Texas Instruments (NASDAQ:TXN) Stock Price Up 8.1% After Analyst Upgrade

Texas Instruments Incorporated (NASDAQ:TXN)’s stock price rose 8.1% on Wednesday after JPMorgan Chase & Co. raised their price target on the stock from $210.00 to $227.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. Texas Instruments traded as high as $213.85 and last traded at $212.6240. Approximately 7,232,951 shares changed hands during mid-day trading, a decline of 5% from the average daily volume of 7,580,827 shares. The stock had previously closed at $196.63.

TXN has been the subject of several other reports. Sanford C. Bernstein reiterated a “market perform” rating and issued a $205.00 price target on shares of Texas Instruments in a report on Wednesday. Cantor Fitzgerald raised their price target on Texas Instruments from $190.00 to $225.00 and gave the stock a “neutral” rating in a research note on Wednesday. Stifel Nicolaus upped their price objective on shares of Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research note on Wednesday. Mizuho raised their target price on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research report on Wednesday. Finally, Morgan Stanley reaffirmed an “underweight” rating and set a $180.00 price target on shares of Texas Instruments in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $212.92.

Insider Activity

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the transaction, the director owned 14,937 shares in the company, valued at $2,424,723.21. This represents a 40.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction of $164,310.00. Following the transaction, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.57% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Management guided Q1 revenue and EPS above consensus, citing strengthening analog demand and a 64% year‑over‑year jump in Data Center revenue — the outlook is driving the rally. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: Wall Street is re‑rating TXN: multiple firms raised price targets and some upgraded coverage after the update, supporting further upside expectations. Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It
• Positive Sentiment: Unusual options activity: traders bought roughly 394,956 call options (a ~1,795% increase vs. typical call volume) — a sign of speculative bullish positioning that can amplify intraday moves.
• Positive Sentiment: Capital returns remain attractive — steady buybacks and a ~2.7%+ dividend yield, plus a planned capital‑management webcast, reassure income-oriented investors. TI to webcast capital management presentation
• Neutral Sentiment: Seeking Alpha and other research note that data‑center revenue has grown for several quarters and could remain a multi‑quarter growth driver, though margin dynamics warrant monitoring. Texas Instruments Q4 2025 Update
• Neutral Sentiment: Momentum‑style writeups (Zacks, others) highlight improving earnings momentum and technical strength — useful for traders, but these stories reflect market sentiment more than new fundamentals. What Makes Texas Instruments (TXN) a Strong Momentum Stock: Buy Now?
• Negative Sentiment: Q4 results slightly missed EPS and revenue estimates (GAAP EPS miss tied partly to a non‑cash impairment). Investors are accepting the miss because guidance was strong, but the underlying EPS miss remains a datapoint to watch. Texas Instruments Q4 Earnings Miss Estimates, Revenues Rise Y/Y
• Negative Sentiment: The “Other” segment fell sharply (~34% YoY). It’s small (≈3% of revenue) today, but a longer‑lasting decline there would be a headwind if core segments slow.

Institutional Trading of Texas Instruments

Several large investors have recently modified their holdings of the business. Brighton Jones LLC lifted its position in shares of Texas Instruments by 33.4% during 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 last quarter. Intech Investment Management LLC increased its holdings in shares of Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after acquiring an additional 1,031 shares during the last quarter. Truist Financial Corp raised its position in shares of Texas Instruments by 4.6% during the 2nd quarter. Truist Financial Corp now owns 256,758 shares of the semiconductor company’s stock valued at $53,308,000 after acquiring an additional 11,322 shares in the last quarter. LBP AM SA bought a new position in Texas Instruments during the second quarter worth $471,000. Finally, Consolidated Portfolio Review Corp boosted its holdings in Texas Instruments by 73.0% in the second quarter. Consolidated Portfolio Review Corp now owns 2,438 shares of the semiconductor company’s stock worth $506,000 after purchasing an additional 1,029 shares during the period. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments Trading Up 1.3%

The stock has a market cap of $198.96 billion, a P/E ratio of 40.25, a price-to-earnings-growth ratio of 3.36 and a beta of 1.00. The firm’s 50 day simple moving average is $181.93 and its two-hundred day simple moving average is $182.76. The company has a quick ratio of 2.90, a current ratio of 4.35 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). The company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same period last year, the company posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities research analysts predict that Texas Instruments Incorporated will post 5.35 earnings per share for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s dividend payout ratio (DPR) is 103.84%.

Texas Instruments Company Profile

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.