Texas Instruments (NASDAQ:TXN) Price Target Raised to $160.00

Texas Instruments (NASDAQ:TXN) had its price target lifted by Mizuho from $145.00 to $160.00 in a research report sent to investors on Wednesday, Marketbeat reports. Mizuho currently has an underperform rating on the semiconductor company’s stock.

Several other equities research analysts also recently weighed in on the stock. BNP Paribas Exane set a $190.00 price target on shares of Texas Instruments and gave the company a “neutral” rating in a research report on Thursday, January 22nd. Citigroup reissued a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. Exane BNP Paribas upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $190.00 price target on shares of Texas Instruments in a research note on Tuesday, December 16th. Finally, Rosenblatt Securities decreased their price target on shares of Texas Instruments from $245.00 to $200.00 and set a “buy” rating for the company in a research note on Wednesday, October 22nd. One 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $212.92.

Texas Instruments Trading Down 1.6%

TXN opened at $215.55 on Wednesday. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.90. Texas Instruments has a one year low of $139.95 and a one year high of $222.00. The firm has a market capitalization of $195.85 billion, a price-to-earnings ratio of 39.62, a PEG ratio of 2.01 and a beta of 1.00. The business has a 50 day simple moving average of $183.05 and a two-hundred day simple moving average of $182.73.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate 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 firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts predict that Texas Instruments will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments’s payout ratio is presently 104.41%.

Insider Activity

In other news, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction that occurred 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 sale, the director owned 14,937 shares of the company’s stock, 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 link. Also, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the transaction, the vice president owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in TXN. Woodmont Investment Counsel LLC boosted its stake in Texas Instruments by 2.9% during the second quarter. Woodmont Investment Counsel LLC now owns 1,650 shares of the semiconductor company’s stock worth $343,000 after buying an additional 47 shares during the period. Bogart Wealth LLC raised its position in shares of Texas Instruments by 7.8% during the 4th quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock worth $112,000 after acquiring an additional 47 shares in the last quarter. Confluence Wealth Services Inc. lifted its position in Texas Instruments by 0.4% in the second quarter. Confluence Wealth Services Inc. now owns 10,996 shares of the semiconductor company’s stock valued at $2,283,000 after acquiring an additional 48 shares during the last quarter. Emerald Advisors LLC lifted its stake in Texas Instruments by 0.8% in the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after buying an additional 52 shares during the last quarter. Finally, Wagner Wealth Management LLC boosted its stake in shares of Texas Instruments by 3.4% during the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock worth $271,000 after buying an additional 52 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments News Roundup

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.