Texas Instruments (NASDAQ:TXN) Upgraded at DZ Bank

DZ Bank upgraded shares of Texas Instruments (NASDAQ:TXN) to a strong sell rating in a report published on Monday,Zacks.com reports.

Several other research firms also recently issued reports on TXN. Benchmark boosted their price objective on shares of Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Jefferies Financial Group lifted their target price on shares of Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Bank of America upgraded Texas Instruments from an “underperform” rating to a “neutral” rating and increased their price target for the company from $185.00 to $235.00 in a report on Wednesday, January 28th. Truist Financial raised their price objective on Texas Instruments from $195.00 to $225.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Finally, Susquehanna increased their price objective on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $212.92.

Texas Instruments Trading Up 2.6%

TXN stock opened at $226.56 on Monday. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The company has a market cap of $205.61 billion, a price-to-earnings ratio of 41.65, a PEG ratio of 1.99 and a beta of 1.01. The business has a fifty day simple moving average of $191.78 and a 200-day simple moving average of $183.52. Texas Instruments has a 52 week low of $139.95 and a 52 week high of $231.32.

Texas Instruments (NASDAQ:TXN) last posted 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). The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations 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 last year, the firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts expect that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

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

Insider Buying and Selling

In related news, Director Mark A. Blinn sold 3,144 shares of Texas Instruments stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the sale, the director owned 11,670 shares in the company, valued at approximately $2,585,838.60. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction on 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 owned 14,937 shares in the company, valued at $2,424,723.21. This trade represents a 40.08% 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 16,134 shares of company stock worth $2,988,704. Insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Large investors have recently bought and sold shares of the business. High Point Wealth Management LLC acquired a new stake in shares of Texas Instruments during the 4th quarter worth approximately $25,000. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments during the 2nd quarter worth $25,000. Ares Financial Consulting LLC acquired a new stake in Texas Instruments in the fourth quarter worth $26,000. Pacifica Partners Inc. increased its position in Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after buying an additional 69 shares during the period. Finally, Grey Fox Wealth Advisors LLC bought a new stake in Texas Instruments in the third quarter valued at $29,000. 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: Zacks Research raised multiple quarterly and full‑year EPS forecasts for TXN (updates span Q1–Q4 2026, FY2026, and FY2027–FY2028), implying stronger earnings momentum that supports a higher intrinsic valuation and could underpin upside. MarketBeat TXN coverage
• Positive Sentiment: Zacks published a thematic piece arguing TXN is a “strong growth stock,” reinforcing the narrative that TI’s business mix and margins support longer‑term growth expectations and multiple expansion. Here’s Why Texas Instruments (TXN) is a Strong Growth Stock
• Positive Sentiment: Independent commentary and investor letters (e.g., Matrix Asset Advisors coverage summarized by InsiderMonkey) highlight optimism around TXN’s exposure to secular themes (AI, industrial automation) that could sustain demand and reinforce revenue/earnings upside. Should You Be Optimistic on Texas Instruments’ (TXN) Growth Potential?
• Neutral Sentiment: Valuation analyses are mixed — a Yahoo Finance piece examines whether TXN’s ~$227 level reflects fair intrinsic value, indicating differing views on whether the current price already embeds expected earnings growth. Is TXN Worth US$227 Based On Its Intrinsic Value?
• Neutral Sentiment: Post‑quarter analyses (MSN/aggregated coverage) debate buy/hold/sell after Q4 results (slight EPS and revenue misses vs. consensus), so investor reaction depends on whether you emphasize near‑term misses or the upgraded multi‑year outlook. TXN: Buy, sell, or hold post Q4 earnings?
• Neutral Sentiment: Zacks also published analysis on TXN’s reliance on international sales — a potential risk/benefit depending on geographic demand and macro trade/headline risk. Reliance on International Sales
• Negative Sentiment: DZ Bank AG issued a “strong sell” rating on TXN — a clear bearish signal that could pressure sentiment if other shops follow or if investors treat it as evidence of valuation/near‑term risk. DZ Bank ‘strong sell’ report (via Zacks)

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.