Analysts Set Texas Instruments Incorporated (NASDAQ:TXN) Target Price at $212.92

Shares of Texas Instruments Incorporated (NASDAQ:TXN) have earned a consensus rating of “Hold” from the twenty-nine brokerages that are covering the firm, Marketbeat Ratings reports. Five investment analysts have rated the stock with a sell recommendation, fourteen have assigned a hold recommendation, nine have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month target price among brokerages that have issued ratings on the stock in the last year is $212.9185.

A number of research firms have weighed in on TXN. Barclays set a $175.00 target price on Texas Instruments in a report on Wednesday, January 28th. Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th. TD Cowen upped their target price on shares of Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Morgan Stanley reiterated an “underweight” rating and set a $180.00 price target on shares of Texas Instruments in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. upped their price objective on Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th.

Texas Instruments News Roundup

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

• Positive Sentiment: Zacks research raised near‑ and medium‑term EPS estimates for TXN, improving the earnings outlook and giving investors a cleaner growth story to support valuation expectations. Read More.
• Neutral Sentiment: Valuation and post‑earnings analyses are circulating (intrinsic‑value and buy/hold/sell pieces). These generate interest and trading but offer mixed conclusions for different investor horizons. Read More.
• Neutral Sentiment: Media commentary reviewing TXN’s Q4 results and strategy (buy/sell/hold debates) may amplify short‑term flows without adding new operational facts. Read More.
• Negative Sentiment: Large insider selling by CFO Rafael R. Lizardi: 64,532 shares sold on Feb 10 at ~$220.74 (~$14.2M), a ~41% reduction in that holding — a material disposal that markets often view as negative for near‑term insider conviction. Read More.
• Negative Sentiment: CFO Lizardi sold an additional 7,096 shares on Feb 11 at ~$230.78 (~$1.64M), further trimming his stake. Read More.
• Negative Sentiment: VP Mark Gary executed sizable sales (12,921 shares on Feb 11 at ~$230.10 and 10,248 shares on Feb 10 at ~$220.83), representing meaningful percentage reductions in his position. Read More.
• Negative Sentiment: VP Ahmad Bahai sold 6,500 shares on Feb 11 at ~$230.79 (~$1.50M), another notable insider reduction. Read More.
• Negative Sentiment: DZ Bank AG flagged TXN with a “strong sell” rating (reported Feb 12), a broker action that can weigh on sentiment and trigger short‑term selling by momentum/quant strategies. Read More.

Texas Instruments Trading Up 1.4%

Texas Instruments stock opened at $226.16 on Monday. Texas Instruments has a one year low of $139.95 and a one year high of $231.32. The business’s fifty day moving average is $193.51 and its 200 day moving average is $183.96. The stock has a market capitalization of $205.25 billion, a PE ratio of 41.57, a price-to-earnings-growth ratio of 2.04 and a beta of 1.01. 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 earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The company had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter in the prior year, the business posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, sell-side analysts predict that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were paid a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Insider Activity

In other Texas Instruments news, CFO Rafael R. Lizardi sold 64,532 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $220.74, for a total transaction of $14,244,793.68. Following the sale, the chief financial officer owned 92,550 shares in the company, valued at approximately $20,429,487. This trade represents a 41.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the completion of the sale, the director directly owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 117,431 shares of company stock worth $25,607,436. 0.57% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Texas Instruments

A number of hedge funds have recently made changes to their positions in the business. Brighton Jones LLC lifted its holdings in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after buying an additional 4,218 shares in the last quarter. Intech Investment Management LLC increased its holdings in Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Lmcg Investments LLC lifted its stake in Texas Instruments by 2.4% in the 2nd quarter. Lmcg Investments LLC now owns 4,228 shares of the semiconductor company’s stock worth $878,000 after purchasing an additional 100 shares in the last quarter. Matrix Asset Advisors Inc. NY lifted its stake in Texas Instruments by 6.6% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 101,233 shares of the semiconductor company’s stock worth $21,018,000 after purchasing an additional 6,245 shares in the last quarter. Finally, Cerro Pacific Wealth Advisors LLC boosted its holdings in shares of Texas Instruments by 42.5% during the 2nd quarter. Cerro Pacific Wealth Advisors LLC now owns 4,478 shares of the semiconductor company’s stock valued at $930,000 after purchasing an additional 1,335 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

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.