Texas Instruments (NASDAQ:TXN) Releases Q2 2026 Earnings Guidance

Texas Instruments (NASDAQ:TXN) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.770-2.050 for the period, compared to the consensus estimate of 1.570. The company issued revenue guidance of $5.0 billion-$5.4 billion, compared to the consensus revenue estimate of $4.8 billion.

Texas Instruments Price Performance

Texas Instruments stock traded up $3.16 during midday trading on Wednesday, reaching $236.31. The company’s stock had a trading volume of 11,325,287 shares, compared to its average volume of 7,426,496. Texas Instruments has a 52 week low of $151.27 and a 52 week high of $238.80. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The business has a 50-day moving average price of $206.70 and a 200-day moving average price of $189.42. The stock has a market cap of $215.15 billion, a PE ratio of 43.44, a price-to-earnings-growth ratio of 2.12 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last released its earnings results 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 quarter 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, sell-side analysts predict that Texas Instruments will post 6.35 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, May 5th. Texas Instruments’s payout ratio is currently 104.41%.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on TXN shares. Rosenblatt Securities reiterated a “buy” rating and issued a $240.00 target price on shares of Texas Instruments in a research report on Thursday, February 5th. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Robert W. Baird set a $225.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research report on Thursday, January 15th. Finally, Cantor Fitzgerald lifted their target price on shares of Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research report on Monday, February 23rd. One equities research 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and an average price target of $218.10.

Insider Buying and Selling at Texas Instruments

In related news, VP Mark Gary sold 12,921 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total value of $2,973,122.10. Following the sale, the vice president directly owned 45,547 shares in the company, valued at $10,480,364.70. This represents a 22.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Rafael R. Lizardi sold 7,096 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total value of $1,637,614.88. Following the completion of the sale, the chief financial officer owned 85,454 shares in the company, valued at $19,721,074.12. The trade was a 7.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 114,284 shares of company stock worth $25,531,935 over the last quarter. Insiders own 0.60% of the company’s stock.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: TI reported first-quarter 2026 results: revenue $4.83B, net income $1.55B and EPS $1.68; management held a conference call and the print appears to be a catalyst pushing the stock up. TI reports first quarter 2026 financial results and shareholder returns
• Positive Sentiment: Analysts show constructive sentiment — a new buy rating on TXN was published, reinforcing demand from institutional buyers ahead of/after the print. New Buy Rating for Texas Instruments (TXN), the Technology Giant
• Positive Sentiment: Zacks and other outlets flagged TXN as a Buy heading into earnings, highlighting expectations for strong EPS growth and supporting near-term upside. 2 Buy Rated Tech Stocks to Consider as Earnings Approach: TEL & TXN
• Positive Sentiment: Coverage noting AI tailwinds: commentary expects Q1 to show whether accelerating data-center revenue and TI’s manufacturing expansion are translating into durable AI-driven growth for its analog-focused portfolio. That narrative supports upside potential if guidance/call commentary is constructive. Texas Instruments Is About to Reveal How Much the AI Boom Benefits Its Bottom Line
• Neutral Sentiment: Previews and takeaways from earnings previews (Yahoo, MSN, Seeking Alpha) set expectations on AI and industrial demand; these provide context but are not new catalysts by themselves. Texas Instruments (TXN) Q1 Earnings: What To Expect
• Neutral Sentiment: Momentum/stock-profile pieces discuss TXN as a momentum name; they can attract retail flows but are less likely to move price than hard fundamentals or analyst actions. Texas Instruments (TXN) is a Great Momentum Stock: Should You Buy?
• Negative Sentiment: Insider selling noted — disclosures show insiders sold roughly US$6.6M of TXN stock, which some investors interpret as a signal of caution and can weigh on sentiment. Texas Instruments Insiders Sold US$6.6m Of Shares Suggesting Hesitancy

Institutional Trading of Texas Instruments

Several institutional investors have recently added to or reduced their stakes in the stock. Sumitomo Life Insurance Co. boosted its holdings in Texas Instruments by 0.6% in the fourth quarter. Sumitomo Life Insurance Co. now owns 7,356 shares of the semiconductor company’s stock valued at $1,276,000 after acquiring an additional 47 shares during the last quarter. Vista Investment Management boosted its holdings in Texas Instruments by 1.3% in the fourth quarter. Vista Investment Management now owns 4,297 shares of the semiconductor company’s stock valued at $745,000 after acquiring an additional 57 shares during the last quarter. ANB Bank boosted its holdings in Texas Instruments by 0.7% in the fourth quarter. ANB Bank now owns 8,748 shares of the semiconductor company’s stock valued at $1,518,000 after acquiring an additional 57 shares during the last quarter. Annandale Capital LLC boosted its holdings in shares of Texas Instruments by 0.3% during the 3rd quarter. Annandale Capital LLC now owns 20,650 shares of the semiconductor company’s stock worth $3,794,000 after buying an additional 70 shares in the last quarter. Finally, Alpine Woods Capital Investors LLC boosted its holdings in shares of Texas Instruments by 0.3% during the 4th quarter. Alpine Woods Capital Investors LLC now owns 26,076 shares of the semiconductor company’s stock worth $4,524,000 after buying an additional 73 shares in 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.