Texas Instruments (NASDAQ:TXN) Upgraded at Mizuho

Mizuho upgraded shares of Texas Instruments (NASDAQ:TXN) from a strong sell rating to a hold rating in a research report released on Thursday morning,Zacks.com reports.

A number of other research firms have also recently commented on TXN. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Rosenblatt Securities reiterated a “buy” rating and set a $240.00 price target on shares of Texas Instruments in a report on Thursday, February 5th. Susquehanna increased their price target on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a report on Thursday, January 22nd. JPMorgan Chase & Co. increased their price target on shares of Texas Instruments from $210.00 to $227.00 and gave the company an “overweight” rating in a report on Wednesday, January 28th. Finally, DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $218.10.

Texas Instruments Price Performance

Shares of TXN opened at $229.82 on Thursday. The stock has a market cap of $209.24 billion, a PE ratio of 42.25, a price-to-earnings-growth ratio of 2.03 and a beta of 1.01. 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 $142.64 and a fifty-two week high of $231.32. The firm’s 50-day simple moving average is $206.16 and its two-hundred day simple moving average is $188.63.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter in the previous year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. 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 announced a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be issued a $1.42 dividend. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 2.5%. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.

Insider Buying and Selling

In related news, VP Hagop H. Kozanian sold 6,843 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total value of $1,546,175.85. Following the sale, the vice president owned 75,425 shares in the company, valued at approximately $17,042,278.75. This trade represents a 8.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the completion of the sale, the director owned 11,670 shares in the company, valued at $2,585,838.60. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 114,284 shares of company stock valued at $25,531,935 in the last ninety days. Corporate insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in Texas Instruments by 33.4% in the fourth 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 period. Intech Investment Management LLC raised its position in Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares during the period. Osterweis Capital Management Inc. raised its position in Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares during the period. Main Street Financial Solutions LLC raised its position in Texas Instruments by 1.7% in the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after acquiring an additional 126 shares during the period. Finally, HUB Investment Partners LLC raised its position in Texas Instruments by 3.5% in the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after acquiring an additional 496 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Mizuho’s analyst actions uplift TXN sentiment — the firm upgraded Texas Instruments to Neutral (from Underperform) while downgrading a competitor (NXP), making TXN look comparatively safer for portfolio allocation. NXP Semi Gets Hit With a Double Downgrade. Why Texas Instruments Stock Is a Better Bet.
• Positive Sentiment: Broad semiconductor rally after Taiwan Semiconductor (TSMC) reported a big profit beat and strong AI-driven demand lifted bellwether names and afternoon session movers, helping TXN alongside peers. Monolithic Power Systems, Impinj, Microchip Technology, and Texas Instruments Shares Skyrocket, What You Need To Know
• Positive Sentiment: Board declared a $1.42 quarterly dividend (payable May 19; ex-div May 5), reinforcing TXN’s shareholder-return profile and appealing to income-focused investors. Texas Instruments board declares second quarter 2026 quarterly dividend
• Neutral Sentiment: Wall Street previews and metric-level previews ahead of TXN’s Q1 results are drawing attention — investors are positioning based on channel inventory, bookings, and demand trends. These previews add scrutiny but not a clear directional push. Wall Street’s Insights Into Key Metrics Ahead of Texas Instruments (TXN) Q1 Earnings
• Neutral Sentiment: TXN released prepared remarks/transcript for a shareholder/analyst call — increases transparency but is informational rather than a catalyst. Texas Instruments Incorporated (TXN) Shareholder/Analyst Call Prepared Remarks Transcript
• Neutral Sentiment: Sector write-ups (hedge-fund favorites / “overrated” stock lists) are keeping semiconductors in focus; these pieces can drive retail flows but don’t change underlying fundamentals. This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout
• Negative Sentiment: TXN’s most recent quarterly report (Jan 27) showed a small EPS and revenue miss versus consensus and guidance ranges that investors still parse for demand softness; that lingering fundamental caution caps upside. Texas Instruments (TXN) Stock Dips While Market Gains: Key Facts

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.