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

Texas Instruments (NASDAQ:TXN) had its target price upped by Mizuho from $145.00 to $160.00 in a report released on Wednesday morning, MarketBeat Ratings reports. The firm currently has an underperform rating on the semiconductor company’s stock.

TXN has been the subject of a number of other reports. Citigroup restated a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. Barclays reiterated an “underweight” rating and issued a $140.00 price target on shares of Texas Instruments in a report on Thursday, January 15th. Robert W. Baird set a $195.00 price objective on Texas Instruments and gave the stock an “outperform” rating in a research report on Wednesday, October 22nd. Morgan Stanley set a $175.00 price objective on shares of Texas Instruments in a report on Wednesday, October 22nd. Finally, JPMorgan Chase & Co. lowered their target price on Texas Instruments from $225.00 to $210.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 22nd. 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 given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $212.92.

Texas Instruments Stock Up 9.9%

Shares of NASDAQ:TXN opened at $216.17 on Wednesday. The company’s fifty day moving average is $180.62 and its 200-day moving average is $182.51. 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 has a 52 week low of $139.95 and a 52 week high of $221.69. The company has a market capitalization of $196.42 billion, a PE ratio of 39.52, a P/E/G ratio of 3.09 and a beta of 1.00.

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

Texas Instruments Announces Dividend

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

Insider Transactions at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction on 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 owned 20,821 shares in the company, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ronald Kirk sold 9,990 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The shares were 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 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. Insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Norges Bank acquired a new stake in shares of Texas Instruments during the second quarter valued at about $2,836,310,000. Amundi increased its position in shares of Texas Instruments by 61.0% during the third 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 during the period. Soundwatch Capital LLC grew its holdings in 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 worth $617,503,000 after acquiring an additional 2,972,491 shares during the period. Invesco Ltd. grew its stake in Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares during the period. Finally, Van ECK Associates Corp increased its stake 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 valued at $1,678,227,000 after purchasing an additional 1,635,870 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

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.