Q2 Earnings Forecast for TXN Issued By KeyCorp

Texas Instruments Incorporated (NASDAQ:TXN) – Analysts at KeyCorp issued their Q2 2027 earnings per share estimates for shares of Texas Instruments in a research note issued to investors on Monday, July 13th. KeyCorp analyst J. Vinh anticipates that the semiconductor company will post earnings of $2.55 per share for the quarter. KeyCorp currently has a “Overweight” rating and a $390.00 target price on the stock. The consensus estimate for Texas Instruments’ current full-year earnings is $7.69 per share.

A number of other analysts have also recently issued reports on TXN. TD Cowen raised their target price on shares of Texas Instruments from $300.00 to $360.00 and gave the stock a “buy” rating in a research note on Monday. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research note on Tuesday. Cantor Fitzgerald increased their price target on shares of Texas Instruments from $300.00 to $340.00 and gave the company a “neutral” rating in a report on Monday, June 29th. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. Finally, JPMorgan Chase & Co. boosted their price objective on Texas Instruments from $227.00 to $280.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Thirteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $281.84.

Texas Instruments Trading Down 1.4%

TXN stock opened at $301.19 on Thursday. Texas Instruments has a one year low of $152.73 and a one year high of $334.03. The stock has a market cap of $274.11 billion, a price-to-earnings ratio of 51.57, a price-to-earnings-growth ratio of 1.53 and a beta of 1.32. The company has a fifty day moving average price of $302.54 and a two-hundred day moving average price of $242.37. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The business had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. During the same quarter in the prior year, the business earned $1.23 EPS. The firm’s revenue for the quarter was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS.

Institutional Investors Weigh In On Texas Instruments

Several institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC increased its position in shares of Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC raised its stake 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 valued at $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 worth $40,000 after purchasing an additional 181 shares during the period. Main Street Financial Solutions LLC grew its stake 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 worth $1,540,000 after buying an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC grew its stake in Texas Instruments by 3.5% during the second quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock worth $3,046,000 after buying an additional 496 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related 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 transaction of $14,706,845.40. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Haviv Ilan sold 20,000 shares of Texas Instruments stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the completion of the sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This trade represents a 8.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 303,475 shares of company stock valued at $85,666,638 in the last three months. Insiders own 0.60% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: KeyCorp raised its price target on Texas Instruments to $390 from $325 and reiterated an Overweight/Strong-Buy view, signaling confidence in upside from current levels. Benzinga
• Positive Sentiment: Several reports highlighted that Texas Instruments heads into earnings with improving fundamentals, including expected earnings growth, moderating capital spending, and potentially stronger free cash flow that could support dividends and buybacks. Zacks
• Positive Sentiment: Analysts at KeyCorp also lifted near- and longer-term earnings estimates for TXN, including FY2026 and FY2027 projections above current consensus, which can reinforce a bullish valuation case. MarketBeat
• Neutral Sentiment: Texas Instruments has been outperforming over recent months, but recent market commentary noted the shares were less strong than some peers on Wednesday and Tuesday, suggesting some short-term rotation within semiconductors. MarketWatch
• Neutral Sentiment: Multiple previews said TXN may be set up for an earnings beat, with industrial and data-center demand trends cited as supportive, but investors are still waiting for the actual results and guidance. 247WallSt

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.