JPMorgan Chase & Co. Issues Positive Forecast for Texas Instruments (NASDAQ:TXN) Stock Price

Texas Instruments (NASDAQ:TXN) had its price target increased by JPMorgan Chase & Co. from $210.00 to $227.00 in a research report sent to investors on Wednesday,Benzinga reports. They currently have an overweight rating on the semiconductor company’s stock.

A number of other research analysts also recently issued reports on the stock. Cantor Fitzgerald boosted their price target on shares of Texas Instruments from $190.00 to $225.00 and gave the stock a “neutral” rating in a research report on Wednesday. Mizuho boosted their price target on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a report on Wednesday. Sanford C. Bernstein reissued a “market perform” rating and issued a $205.00 target price on shares of Texas Instruments in a research report on Wednesday. Bank of America raised Texas Instruments from an “underperform” rating to a “neutral” rating and increased their price objective for the stock from $185.00 to $235.00 in a report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Stock Performance

Shares of TXN stock opened at $216.17 on Wednesday. Texas Instruments has a 52 week low of $139.95 and a 52 week high of $221.69. The company has a market capitalization of $196.42 billion, a price-to-earnings ratio of 39.52, a PEG ratio of 3.09 and a beta of 1.00. The company has a 50-day simple moving average of $180.62 and a 200 day simple moving average of $182.51. 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 posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) 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 30.35%. The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same period in the prior year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, sell-side analysts predict that Texas Instruments will post 5.35 earnings per share for the current 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 paid a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s dividend payout ratio is 103.84%.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the sale, the vice president owned 20,821 shares of the company’s stock, valued at $3,421,098.51. This represents a 4.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 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 completion of the sale, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. The trade was a 40.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% of the company’s stock.

Institutional Trading of Texas Instruments

Several large investors have recently bought and sold shares of the company. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments during the second quarter valued at approximately $25,000. Pacifica Partners Inc. raised its stake in 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 during the last quarter. Grey Fox Wealth Advisors LLC bought a new position in shares of Texas Instruments during the 3rd quarter valued at $29,000. Nvest Wealth Strategies Inc. bought a new position in Texas Instruments in the fourth quarter valued at about $33,000. Finally, Osterweis Capital Management Inc. grew its stake in shares of Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares during the period. 84.99% of the stock is owned by institutional investors.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: TI guided Q1 revenue and EPS above consensus, citing a rebound in analog demand and strong data‑center traction — the guidance is the main driver of the rally. Reuters: TXN outlook
• Positive Sentiment: Numerous analysts raised price targets and ratings (Benchmark, TD Cowen, Rosenblatt, JPMorgan, Bank of America among others), which added momentum to the stock move. Benzinga: analyst updates
• Positive Sentiment: Market reaction: shares jumped in after‑hours/pre‑market trading on the guidance and have attracted momentum buying as investors re‑rate TXN for AI/data‑center exposure. 247wallst: shares jump
• Neutral Sentiment: Q4 results were mixed: revenue rose ~10% Y/Y but EPS missed estimates by $0.02 and margins were pressured — investors looked past the miss because guidance was strong. MarketBeat: Q4 recap
• Neutral Sentiment: TI will webcast a capital‑management presentation on Feb. 24 — investors should watch buyback/dividend commentary for implications on shareholder returns. PR Newswire: webcast
• Neutral Sentiment: Comparative analysis shows TXN has solid profitability and an improving free‑cash‑flow outlook for 2026, but it’s lagged faster‑growing AI/data‑center peer gains over the last year. Forbes: peer comparison
• Negative Sentiment: Some firms remain cautious or set lower targets (e.g., Mizuho’s underperform, Deutsche Bank hold with implied downside), highlighting differing views on sustainability of the rebound. Benzinga: mixed analyst views
• Negative Sentiment: Valuation and expectations risk: after the post‑guidance run, some commentary warns TXN could be pricing in substantial growth, so investors should watch forward margins, China/end‑market demand, and how much of the AI cycle benefits TI long‑term. Yahoo Finance: valuation caution

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.