Zacks Research Brokers Raise Earnings Estimates for TXN

Texas Instruments Incorporated (NASDAQ:TXN) – Stock analysts at Zacks Research raised their Q1 2026 earnings per share estimates for shares of Texas Instruments in a research note issued to investors on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the semiconductor company will post earnings of $1.31 per share for the quarter, up from their prior forecast of $1.25. The consensus estimate for Texas Instruments’ current full-year earnings is $5.35 per share. Zacks Research also issued estimates for Texas Instruments’ Q2 2026 earnings at $1.46 EPS, Q3 2026 earnings at $1.63 EPS, Q4 2026 earnings at $1.55 EPS, FY2026 earnings at $5.95 EPS, Q1 2027 earnings at $1.70 EPS, Q2 2027 earnings at $1.77 EPS, Q3 2027 earnings at $1.96 EPS, Q4 2027 earnings at $1.95 EPS, FY2027 earnings at $7.38 EPS and FY2028 earnings at $9.70 EPS.

Several other brokerages have also commented on TXN. Weiss Ratings restated a “hold (c)” rating on shares of Texas Instruments in a report on Monday, December 29th. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a research note on Monday. Jefferies Financial Group lifted their price objective on Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Finally, The Goldman Sachs Group upped their target price on Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $212.92.

Texas Instruments Stock Performance

Shares of TXN stock opened at $223.06 on Wednesday. The firm has a market capitalization of $202.44 billion, a price-to-earnings ratio of 41.00, a PEG ratio of 2.04 and a beta of 1.01. The stock has a fifty day moving average of $192.64 and a 200 day moving average of $183.80. Texas Instruments has a 52 week low of $139.95 and a 52 week high of $231.32. 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 quarterly earnings data 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). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter in the prior year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS.

Institutional Trading of Texas Instruments

A number of institutional investors and hedge funds have recently bought and sold shares of TXN. Bogart Wealth LLC increased its position in shares of Texas Instruments by 7.8% during the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after acquiring an additional 47 shares in the last quarter. Larson Financial Group LLC lifted its position in Texas Instruments by 0.5% in the 4th quarter. Larson Financial Group LLC now owns 10,228 shares of the semiconductor company’s stock valued at $1,775,000 after acquiring an additional 47 shares in the last quarter. Winthrop Capital Management LLC boosted its stake in Texas Instruments by 1.6% during the 4th quarter. Winthrop Capital Management LLC now owns 3,230 shares of the semiconductor company’s stock valued at $560,000 after purchasing an additional 50 shares during the last quarter. Emerald Advisors LLC increased its holdings in shares of Texas Instruments by 0.8% in the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock worth $1,195,000 after purchasing an additional 52 shares in the last quarter. Finally, Wagner Wealth Management LLC raised its stake in shares of Texas Instruments by 3.4% in the fourth quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock worth $271,000 after purchasing an additional 52 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Texas Instruments

In other news, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the transaction, the director directly 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Ahmad Bahai sold 6,500 shares of the company’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total transaction of $1,500,135.00. Following the completion of the transaction, the vice president owned 42,488 shares in the company, valued at approximately $9,805,805.52. The trade was a 13.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 117,431 shares of company stock valued at $25,607,436 in the last ninety days. Corporate insiders own 0.57% of the company’s stock.

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Zacks Research raised TXN’s near‑ and medium‑term EPS estimates across several quarters and fiscal years, signaling a stronger earnings outlook that could support valuation over time. Zacks Research upgrades and commentary
• Neutral Sentiment: Valuation and post‑earnings commentary pieces are circulating (discussion of intrinsic value and buy/hold/sell views), offering mixed takeaways for different investor types. Yahoo valuation article
• Neutral Sentiment: Media coverage weighing TXN’s Q4 results and strategic outlook (buy/sell/hold debates) may amplify short‑term trading but does not add new company-specific operational facts. MSN post‑earnings commentary
• Negative Sentiment: Large insider sale: CFO Rafael R. Lizardi sold 64,532 shares on Feb 10 at ~$220.74 (~$14.24M), a 41% reduction in that holding — a sizeable disposal that investors often view as a negative signal about near‑term insider conviction. SEC filing — Lizardi Feb 10 sale
• Negative Sentiment: CFO Rafael R. Lizardi sold an additional 7,096 shares on Feb 11 at ~$230.78 (~$1.64M), further reducing his stake. SEC filing — Lizardi Feb 11 sale
• Negative Sentiment: VP Mark Gary sold 12,921 shares on Feb 11 at ~$230.10 (~$2.97M) and had sold 10,248 shares on Feb 10 at ~$220.83 (~$2.26M), representing large percentage cuts to his holdings. SEC filing — Mark Gary sales
• Negative Sentiment: VP Ahmad Bahai sold 6,500 shares on Feb 11 at ~$230.79 (~$1.50M), a meaningful reduction in his position. InsiderTrades — Ahmad Bahai sale
• Negative Sentiment: DZ Bank AG moved TXN to a “strong sell” rating (reported Feb 12), a negative broker action that can pressure sentiment and trigger short‑term selling by momentum/quant strategies. TickerReport / Zacks note on DZ Bank rating

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.