Texas Instruments (NASDAQ:TXN) Reaches New 1-Year High After Analyst Upgrade

Texas Instruments Incorporated (NASDAQ:TXN)’s stock price hit a new 52-week high during trading on Thursday 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 $222.00 and last traded at $215.1460, with a volume of 3929179 shares traded. The stock had previously closed at $216.17.

A number of other research firms also recently weighed in on TXN. Benchmark boosted their price target on shares of Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday. Robert W. Baird set a $225.00 target price on shares of Texas Instruments in a report on Wednesday. Weiss Ratings reiterated a “hold (c)” rating on shares of Texas Instruments in a research report on Monday, December 29th. KeyCorp increased their price target on Texas Instruments from $220.00 to $240.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, The Goldman Sachs Group lifted their price objective on Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat.com, Texas Instruments currently has a consensus rating of “Hold” and an average price target of $212.92.

Insider Activity

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

Key Texas Instruments News

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

• Positive Sentiment: Multiple brokerages raised ratings or price targets this morning (signals of renewed analyst confidence). Rosenblatt and Benchmark issued bullish notes calling for further upside; Truist raised its price target to $225; TD Cowen to $240; Jefferies to $210; Stifel to $215; Mizuho nudged its target; and Bank of America upgraded the stock. These calls reinforce the re-rating narrative around TXN. Read More. Read More. Read More. Read More. Read More. Read More. Read More. Read More.
• Positive Sentiment: Corporate outlook and segment mix point to durable growth: management highlighted strong momentum in Industrial, Automotive and especially Data Center (Data Center up sharply year-over-year), prompting a re-rating of TXN as exposure to AI/infrastructure grows. Analysts are framing the guidance as proof of strengthening demand. Read More. Read More.
• Positive Sentiment: Heavy call-option activity and speculative positioning — nearly 395k calls traded in a day — indicates elevated bullish interest from options traders and can amplify short-term upside if momentum resumes. Read More.
• Neutral Sentiment: Analyst divergences: while many shops raised targets, price targets vary widely (street-highs vs. some lower estimates), so consensus is shifting but not yet uniform — watch follow-up revisions. Read More.
• Negative Sentiment: Q4 results had small topline and EPS misses and included a non-cash impairment and some gross-margin pressure — items that could justify near-term profit-taking or keep some traders cautious despite upbeat guidance. Read More.

Institutional Investors Weigh In On Texas Instruments

Several institutional investors have recently bought and sold shares of TXN. Shelton Capital Management increased its stake in shares of Texas Instruments by 2.6% during the second quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after purchasing an additional 3,840 shares during the period. Jennison Associates LLC increased its position in Texas Instruments by 35.1% during the 2nd quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock worth $621,218,000 after buying an additional 777,619 shares during the period. Howard Capital Management Inc. lifted its holdings in shares of Texas Instruments by 11.3% during the second quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after buying an additional 2,709 shares in the last quarter. Invesco Ltd. boosted its position in shares of Texas Instruments by 3.3% in the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after acquiring an additional 443,738 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Texas Instruments by 1.5% in the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after acquiring an additional 1,426,360 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Price Performance

The company has a quick ratio of 2.90, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The company’s 50 day moving average is $183.05 and its 200 day moving average is $182.73. The firm has a market capitalization of $195.85 billion, a price-to-earnings ratio of 39.62, a P/E/G ratio of 2.01 and a beta of 1.00.

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

Texas Instruments Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a yield of 2.6%. Texas Instruments’s dividend payout ratio is currently 104.41%.

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.