Following the completion of the sale, the chief executive officer directly owned 204,339 shares in the company, valued at $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at approximately $13,143,898.47. This represents a 10.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 96,491 shares of company stock worth $28,806,861. 0.60% of the stock is currently owned by insiders.

Institutional Trading of Texas Instruments

Hedge funds and other institutional investors have recently modified their holdings of the stock. Swiss Life Asset Management Ltd lifted its holdings in Texas Instruments by 10.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after acquiring an additional 50,808 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd purchased a new position in Texas Instruments in the fourth quarter worth approximately $640,000. K.J. Harrison & Partners Inc acquired a new stake in Texas Instruments during the fourth quarter worth $1,735,000. Thrivent Financial for Lutherans increased its stake in Texas Instruments by 126.0% during the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock worth $26,114,000 after acquiring an additional 83,884 shares during the last quarter. Finally, RNC Capital Management LLC purchased a new stake in Texas Instruments in the fourth quarter valued at $2,751,000. 84.99% of the stock is owned by institutional investors and hedge funds.

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.