Texas Instruments Incorporated (NASDAQ:TXN) Stock Now Rated “Hold” by Wall Street Analysts

Shares of Texas Instruments Incorporated (NASDAQ:TXN) have earned a consensus rating of “Hold” from the thirty ratings firms that are covering the firm, MarketBeat Ratings reports. Four analysts have rated the stock with a sell recommendation, ten have given a hold recommendation and sixteen have given a buy recommendation to the company. The average 12 month target price among brokers that have covered the stock in the last year is $304.26.

TXN has been the subject of several recent research reports. TD Cowen reduced their price target on Texas Instruments from $360.00 to $340.00 and set a “buy” rating for the company in a research report on Thursday, July 23rd. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Cantor Fitzgerald reiterated a “neutral” rating and set a $300.00 price objective (up from $280.00) on shares of Texas Instruments in a research report on Wednesday, September 9th. Zacks Research downgraded shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 21st. Finally, JPMorgan Chase & Co. upped their price objective on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd.

Texas Instruments Trading Down 0.9%

Shares of TXN traded down $2.64 during trading hours on Friday, reaching $276.48. The stock had a trading volume of 7,949,194 shares, compared to its average volume of 5,785,048. The company has a market cap of $252.50 billion, a P/E ratio of 42.08, a P/E/G ratio of 1.56 and a beta of 1.35. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The firm has a 50-day moving average of $271.75 and a 200 day moving average of $276.42. Texas Instruments has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $5.46 billion for the quarter, compared to analyst estimates of $5.26 billion. During the same period last year, the business posted $1.41 earnings per share. The firm’s quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, sell-side analysts expect that Texas Instruments will post 8.46 earnings per share for the current fiscal year.

Texas Instruments Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be issued a $1.52 dividend. This represents a $6.08 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Friday, October 30th. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. Texas Instruments’s payout ratio is currently 86.45%.

More Texas Instruments News

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

• Positive Sentiment: Texas Instruments’ history of exceeding earnings expectations, combined with favorable current earnings-estimate trends, has increased the possibility of another quarterly beat. Investors are also watching operating metrics beyond revenue and earnings per share for evidence of sustained demand. Will Texas Instruments Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Analysts expect strength in Texas Instruments’ analog and embedded-processing businesses to support third-quarter results, reflecting demand from industrial, automotive and data-center markets. TXN to Report Q3 Earnings: Should You Buy, Hold or Sell the Stock?
• Positive Sentiment: The board declared a fourth-quarter cash dividend of $1.52 per share, payable Nov. 10 to shareholders of record Oct. 30. The announcement reinforces TXN’s shareholder-return profile and may provide some support for income-focused investors. Texas Instruments Board Declares Fourth Quarter 2026 Quarterly Dividend
• Positive Sentiment: Exchange-traded funds purchased approximately $113.2 million of TXN stock on Oct. 13, indicating institutional or index-related buying interest. ETFs Bought $113.2 Million of Texas Instruments
• Neutral Sentiment: Wall Street’s third-quarter preview emphasizes key indicators such as segment performance, margins and demand trends. These metrics could be more important for TXN’s valuation than simply meeting consensus revenue and EPS estimates. Texas Instruments Q3 Earnings Key Metrics
• Negative Sentiment: Geopolitical tensions remain a risk to semiconductor supply chains and international demand. In addition, TXN’s elevated valuation leaves less room for disappointment if its earnings outlook or margins fall short of expectations. TXN Q3 Earnings Investment Outlook

Insider Activity

In related news, VP Tsedeniya Abraham sold 7,000 shares of the stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total value of $1,852,410.00. Following the completion of the sale, the vice president directly owned 23,181 shares in the company, valued at $6,134,388.03. This represents a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of TXN. USA Financial Formulas bought a new position in Texas Instruments in the third quarter worth approximately $1,692,000. Hutchens & Kramer Investment Management Group LLC grew its stake in shares of Texas Instruments by 68.0% in the 3rd quarter. Hutchens & Kramer Investment Management Group LLC now owns 1,361 shares of the semiconductor company’s stock worth $381,000 after acquiring an additional 551 shares in the last quarter. Kintegral Advisory LLC grew its position in Texas Instruments by 0.6% in the 3rd quarter. Kintegral Advisory LLC now owns 39,740 shares of the semiconductor company’s stock worth $11,131,000 after purchasing an additional 224 shares in the last quarter. Avail Investment Partners LLC bought a new position in shares of Texas Instruments in the third quarter valued at approximately $249,000. Finally, RKL Wealth Management LLC bought a new position in Texas Instruments in the 3rd quarter valued at $207,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.