Texas Instruments (NASDAQ:TXN) Given New $240.00 Price Target at Rosenblatt Securities

Texas Instruments (NASDAQ:TXN) had its price target hoisted by Rosenblatt Securities from $200.00 to $240.00 in a research note published on Wednesday,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

A number of other equities research analysts have also recently commented on TXN. TD Cowen increased their target price on shares of Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday. Stifel Nicolaus increased their price objective on shares of Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a report on Wednesday. Citigroup restated a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft upped their price target on Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a research report on Wednesday. Finally, BNP Paribas Exane set a $190.00 price objective on Texas Instruments and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and a consensus price target of $212.92.

Texas Instruments Price Performance

NASDAQ:TXN opened at $216.17 on Wednesday. The stock has a 50 day moving average of $180.62 and a two-hundred day moving average of $182.51. Texas Instruments has a 12 month low of $139.95 and a 12 month high of $221.69. 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 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 (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 return on equity of 30.35% and a net margin of 28.28%.The firm had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. During the same period in the prior year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, analysts expect that Texas Instruments will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

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

Insider Activity

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 transaction of $164,310.00. Following the completion of the transaction, the vice president directly owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the business’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 transaction, the director owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. The trade was a 40.08% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Absher Wealth Management LLC boosted its stake in Texas Instruments by 8.7% in the fourth quarter. Absher Wealth Management LLC now owns 4,181 shares of the semiconductor company’s stock valued at $725,000 after acquiring an additional 334 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC boosted its holdings in shares of Texas Instruments by 107.1% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 580 shares of the semiconductor company’s stock valued at $101,000 after acquiring an additional 300 shares in the last quarter. Diversified Enterprises LLC increased its position in Texas Instruments by 15.8% during the 4th quarter. Diversified Enterprises LLC now owns 4,051 shares of the semiconductor company’s stock worth $703,000 after purchasing an additional 553 shares during the period. Spectrum Investment Advisors Inc. acquired a new stake in Texas Instruments in the fourth quarter valued at $350,000. Finally, WPG Advisers LLC boosted its holdings in Texas Instruments by 55.2% during the fourth quarter. WPG Advisers LLC now owns 475 shares of the semiconductor company’s stock worth $82,000 after buying an additional 169 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Trending Headlines about 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

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.