FY2026 EPS Forecast for Texas Instruments Boosted by Analyst

Texas Instruments Incorporated (NASDAQ:TXN) – Stock analysts at Zacks Research upped their FY2026 earnings estimates for Texas Instruments in a research report issued on Wednesday, November 4th. Zacks Research analyst Team now forecasts that the semiconductor company will post earnings of $8.89 per share for the year, up from their prior forecast of $7.87. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Texas Instruments’ current full-year earnings is $8.89 per share. Zacks Research also issued estimates for Texas Instruments’ Q4 2026 earnings at $2.45 EPS, Q3 2027 earnings at $2.95 EPS, Q4 2027 earnings at $3.12 EPS, FY2027 earnings at $10.78 EPS, Q1 2028 earnings at $2.72 EPS, Q2 2028 earnings at $2.97 EPS, Q3 2028 earnings at $3.32 EPS and FY2028 earnings at $12.33 EPS.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. The business had revenue of $6.05 billion during the quarter, compared to analyst estimates of $5.94 billion. Texas Instruments had a return on equity of 40.51% and a net margin of 34.25%. The company’s revenue was up 27.7% on a year-over-year basis. During the same quarter last year, the business posted $1.48 EPS.

A number of other brokerages also recently issued reports on TXN. Truist Financial set a $305.00 price target on Texas Instruments in a report on Thursday, October 22nd. Arete Research dropped their price objective on shares of Texas Instruments from $405.00 to $381.00 and set a “buy” rating on the stock in a research note on Thursday, August 20th. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Texas Instruments in a report on Tuesday, October 20th. Barclays boosted their target price on shares of Texas Instruments from $250.00 to $280.00 and gave the company an “equal weight” rating in a research note on Thursday, October 22nd. Finally, TD Cowen lowered their price target on shares of Texas Instruments from $340.00 to $330.00 and set a “buy” rating on the stock in a report on Monday, October 19th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments has an average rating of “Moderate Buy” and an average price target of $315.37.

Texas Instruments Stock Down 10.7%

Shares of TXN opened at $278.15 on Friday. The company has a market capitalization of $254.17 billion, a price-to-earnings ratio of 36.08, a PEG ratio of 1.54 and a beta of 1.39. Texas Instruments has a 52 week low of $152.73 and a 52 week high of $334.03. The stock’s 50-day moving average price is $278.84 and its 200-day moving average price is $260.97. The company has a quick ratio of 4.05, a current ratio of 5.59 and a debt-to-equity ratio of 0.67.

Institutional Investors Weigh In On Texas Instruments

Several hedge funds and other institutional investors have recently made changes to their positions in TXN. PBU The Pension Fund of Early Childhood & Youth Educators lifted its holdings in Texas Instruments by 7.3% during the third quarter. PBU The Pension Fund of Early Childhood & Youth Educators now owns 119,779 shares of the semiconductor company’s stock worth $33,549,000 after acquiring an additional 8,188 shares in the last quarter. Werba Rubin Papier Wealth Management increased its holdings in shares of Texas Instruments by 10.7% in the third quarter. Werba Rubin Papier Wealth Management now owns 1,288 shares of the semiconductor company’s stock worth $361,000 after acquiring an additional 124 shares in the last quarter. King Luther Capital Management Corp increased its holdings in shares of Texas Instruments by 3.2% in the third quarter. King Luther Capital Management Corp now owns 79,735 shares of the semiconductor company’s stock worth $22,333,000 after acquiring an additional 2,479 shares in the last quarter. Banyan Capital Management Inc. acquired a new stake in shares of Texas Instruments during the third quarter worth about $594,000. Finally, Maryland State Retirement & Pension System raised its position in shares of Texas Instruments by 13.9% during the third quarter. Maryland State Retirement & Pension System now owns 55,898 shares of the semiconductor company’s stock worth $15,656,000 after purchasing an additional 6,839 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Insider Transactions at Texas Instruments

In related news, Director Robert Sanchez sold 6,065 shares of the business’s stock in a transaction dated Tuesday, October 27th. The shares were sold at an average price of $302.21, for a total transaction of $1,832,903.65. Following the transaction, the director directly owned 21,600 shares in the company, valued at approximately $6,527,736. The trade was a 21.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 6,065 shares of the company’s stock in a transaction dated Thursday, October 29th. The shares were sold at an average price of $310.39, for a total transaction of $1,882,515.35. Following the sale, the director directly owned 15,462 shares of the company’s stock, valued at approximately $4,799,250.18. This represents a 28.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 27,968 shares of company stock valued at $8,236,892. Company insiders own 0.60% of the company’s stock.

Texas Instruments Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be paid a $1.52 dividend. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Friday, October 30th. Texas Instruments’s payout ratio is 78.86%.

Key Texas Instruments News

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

• Positive Sentiment: Zacks Research raised its Q1 and Q2 2027 EPS estimates to $2.28 and $2.43, respectively, and maintained a Strong-Buy rating. Analyst estimate report
• Positive Sentiment: TI introduced a compact multiprotocol Industrial Ethernet module and an IO-Link master, expanding its products for connected factories. TI industrial networking product announcement
• Positive Sentiment: Recent reports noted substantial ETF purchases of TXN and suggested the company could benefit if Tesla’s planned Optimus robot production ramps up; the potential revenue contribution is speculative. ETF purchase report Tesla robotics supplier analysis
• Neutral Sentiment: TI priced $2 billion in senior unsecured notes to help fund its planned acquisition of Silicon Laboratories. The borrowing supports the deal but adds debt; one analysis argued TXN may still be undervalued. Debt and acquisition valuation analysis
• Negative Sentiment: The main near-term pressure was a broad technology selloff. Coverage also linked weakness in analog-chip stocks to market reaction to AMD’s quantum-computing announcement, though the reports do not establish a direct impact on TI’s business. Report on TXN and the broad tech selloff Report on AMD’s announcement and analog stocks

Texas Instruments Company Profile

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.