Texas Instruments (NASDAQ:TXN) Upgraded by Bank of America to Neutral Rating

Bank of America upgraded shares of Texas Instruments (NASDAQ:TXN) from an underperform rating to a neutral rating in a research report report published on Wednesday morning, Marketbeat.com reports. They currently have $235.00 price objective on the semiconductor company’s stock, up from their previous price objective of $185.00.

A number of other brokerages have also issued reports on TXN. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $190.00 target price on shares of Texas Instruments in a research report on Tuesday, December 16th. Truist Financial lifted their price objective on Texas Instruments from $175.00 to $195.00 and gave the stock a “hold” rating in a report on Friday, December 19th. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a research report on Thursday, January 15th. Morgan Stanley set a $175.00 price target on shares of Texas Instruments in a research report on Wednesday, October 22nd. Finally, Stifel Nicolaus lifted their price target on shares of Texas Instruments from $170.00 to $200.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. One investment 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 issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Price Performance

TXN stock opened at $216.17 on Wednesday. The firm has a market cap 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. The stock has a 50-day simple moving average of $180.62 and a 200-day simple moving average of $182.51. Texas Instruments has a 1 year low of $139.95 and a 1 year high of $221.69. The company has a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.35%. The firm had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same quarter last year, the company posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities analysts predict that Texas Instruments will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

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

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction on 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following 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 disclosure for this sale is available in the SEC filing. 0.57% of the stock is owned by insiders.

Institutional Trading of Texas Instruments

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

Texas Instruments News Roundup

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.