Texas Instruments (NASDAQ:TXN) Price Target Lowered to $340.00 at TD Cowen

Texas Instruments (NASDAQ:TXN) had its target price cut by TD Cowen from $360.00 to $340.00 in a research report report published on Thursday morning,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

Several other equities research analysts have also issued reports on TXN. KeyCorp lifted their price target on shares of Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday. Wells Fargo & Company boosted their price target on shares of Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a research report on Thursday. Citigroup restated a “buy” rating on shares of Texas Instruments in a research note on Tuesday, July 14th. Benchmark raised their price objective on Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a report on Thursday. Finally, Susquehanna lifted their target price on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a research report on Tuesday. Fourteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $307.60.

Texas Instruments Trading Down 3.1%

NASDAQ:TXN opened at $284.99 on Thursday. The company has a market cap of $259.37 billion, a P/E ratio of 43.38, a price-to-earnings-growth ratio of 1.51 and a beta of 1.32. Texas Instruments has a twelve month low of $152.73 and a twelve month high of $334.03. The business has a 50 day moving average price of $301.53 and a two-hundred day moving average price of $247.14. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 36.55%. The firm’s revenue was up 22.8% compared to the same quarter last year. During the same period last year, the company earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, analysts expect that Texas Instruments will post 7.69 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be given a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio is 97.26%.

Insider Activity

In other news, VP Ahmad Bahai sold 5,000 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the transaction, the vice president directly owned 42,519 shares in the company, valued at $13,143,898.47. The trade was a 10.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Shanon J. Leonard sold 4,963 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $295.22, for a total transaction of $1,465,176.86. Following the completion of the sale, the vice president directly owned 24,867 shares in the company, valued at approximately $7,341,235.74. The trade was a 16.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 199,143 shares of company stock valued at $56,959,010. 0.60% of the stock is owned by corporate insiders.

Institutional Trading of Texas Instruments

Several institutional investors and hedge funds have recently bought and sold shares of the business. HBW Advisory Services LLC raised its position in shares of Texas Instruments by 2.2% in the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock worth $336,000 after acquiring an additional 37 shares in the last quarter. Montz Harcus Wealth Management LLC lifted its stake in shares of Texas Instruments by 2.9% in the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock valued at $260,000 after purchasing an additional 38 shares during the period. Livforsakringsbolaget Skandia Omsesidigt boosted its position in shares of Texas Instruments by 0.6% during the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after purchasing an additional 38 shares in the last quarter. Absher Wealth Management LLC boosted its position in shares of Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after purchasing an additional 42 shares in the last quarter. Finally, Severin Investments LLC grew its stake in Texas Instruments by 3.3% during the first quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock worth $262,000 after purchasing an additional 43 shares during the period. 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: Texas Instruments beat Q2 estimates, reporting EPS of $2.14 on revenue of $5.46 billion, with sales up 22.8% year over year and net income rising sharply. Article Title
• Positive Sentiment: Management also raised Q3 guidance above Wall Street expectations, signaling continued demand recovery in industrial, data center and automotive markets. Article Title
• Positive Sentiment: Several analysts turned more constructive: JPMorgan raised its target to $340 with an overweight rating, TD Cowen kept a buy rating and cut its target to $340, and KeyCorp lifted its target to $400. Article Title
• Positive Sentiment: Commentary around strong AI data center demand and broader semiconductor momentum is reinforcing the long-term growth narrative for TXN. Article Title
• Neutral Sentiment: Texas Instruments remains part of a strong semiconductor sector rally, which may provide support, but the stock is also vulnerable to post-earnings “sell the news” behavior after a strong run. Article Title
• Negative Sentiment: Despite the strong report, shares have slipped as investors question whether the results were already priced in after a big rally and high expectations for chip stocks. Article Title

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.