Texas Instruments (NASDAQ:TXN) Price Target Raised to $250.00 at Benchmark

Texas Instruments (NASDAQ:TXN) had its price objective upped by Benchmark from $220.00 to $250.00 in a research report sent to investors on Wednesday, MarketBeat reports. The brokerage currently has a buy rating on the semiconductor company’s stock.

A number of other analysts have also weighed in on the stock. Truist Financial raised their price objective on shares of Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research note on Wednesday. Susquehanna increased their target price on Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group downgraded Texas Instruments from a “buy” rating to a “sell” rating and reduced their price objective for the stock from $200.00 to $156.00 in a report on Monday, December 15th. JPMorgan Chase & Co. dropped their target price on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, October 22nd. Finally, Citigroup reissued a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $212.92.

Texas Instruments Stock Performance

Shares of TXN stock opened at $216.17 on Wednesday. The company’s fifty day moving average price is $180.62 and its 200-day moving average price is $182.51. The stock has a market cap of $196.42 billion, a PE ratio of 39.52, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. Texas Instruments has a 12 month low of $139.95 and a 12 month high of $221.69.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) 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 business had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same period last year, the business earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities analysts expect that Texas Instruments will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently announced 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 yield of 2.6%. Texas Instruments’s dividend payout ratio is currently 103.84%.

Insider Transactions at Texas Instruments

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

Institutional Trading of Texas Instruments

Hedge funds have recently modified their holdings of the company. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments during the second quarter valued at $25,000. Pacifica Partners Inc. raised its position in Texas Instruments by 85.2% in the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares during the period. Grey Fox Wealth Advisors LLC purchased a new stake in shares of Texas Instruments in the third quarter worth approximately $29,000. Nvest Wealth Strategies Inc. purchased a new stake in Texas Instruments in the fourth quarter worth $33,000. Finally, LGT Financial Advisors LLC increased its stake in Texas Instruments by 328.9% in the 2nd quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock worth $40,000 after buying an additional 148 shares during the period. 84.99% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Texas Instruments

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

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.