Zacks Research Issues Optimistic Estimate for TXN Earnings

Texas Instruments Incorporated (NASDAQ:TXN) – Equities research analysts at Zacks Research raised their Q1 2026 earnings per share (EPS) estimates for Texas Instruments in a report issued on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the semiconductor company will post earnings per share of $1.31 for the quarter, up from their previous forecast of $1.25. The consensus estimate for Texas Instruments’ current full-year earnings is $5.35 per share. Zacks Research also issued estimates for Texas Instruments’ Q2 2026 earnings at $1.46 EPS, Q3 2026 earnings at $1.63 EPS, Q4 2026 earnings at $1.55 EPS, FY2026 earnings at $5.95 EPS, Q1 2027 earnings at $1.70 EPS, Q2 2027 earnings at $1.77 EPS, Q3 2027 earnings at $1.96 EPS, Q4 2027 earnings at $1.95 EPS, FY2027 earnings at $7.38 EPS and FY2028 earnings at $9.70 EPS.

Texas Instruments (NASDAQ:TXN) last announced 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). The firm had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter in the previous year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS.

Several other equities analysts also recently issued reports on TXN. Truist Financial upped their target price on Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Morgan Stanley reissued an “underweight” rating and set a $180.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. Stifel Nicolaus raised their price objective on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Finally, Robert W. Baird set a $225.00 price objective on Texas Instruments in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Stock Up 2.6%

Shares of NASDAQ TXN opened at $226.56 on Wednesday. The stock’s fifty day simple moving average is $191.78 and its two-hundred day simple moving average is $183.52. Texas Instruments has a 12-month low of $139.95 and a 12-month high of $231.32. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The stock has a market capitalization of $205.61 billion, a PE ratio of 41.65, a price-to-earnings-growth ratio of 1.99 and a beta of 1.01.

Hedge Funds Weigh In On Texas Instruments

Institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in shares of Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after acquiring an additional 998,658 shares during the last quarter. State Street Corp lifted its position in shares of Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after buying an additional 230,098 shares during the period. Geode Capital Management LLC boosted its position in Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after buying an additional 248,515 shares in the last quarter. Invesco Ltd. boosted its stake in Texas Instruments by 16.8% in 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 in the last quarter. Finally, Norges Bank bought a new stake in shares of Texas Instruments during the fourth quarter valued at approximately $2,516,628,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Insider Activity

In other Texas Instruments news, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the transaction, the director directly owned 11,670 shares of the company’s stock, valued at $2,585,838.60. This trade represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Ahmad Bahai sold 3,000 shares of the stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $223.46, for a total value of $670,380.00. Following the transaction, the vice president owned 42,488 shares of the company’s stock, valued at approximately $9,494,368.48. This trade represents a 6.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 16,134 shares of company stock valued at $2,988,704 over the last 90 days. Insiders own 0.57% of the company’s stock.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were given a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio is currently 104.41%.

More Texas Instruments News

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

• Positive Sentiment: Zacks Research materially raised TXN’s earnings estimates across 2026–2028 (multiple quarterly and full‑year lifts — FY2026 to $5.95 from $5.79; FY2027 to $7.38 from $7.12; FY2028 to $9.70), signaling stronger forward profitability that can support a higher share valuation.
• Positive Sentiment: Zacks highlights TXN as a “strong growth stock” using its Style Scores, which supports investor confidence in the company’s mix of growth and quality characteristics. Here’s Why Texas Instruments (TXN) is a Strong Growth Stock
• Positive Sentiment: An investor‑letter summary (InsiderMonkey) points to macro tailwinds — Fed rate cuts, strong corporate results and ongoing AI momentum — that supported market gains in late 2025 and underpin optimism for semiconductor names like TXN. Should You Be Optimistic on Texas Instruments’ (TXN) Growth Potential?
• Positive Sentiment: The Motley Fool included TXN among dividend stocks benefiting from strong data‑center demand, reinforcing TXN’s combination of cash returns and secular end‑market strength. 2 Dividend Stocks That Are Off of Hot Starts to 2026
• Neutral Sentiment: Zacks also examined TXN’s reliance on international sales, noting shifts in geographic mix that could affect revenue sensitivity to FX, trade dynamics or regional demand — a risk investors should monitor even as estimates rise. Texas Instruments (TXN) Reliance on International Sales: What Investors Need to Know

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.