Texas Instruments (NASDAQ:TXN) Issues Q3 2026 Earnings Guidance

Texas Instruments (NASDAQ:TXN) updated its third quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.230-2.570 for the period, compared to the consensus EPS estimate of 2.110. The company issued revenue guidance of $5.7 billion-$6.2 billion, compared to the consensus revenue estimate of $5.5 billion.

Texas Instruments Price Performance

NASDAQ TXN traded up $2.89 during midday trading on Wednesday, hitting $294.19. The company had a trading volume of 10,185,083 shares, compared to its average volume of 8,119,219. The company has a market capitalization of $267.74 billion, a PE ratio of 50.38, a P/E/G ratio of 1.42 and a beta of 1.32. The company has a current ratio of 4.46, a quick ratio of 2.94 and a debt-to-equity ratio of 0.77. The firm has a 50-day moving average price of $302.23 and a 200-day moving average price of $245.54. Texas Instruments has a twelve month low of $152.73 and a twelve month high of $334.03.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 32.49% and a net margin of 29.11%.The company had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.24 billion. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, analysts anticipate that Texas Instruments will post 7.68 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is currently 97.26%.

Wall Street Analysts Forecast Growth

TXN has been the subject of several analyst reports. Rosenblatt Securities boosted their target price on shares of Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Robert W. Baird lifted their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. The Goldman Sachs Group boosted their price objective on shares of Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research report on Thursday, April 23rd. HC Wainwright lowered Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. Finally, Morgan Stanley lifted their target price on Texas Instruments from $221.00 to $230.00 and gave the company an “underweight” rating in a research report on Monday. Thirteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $285.44.

Insider Transactions at Texas Instruments

In other news, VP Ahmad Bahai sold 5,000 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the transaction, the vice president directly owned 42,519 shares in the company, valued at approximately $13,143,898.47. This represents a 10.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction on 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 directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Susquehanna raised its price target on Texas Instruments from $300 to $340 ahead of earnings, signaling confidence in the chipmaker’s near-term fundamentals and helping support the shares. Why Texas Instruments (TXN) Stock Is Trading Up Today
• Positive Sentiment: Analysts and market commentators are highlighting Texas Instruments as a stable dividend-growth stock, with a long history of payout increases and a yield that can attract defensive investors during a volatile market. A Boring Dividend Growth Strategy Becomes a Solid Defensive Play (TXN)
• Positive Sentiment: TXN is also drawing support from technical traders after bouncing from key chart support around the $280 area, suggesting buyers are stepping in ahead of earnings. Semiconductor Stock Builds on Key Technical Support
• Neutral Sentiment: Investors are watching Texas Instruments’ Q2 report closely, with the biggest focus on margins, guidance, and whether management can justify elevated expectations for demand tied to industrial recovery and AI-related semiconductor demand. Texas Instruments earnings preview: Wall Street’s high bars rest on Q2 margins, guidance
• Neutral Sentiment: The stock is also part of a broader semiconductor rebound as chip names gain traction when risk appetite improves, but sector volatility remains a factor heading into Big Tech and chip earnings. 5 Things to Know Before the Stock Market Opens on Tuesday
• Negative Sentiment: Some coverage emphasizes that TXN must clear a high bar on earnings, and any disappointment in margins, revenue, or guidance could pressure the stock after its recent run. Tech Faces a Moment of Truth as Earnings Test the Rally

Hedge Funds Weigh In On Texas Instruments

Several large investors have recently bought and sold shares of TXN. Van Diest Capital LLC acquired a new stake in shares of Texas Instruments during the fourth quarter valued at about $221,000. Compound Planning Inc. increased its stake in shares of Texas Instruments by 30.5% in the fourth quarter. Compound Planning Inc. now owns 7,303 shares of the semiconductor company’s stock valued at $1,267,000 after buying an additional 1,707 shares during the period. First Growth Capital LLC acquired a new position in shares of Texas Instruments in the fourth quarter valued at approximately $226,000. Axxcess Wealth Management LLC raised its holdings in Texas Instruments by 37.1% in the 4th quarter. Axxcess Wealth Management LLC now owns 18,759 shares of the semiconductor company’s stock valued at $3,255,000 after buying an additional 5,076 shares during the last quarter. Finally, Corient Private Wealth LLC raised its holdings in Texas Instruments by 1.8% in the 4th quarter. Corient Private Wealth LLC now owns 1,246,610 shares of the semiconductor company’s stock valued at $213,965,000 after buying an additional 21,693 shares during the last quarter. 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.