Texas Instruments (NASDAQ:TXN – Get Free Report) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.
TXN has been the topic of a number of other reports. Mizuho boosted their price target on shares of Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research report on Tuesday, May 19th. Truist Financial raised their price objective on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. Sanford C. Bernstein started coverage on shares of Texas Instruments in a research note on Friday, May 22nd. They issued a “market perform” rating for the company. UBS Group boosted 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. Finally, Wells Fargo & Company increased their price target on Texas Instruments from $260.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 9th. Thirteen investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $281.84.
Texas Instruments Price Performance
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, analysts expect that Texas Instruments will post 7.7 earnings per share for the current fiscal year.
Insider Transactions at Texas Instruments
In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the company’s stock in a transaction dated 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 directly owned 37,626 shares in the company, valued at approximately $11,528,982.66. This represents a 19.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the transaction, the chief executive officer directly owned 204,339 shares in the company, valued at $57,280,308.48. This trade represents a 8.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is currently owned by insiders.
Institutional Investors Weigh In On Texas Instruments
A number of institutional investors and hedge funds have recently modified their holdings of TXN. HBW Advisory Services LLC boosted its holdings in shares of Texas Instruments by 2.2% in the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock worth $336,000 after purchasing an additional 37 shares during the period. Montz Harcus Wealth Management LLC increased its position in shares of Texas Instruments by 2.9% during the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock valued at $260,000 after purchasing an additional 38 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt raised its holdings in Texas Instruments by 0.6% during the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after buying an additional 38 shares during the period. Absher Wealth Management LLC raised its holdings in Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after buying an additional 42 shares during the period. Finally, Severin Investments LLC lifted its position in Texas Instruments by 3.3% in the first quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock worth $262,000 after buying an additional 43 shares during the last quarter. 84.99% of the stock is owned by institutional investors.
Texas Instruments News Summary
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
- Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
- Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
- Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
- Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings
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.
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