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

Texas Instruments Incorporated (NASDAQ:TXN) has been given a consensus recommendation of “Hold” by the twenty-nine brokerages that are covering the stock, MarketBeat Ratings reports. Five investment analysts have rated the stock with a sell recommendation, fourteen have assigned a hold recommendation, nine have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $212.9185.

TXN has been the topic of several research reports. Robert W. Baird set a $225.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. Sanford C. Bernstein reiterated a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Benchmark upped their price objective on shares of Texas Instruments from $220.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Mizuho raised their price target on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research note on Wednesday, January 28th. Finally, Raymond James Financial set a $240.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th.

Insiders Place Their Bets

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the transaction, the director owned 14,937 shares in the company, valued at $2,424,723.21. This trade represents a 40.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Ahmad Bahai sold 3,000 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $223.46, for a total transaction of $670,380.00. Following the completion of the transaction, the vice president owned 42,488 shares in the company, valued at approximately $9,494,368.48. The trade was a 6.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 16,134 shares of company stock worth $2,988,704 over the last 90 days. Corporate insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank acquired a new stake in shares of Texas Instruments in the fourth quarter valued at approximately $2,516,628,000. Amundi grew its holdings in shares of Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after buying an additional 3,580,147 shares during the last quarter. Soundwatch Capital LLC increased its position in shares of Texas Instruments by 174,339.6% during the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock valued at $617,503,000 after purchasing an additional 2,972,491 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after acquiring an additional 2,366,695 shares during the period. Finally, Bank of New York Mellon Corp raised its holdings in shares of Texas Instruments by 22.4% in the 4th quarter. Bank of New York Mellon Corp now owns 12,273,233 shares of the semiconductor company’s stock valued at $2,129,283,000 after acquiring an additional 2,250,174 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Stock Up 2.6%

Shares of Texas Instruments stock opened at $226.56 on Monday. The firm’s 50 day moving average price is $191.78 and its 200-day moving average price is $183.52. The company has a market cap of $205.61 billion, a P/E ratio of 41.65, a PEG ratio of 1.99 and a beta of 1.01. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $231.32. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The company had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same period last year, the firm posted $1.28 earnings per share. 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 fiscal year.

Texas Instruments Announces Dividend

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

Key Headlines 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

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.