Texas Instruments (NASDAQ:TXN) Upgraded to “Buy” at Stifel Nicolaus

Stifel Nicolaus upgraded shares of Texas Instruments (NASDAQ:TXN) from a hold rating to a buy rating in a report published on Thursday morning, MarketBeat.com reports. They currently have $250.00 target price on the semiconductor company’s stock, up from their prior target price of $215.00.

Several other research firms also recently commented on TXN. Cantor Fitzgerald increased their price objective on Texas Instruments from $225.00 to $250.00 and gave the company a “neutral” rating in a report on Monday, February 23rd. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Bank of America raised shares of Texas Instruments from an “underperform” rating to a “neutral” rating and lifted their target price for the stock from $185.00 to $235.00 in a report on Wednesday, January 28th. DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. Finally, Truist Financial set a $250.00 target price on shares of Texas Instruments in a report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have given a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat.com, Texas Instruments presently has a consensus rating of “Hold” and a consensus target price of $216.07.

Texas Instruments Stock Performance

TXN stock opened at $214.98 on Thursday. The company has a 50 day moving average price of $206.45 and a 200 day moving average price of $187.04. Texas Instruments has a fifty-two week low of $139.95 and a fifty-two week high of $231.32. The stock has a market capitalization of $195.73 billion, a PE ratio of 39.52, a price-to-earnings-growth ratio of 1.90 and a beta of 1.01. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. During the same period in the prior year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts forecast that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were issued a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a yield of 2.6%. Texas Instruments’s payout ratio is currently 104.41%.

Insider Transactions at Texas Instruments

In other Texas Instruments news, Director Mark A. Blinn sold 3,144 shares of the business’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the sale, the director owned 11,670 shares of the company’s stock, valued at $2,585,838.60. The trade was a 21.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Mark Gary sold 12,921 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the sale, the vice president directly owned 45,547 shares of the company’s stock, valued at $10,480,364.70. This represents a 22.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 114,284 shares of company stock worth $25,531,935. Company insiders own 0.60% of the company’s stock.

Institutional Trading of Texas Instruments

A number of institutional investors have recently bought and sold shares of the business. Bogart Wealth LLC boosted its holdings in Texas Instruments by 7.8% in the 4th quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after purchasing an additional 47 shares during the period. Larson Financial Group LLC boosted its holdings in Texas Instruments by 0.5% in the 4th quarter. Larson Financial Group LLC now owns 10,228 shares of the semiconductor company’s stock valued at $1,775,000 after purchasing an additional 47 shares during the period. Sumitomo Life Insurance Co. boosted its holdings in Texas Instruments by 0.6% in the 4th quarter. Sumitomo Life Insurance Co. now owns 7,356 shares of the semiconductor company’s stock valued at $1,276,000 after purchasing an additional 47 shares during the period. Winthrop Capital Management LLC boosted its holdings in Texas Instruments by 1.6% in the 4th quarter. Winthrop Capital Management LLC now owns 3,230 shares of the semiconductor company’s stock valued at $560,000 after purchasing an additional 50 shares during the period. Finally, Emerald Advisors LLC boosted its holdings in Texas Instruments by 0.8% in the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after purchasing an additional 52 shares during the period. Institutional investors own 84.99% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Stifel upgraded TXN from Hold to Buy and raised its price target to $250 (from $215), calling out stronger free cash flow, operating leverage and analog-cycle tailwinds — the primary catalyst behind today’s buying interest. Stifel Sets a $250 Price Target on Texas Instruments. Is This Semiconductor Giant Ready to Run?
• Positive Sentiment: Coverage and summaries of the Stifel call (MSN/Benzinga citations) have amplified the upgrade’s reach, increasing visibility among retail and institutional investors. Stifel upgrades Texas Instruments (TXN)
• Positive Sentiment: Analyst/valuation commentary ties the upgrade to a broader narrative — reduced capex, improving margins and a potential analog upcycle — supporting a re-rating if cash flow and margins continue to improve. Assessing Texas Instruments (TXN) Valuation After Stifel Upgrade And Strengthening AI Infrastructure Story
• Neutral Sentiment: Market wrap-ups and performance pieces note TXN’s recent outperformance versus the market, reflecting the momentum trade following the upgrade and coverage. These stories inform sentiment but don’t add new fundamental data. Texas Instruments (TXN) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Broader company profiles and “investment thesis” pieces recap TXN’s strengths (cash generation, dividend/ buybacks, analog leadership) and keep the story in view for long-term investors; they are informational rather than immediate catalysts. What Makes Texas Instruments Incorporated (TXN) an Investment Bet?
• Neutral Sentiment: Mainstream listings and profile pages (e.g., CNN market page) provide company data and are background references for investors monitoring TXN. Texas Instruments Incorporated

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.