Texas Instruments (NASDAQ:TXN) Price Target Raised to $215.00

Texas Instruments (NASDAQ:TXN) had its price target upped by Stifel Nicolaus from $200.00 to $215.00 in a research note published on Wednesday, Marketbeat.com reports. They currently have a hold rating on the semiconductor company’s stock.

Several other analysts have also commented on TXN. 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. Barclays reaffirmed an “underweight” rating and issued a $140.00 target price on shares of Texas Instruments in a research note on Thursday, January 15th. TD Cowen raised their price target on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday. Morgan Stanley set a $175.00 price target on Texas Instruments in a report on Wednesday, October 22nd. Finally, Rosenblatt Securities decreased their price objective on Texas Instruments from $245.00 to $200.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $212.92.

Texas Instruments Stock Performance

Shares of TXN stock opened at $215.55 on Wednesday. The stock’s 50-day moving average price is $183.05 and its 200 day moving average price is $182.73. The company has a quick ratio of 2.90, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The stock has a market capitalization of $195.85 billion, a PE ratio of 39.62, a price-to-earnings-growth ratio of 2.01 and a beta of 1.00. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $222.00.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The firm had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same quarter last year, the business earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts forecast that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.

Insider Transactions at Texas Instruments

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

Institutional Investors Weigh In On Texas Instruments

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Shelton Capital Management raised its stake in Texas Instruments by 2.6% during the second quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after acquiring an additional 3,840 shares during the period. Jennison Associates LLC grew its holdings in shares of Texas Instruments by 35.1% during the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock valued at $621,218,000 after purchasing an additional 777,619 shares during the last quarter. Howard Capital Management Inc. raised its position in shares of Texas Instruments by 11.3% during the 2nd quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after purchasing an additional 2,709 shares during the period. Invesco Ltd. boosted its position in Texas Instruments by 3.3% during the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after purchasing an additional 443,738 shares during the period. Finally, Vanguard Group Inc. grew its stake in Texas Instruments by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after buying an additional 1,426,360 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

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.