Texas Instruments (NASDAQ:TXN) Given New $225.00 Price Target at Truist Financial

Texas Instruments (NASDAQ:TXN) had its price target raised by Truist Financial from $195.00 to $225.00 in a research note released on Wednesday morning,Benzinga reports. They currently have a hold rating on the semiconductor company’s stock.

A number of other brokerages also recently weighed in on TXN. Robert W. Baird set a $195.00 target price on shares of Texas Instruments and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Sanford C. Bernstein restated a “market perform” rating and set a $205.00 price objective on shares of Texas Instruments in a research note on Wednesday. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. Weiss Ratings restated a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. Finally, Rosenblatt Securities lowered their price objective on Texas Instruments from $245.00 to $200.00 and set a “buy” rating on the stock in a research report on Wednesday, October 22nd. One 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 issued a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average price target of $212.92.

Texas Instruments Stock Performance

Shares of TXN opened at $216.17 on Wednesday. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. Texas Instruments has a 12 month low of $139.95 and a 12 month high of $221.69. The firm has a fifty day simple moving average of $180.62 and a 200 day simple moving average of $182.51. The stock 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.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.35% and a net margin of 28.28%.The business had revenue of $4.42 billion for the quarter, compared to analyst estimates of $4.44 billion. During the same quarter in the prior year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts forecast that Texas Instruments will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be paid 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 (DPR) is 103.84%.

Insider Transactions at Texas Instruments

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the business’s stock in a transaction dated 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 approximately $2,424,723.21. The trade was a 40.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Christine Witzsche sold 1,000 shares of the stock in a transaction that occurred 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 transaction, the vice president directly owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Norges Bank acquired a new position in Texas Instruments in the 2nd quarter valued at approximately $2,836,310,000. Amundi boosted its holdings in shares of Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after buying an additional 3,580,147 shares in the last quarter. Soundwatch Capital LLC lifted its position in shares of Texas Instruments by 174,339.6% during the second quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock valued at $617,503,000 after purchasing an additional 2,972,491 shares in the last quarter. Invesco Ltd. increased its position in shares of Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares during the last quarter. Finally, Van ECK Associates Corp boosted its holdings in shares of 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 worth $1,678,227,000 after buying an additional 1,635,870 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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.