Mizuho Upgrades Texas Instruments (NASDAQ:TXN) to Hold

Texas Instruments (NASDAQ:TXN) was upgraded by Mizuho from a “strong sell” rating to a “hold” rating in a report released on Thursday,Zacks.com reports.

A number of other research analysts also recently commented on TXN. The Goldman Sachs Group increased their price objective on Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a report on Wednesday, January 28th. Rosenblatt Securities reiterated a “buy” rating and issued a $240.00 price objective on shares of Texas Instruments in a report on Thursday, February 5th. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Jefferies Financial Group increased their price objective on Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Finally, Wells Fargo & Company increased their price objective on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average price target of $218.10.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $229.82 on Thursday. The stock’s 50-day moving average is $206.16 and its two-hundred day moving average is $188.59. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. Texas Instruments has a 1-year low of $142.64 and a 1-year high of $231.32. The company has a market cap of $209.24 billion, a price-to-earnings ratio of 42.25, a price-to-earnings-growth ratio of 2.03 and a beta of 1.01.

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

Insider Activity

In related news, VP Hagop H. Kozanian sold 6,843 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the transaction, the vice president owned 75,425 shares in the company, valued at $17,042,278.75. This trade represents a 8.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Mark A. Blinn sold 3,144 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the transaction, the director owned 11,670 shares in the company, valued at $2,585,838.60. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 114,284 shares of company stock worth $25,531,935 over the last ninety days. 0.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. Cidel Asset Management Inc. grew its stake in Texas Instruments by 19.1% during the 1st quarter. Cidel Asset Management Inc. now owns 4,899 shares of the semiconductor company’s stock worth $951,000 after buying an additional 786 shares during the last quarter. Cache Advisors LLC purchased a new position in Texas Instruments during the 1st quarter worth approximately $662,000. New Covenant Trust Company N.A. purchased a new position in Texas Instruments during the 1st quarter worth approximately $201,000. HHM Wealth Advisors LLC grew its stake in Texas Instruments by 3.0% during the 1st quarter. HHM Wealth Advisors LLC now owns 1,705 shares of the semiconductor company’s stock worth $331,000 after buying an additional 49 shares during the last quarter. Finally, Western Pacific Wealth Management LP purchased a new position in Texas Instruments during the 1st quarter worth approximately $51,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Mizuho’s analyst actions uplift TXN sentiment — the firm upgraded Texas Instruments to Neutral (from Underperform) while downgrading a competitor (NXP), making TXN look comparatively safer for portfolio allocation. NXP Semi Gets Hit With a Double Downgrade. Why Texas Instruments Stock Is a Better Bet.
• Positive Sentiment: Broad semiconductor rally after Taiwan Semiconductor (TSMC) reported a big profit beat and strong AI-driven demand lifted bellwether names and afternoon session movers, helping TXN alongside peers. Monolithic Power Systems, Impinj, Microchip Technology, and Texas Instruments Shares Skyrocket, What You Need To Know
• Positive Sentiment: Board declared a $1.42 quarterly dividend (payable May 19; ex-div May 5), reinforcing TXN’s shareholder-return profile and appealing to income-focused investors. Texas Instruments board declares second quarter 2026 quarterly dividend
• Neutral Sentiment: Wall Street previews and metric-level previews ahead of TXN’s Q1 results are drawing attention — investors are positioning based on channel inventory, bookings, and demand trends. These previews add scrutiny but not a clear directional push. Wall Street’s Insights Into Key Metrics Ahead of Texas Instruments (TXN) Q1 Earnings
• Neutral Sentiment: TXN released prepared remarks/transcript for a shareholder/analyst call — increases transparency but is informational rather than a catalyst. Texas Instruments Incorporated (TXN) Shareholder/Analyst Call Prepared Remarks Transcript
• Neutral Sentiment: Sector write-ups (hedge-fund favorites / “overrated” stock lists) are keeping semiconductors in focus; these pieces can drive retail flows but don’t change underlying fundamentals. This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout
• Negative Sentiment: TXN’s most recent quarterly report (Jan 27) showed a small EPS and revenue miss versus consensus and guidance ranges that investors still parse for demand softness; that lingering fundamental caution caps upside. Texas Instruments (TXN) Stock Dips While Market Gains: Key Facts

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.