Shares of Texas Instruments Incorporated (NASDAQ:TXN – Get Free Report) have received a consensus rating of “Hold” from the twenty-six brokerages that are presently covering the firm, Marketbeat.com reports. Four equities research analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation and twelve have given a buy recommendation to the company. The average 12-month target price among brokers that have covered the stock in the last year is $257.6846.
A number of analysts have commented on the stock. Wolfe Research reaffirmed an “outperform” rating and set a $315.00 price target on shares of Texas Instruments in a research report on Thursday. Robert W. Baird lifted their price objective on Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Bank of America raised Texas Instruments from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $235.00 to $320.00 in a research note on Thursday, April 23rd. Susquehanna restated a “positive” rating and set a $300.00 target price on shares of Texas Instruments in a research report on Thursday. Finally, Weiss Ratings downgraded Texas Instruments from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, April 22nd.
Check Out Our Latest Stock Report on Texas Instruments
Texas Instruments Stock Down 2.8%
Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. During the same period in the prior year, the firm posted $1.23 EPS. The company’s quarterly revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Equities analysts predict that Texas Instruments will post 7.28 EPS for the current year.
Texas Instruments Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a dividend yield of 2.1%. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.
Key Stories Impacting Texas Instruments
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Multiple firms raised price targets and ratings after TXN’s strong Q1 and Q2 guidance (Wolfe Research raised its target to $315 and reiterated Outperform). Wolfe Research Raises TXN PT
- Positive Sentiment: Truist lifted its price target to $278 citing excellent Q1 results and solid Q2 guidance (even while keeping a Hold), contributing to bullish analyst momentum. Truist Lifts PT on TXN
- Positive Sentiment: Wall Street has broadly upgraded TXN after the blowout quarter; several outlets highlight rising earnings estimates and inclusion on momentum/strong-buy lists (Zacks, Yahoo coverage). These upgrades support further upside expectations. Analyst Upgrades After Blowout Earnings
- Neutral Sentiment: Analyst write-ups and deep dives are spotlighting TXN’s international revenue mix and data-center relevance — useful context for estimates but not an immediate catalyst. International Markets Deep Dive
- Neutral Sentiment: Sector commentary warns some chip names look stretched after recent rallies; this raises valuation/headline-risk even as TXN posts strong fundamental results. Chip Stocks Valuation Caution
- Negative Sentiment: Large insider selling reported on April 24: multiple VPs, directors and the CFO disclosed significant stock sales (CFO Rafael Lizardi sold ~40,541 shares — ~32% reduction in his reported holding). Heavy insider sales can trigger investor concern and near-term selling pressure. CFO Form 4 (SEC)
Insider Buying and Selling
In other Texas Instruments news, Director Todd M. Bluedorn sold 4,306 shares of the firm’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $274.25, for a total value of $1,180,920.50. Following the completion of the sale, the director directly owned 8,191 shares in the company, valued at approximately $2,246,381.75. This trade represents a 34.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Shanon J. Leonard sold 18,189 shares of Texas Instruments stock in a transaction on Friday, April 24th. The shares were sold at an average price of $277.95, for a total transaction of $5,055,632.55. Following the completion of the sale, the vice president directly owned 31,975 shares of the company’s stock, valued at approximately $8,887,451.25. This trade represents a 36.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 218,616 shares of company stock worth $54,239,563 over the last ninety days. 0.60% of the stock is owned by company insiders.
Institutional Trading of Texas Instruments
Several large investors have recently made changes to their positions in the company. Artisan Partners Limited Partnership lifted its stake in shares of Texas Instruments by 1.7% in the third quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock valued at $139,331,000 after buying an additional 12,562 shares in the last quarter. Rothschild & Co Wealth Management UK Ltd increased its position in shares of Texas Instruments by 1.3% during the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock worth $240,242,000 after acquiring an additional 16,260 shares in the last quarter. Greenland Capital Management LP increased its position in shares of Texas Instruments by 66.3% during the third quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock worth $10,684,000 after acquiring an additional 23,177 shares in the last quarter. Providence Capital Advisors LLC acquired a new stake in shares of Texas Instruments in the 3rd quarter worth about $6,347,000. Finally, Rakuten Investment Management Inc. bought a new position in Texas Instruments in the 3rd quarter valued at about $7,461,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.
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.
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