Texas Instruments (NASDAQ:TXN) Reaches New 1-Year High – Still a Buy?

Texas Instruments Incorporated (NASDAQ:TXN)’s stock price reached a new 52-week high on Thursday . The stock traded as high as $331.51 and last traded at $317.45, with a volume of 6739765 shares changing hands. The stock had previously closed at $324.89.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Market commentary highlighted Texas Instruments as one of the semiconductor names positioned to benefit from AI’s rising power-supply and analog-chip bottlenecks, which could support future demand. Article Link
• Positive Sentiment: Zacks included TXN in a list of AI stocks to buy, citing strong demand trends across the semiconductor space. Article Link
• Positive Sentiment: Industry coverage of the long-distance wireless connection MCU market named Texas Instruments among major players benefiting from growth in IoT, 5G, and energy-efficient devices. Article Link
• Neutral Sentiment: Texas Instruments presented at Bernstein’s annual strategic decisions conference, but the transcript headline does not indicate a major new catalyst by itself. Article Link
• Neutral Sentiment: Short-interest data showed no meaningful short position change, offering little directional signal for the stock.
• Negative Sentiment: A GuruFocus report said TXN has pulled back and still looks overvalued, which can weigh on investor sentiment and valuation expectations. Article Link

Analyst Upgrades and Downgrades

Several research firms recently weighed in on TXN. Citigroup lifted their price target on shares of Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. JPMorgan Chase & Co. lifted their price target on shares of Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. DZ Bank upgraded shares of Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. Jefferies Financial Group upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Finally, Sanford C. Bernstein began coverage on shares of Texas Instruments in a report on Friday, May 22nd. They issued a “market perform” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $265.57.

Texas Instruments Trading Down 3.3%

The stock has a 50-day simple moving average of $250.76 and a two-hundred day simple moving average of $211.58. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.94 and a current ratio of 4.46. The firm has a market cap of $278.20 billion, a PE ratio of 52.34, a price-to-earnings-growth ratio of 1.59 and a beta of 1.31.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping 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 during the quarter, compared to analyst estimates of $4.85 billion. During the same quarter in the previous year, the firm earned $1.23 EPS. Texas Instruments’s revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, sell-side analysts anticipate that Texas Instruments Incorporated will post 7.66 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th were given a $1.42 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. Texas Instruments’s payout ratio is 97.26%.

Insiders Place Their Bets

In other Texas Instruments news, VP Amichai Ron sold 18,365 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the completion of the sale, the vice president directly owned 81,085 shares in the company, valued at $22,089,986.55. The trade was a 18.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total value of $5,606,400.00. Following the sale, the chief executive officer owned 204,339 shares of the company’s stock, valued at approximately $57,280,308.48. This represents a 8.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 303,475 shares of company stock worth $85,666,638 in the last quarter. Insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Large investors have recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of Texas Instruments by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after acquiring an additional 998,658 shares during the period. State Street Corp grew its stake in shares of Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after acquiring an additional 230,098 shares during the period. Charles Schwab Investment Management Inc. grew its stake in shares of Texas Instruments by 6.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after acquiring an additional 1,517,420 shares during the period. Geode Capital Management LLC grew its stake in shares of Texas Instruments by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after acquiring an additional 248,515 shares during the period. Finally, Invesco Ltd. grew its stake in shares of Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock valued at $3,154,831,000 after acquiring an additional 1,749,513 shares during the period. 84.99% of the stock is currently owned by institutional investors.

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.