Texas Instruments (NASDAQ:TXN) Price Target Raised to $340.00 at JPMorgan Chase & Co.

Texas Instruments (NASDAQ:TXN) had its target price raised by JPMorgan Chase & Co. from $280.00 to $340.00 in a research report report published on Thursday morning,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the semiconductor company’s stock.

Several other equities analysts also recently commented on the stock. Evercore reaffirmed an “outperform” rating and set a $330.00 price objective on shares of Texas Instruments in a research note on Thursday. Susquehanna raised their target price on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research note on Tuesday. Bank of America boosted their price target on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Stifel Nicolaus upped their price target on Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Finally, Jefferies Financial Group upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Fourteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and an average price target of $307.60.

Texas Instruments Stock Down 3.1%

Shares of NASDAQ TXN opened at $284.99 on Thursday. The firm’s fifty day moving average is $301.53 and its 200 day moving average is $247.14. Texas Instruments has a 52 week low of $152.73 and a 52 week high of $334.03. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company has a market cap of $259.37 billion, a price-to-earnings ratio of 43.38, a PEG ratio of 1.51 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 22.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities research analysts expect that Texas Instruments will post 7.69 earnings per share for the current year.

Texas Instruments Announces Dividend

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

Insider Activity at Texas Instruments

In related news, VP Mohammad Yunus sold 51,098 shares of the stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the transaction, the vice president directly owned 52,856 shares of the company’s stock, valued at $14,294,376.64. This represents a 49.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 199,143 shares of company stock valued at $56,959,010 over the last three months. Corporate insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Hedge funds have recently made changes to their positions in the company. Swiss Life Asset Management Ltd lifted its position in shares of Texas Instruments by 10.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock valued at $96,321,000 after acquiring an additional 50,808 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd bought a new position in shares of Texas Instruments in the fourth quarter worth about $640,000. K.J. Harrison & Partners Inc purchased a new stake in shares of Texas Instruments during the fourth quarter worth about $1,735,000. Thrivent Financial for Lutherans grew its position in shares of Texas Instruments by 126.0% during the fourth quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock worth $26,114,000 after purchasing an additional 83,884 shares in the last quarter. Finally, RNC Capital Management LLC bought a new stake in Texas Instruments during the 4th quarter valued at approximately $2,751,000. 84.99% of the stock is currently owned by institutional investors.

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

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.