Texas Instruments (NASDAQ:TXN) Given New $240.00 Price Target at TD Cowen

Texas Instruments (NASDAQ:TXN) had its price target raised by TD Cowen from $225.00 to $240.00 in a research note published on Wednesday, MarketBeat reports. TD Cowen currently has a buy rating on the semiconductor company’s stock.

Several other analysts have also commented on the stock. Barclays reissued an “underweight” rating and set a $140.00 price target on shares of Texas Instruments in a research report on Thursday, January 15th. The Goldman Sachs Group cut shares of 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 research report on Monday, December 15th. Robert W. Baird set a $195.00 price target on shares of Texas Instruments and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Wells Fargo & Company increased their price objective on Texas Instruments from $170.00 to $185.00 and gave the company an “equal weight” rating in a report on Thursday, January 15th. Finally, Exane BNP Paribas upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Stock Up 9.9%

Shares of NASDAQ TXN opened at $216.17 on Wednesday. Texas Instruments has a 12-month low of $139.95 and a 12-month high of $221.69. The stock’s fifty day simple moving average is $180.62 and its two-hundred day simple moving average is $182.51. 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. 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 (NASDAQ:TXN) last released its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.35% and a net margin of 28.28%.The company had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same period in the previous year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, analysts expect that Texas Instruments will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

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

Insider Buying and Selling

In other 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 sale, the vice president directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the 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 sale, the director owned 14,937 shares in the company, valued at $2,424,723.21. The trade was a 40.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Texas Instruments

Several hedge funds have recently added to or reduced their stakes in TXN. Absher Wealth Management LLC raised its stake in shares of Texas Instruments by 8.7% during the 4th quarter. Absher Wealth Management LLC now owns 4,181 shares of the semiconductor company’s stock valued at $725,000 after buying an additional 334 shares during the last quarter. Mowery & Schoenfeld Wealth Management LLC grew its holdings in Texas Instruments by 107.1% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 580 shares of the semiconductor company’s stock worth $101,000 after acquiring an additional 300 shares during the period. Diversified Enterprises LLC grew its holdings in Texas Instruments by 15.8% during the fourth quarter. Diversified Enterprises LLC now owns 4,051 shares of the semiconductor company’s stock worth $703,000 after acquiring an additional 553 shares during the period. Spectrum Investment Advisors Inc. purchased a new position in Texas Instruments during the fourth quarter valued at approximately $350,000. Finally, WPG Advisers LLC lifted its holdings in Texas Instruments by 55.2% in the fourth quarter. WPG Advisers LLC now owns 475 shares of the semiconductor company’s stock valued at $82,000 after acquiring an additional 169 shares during the period. 84.99% of the stock is owned by hedge funds and other institutional investors.

Key Headlines 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.