Texas Instruments (NASDAQ:TXN) Hits New 52-Week High After Analyst Upgrade

Texas Instruments Incorporated (NASDAQ:TXN)’s share price reached a new 52-week high on Thursday after JPMorgan Chase & Co. raised their price target on the stock from $210.00 to $227.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. Texas Instruments traded as high as $222.00 and last traded at $215.1460, with a volume of 3929179 shares trading hands. The stock had previously closed at $216.17.

TXN has been the subject of a number of other reports. Wells Fargo & Company boosted their price target on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a report on Wednesday. BNP Paribas Exane set a $190.00 target price on shares of Texas Instruments and gave the company a “neutral” rating in a research note on Thursday, January 22nd. Cantor Fitzgerald increased their price target on shares of Texas Instruments from $190.00 to $225.00 and gave the stock a “neutral” rating in a report on Wednesday. Benchmark lifted their price objective on shares of Texas Instruments from $220.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research report on Thursday, January 15th. One equities research 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. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $212.92.

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 that occurred 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 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 value of $164,310.00. Following the transaction, the vice president directly owned 20,821 shares of the company’s stock, valued at $3,421,098.51. The trade was a 4.58% decrease in their position. The SEC filing for this sale provides additional information. 0.57% of the stock is owned by insiders.

Texas Instruments News Summary

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

• Positive Sentiment: Management guided Q1 revenue and EPS above consensus, citing strengthening analog demand and a 64% year‑over‑year jump in Data Center revenue — the outlook is driving the rally. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: Wall Street is re‑rating TXN: multiple firms raised price targets and some upgraded coverage after the update, supporting further upside expectations. Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It
• Positive Sentiment: Unusual options activity: traders bought roughly 394,956 call options (a ~1,795% increase vs. typical call volume) — a sign of speculative bullish positioning that can amplify intraday moves.
• Positive Sentiment: Capital returns remain attractive — steady buybacks and a ~2.7%+ dividend yield, plus a planned capital‑management webcast, reassure income-oriented investors. TI to webcast capital management presentation
• Neutral Sentiment: Seeking Alpha and other research note that data‑center revenue has grown for several quarters and could remain a multi‑quarter growth driver, though margin dynamics warrant monitoring. Texas Instruments Q4 2025 Update
• Neutral Sentiment: Momentum‑style writeups (Zacks, others) highlight improving earnings momentum and technical strength — useful for traders, but these stories reflect market sentiment more than new fundamentals. What Makes Texas Instruments (TXN) a Strong Momentum Stock: Buy Now?
• Negative Sentiment: Q4 results slightly missed EPS and revenue estimates (GAAP EPS miss tied partly to a non‑cash impairment). Investors are accepting the miss because guidance was strong, but the underlying EPS miss remains a datapoint to watch. Texas Instruments Q4 Earnings Miss Estimates, Revenues Rise Y/Y
• Negative Sentiment: The “Other” segment fell sharply (~34% YoY). It’s small (≈3% of revenue) today, but a longer‑lasting decline there would be a headwind if core segments slow.

Institutional Investors Weigh In On Texas Instruments

Several hedge funds and other institutional investors have recently made changes to their positions in TXN. Brighton Jones LLC increased its stake in shares of Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the last quarter. Intech Investment Management LLC boosted its position in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Truist Financial Corp grew its holdings in shares of Texas Instruments by 4.6% in the second quarter. Truist Financial Corp now owns 256,758 shares of the semiconductor company’s stock valued at $53,308,000 after purchasing an additional 11,322 shares during the period. LBP AM SA acquired a new stake in Texas Instruments during the second quarter worth about $471,000. Finally, Consolidated Portfolio Review Corp raised its stake in Texas Instruments by 73.0% during the second quarter. Consolidated Portfolio Review Corp now owns 2,438 shares of the semiconductor company’s stock worth $506,000 after purchasing an additional 1,029 shares during the period. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments Stock Up 1.3%

The firm’s fifty day simple moving average is $181.93 and its two-hundred day simple moving average is $182.76. The company has a current ratio of 4.35, a quick ratio of 2.90 and a debt-to-equity ratio of 0.83. The company has a market capitalization of $198.96 billion, a price-to-earnings ratio of 40.25, a price-to-earnings-growth ratio of 3.36 and a beta of 1.00.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results 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 return on equity of 30.44% and a net margin of 28.28%.The firm 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 business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Sell-side analysts anticipate that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be paid a dividend of $1.42 per share. 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%.

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.