Q3 EPS Estimates for Texas Instruments Cut by Zacks Research

Texas Instruments Incorporated (NASDAQ:TXN) – Research analysts at Zacks Research lowered their Q3 2025 earnings per share (EPS) estimates for Texas Instruments in a note issued to investors on Wednesday, May 7th. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings per share of $1.38 for the quarter, down from their prior forecast of $1.51. The consensus estimate for Texas Instruments’ current full-year earnings is $5.35 per share. Zacks Research also issued estimates for Texas Instruments’ Q4 2025 earnings at $1.34 EPS, FY2025 earnings at $5.23 EPS, Q1 2026 earnings at $1.29 EPS, Q2 2026 earnings at $1.46 EPS, Q3 2026 earnings at $1.54 EPS, Q4 2026 earnings at $1.54 EPS, FY2026 earnings at $5.83 EPS, Q1 2027 earnings at $1.62 EPS and FY2027 earnings at $7.12 EPS.

Other research analysts have also issued reports about the company. DZ Bank raised Texas Instruments from a “sell” rating to a “hold” rating and set a $163.00 price objective for the company in a research report on Friday, April 25th. Morgan Stanley reissued an “underweight” rating and issued a $148.00 price target (up from $146.00) on shares of Texas Instruments in a research note on Thursday, April 24th. JPMorgan Chase & Co. reduced their price objective on shares of Texas Instruments from $230.00 to $195.00 and set an “overweight” rating for the company in a research report on Thursday, April 24th. Citigroup dropped their target price on shares of Texas Instruments from $235.00 to $210.00 and set a “buy” rating on the stock in a research report on Friday, April 11th. Finally, KeyCorp decreased their price target on shares of Texas Instruments from $250.00 to $215.00 and set an “overweight” rating for the company in a research note on Thursday, April 24th. Four equities research analysts have rated the stock with a sell rating, eleven have given a hold rating, nine have given a buy rating and two have given a strong buy rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $189.41.

Texas Instruments Price Performance

TXN stock opened at $172.27 on Friday. The company has a quick ratio of 2.88, a current ratio of 4.12 and a debt-to-equity ratio of 0.76. The firm has a market cap of $156.50 billion, a price-to-earnings ratio of 33.19, a PEG ratio of 3.30 and a beta of 0.97. The company’s fifty day simple moving average is $167.29 and its 200 day simple moving average is $185.11. Texas Instruments has a 12-month low of $139.95 and a 12-month high of $220.39.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, April 23rd. The semiconductor company reported $1.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.06 by $0.22. Texas Instruments had a net margin of 30.68% and a return on equity of 28.08%. The firm had revenue of $4.07 billion during the quarter, compared to analyst estimates of $3.91 billion. During the same quarter last year, the business earned $1.10 EPS. The company’s revenue was up 11.1% compared to the same quarter last year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 13th. Investors of record on Wednesday, April 30th will be issued a dividend of $1.36 per share. The ex-dividend date is Wednesday, April 30th. This represents a $5.44 dividend on an annualized basis and a yield of 3.16%. Texas Instruments’s dividend payout ratio (DPR) is currently 103.23%.

Insiders Place Their Bets

In related news, Chairman Richard K. Templeton sold 97,000 shares of the firm’s stock in a transaction dated Monday, February 24th. The shares were sold at an average price of $202.68, for a total transaction of $19,659,960.00. Following the completion of the sale, the chairman now owns 409,089 shares in the company, valued at approximately $82,914,158.52. This trade represents a 19.17 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Janet F. Clark sold 6,065 shares of the business’s stock in a transaction dated Monday, February 24th. The shares were sold at an average price of $203.62, for a total transaction of $1,234,955.30. Following the completion of the transaction, the director now owns 10,816 shares in the company, valued at approximately $2,202,353.92. The trade was a 35.93 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 297,065 shares of company stock valued at $59,734,685. Insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Institutional investors have recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Texas Instruments in the fourth quarter valued at $2,584,490,000. Assenagon Asset Management S.A. increased its holdings in Texas Instruments by 948.4% in the 4th quarter. Assenagon Asset Management S.A. now owns 4,794,646 shares of the semiconductor company’s stock worth $899,044,000 after acquiring an additional 4,337,295 shares during the last quarter. GAMMA Investing LLC raised its stake in Texas Instruments by 21,778.6% in the 1st quarter. GAMMA Investing LLC now owns 3,422,027 shares of the semiconductor company’s stock valued at $614,938,000 after acquiring an additional 3,406,386 shares during the period. Charles Schwab Investment Management Inc. lifted its holdings in Texas Instruments by 11.6% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 21,487,468 shares of the semiconductor company’s stock valued at $4,029,115,000 after purchasing an additional 2,237,035 shares during the last quarter. Finally, Jennison Associates LLC boosted its position in Texas Instruments by 2,898.0% during the first quarter. Jennison Associates LLC now owns 2,214,471 shares of the semiconductor company’s stock worth $397,940,000 after purchasing an additional 2,140,605 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Company Profile

Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States and internationally. The company operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, and lighting products.