Brokerages Set Texas Instruments Incorporated (NASDAQ:TXN) PT at $312.12

Texas Instruments Incorporated (NASDAQ:TXN) has been assigned an average recommendation of “Hold” from the twenty-nine analysts that are currently covering the company, Marketbeat reports. Four research analysts have rated the stock with a sell recommendation, nine have assigned a hold recommendation, fifteen have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price objective among brokerages that have covered the stock in the last year is $312.1154.

A number of analysts have recently weighed in on TXN shares. Morgan Stanley increased their price objective on Texas Instruments from $230.00 to $255.00 and gave the company an “underweight” rating in a research note on Thursday, July 23rd. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Friday, May 22nd. Stifel Nicolaus increased their target price on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Zacks Research cut Texas Instruments from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. Finally, Citigroup restated a “buy” rating on shares of Texas Instruments in a report on Tuesday, July 14th.

Texas Instruments Stock Performance

Texas Instruments stock opened at $286.08 on Monday. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $261.26 billion, a PE ratio of 43.54, a P/E/G ratio of 1.12 and a beta of 1.33. The firm has a fifty day simple moving average of $294.84 and a two-hundred day simple moving average of $254.04. Texas Instruments has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same period in the prior year, the business posted $1.41 earnings per share. The company’s revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Research analysts expect that Texas Instruments will post 8.42 EPS for the current year.

Texas Instruments Dividend Announcement

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

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Higher earnings forecasts: Zacks Research raised its Q3 2026 EPS estimate to $2.25 from $1.81 and its FY2026 forecast to $7.87 from $7.05. Estimates also increased for Q4 2026, Q1 2027, FY2027 and FY2028, with FY2027 EPS now projected at $9.13 and FY2028 at $10.34. These revisions suggest stronger anticipated demand and earnings momentum. Texas Instruments earnings estimate revisions
• Positive Sentiment: Strong Buy recognition: TXN was added to Zacks Rank #1 “Strong Buy” lists covering momentum, income and overall stock selections. These rankings may attract additional investor interest, though they are model-based signals rather than changes to the company’s fundamentals. New Strong Buy Stocks for August 6th
• Positive Sentiment: AI-driven sector optimism: Continued semiconductor-sales growth and strong AI demand are supporting the broader chip group. While TXN is primarily an analog and embedded-chip manufacturer rather than an AI accelerator company, sector-wide optimism can improve sentiment toward semiconductor suppliers. Semiconductor Sales Continue to Grow on AI Optimism
• Neutral Sentiment: Mixed estimate adjustments: Zacks trimmed its Q2 2027 EPS forecast slightly to $2.19 from $2.20 and Q2 2028 to $2.64 from $2.71. Zacks continues to rate TXN “Hold,” indicating that improved forecasts have not yet resulted in a formal bullish recommendation.
• Negative Sentiment: Semiconductor volatility remains: Weak guidance from Sandisk triggered a selloff in AI-related chip stocks, underscoring the risk that disappointing outlooks elsewhere in the industry could pressure TXN despite its improved estimates. Sandisk’s Weak Guidance Sends AI Chip Stocks Tumbling

Insider Activity at Texas Instruments

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Carrie Smith Cox sold 8,838 shares of Texas Instruments stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the sale, the director directly owned 37,626 shares in the company, valued at $11,528,982.66. The trade was a 19.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 61,572 shares of company stock worth $18,960,547 over the last quarter. Corporate insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

A number of institutional investors have recently bought and sold shares of TXN. Brighton Jones LLC boosted its position in shares of Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares in the last quarter. Intech Investment Management LLC raised its holdings in Texas Instruments by 12.8% in the first quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after purchasing an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. lifted its position in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 181 shares during the period. Main Street Financial Solutions LLC lifted its position in Texas Instruments by 1.7% during the second quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after buying an additional 126 shares during the period. Finally, HUB Investment Partners LLC boosted its holdings in shares of Texas Instruments by 3.5% during the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after buying an additional 496 shares in the last quarter. 84.99% of the stock is owned by institutional investors.

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.