Q2 EPS Estimate for Texas Instruments Increased by Analyst

Texas Instruments Incorporated (NASDAQ:TXN) – Equities researchers at Zacks Research increased their Q2 2026 earnings estimates for shares of Texas Instruments in a report issued on Wednesday, May 6th. Zacks Research analyst Team now anticipates that the semiconductor company will post earnings of $1.79 per share for the quarter, up from their previous forecast of $1.46. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Texas Instruments’ current full-year earnings is $7.60 per share. Zacks Research also issued estimates for Texas Instruments’ FY2026 earnings at $7.05 EPS, Q2 2027 earnings at $2.20 EPS, Q4 2027 earnings at $2.25 EPS and FY2027 earnings at $8.54 EPS.

TXN has been the topic of several other research reports. Mizuho set a $215.00 price target on shares of Texas Instruments and gave the stock a “neutral” rating in a research note on Thursday, April 16th. Jefferies Financial Group upped their target price on shares of Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. UBS Group upped their target price on shares of Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Cantor Fitzgerald upped their target price on shares of Texas Instruments from $250.00 to $280.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Finally, Wells Fargo & Company upped their target price on shares of Texas Instruments from $215.00 to $260.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $257.68.

Texas Instruments Stock Down 1.5%

Shares of TXN stock opened at $285.24 on Friday. The stock has a market cap of $259.59 billion, a P/E ratio of 48.84, a PEG ratio of 1.46 and a beta of 1.31. Texas Instruments has a 52 week low of $152.73 and a 52 week high of $292.64. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company’s fifty day simple moving average is $216.98 and its two-hundred day simple moving average is $196.24.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, topping the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to analysts’ expectations of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The business’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Tuesday, May 5th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Texas Instruments’s dividend payout ratio (DPR) is 97.26%.

Insider Buying and Selling at Texas Instruments

In other news, VP Amichai Ron sold 18,365 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $272.43, for a total transaction of $5,003,176.95. Following the transaction, the vice president directly owned 81,085 shares of the company’s stock, valued at approximately $22,089,986.55. This trade represents a 18.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Haviv Ilan sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the transaction, the chief executive officer directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 345,080 shares of company stock valued at $89,405,821. 0.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Texas Instruments

A number of hedge funds and other institutional investors have recently modified their holdings of TXN. Norges Bank bought a new position in shares of Texas Instruments during the fourth quarter valued at approximately $2,516,628,000. Bank of New York Mellon Corp boosted its stake in Texas Instruments by 33.6% in the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after acquiring an additional 4,129,601 shares in the last quarter. Amundi boosted its stake in Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares in the last quarter. Van ECK Associates Corp boosted its stake in Texas Instruments by 27.1% in the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock valued at $2,013,918,000 after acquiring an additional 2,474,062 shares in the last quarter. Finally, Invesco Ltd. boosted its stake in Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Key Texas Instruments News

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

• Positive Sentiment: AI demand lift — Several buy/screen pieces highlight TXN as a beneficiary of AI?driven semiconductor demand (analog and embedded chips), supporting revenue momentum for data?center and industrial end markets. 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Analyst estimate upgrades — Zacks Research has raised TXN’s EPS forecasts across multiple quarters and assigned a “Strong?Buy,” lifting FY2028 estimates and signaling better forward earnings visibility. Zacks: 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
• Positive Sentiment: Recent results & guidance — TXN beat Q1 EPS and issued stronger Q2 revenue/EPS guidance, which earlier sparked a rally as investors priced in improving demand and the payoff from manufacturing investments. Texas Instruments (TXN) Is Up 7.5% After Beating Q1 Estimates And Raising Q2 Outlook – What’s Changed
• Neutral Sentiment: Analyst coverage & targets — Wall Street opinions remain mixed: multiple target?price raises coexist with several hold/underweight ratings, so analyst views are a source of volatility rather than a clear directional catalyst. What Are Wall Street Analysts’ Target Price for Texas Instruments Stock?
• Neutral Sentiment: Dividend & yield context — TXN’s quarterly dividend was declared (ex?dividend early May); the payout supports income investors but the high payout ratio limits its signal as a growth catalyst. (Market coverage)
• Negative Sentiment: Insider selling — CEO Haviv Ilan sold 20,000 shares (~$5.6M) and other insiders have trimmed stakes recently; such sales can create short?term selling pressure or raise governance questions for some investors. Haviv Ilan Sells 20,000 Shares of Texas Instruments (NASDAQ:TXN) Stock

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.