Texas Instruments (NASDAQ:TXN) Price Target Raised to $340.00

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

Several other equities analysts have also issued reports on TXN. Cantor Fitzgerald restated a “neutral” rating on shares of Texas Instruments in a research report on Monday, July 20th. Benchmark boosted their price objective on Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday. Evercore reissued an “outperform” rating and set a $330.00 price objective on shares of Texas Instruments in a research note on Thursday. Wells Fargo & Company raised their target price on shares of Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” rating in a report on Thursday. Finally, Sanford C. Bernstein lifted their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a research note on Thursday. Fourteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, Texas Instruments has an average rating of “Hold” and an average target price of $308.40.

Texas Instruments Stock Performance

NASDAQ TXN opened at $279.58 on Thursday. The company has a 50-day simple moving average of $301.06 and a two-hundred day simple moving average of $247.37. 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 firm has a market cap of $254.44 billion, a price-to-earnings ratio of 42.55, a PEG ratio of 1.41 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping the consensus estimate of $1.91 by $0.23. The firm had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.The company’s quarterly revenue was up 22.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts forecast that Texas Instruments will post 8.17 EPS for the current year.

Texas Instruments Dividend Announcement

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

Insiders Place Their Bets

In other news, VP Shanon J. Leonard sold 4,963 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the transaction, the vice president owned 24,867 shares of the company’s stock, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. The trade was a 8.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 199,143 shares of company stock valued at $56,959,010 over the last ninety days. 0.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Texas Instruments

A number of institutional investors have recently added to or reduced their stakes in the company. High Point Wealth Management LLC purchased a new stake in shares of Texas Instruments in the 4th quarter worth about $25,000. Strategic Wealth Investment Group LLC purchased a new position in Texas Instruments during the 2nd quarter valued at about $25,000. Advocate Investing Services LLC purchased a new position in Texas Instruments during the 4th quarter valued at about $25,000. Ares Financial Consulting LLC bought a new stake in Texas Instruments during the fourth quarter worth about $26,000. Finally, Cornerstone Financial Management LLC bought a new stake in Texas Instruments during the fourth quarter worth about $27,000. 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: 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.