Texas Instruments (NASDAQ:TXN) Price Target Raised to $400.00

Texas Instruments (NASDAQ:TXN) had its target price boosted by KeyCorp from $390.00 to $400.00 in a research note released on Thursday morning, Marketbeat.com reports. The brokerage currently has an overweight rating on the semiconductor company’s stock.

Other research analysts have also recently issued research reports about the stock. Stifel Nicolaus lifted their price target on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Susquehanna upped their price objective on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research note on Tuesday. Wolfe Research reaffirmed an “outperform” rating and issued a $315.00 target price on shares of Texas Instruments in a report on Thursday, April 23rd. Zacks Research downgraded Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Finally, Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Fourteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $308.40.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $279.58 on Thursday. The company has a quick ratio of 2.94, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The stock has a market capitalization of $254.44 billion, a PE ratio of 42.55, a price-to-earnings-growth ratio of 1.41 and a beta of 1.32. The firm’s 50 day moving average price is $301.06 and its 200-day moving average price is $247.37. Texas Instruments has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last announced its 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 company had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same period in the previous year, the business posted $1.41 earnings per share. The firm’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts expect that Texas Instruments will post 8.17 EPS for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders 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 dividend yield of 2.0%. Texas Instruments’s dividend payout ratio is 86.45%.

Insider Activity

In related news, Director Carrie Smith Cox sold 8,838 shares of the company’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total value of $2,708,051.58. Following the completion of the transaction, the director owned 37,626 shares of the company’s stock, valued at approximately $11,528,982.66. This represents a 19.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction on Thursday, May 14th. The stock was 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 owned 85,485 shares of the company’s stock, valued at $26,337,928.50. The trade was a 35.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 199,143 shares of company stock worth $56,959,010. 0.60% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Texas Instruments

Hedge funds have recently made changes to their positions in the business. Brighton Jones LLC grew its holdings in Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after buying an additional 4,218 shares in the last quarter. Intech Investment Management LLC raised its holdings in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after acquiring an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. raised its holdings in shares of Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares in the last quarter. Main Street Financial Solutions LLC boosted its position in shares of Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after acquiring an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC boosted its position 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 acquiring an additional 496 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting Texas Instruments

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.

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.