Texas Instruments (NASDAQ:TXN) Price Target Raised to $300.00

Texas Instruments (NASDAQ:TXN) had its target price increased by Robert W. Baird from $225.00 to $300.00 in a research note released on Thursday morning, Marketbeat reports. They currently have an outperform rating on the semiconductor company’s stock.

A number of other research firms also recently weighed in on TXN. DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a research note on Monday, February 9th. TD Cowen increased their price objective on shares of Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating 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. Weiss Ratings reiterated a “hold (c)” rating on shares of Texas Instruments in a research report on Monday, December 29th. Finally, KeyCorp upped their target price on shares of Texas Instruments from $240.00 to $325.00 and gave the company an “overweight” rating in a research note on Thursday. Twelve investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $257.68.

Texas Instruments Trading Down 1.9%

Texas Instruments stock opened at $276.98 on Thursday. The business has a 50 day moving average price of $209.09 and a two-hundred day moving average price of $191.15. The company has a quick ratio of 2.83, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. Texas Instruments has a 12 month low of $152.73 and a 12 month high of $287.83. The stock has a market cap of $252.18 billion, a price-to-earnings ratio of 47.43, a price-to-earnings-growth ratio of 2.56 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.Texas Instruments’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities analysts forecast that Texas Instruments will post 6.35 EPS for the current year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.

Insider Transactions at Texas Instruments

In other news, VP Ahmad Bahai sold 6,500 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total value of $1,500,135.00. Following the completion of the sale, the vice president directly owned 42,488 shares in the company, valued at approximately $9,805,805.52. This trade represents a 13.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP Hagop H. Kozanian sold 6,843 shares of Texas Instruments stock in a transaction dated 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 completion of the transaction, the vice president directly owned 75,425 shares of the company’s stock, valued at $17,042,278.75. This represents a 8.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 114,284 shares of company stock worth $25,531,935. 0.60% of the stock is owned by company insiders.

Institutional Investors Weigh In On Texas Instruments

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in shares of Texas Instruments by 1.0% during the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after purchasing an additional 998,658 shares in the last quarter. State Street Corp increased its holdings in shares of Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after purchasing an additional 230,098 shares in the last quarter. Charles Schwab Investment Management Inc. raised its position in Texas Instruments by 6.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock worth $4,213,832,000 after purchasing an additional 1,517,420 shares during the last quarter. Geode Capital Management LLC raised its position in Texas Instruments by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after purchasing an additional 248,515 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock worth $3,154,831,000 after buying an additional 1,749,513 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Q1 beat and raised outlook — TXN reported $1.68 EPS (above estimates) and revenue of $4.83B, and management gave Q2 guidance above consensus, which is the primary catalyst for the rally. Read More.
• Positive Sentiment: Data-center demand surge — Management said data‑center revenue jumped sharply (reports cite ~90% growth), validating TXN’s role in the AI/data-center buildout and driving near-term upside. Read More.
• Positive Sentiment: Analyst upgrades and price-target hikes — Multiple firms (BofA, Rosenblatt, Robert W. Baird, JPMorgan, others) raised ratings/targets after the quarter, adding momentum and buy-side conviction. Read More.
• Positive Sentiment: Strategic M&A — TXN announced acquisition of Silicon Labs to add embedded wireless connectivity, reinforcing its push into industrial edge and AI use cases that could expand addressable market. Read More.
• Neutral Sentiment: Industrial demand mix — Management highlighted industrial strength alongside data centers; investors will be watching sustainability of both end markets into FY26. Read More.
• Negative Sentiment: Valuation and profit-taking risk — The rapid run-up has pushed valuation metrics higher (PE expansion), prompting caution that some gains reflect re-rating rather than only fundamental improvement; a few firms still hold conservative/neutral stances. Read More.
• Negative Sentiment: Mixed price-target signals — While many banks raised targets, at least one large shop set an equal‑weight/near‑term target below the rally level, underscoring divergent views on durability of demand. Read More.

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.