Texas Instruments (NASDAQ:TXN) Price Target Raised to $200.00

Texas Instruments (NASDAQ:TXN) had its price objective lifted by Stifel Nicolaus from $170.00 to $200.00 in a report published on Friday morning,Benzinga reports. The brokerage currently has a hold rating on the semiconductor company’s stock.

A number of other research firms have also issued reports on TXN. The Goldman Sachs Group lowered Texas Instruments from a “buy” rating to a “sell” rating and decreased their target price for the company from $200.00 to $156.00 in a report on Monday, December 15th. Cowen reiterated a “buy” rating on shares of Texas Instruments in a research note on Wednesday, October 22nd. Truist Financial boosted their price objective on Texas Instruments from $175.00 to $195.00 and gave the stock a “hold” rating in a research report on Friday, December 19th. Benchmark reaffirmed a “buy” rating on shares of Texas Instruments in a report on Wednesday, October 22nd. Finally, Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have given a Hold rating and seven have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $194.22.

Texas Instruments Trading Up 1.3%

Shares of TXN stock opened at $191.58 on Friday. Texas Instruments has a fifty-two week low of $139.95 and a fifty-two week high of $221.69. The company has a 50 day moving average price of $174.64 and a 200 day moving average price of $183.41. The stock has a market capitalization of $174.07 billion, a P/E ratio of 35.02, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00. The company has a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, October 21st. The semiconductor company reported $1.48 EPS for the quarter, meeting the consensus estimate of $1.48. The company had revenue of $4.74 billion during the quarter, compared to analysts’ expectations of $4.65 billion. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. The firm’s revenue was up 14.2% compared to the same quarter last year. During the same quarter last year, the company posted $1.44 EPS. Texas Instruments has set its Q4 2025 guidance at 1.130-1.390 EPS. Equities research analysts predict that Texas Instruments will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The business 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 dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Friday, January 30th. Texas Instruments’s payout ratio is currently 103.84%.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the company’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 completion of the transaction, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. The trade was a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

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

Texas Instruments News Roundup

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

• Positive Sentiment: Jim Cramer voiced confidence in Texas Instruments, saying the business cycle and demand trends should “come around,” a high-profile bullish endorsement that can boost investor sentiment. Jim Cramer on Texas Instruments: “It’ll Come Around”
• Positive Sentiment: Stifel Nicolaus raised its price target on TXN from $170 to $200 while keeping a “hold” rating — the higher target signals more upside in analysts’ models and likely contributed to buying interest. Benzinga
• Positive Sentiment: The board declared a quarterly cash dividend of $1.42 per share (record Jan. 30; payable Feb. 10), reaffirming cash returns to shareholders and supporting income-oriented demand for the stock. Texas Instruments board declares first quarter 2026 quarterly dividend
• Positive Sentiment: Coverage highlighting TXN’s transition “from CapEx heavyweight to free cash flow machine” reinforces a narrative of improving capital efficiency and stronger cash generation, which is constructive for valuation and dividends. CapEx to free cash flow article
• Neutral Sentiment: Long-term performance pieces (e.g., “Here’s How Much $100 Invested … 10 Years Ago”) and general market wrap-ups highlight TXN’s historical returns and recent intraday moves; these are informative for sentiment but less likely to change fundamentals today. Benzinga 10-year performance
• Neutral Sentiment: Brokerage consensus remains broadly a “hold,” per coverage summaries — that keeps analyst conviction mixed despite isolated target increases. Consensus recommendation
• Neutral Sentiment: Market reports noting an intraday uptick for TXN reflect the net effect of the items above but don’t add new company-specific catalysts. Zacks market wrap

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.