Texas Instruments (NASDAQ:TXN) Issues Q2 2026 Earnings Guidance

Texas Instruments (NASDAQ:TXN) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.770-2.050 for the period, compared to the consensus EPS estimate of 1.570. The company issued revenue guidance of $5.0 billion-$5.4 billion, compared to the consensus revenue estimate of $4.8 billion.

Texas Instruments Stock Up 16.3%

Shares of NASDAQ TXN traded up $38.46 during trading on Thursday, reaching $274.77. The company had a trading volume of 7,886,437 shares, compared to its average volume of 7,394,936. The business’s 50-day moving average is $206.89 and its 200 day moving average is $189.75. The stock has a market cap of $250.17 billion, a PE ratio of 50.60, a P/E/G ratio of 2.12 and a beta of 1.01. Texas Instruments has a 12-month low of $152.73 and a 12-month high of $277.25. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.37 by $0.31. The firm had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The business’s revenue was up 18.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities analysts forecast that Texas Instruments will post 6.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s dividend payout ratio is presently 104.41%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. JPMorgan Chase & Co. increased their price objective on shares of Texas Instruments from $210.00 to $227.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. KeyCorp reiterated an “overweight” rating and issued a $325.00 price target (up from $240.00) on shares of Texas Instruments in a research report on Thursday. Morgan Stanley reiterated an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. Susquehanna reaffirmed a “positive” rating and issued a $300.00 price objective on shares of Texas Instruments in a research note on Thursday. Finally, Stifel Nicolaus raised Texas Instruments from a “hold” rating to a “buy” rating and raised their price objective for the stock from $215.00 to $250.00 in a research note on Thursday, April 9th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and a consensus target price of $238.47.

Insider Activity at Texas Instruments

In other Texas Instruments 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 sale, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. The trade was a 21.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the completion of the sale, the vice president owned 42,488 shares in the company, valued at approximately $9,805,805.52. This represents a 13.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 114,284 shares of company stock worth $25,531,935 in the last three months. Corporate 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: Q1 beat and above-consensus guidance — TXN reported EPS $1.68 (vs. ~$1.37 est.) and revenue up ~18.6% YoY (~$4.8B). Management set Q2 EPS guidance of $1.77–2.05 and revenue guidance above Street estimates, driven by industrial and data-center demand; that combination is driving the rally. Article Title
• Positive Sentiment: Multiple analyst upgrades and bigger price targets — Bank of America upgraded TXN from Neutral to Buy and raised its PT to $320; Robert W. Baird raised its PT to $300 and Rosenblatt to $330. Those upgrades amplify buying pressure by signaling sustained upside from better demand and margin trends. Article Title
• Positive Sentiment: Demand mix improving — Reports and commentary highlight stronger data-center buildouts and a rebound in industrial end markets, which matter for TI’s analog-heavy portfolio and support above-consensus guidance. Article Title
• Neutral Sentiment: Institutional positioning is mixed — Quiver/filings show large portfolio adjustments by some institutional holders (both adds and sizable reductions), suggesting flows could amplify volatility even as fundamentals improve. Article Title
• Negative Sentiment: Insider selling and elevated valuation — Multiple insider share sales were reported and TXN currently trades at a high P/E (~43) and PEG >2, which could limit upside if growth stalls or macro demand softens. Article Title

Institutional Trading of Texas Instruments

Large investors have recently added to or reduced their stakes in the company. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments in the 2nd quarter worth about $25,000. Advocate Investing Services LLC bought a new stake in shares of Texas Instruments in the 4th quarter worth about $25,000. Quattro Advisors LLC bought a new stake in shares of Texas Instruments in the 4th quarter worth about $27,000. Osterweis Capital Management Inc. increased its holdings in shares of Texas Instruments by 1,810.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares during the last quarter. Finally, Miller Capital Partners Inc. bought a new position in shares of Texas Instruments during the 4th quarter valued at approximately $34,000. Institutional investors own 84.99% of the company’s stock.

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.