KeyCorp Issues Positive Forecast for Texas Instruments (NASDAQ:TXN) Stock Price

Texas Instruments (NASDAQ:TXN) had its price target increased by KeyCorp from $390.00 to $400.00 in a research report sent to investors on Thursday, MarketBeat reports. KeyCorp currently has an overweight rating on the semiconductor company’s stock.

Several other analysts have also recently commented on the stock. Wells Fargo & Company increased their price target on shares of Texas Instruments from $260.00 to $300.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 9th. Robert W. Baird boosted their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Texas Instruments in a report on Monday. Zacks Research lowered Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Finally, Wolfe Research reissued an “outperform” rating and issued a $315.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Fourteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and an average price target of $307.60.

Texas Instruments Stock Down 3.1%

Shares of NASDAQ TXN opened at $284.99 on Thursday. Texas Instruments has a 12-month low of $152.73 and a 12-month high of $334.03. The firm’s 50-day simple moving average is $301.53 and its 200 day simple moving average is $247.14. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company has a market cap of $259.37 billion, a price-to-earnings ratio of 43.38, a price-to-earnings-growth ratio of 1.51 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 36.55%. The firm had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter last year, the company posted $1.41 EPS. The company’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, research analysts expect that Texas Instruments will post 7.69 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be given a dividend of $1.42 per share. The ex-dividend date is Friday, July 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. Texas Instruments’s payout ratio is currently 97.26%.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $295.22, for a total value of $1,465,176.86. Following the transaction, the vice president directly owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This trade represents a 16.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president directly owned 42,519 shares of the company’s stock, valued at $13,143,898.47. This represents a 10.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 199,143 shares of company stock valued at $56,959,010 over the last 90 days. Company insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. HBW Advisory Services LLC increased its stake in shares of Texas Instruments by 2.2% during the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock worth $336,000 after purchasing an additional 37 shares during the last quarter. Montz Harcus Wealth Management LLC lifted its stake in Texas Instruments by 2.9% in the first quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock valued at $260,000 after purchasing an additional 38 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt lifted its stake in Texas Instruments by 0.6% in the first quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after purchasing an additional 38 shares during the last quarter. Absher Wealth Management LLC grew its holdings in Texas Instruments by 1.0% during the first quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after purchasing an additional 42 shares during the period. Finally, Severin Investments LLC grew its holdings in Texas Instruments by 3.3% during the first quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after purchasing an additional 43 shares during the period. 84.99% of the stock is currently owned by institutional investors.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Texas Instruments beat Q2 estimates, reporting EPS of $2.14 on revenue of $5.46 billion, with sales up 22.8% year over year and net income rising sharply. Article Title
• Positive Sentiment: Management also raised Q3 guidance above Wall Street expectations, signaling continued demand recovery in industrial, data center and automotive markets. Article Title
• Positive Sentiment: Several analysts turned more constructive: JPMorgan raised its target to $340 with an overweight rating, TD Cowen kept a buy rating and cut its target to $340, and KeyCorp lifted its target to $400. Article Title
• Positive Sentiment: Commentary around strong AI data center demand and broader semiconductor momentum is reinforcing the long-term growth narrative for TXN. Article Title
• Neutral Sentiment: Texas Instruments remains part of a strong semiconductor sector rally, which may provide support, but the stock is also vulnerable to post-earnings “sell the news” behavior after a strong run. Article Title
• Negative Sentiment: Despite the strong report, shares have slipped as investors question whether the results were already priced in after a big rally and high expectations for chip stocks. Article Title

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.