Texas Instruments (NASDAQ:TXN) Given Buy Rating at Rosenblatt Securities

Rosenblatt Securities reaffirmed their buy rating on shares of Texas Instruments (NASDAQ:TXN) in a report issued on Thursday morning,Benzinga reports. The firm currently has a $240.00 price objective on the semiconductor company’s stock.

TXN has been the topic of several other reports. TD Cowen boosted their price objective on Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft upped their price target on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Exane BNP Paribas upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Morgan Stanley reissued an “underweight” rating and issued a $180.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, Barclays set a $175.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $212.92.

Texas Instruments Stock Up 0.5%

TXN stock opened at $223.98 on Thursday. The business’s 50-day moving average price is $187.92 and its 200-day moving average price is $182.93. The stock has a market cap of $203.51 billion, a P/E ratio of 41.17, a PEG ratio of 2.01 and a beta of 1.01. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. Texas Instruments has a twelve month low of $139.95 and a twelve month high of $228.83.

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 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 during the quarter, compared to analysts’ expectations of $4.44 billion. During the same period last year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts forecast that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be given a dividend of $1.42 per share. The ex-dividend date is Friday, January 30th. This represents a $5.68 annualized dividend and a yield of 2.5%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Insider Transactions at Texas Instruments

In related news, Director Ronald Kirk sold 9,990 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total value 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. This trade represents a 40.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the transaction, the vice president owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.57% of the company’s stock.

Institutional Trading of Texas Instruments

Several hedge funds and other institutional investors have recently bought and sold shares of TXN. Bogart Wealth LLC raised its stake in shares of Texas Instruments by 7.8% in the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after acquiring an additional 47 shares during the period. Emerald Advisors LLC boosted its stake in shares of Texas Instruments by 0.8% during the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock worth $1,195,000 after purchasing an additional 52 shares during the period. Wagner Wealth Management LLC grew its holdings in Texas Instruments by 3.4% during the 4th quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after purchasing an additional 52 shares during the last quarter. Milestone Asset Management LLC raised its position in Texas Instruments by 1.9% in the 2nd quarter. Milestone Asset Management LLC now owns 2,929 shares of the semiconductor company’s stock worth $608,000 after purchasing an additional 54 shares during the period. Finally, McIlrath & Eck LLC lifted its stake in Texas Instruments by 16.5% in the fourth quarter. McIlrath & Eck LLC now owns 381 shares of the semiconductor company’s stock worth $66,000 after purchasing an additional 54 shares during the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: TXN announced it will acquire Silicon Laboratories for $231.00 per share in an all‑cash deal (~$7.5B enterprise value). Management says the deal deepens TXN’s embedded wireless/connectivity portfolio, creates cross‑sell opportunities and targets roughly $450M of annual manufacturing/operational synergies within three years — a clear growth and margin rationale. Texas Instruments to acquire Silicon Labs (PR Newswire)
• Positive Sentiment: Rosenblatt Securities reaffirmed a “buy” rating and set a $240 price target on TXN, implying upside from current levels — analyst support helps validate the strategic logic of the acquisition and underpins investor confidence. Benzinga
• Positive Sentiment: At least one outlet reported a higher price target (a stated increase to $213.95), and coverage describing TXN setting a fresh annual peak highlights bullish market reaction to the deal and related momentum. MSN: price target increased Kalkine Media: annual peak
• Neutral Sentiment: Long‑form pieces and analyst notes (Yahoo Finance, Seeking Alpha, Zacks) are circulating that lay out bull and cautionary scenarios for TXN post‑deal — useful for investors evaluating valuation, integration risk and long‑term EPS accretion. Yahoo: Bull Case Theory WSJ: deal coverage
• Negative Sentiment: Shareholder litigation risk at Silicon Labs: at least two law firms (Kahn Swick & Foti; Brodsky & Smith) have announced investigations into whether SLAB’s board secured fair value and followed proper process — these challenges could delay closing, create settlement costs, or draw regulatory scrutiny. BusinessWire: KSF investigation Newsfile: Brodsky & Smith notice

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.