Texas Instruments’ (TXN) “Buy” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reaffirmed their buy rating on shares of Texas Instruments (NASDAQ:TXN) in a research note published on Thursday,Benzinga reports. Rosenblatt Securities currently has a $240.00 price target on the semiconductor company’s stock.

Several other analysts have also commented on TXN. Truist Financial lifted their price objective on Texas Instruments from $195.00 to $225.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Wells Fargo & Company boosted their price target on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. Robert W. Baird set a $225.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. KeyCorp raised their price objective on shares of Texas Instruments from $220.00 to $240.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Finally, Barclays set a $175.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $221.44 on Thursday. The firm’s 50-day moving average price is $188.98 and its 200-day moving average price is $182.76. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $228.83. The company has a market cap of $201.20 billion, a PE ratio of 40.71, a PEG ratio of 2.00 and a beta of 1.01. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last issued 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). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter last year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, analysts anticipate that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

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

Insiders Place Their Bets

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the company’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 value of $164,310.00. Following the completion of the transaction, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total transaction of $696,647.52. Following the sale, the director directly owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 17,134 shares of company stock worth $3,153,014. 0.57% of the stock is currently owned by insiders.

Institutional Trading of Texas Instruments

Several hedge funds have recently modified their holdings of the company. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments during the second quarter valued at $25,000. High Point Wealth Management LLC bought a new stake in shares of Texas Instruments in the 4th quarter worth about $25,000. Pacifica Partners Inc. raised its position in shares of Texas Instruments by 85.2% during the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 69 shares in the last quarter. Ares Financial Consulting LLC bought a new position in shares of Texas Instruments in the 4th quarter valued at about $26,000. Finally, Grey Fox Wealth Advisors LLC purchased a new position in Texas Instruments in the third quarter worth about $29,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Key Texas Instruments News

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

• Positive Sentiment: Announced acquisition of Silicon Labs for ~$7.5 billion — a definitive all-cash agreement that would supply volume for TI’s new 300mm fabs and is intended to drive substantial cost synergies and margin improvement. Deal announcement
• Positive Sentiment: Strong AI/data-center demand: management commentary and recent coverage highlight ~70% year-over-year growth in TI’s data-center power-management business — a high-margin market that helps offset softer industrial end markets. Bull case
• Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” rating with a $240 price target, signaling continued upside from some sell-side desks. Rosenblatt note
• Positive Sentiment: Improving cash generation and policy tailwinds — TI’s free cash flow recovery, falling capex expectations and CHIPS-act tax incentives improve the company’s ability to fund dividends, buybacks and M&A (supports valuation longer term).
• Neutral Sentiment: Earlier reports indicated TI was pursuing Silicon Labs prior to the deal — confirmational coverage continues while the transaction progresses toward close; watch timing and regulatory/close risks. Pursuit report
• Neutral Sentiment: Recent quarter: a slight EPS miss and modest revenue shortfall left some headline weakness, but management’s data-center strength and Q1 guidance range partially offset the pain — the earnings surprise is small and being judged in context.
• Negative Sentiment: Analyst downgrade: KeyCorp cut TXN from “strong-buy” to “hold,” which can pressure short-term sentiment and flows. KeyCorp/Zacks note
• Negative Sentiment: Insider selling: VP Ahmad Bahai sold 3,000 shares and director Mark Blinn sold 3,144 shares in early February (SEC filings). Multiple insider sales can be read negatively by some investors even if routine. Bahai Form 4 Blinn Form 4

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.