Texas Instruments (NASDAQ:TXN) Price Target Raised to $350.00 at Rosenblatt Securities

Texas Instruments (NASDAQ:TXN) had its target price hoisted by Rosenblatt Securities from $330.00 to $350.00 in a research report report published on Friday morning,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

A number of other research firms also recently weighed in on TXN. Susquehanna upped their price target on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research report on Tuesday. UBS Group reissued a “buy” rating and issued a $380.00 price objective on shares of Texas Instruments in a research report on Thursday. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Sanford C. Bernstein raised their price objective on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research report on Thursday. Finally, Citigroup reissued a “buy” rating on shares of Texas Instruments in a report on Tuesday, July 14th. Fourteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $308.40.

Texas Instruments Stock Down 1.9%

Shares of TXN stock opened at $279.58 on Friday. The company has a quick ratio of 2.94, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments has a 12 month low of $152.73 and a 12 month high of $334.03. The stock has a 50 day moving average of $301.06 and a 200-day moving average of $247.37. The firm has a market cap of $254.44 billion, a PE ratio of 42.55, a price-to-earnings-growth ratio of 1.44 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 EPS for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The business had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. During the same quarter in the previous year, the firm earned $1.41 EPS. Texas Instruments’s quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts predict that Texas Instruments will post 7.78 EPS for the current year.

Texas Instruments Announces Dividend

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 issued a $1.42 dividend. The ex-dividend date is Friday, July 31st. This represents a $5.68 annualized dividend and a yield of 2.0%. Texas Instruments’s dividend payout ratio is presently 86.45%.

Insider Activity at Texas Instruments

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction on 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 transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This represents a 35.83% 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, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares of the company’s stock, valued at $57,280,308.48. The trade was a 8.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 199,143 shares of company stock valued at $56,959,010 over the last 90 days. Corporate insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. High Point Wealth Management LLC purchased a new position in shares of Texas Instruments in the 4th quarter valued at approximately $25,000. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments in the second quarter valued at about $25,000. Advocate Investing Services LLC bought a new stake in shares of Texas Instruments during the 4th quarter valued at $25,000. Ares Financial Consulting LLC purchased a new stake in Texas Instruments in the 4th quarter worth approximately $26,000. Finally, Cornerstone Financial Management LLC bought a new position in shares of Texas Instruments in the fourth quarter worth about $27,000. 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: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
• Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
• Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
• Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
• Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
• Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

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.