Q3 EPS Estimates for Texas Instruments Increased by KeyCorp

Texas Instruments Incorporated (NASDAQ:TXN) – Equities researchers at KeyCorp boosted their Q3 2026 earnings per share estimates for Texas Instruments in a research report issued to clients and investors on Wednesday, October 14th. KeyCorp analyst J. Vinh now forecasts that the semiconductor company will earn $2.48 per share for the quarter, up from their prior estimate of $2.23. KeyCorp has an “Overweight” rating and a $400.00 price target on the stock. The consensus estimate for Texas Instruments’ current full-year earnings is $8.49 per share. KeyCorp also issued estimates for Texas Instruments’ Q4 2026 earnings at $2.47 EPS, FY2026 earnings at $8.77 EPS, Q1 2027 earnings at $2.64 EPS, Q2 2027 earnings at $3.15 EPS, Q3 2027 earnings at $3.31 EPS, Q4 2027 earnings at $2.82 EPS and FY2027 earnings at $11.92 EPS.

TXN has been the topic of a number of other research reports. Benchmark upped their price target on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. Mizuho boosted their price objective on Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research note on Thursday, July 23rd. Zacks Research downgraded Texas Instruments from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 21st. Sanford C. Bernstein raised their price objective on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research note on Thursday, July 23rd. Finally, JPMorgan Chase & Co. lifted their target price on Texas Instruments from $280.00 to $340.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Sixteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, Texas Instruments has an average rating of “Hold” and a consensus price target of $302.88.

Texas Instruments Stock Up 0.6%

Shares of TXN opened at $277.78 on Monday. The stock has a market capitalization of $253.68 billion, a price-to-earnings ratio of 42.28, a price-to-earnings-growth ratio of 1.54 and a beta of 1.35. Texas Instruments has a 1 year low of $152.73 and a 1 year high of $334.03. The business’s 50 day simple moving average is $271.60 and its 200-day simple moving average is $278.20. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. The business had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter last year, the business posted $1.41 EPS. The firm’s revenue for the quarter was up 22.8% compared to the same quarter last year.

Institutional Investors Weigh In On Texas Instruments

Hedge funds and other institutional investors have recently modified their holdings of the business. Kilter Group LLC purchased a new stake in Texas Instruments in the second quarter worth about $31,000. Nvwm LLC increased its position in Texas Instruments by 550.0% during the 3rd quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 99 shares during the period. Addison Advisors LLC purchased a new position in Texas Instruments during the 2nd quarter valued at about $38,000. Caitlin John LLC bought a new stake in shares of Texas Instruments in the 2nd quarter valued at about $41,000. Finally, Portus Wealth Advisors LLC bought a new stake in shares of Texas Instruments in the 1st quarter valued at about $27,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the business’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the transaction, the vice president owned 23,181 shares in the company, valued at $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.60% of the stock is owned by company insiders.

Texas Instruments Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Shareholders of record on Friday, October 30th will be paid a $1.52 dividend. The ex-dividend date of this dividend is Friday, October 30th. This is an increase from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 annualized dividend and a yield of 2.2%. Texas Instruments’s payout ratio is 92.54%.

Texas Instruments News Summary

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

• Positive Sentiment: UBS identified TXN as a top pick for an upswing in the analog-chip cycle, while KeyBanc reportedly raised its third-quarter earnings forecast. These views suggest expectations for improving demand and operating momentum. UBS Identifies TXN as Top Pick Amid Upswing in Analog Chip Cycle Texas Instruments Q3 Earnings Forecast Raised by KeyCorp
• Positive Sentiment: Analysts expect a possible modest earnings beat and guidance increase, with TD Cowen maintaining a Buy rating and a price target that remains materially above the current level despite being reduced to $330. Cantor Fitzgerald TXN Analyst Comment Texas Instruments and Lam Research Report Earnings
• Positive Sentiment: The stock has significantly outperformed the broader market over the past year. Coverage attributes the rally to stronger-than-expected forecasts, durable analog and embedded-chip demand, and the potential for AI and data-center applications to expand Texas Instruments’ growth opportunities. Did the Market Read Texas Instruments Stock Right?
• Neutral Sentiment: Dividend-focused coverage highlights TXN’s recurring cash generation and payout growth, but also notes that its roughly 2% yield is lower than higher-yield alternatives. This supports the stock’s income appeal without providing a major near-term catalyst. Dividend Stocks Yielding 2% to 6.66%
• Negative Sentiment: Wells Fargo lowered its price target to $300 and kept an Equal Weight rating. TD Cowen also reduced its target, indicating that some analysts see limited upside after the stock’s large run. ETFs were also reported as net sellers. Wells Fargo TXN Price Target
• Negative Sentiment: With TXN trading at an elevated valuation, investors may react negatively if Wednesday’s results or outlook fail to confirm accelerating AI demand and a sustained industrial recovery.

Texas Instruments Company Profile

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.