Texas Instruments Incorporated (NASDAQ:TXN) Receives $214.77 Average Price Target from Analysts

03 Apr 2026, 06:58 by Mitch Edgeman · The Markets Daily

Shares of Texas Instruments Incorporated (NASDAQ:TXN – Get Free Report) have been assigned an average rating of “Hold” from the twenty-nine brokerages that are covering the firm, Marketbeat Ratings reports. Five research analysts have rated the stock with a sell recommendation, fourteen have assigned a hold recommendation, nine have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $214.7704.

Several equities research analysts have weighed in on the company. JPMorgan Chase & Co. upped their price target on Texas Instruments from $210.00 to $227.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Weiss Ratings reiterated a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. Truist Financial set a $250.00 price objective on Texas Instruments in a research report on Monday, February 23rd. Sanford C. Bernstein restated a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Finally, BNP Paribas Exane raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd.

Get Our Latest Report on Texas Instruments

Insiders Place Their Bets

In related news, VP Ahmad Bahai sold 6,500 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total value of $1,500,135.00. Following the transaction, the vice president owned 42,488 shares of the company’s stock, valued at $9,805,805.52. This represents a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Hagop H. Kozanian sold 6,843 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total value of $1,546,175.85. Following the completion of the sale, the vice president owned 75,425 shares in the company, valued at approximately $17,042,278.75. This represents a 8.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 114,284 shares of company stock worth $25,531,935. 0.60% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments in the second quarter valued at approximately $25,000. High Point Wealth Management LLC purchased a new stake in shares of Texas Instruments during the 4th quarter worth approximately $25,000. Advocate Investing Services LLC purchased a new stake in shares of Texas Instruments during the 4th quarter worth approximately $25,000. Pacifica Partners Inc. boosted its holdings in shares of Texas Instruments by 85.2% in the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 69 shares in the last quarter. Finally, Ares Financial Consulting LLC purchased a new position in shares of Texas Instruments in the 4th quarter valued at $26,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Price Performance

Texas Instruments stock opened at $194.87 on Tuesday. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $231.32. The firm has a market cap of $177.42 billion, a PE ratio of 35.82, a price-to-earnings-growth ratio of 1.78 and a beta of 1.01. The company’s 50 day moving average is $206.52 and its two-hundred day moving average is $186.20.

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

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were given a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.9%. Texas Instruments’s dividend payout ratio is currently 104.41%.

Texas Instruments News Summary

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

Positive Sentiment: Completed acquisition of Silicon Labs for ~$7.5B and reset of capex path — Management lowered 2026 capital-expenditure guidance and expects improved free cash flow plus meaningful cost synergies from the integration, which should bolster FCF generation and shareholder returns over time. Texas Instruments Acquisition Resets Capex Path And Free Cash Flow Outlook
Positive Sentiment: Institutional buying: D. E. Shaw is listed as a long-term owner/increasing interest in TXN — institutional accumulation is a supportive technical/fundamental signal for the stock. Texas Instruments Incorporated (TXN): D. E. Shaw Is Buying This Chip Stock
Positive Sentiment: New product expansion: TI launched IsoShield isolated power modules aimed at data center and EV power markets — product improvements that address growing end markets can help sustain revenue mix and margin expansion. Texas Instruments IsoShield Power Modules Target Data Center And EV Demand
Neutral Sentiment: Upcoming Q1 2026 earnings webcast scheduled for April 22 — the call is the next near-term catalyst where management can detail integration progress, capex plans and guidance. Texas Instruments to webcast Q1 2026 earnings conference call
Neutral Sentiment: Recent media/analyst pieces note short-term outperformance and elevated investor attention — these stories reflect momentum but not a material change to fundamentals by themselves. Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
Negative Sentiment: Execution and valuation risks remain — the Silicon Labs deal increases integration risk and the company’s valuation (PE in the mid-30s) plus a modest earnings miss in the prior quarter create a backdrop for profit-taking until management provides clearer post-deal guidance on margins and FCF. Texas Instruments Stock Profile & Recent Results

About Texas Instruments

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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.