Texas Instruments (NASDAQ:TXN) Upgraded at Bank of America

Bank of America upgraded shares of Texas Instruments (NASDAQ:TXN) from an underperform rating to a neutral rating in a research note issued to investors on Wednesday, MarketBeat Ratings reports. Bank of America currently has $235.00 target price on the semiconductor company’s stock, up from their previous target price of $185.00.

Several other analysts have also commented on the stock. Sanford C. Bernstein reissued a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research note on Wednesday. Benchmark reissued a “buy” rating on shares of Texas Instruments in a research report on Wednesday, October 22nd. Wells Fargo & Company raised their price target on shares of Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a report on Wednesday. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. Finally, The Goldman Sachs Group lowered shares of Texas Instruments from a “buy” rating to a “sell” rating and decreased their target price for the company from $200.00 to $156.00 in a research note on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $212.92.

Texas Instruments Trading Down 1.6%

Texas Instruments stock opened at $215.55 on Wednesday. Texas Instruments has a 12-month low of $139.95 and a 12-month high of $222.00. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.90. The stock has a market capitalization of $195.85 billion, a PE ratio of 39.62, a price-to-earnings-growth ratio of 2.01 and a beta of 1.00. The firm has a 50 day simple moving average of $183.05 and a 200-day simple moving average of $182.73.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same period in the previous year, the firm earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts expect that Texas Instruments will post 5.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s payout ratio is presently 104.41%.

Insiders Place Their Bets

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the stock in a transaction on Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the transaction, the vice president owned 20,821 shares in the company, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.57% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

A number of large investors have recently added to or reduced their stakes in TXN. Shelton Capital Management lifted its position in Texas Instruments by 2.6% during the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after acquiring an additional 3,840 shares during the last quarter. Jennison Associates LLC increased its stake in shares of Texas Instruments by 35.1% in the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock worth $621,218,000 after purchasing an additional 777,619 shares during the period. Howard Capital Management Inc. lifted its position in shares of Texas Instruments by 11.3% during the 2nd quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after purchasing an additional 2,709 shares during the last quarter. Invesco Ltd. lifted its position in shares of Texas Instruments by 3.3% during the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after purchasing an additional 443,738 shares during the last quarter. Finally, Vanguard Group Inc. boosted its stake in Texas Instruments by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after purchasing an additional 1,426,360 shares during the period. Institutional investors own 84.99% of the company’s stock.

Key Texas Instruments News

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

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.