Q4 EPS Estimate for Texas Instruments Boosted by Analyst

Texas Instruments Incorporated (NASDAQ:TXN) – Zacks Research boosted their Q4 2026 earnings per share estimates for Texas Instruments in a note issued to investors on Wednesday, August 5th. Zacks Research analyst Team now expects that the semiconductor company will earn $1.80 per share for the quarter, up from their previous estimate of $1.77. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Texas Instruments’ current full-year earnings is $8.35 per share. Zacks Research also issued estimates for Texas Instruments’ Q1 2027 earnings at $2.03 EPS, Q2 2027 earnings at $2.19 EPS, Q4 2027 earnings at $2.31 EPS, FY2027 earnings at $9.13 EPS, Q1 2028 earnings at $2.34 EPS, Q2 2028 earnings at $2.64 EPS and FY2028 earnings at $10.34 EPS.

A number of other equities research analysts have also recently issued reports on TXN. Bank of America boosted their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. TD Cowen lowered their price target on shares of Texas Instruments from $360.00 to $340.00 and set a “buy” rating on the stock in a research report on Thursday, July 23rd. Evercore reiterated an “outperform” rating and issued a $330.00 price objective on shares of Texas Instruments in a research note on Thursday, July 23rd. Stifel Nicolaus boosted their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Finally, Cantor Fitzgerald restated a “neutral” rating on shares of Texas Instruments in a research report on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $277.71 on Thursday. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The firm has a market cap of $253.62 billion, a price-to-earnings ratio of 42.27, a P/E/G ratio of 1.12 and a beta of 1.33. The stock’s fifty day moving average price is $295.98 and its two-hundred day moving average price is $252.76. Texas Instruments has a one year low of $152.73 and a one year high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The firm’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same period last year, the firm posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Friday, July 31st. Texas Instruments’s payout ratio is currently 86.45%.

Insiders Place Their Bets

In other news, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the sale, the vice president directly owned 24,867 shares in the company, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 66,535 shares of company stock worth $20,425,724. Insiders own 0.60% of the company’s stock.

Institutional Trading of Texas Instruments

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. High Point Wealth Management LLC bought a new stake in Texas Instruments during the 4th quarter worth $25,000. Strategic Wealth Investment Group LLC acquired a new stake in shares of Texas Instruments during the second quarter valued at about $25,000. Advocate Investing Services LLC bought a new stake in shares of Texas Instruments during the fourth quarter worth about $25,000. Ares Financial Consulting LLC acquired a new position in shares of Texas Instruments in the fourth quarter valued at approximately $26,000. Finally, Cornerstone Financial Management LLC bought a new position in Texas Instruments in the 4th quarter valued at approximately $27,000. 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: Zacks added TXN to its Rank #1 (Strong Buy) lists, including its income-stock list, providing a favorable near-term analyst signal. New Strong Buy Stocks for August 6th
• Positive Sentiment: GE Appliances plans to use Texas Instruments microcontrollers, Wi-Fi connectivity solutions and analog components in next-generation connected appliances manufactured in the United States, with production expected to begin in 2027. The agreement supports TXN’s long-term industrial and Internet of Things demand outlook. GE Appliances Leverages Texas Instruments Semiconductors
• Positive Sentiment: Zacks raised its Texas Instruments EPS estimates for Q4 2026 to $1.80 from $1.77, Q1 2027 to $2.03 from $1.86, Q4 2027 to $2.31 from $2.25, FY2027 to $9.13 from $8.54, Q1 2028 to $2.34 from $2.26, and FY2028 to $10.34 from $10.15.
• Neutral Sentiment: Zacks maintains a “Hold” rating, despite the upward revisions. This suggests improved earnings expectations have not yet translated into a clearly compelling valuation or stronger recommendation.
• Negative Sentiment: Zacks lowered its Q2 2027 EPS estimate slightly to $2.19 from $2.20 and its Q2 2028 estimate to $2.64 from $2.71. The cuts temper the broader positive revisions and may reinforce concerns about uneven semiconductor-cycle recovery.

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.