Texas Instruments (NASDAQ:TXN) Stock Price Up 8.1% After Analyst Upgrade

Texas Instruments Incorporated (NASDAQ:TXN)’s stock price traded up 8.1% during trading on Wednesday after JPMorgan Chase & Co. raised their price target on the stock from $210.00 to $227.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. Texas Instruments traded as high as $213.85 and last traded at $212.6240. 7,232,951 shares changed hands during mid-day trading, a decline of 5% from the average session volume of 7,580,827 shares. The stock had previously closed at $196.63.

Other analysts have also issued reports about the stock. The Goldman Sachs Group lifted their price objective on Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a research report on Wednesday. Morgan Stanley restated an “underweight” rating and set a $180.00 price target on shares of Texas Instruments in a research report on Wednesday. Mizuho increased their price objective on Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a report on Wednesday. TD Cowen boosted their target price on shares of Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average target price of $212.92.

Insiders Place Their Bets

In other news, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the transaction, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. This trade represents a 40.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the transaction, the vice president owned 20,821 shares in the company, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments News Summary

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

• Positive Sentiment: TI guided Q1 revenue and EPS above consensus, citing a rebound in analog demand and strong data‑center traction — the guidance is the main driver of the rally. Reuters: TXN outlook
• Positive Sentiment: Numerous analysts raised price targets and ratings (Benchmark, TD Cowen, Rosenblatt, JPMorgan, Bank of America among others), which added momentum to the stock move. Benzinga: analyst updates
• Positive Sentiment: Market reaction: shares jumped in after‑hours/pre‑market trading on the guidance and have attracted momentum buying as investors re‑rate TXN for AI/data‑center exposure. 247wallst: shares jump
• Neutral Sentiment: Q4 results were mixed: revenue rose ~10% Y/Y but EPS missed estimates by $0.02 and margins were pressured — investors looked past the miss because guidance was strong. MarketBeat: Q4 recap
• Neutral Sentiment: TI will webcast a capital‑management presentation on Feb. 24 — investors should watch buyback/dividend commentary for implications on shareholder returns. PR Newswire: webcast
• Neutral Sentiment: Comparative analysis shows TXN has solid profitability and an improving free‑cash‑flow outlook for 2026, but it’s lagged faster‑growing AI/data‑center peer gains over the last year. Forbes: peer comparison
• Negative Sentiment: Some firms remain cautious or set lower targets (e.g., Mizuho’s underperform, Deutsche Bank hold with implied downside), highlighting differing views on sustainability of the rebound. Benzinga: mixed analyst views
• Negative Sentiment: Valuation and expectations risk: after the post‑guidance run, some commentary warns TXN could be pricing in substantial growth, so investors should watch forward margins, China/end‑market demand, and how much of the AI cycle benefits TI long‑term. Yahoo Finance: valuation caution

Hedge Funds Weigh In On Texas Instruments

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Norges Bank purchased a new position in shares of Texas Instruments in the second quarter worth $2,836,310,000. Amundi increased its holdings in Texas Instruments by 61.0% in the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after buying an additional 3,580,147 shares in the last quarter. Soundwatch Capital LLC raised its position in Texas Instruments by 174,339.6% in the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock worth $617,503,000 after buying an additional 2,972,491 shares during the last quarter. Invesco Ltd. lifted its stake in Texas Instruments by 16.8% during the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares during the period. Finally, Van ECK Associates Corp boosted its holdings in shares of Texas Instruments by 21.8% during the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after acquiring an additional 1,635,870 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Texas Instruments Price Performance

The company has a debt-to-equity ratio of 0.81, a current ratio of 4.45 and a quick ratio of 2.90. The business’s 50 day moving average price is $180.62 and its 200 day moving average price is $182.51. The stock has a market capitalization of $196.42 billion, a P/E ratio of 39.52, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share 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 30.35%. The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter last year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Sell-side analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be issued a $1.42 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. Texas Instruments’s payout ratio is presently 103.84%.

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.