Texas Instruments (NASDAQ:TXN) Rating Increased to Buy at Stifel Nicolaus

Texas Instruments (NASDAQ:TXN) was upgraded by equities research analysts at Stifel Nicolaus from a “hold” rating to a “buy” rating in a report released on Thursday,Benzinga reports. The firm presently has a $250.00 target price on the semiconductor company’s stock, up from their prior target price of $215.00. Stifel Nicolaus’ target price points to a potential upside of 19.67% from the company’s previous close.

Several other equities analysts have also issued reports on the company. Wells Fargo & Company upped 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. Raymond James Financial set a $240.00 price target on Texas Instruments in a research note on Wednesday, January 28th. Bank of America raised Texas Instruments from an “underperform” rating to a “neutral” rating and upped their price target for the company from $185.00 to $235.00 in a research note on Wednesday, January 28th. Cantor Fitzgerald upped their price target on Texas Instruments from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, February 23rd. Finally, The Goldman Sachs Group upped their price target on Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, Texas Instruments presently has a consensus rating of “Hold” and a consensus target price of $216.07.

Texas Instruments Trading Up 4.6%

Shares of TXN opened at $208.90 on Thursday. 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 has a 12-month low of $139.95 and a 12-month high of $231.32. The firm has a market capitalization of $190.20 billion, a PE ratio of 38.40, a price-to-earnings-growth ratio of 1.77 and a beta of 1.01. The stock’s fifty day simple moving average is $206.53 and its 200-day simple moving average is $186.85.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The firm had revenue of $4.42 billion for the quarter, compared to analyst estimates of $4.44 billion. During the same period 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, research analysts predict that Texas Instruments will post 5.35 earnings per share for the current year.

Insider Transactions at Texas Instruments

In other news, VP Ahmad Bahai sold 6,500 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the sale, the vice president owned 42,488 shares of the company’s stock, valued at $9,805,805.52. This trade represents a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Rafael R. Lizardi sold 64,532 shares of Texas Instruments stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $220.74, for a total transaction of $14,244,793.68. Following the completion of the transaction, the chief financial officer directly owned 92,550 shares in the company, valued at approximately $20,429,487. The trade was a 41.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 114,284 shares of company stock valued at $25,531,935. Corporate insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Several institutional investors have recently added to or reduced their stakes in the stock. Norges Bank bought a new position in Texas Instruments during the 4th quarter worth about $2,516,628,000. Amundi lifted its holdings in shares of Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after purchasing an additional 3,580,147 shares in the last quarter. Van ECK Associates Corp lifted its holdings in shares of Texas Instruments by 27.1% in the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock valued at $2,013,918,000 after purchasing an additional 2,474,062 shares in the last quarter. Invesco Ltd. raised its position in Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after buying an additional 2,366,695 shares during the last quarter. Finally, Bank of New York Mellon Corp raised its position in Texas Instruments by 22.4% in the 4th quarter. Bank of New York Mellon Corp now owns 12,273,233 shares of the semiconductor company’s stock valued at $2,129,283,000 after buying an additional 2,250,174 shares during the last quarter. 84.99% of the stock is owned by 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.