Texas Instruments (NASDAQ:TXN) Price Target Raised to $210.00

Texas Instruments (NASDAQ:TXN) had its price target raised by Jefferies Financial Group from $180.00 to $210.00 in a research note published on Wednesday morning,Benzinga reports. Jefferies Financial Group currently has a hold rating on the semiconductor company’s stock.

A number of other equities research analysts have also recently commented on TXN. KeyCorp upped their target price on shares of Texas Instruments from $220.00 to $240.00 and gave the company an “overweight” rating in a report on Wednesday. Raymond James Financial set a $240.00 price objective on Texas Instruments in a research note on Wednesday. Sanford C. Bernstein reiterated a “market perform” rating and issued a $205.00 target price on shares of Texas Instruments in a research note on Wednesday. Exane BNP Paribas upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Finally, Rosenblatt Securities increased their price target on Texas Instruments from $200.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Stock Down 1.6%

Shares of NASDAQ TXN opened at $215.55 on Wednesday. The business has a 50-day moving average price of $183.05 and a 200 day moving average price of $182.73. The stock has a market cap of $195.85 billion, a PE ratio of 39.62, a price-to-earnings-growth ratio of 2.01 and a beta of 1.00. The company has a quick ratio of 2.90, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $222.00.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same period in the previous year, the company posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities research analysts forecast that Texas Instruments will post 5.35 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is currently 104.41%.

Insider Transactions at Texas Instruments

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the sale, the vice president owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is currently owned by insiders.

Institutional Trading of Texas Instruments

Several large investors have recently bought and sold shares of TXN. Norges Bank purchased a new position in Texas Instruments during the 2nd quarter valued at about $2,836,310,000. Amundi increased its stake in shares of Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after purchasing an additional 3,580,147 shares in the last quarter. Soundwatch Capital LLC raised 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 worth $617,503,000 after purchasing an additional 2,972,491 shares during the last quarter. Invesco Ltd. raised its position in shares of Texas Instruments by 16.8% during the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares during the last quarter. Finally, Van ECK Associates Corp grew its holdings in Texas Instruments by 21.8% during the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after buying an additional 1,635,870 shares during the last quarter. Institutional investors and hedge funds 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: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

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.