Texas Instruments (NASDAQ:TXN) Updates Q1 2026 Earnings Guidance

Texas Instruments (NASDAQ:TXN) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.220-1.480 for the period, compared to the consensus estimate of 1.290. The company issued revenue guidance of $4.3 billion-$4.7 billion, compared to the consensus revenue estimate of $4.4 billion.

Texas Instruments Trading Up 0.0%

TXN stock traded up $0.04 during mid-day trading on Tuesday, reaching $196.63. The company’s stock had a trading volume of 10,537,859 shares, compared to its average volume of 6,354,212. Texas Instruments has a 12 month low of $139.95 and a 12 month high of $221.69. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. The business’s 50 day moving average price is $178.65 and its 200 day moving average price is $182.45. The company has a market cap of $178.66 billion, a price-to-earnings ratio of 35.95, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00.

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 $1.28 by ($0.01). The company had revenue of $4.42 billion for the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. During the same quarter in the previous year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts predict that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio is currently 103.84%.

Analysts Set New Price Targets

TXN has been the topic of a number of recent analyst reports. Robert W. Baird set a $195.00 price target on shares of Texas Instruments and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Stifel Nicolaus boosted their target price on Texas Instruments from $170.00 to $200.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. JPMorgan Chase & Co. decreased their price target on Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, October 22nd. Rosenblatt Securities cut their price objective on Texas Instruments from $245.00 to $200.00 and set a “buy” rating on the stock in a research report on Wednesday, October 22nd. Finally, Truist Financial raised their target price on Texas Instruments from $175.00 to $195.00 and gave the company a “hold” rating in a research report on Friday, December 19th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and six have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $195.12.

Insider Buying and Selling at Texas Instruments

In other news, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the sale, the director owned 14,937 shares in the company, valued at approximately $2,424,723.21. This trade represents a 40.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the transaction, the vice president directly owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.57% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Management issued Q1 revenue guidance with the midpoint above Street expectations, which traders read as a sign of demand stabilization and drove a positive after‑hours reaction. Texas Instruments rises as Q1 guidance tops expectations at midpoint
• Positive Sentiment: Several analysts raised price targets ahead of or after the print (Stifel, Susquehanna), citing early signs of industrial restocking and a recovering end‑market outlook for analog chips. These upgrades support investor confidence in near‑term demand improvement. Stifel Sees Signs of a Demand Recovery for Texas Instruments (TXN)
• Neutral Sentiment: Revenue rose to $4.42B and net income was $1.16B, showing sales strength but mixed margin dynamics; these topline gains temper concern even as margins compressed slightly. Texas Instruments Sales Rise, But Profit Slips
• Neutral Sentiment: Company filed its Q4 press release and will host a conference call; the release confirms the headline numbers and the management commentary investors will parse on the call. TI reports Q4 2025 and 2025 financial results and shareholder returns
• Negative Sentiment: EPS of $1.27 and revenue of $4.42B missed consensus modestly (EPS ≈ $1.28; revenue ≈ $4.44B), leaving a small execution gap versus Street expectations that could constrain upside until guidance is proven. Texas Instruments (TXN) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Macro exposure to China remains a watch point; several reports flagged China demand as a wildcard that could dampen follow‑through even if guidance is initially encouraging. Texas Instruments Reports Earnings Today. China Is a Wildcard.

Institutional Investors Weigh In On Texas Instruments

Several institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC increased its position in shares of Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares during the period. Intech Investment Management LLC raised its position in shares of Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. boosted its position in shares of Texas Instruments by 1,810.0% during 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 in the last quarter. Main Street Financial Solutions LLC grew its stake in Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after purchasing an additional 126 shares during the period. Finally, HUB Investment Partners LLC lifted its position in Texas Instruments by 3.5% during the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after buying an additional 496 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.