Texas Instruments Incorporated (NASDAQ:TXN) Given Average Recommendation of “Hold” by Brokerages

Texas Instruments Incorporated (NASDAQ:TXN) has been given an average rating of “Hold” by the twenty-nine brokerages that are currently covering the firm, MarketBeat reports. Five research analysts have rated the stock with a sell rating, fourteen have given a hold rating, nine have assigned a buy rating and one has given a strong buy rating to the company. The average 1-year target price among brokers that have covered the stock in the last year is $212.9185.

TXN has been the subject of several analyst reports. Jefferies Financial Group increased their price objective on Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. KeyCorp cut Texas Instruments from a “strong-buy” rating to a “hold” rating in a research note on Thursday. Sanford C. Bernstein restated a “market perform” rating and set a $205.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, Robert W. Baird set a $225.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th.

Insider Transactions at Texas Instruments

In related news, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the transaction, the director owned 11,670 shares in the company, valued at $2,585,838.60. This trade represents a 21.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction dated 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 owned 20,821 shares in the company, 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 sold 17,134 shares of company stock valued at $3,153,014 in the last quarter. Insiders own 0.57% of the company’s stock.

Institutional Trading of Texas Instruments

Several institutional investors and hedge funds have recently bought and sold shares of the business. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments in the second quarter valued at $25,000. High Point Wealth Management LLC acquired a new stake in Texas Instruments in the 4th quarter valued at $25,000. Pacifica Partners Inc. increased its holdings in Texas Instruments by 85.2% in the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 69 shares in the last quarter. Ares Financial Consulting LLC purchased a new stake in Texas Instruments in the 4th quarter worth $26,000. Finally, Grey Fox Wealth Advisors LLC acquired a new position in Texas Instruments during the third quarter worth $29,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Down 1.1%

NASDAQ:TXN opened at $221.44 on Monday. The company’s 50-day simple moving average is $188.98 and its 200-day simple moving average is $182.73. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. Texas Instruments has a fifty-two week low of $139.95 and a fifty-two week high of $228.83. The stock has a market capitalization of $201.20 billion, a P/E ratio of 40.71, a P/E/G ratio of 2.00 and a beta of 1.01.

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 the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter last year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities analysts anticipate that Texas Instruments will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments’s payout ratio is presently 104.41%.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Announced acquisition of Silicon Labs for ~$7.5 billion — a definitive all-cash agreement that would supply volume for TI’s new 300mm fabs and is intended to drive substantial cost synergies and margin improvement. Deal announcement
• Positive Sentiment: Strong AI/data-center demand: management commentary and recent coverage highlight ~70% year-over-year growth in TI’s data-center power-management business — a high-margin market that helps offset softer industrial end markets. Bull case
• Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” rating with a $240 price target, signaling continued upside from some sell-side desks. Rosenblatt note
• Positive Sentiment: Improving cash generation and policy tailwinds — TI’s free cash flow recovery, falling capex expectations and CHIPS-act tax incentives improve the company’s ability to fund dividends, buybacks and M&A (supports valuation longer term).
• Neutral Sentiment: Earlier reports indicated TI was pursuing Silicon Labs prior to the deal — confirmational coverage continues while the transaction progresses toward close; watch timing and regulatory/close risks. Pursuit report
• Neutral Sentiment: Recent quarter: a slight EPS miss and modest revenue shortfall left some headline weakness, but management’s data-center strength and Q1 guidance range partially offset the pain — the earnings surprise is small and being judged in context.
• Negative Sentiment: Analyst downgrade: KeyCorp cut TXN from “strong-buy” to “hold,” which can pressure short-term sentiment and flows. KeyCorp/Zacks note
• Negative Sentiment: Insider selling: VP Ahmad Bahai sold 3,000 shares and director Mark Blinn sold 3,144 shares in early February (SEC filings). Multiple insider sales can be read negatively by some investors even if routine. Bahai Form 4 Blinn Form 4

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.