What is KeyCorp’s Forecast for TXN Q2 Earnings?

Texas Instruments Incorporated (NASDAQ:TXN) – Stock analysts at KeyCorp issued their Q2 2027 earnings per share estimates for Texas Instruments in a research report issued to clients and investors on Monday, July 13th. KeyCorp analyst J. Vinh anticipates that the semiconductor company will post earnings per share of $2.55 for the quarter. KeyCorp currently has a “Overweight” rating and a $390.00 price target on the stock. The consensus estimate for Texas Instruments’ current full-year earnings is $7.70 per share.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. During the same quarter last year, the company earned $1.23 EPS. The firm’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.

Other equities analysts also recently issued research reports about the stock. Weiss Ratings raised shares of Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. Bank of America raised their target price on shares of Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Sanford C. Bernstein initiated coverage on shares of Texas Instruments in a report on Friday, May 22nd. They issued a “market perform” rating on the stock. Truist Financial boosted their price target on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Finally, HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Thirteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $281.84.

Texas Instruments Trading Down 2.5%

Shares of TXN opened at $284.02 on Thursday. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. Texas Instruments has a 1 year low of $152.73 and a 1 year high of $334.03. The company has a 50 day simple moving average of $302.59 and a two-hundred day simple moving average of $243.46. The firm has a market cap of $258.48 billion, a P/E ratio of 48.63, a price-to-earnings-growth ratio of 1.45 and a beta of 1.32.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Ballast Inc. increased its stake in Texas Instruments by 3.1% during the second quarter. Ballast Inc. now owns 8,827 shares of the semiconductor company’s stock worth $2,631,000 after acquiring an additional 268 shares during the last quarter. Regent Peak Wealth Advisors LLC lifted its stake in shares of Texas Instruments by 3.5% in the 2nd quarter. Regent Peak Wealth Advisors LLC now owns 2,853 shares of the semiconductor company’s stock valued at $850,000 after purchasing an additional 97 shares during the last quarter. Annex Advisory Services LLC lifted its stake in shares of Texas Instruments by 2.6% in the 2nd quarter. Annex Advisory Services LLC now owns 6,857 shares of the semiconductor company’s stock valued at $2,044,000 after purchasing an additional 177 shares during the last quarter. Insight Wealth Strategies LLC purchased a new position in shares of Texas Instruments in the 2nd quarter worth approximately $245,000. Finally, Magnolia Capital Management Ltd. purchased a new position in shares of Texas Instruments in the 2nd quarter worth approximately $259,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling

In other Texas Instruments news, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the transaction, the vice president directly owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This trade represents a 10.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the sale, the director owned 37,626 shares in the company, valued at approximately $11,528,982.66. This trade represents a 19.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 303,475 shares of company stock valued at $85,666,638 in the last three months. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
• Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
• Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
• Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings

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.