Texas Instruments (NASDAQ:TXN) Upgraded to “Strong Sell” at DZ Bank

DZ Bank upgraded shares of Texas Instruments (NASDAQ:TXN) to a strong sell rating in a research note issued to investors on Monday,Zacks.com reports.

Several other research firms also recently commented on TXN. Susquehanna raised their target price on Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Raymond James Financial set a $240.00 target price on Texas Instruments in a report on Wednesday, January 28th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Instruments in a report on Monday, December 29th. Finally, Citigroup reissued a “buy” rating on shares of Texas Instruments in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $212.92.

Texas Instruments Stock Up 2.6%

TXN stock opened at $226.56 on Monday. The stock has a market capitalization of $205.61 billion, a price-to-earnings ratio of 41.65, a price-to-earnings-growth ratio of 1.99 and a beta of 1.01. The company has a 50-day moving average of $191.78 and a two-hundred day moving average of $183.52. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $231.32. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83.

Texas Instruments (NASDAQ:TXN) last issued its quarterly 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 business had revenue of $4.42 billion during 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 prior year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts anticipate that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The company 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 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Ahmad Bahai sold 3,000 shares of the firm’s stock in a transaction dated 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 directly owned 42,488 shares of the company’s stock, valued at $9,494,368.48. This trade represents a 6.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the sale, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 16,134 shares of company stock worth $2,988,704 over the last ninety days. Insiders own 0.57% of the company’s stock.

Institutional Trading of Texas Instruments

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments during the 2nd quarter worth about $25,000. High Point Wealth Management LLC bought a new position in shares of Texas Instruments during the fourth quarter worth about $25,000. Pacifica Partners Inc. raised its position in shares of Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 69 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in shares of Texas Instruments in the 4th quarter valued at about $26,000. Finally, Grey Fox Wealth Advisors LLC bought a new stake in Texas Instruments in the third quarter valued at $29,000. 84.99% of the stock is currently owned by institutional investors.

Key Stories Impacting Texas Instruments

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.