Texas Instruments (NASDAQ:TXN) Given New $210.00 Price Target at Jefferies Financial Group

Texas Instruments (NASDAQ:TXN) had its price target increased by Jefferies Financial Group from $180.00 to $210.00 in a research report sent to investors on Wednesday morning,Benzinga reports. Jefferies Financial Group currently has a hold rating on the semiconductor company’s stock.

Other research analysts have also issued reports about the stock. Benchmark increased their price target on shares of Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. Robert W. Baird set a $225.00 price target on Texas Instruments in a research note on Wednesday. Wells Fargo & Company upped their price objective on Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a report on Wednesday. Finally, UBS Group raised their target price on Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $212.92.

Texas Instruments Price Performance

Texas Instruments stock opened at $216.17 on Wednesday. The company has a debt-to-equity ratio of 0.81, a current ratio of 4.45 and a quick ratio of 2.90. The business has a 50 day simple moving average of $180.62 and a 200-day simple moving average of $182.51. Texas Instruments has a 12 month low of $139.95 and a 12 month high of $221.69. The stock has a market capitalization of $196.42 billion, a PE ratio of 39.52, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data 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). The firm had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.35%. During the same period in the prior year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities analysts predict that Texas Instruments will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 annualized dividend and a yield of 2.6%. Texas Instruments’s dividend payout ratio is 103.84%.

Insiders Place Their Bets

In other news, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the transaction, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. The trade was a 40.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction dated Thursday, November 13th. The stock was 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 in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of TXN. Norges Bank acquired a new stake in Texas Instruments during the 2nd quarter valued at $2,836,310,000. Amundi boosted its stake in shares of Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares during the last quarter. Soundwatch Capital LLC increased its position in Texas Instruments by 174,339.6% during the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock worth $617,503,000 after purchasing an additional 2,972,491 shares in the last quarter. Invesco Ltd. raised its stake 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 purchasing an additional 2,366,695 shares during the last quarter. Finally, Van ECK Associates Corp raised its stake in Texas Instruments by 21.8% in the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after purchasing an additional 1,635,870 shares during the last quarter. 84.99% of the stock is owned by hedge funds and other 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

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.