Zacks Research Expects Higher Earnings for Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) – Zacks Research boosted their FY2026 earnings per share estimates for Texas Instruments in a report issued on Wednesday, November 4th. Zacks Research analyst Team now expects that the semiconductor company will post earnings of $8.89 per share for the year, up from their prior forecast of $7.87. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Texas Instruments’ current full-year earnings is $8.89 per share. Zacks Research also issued estimates for Texas Instruments’ Q4 2026 earnings at $2.45 EPS, Q3 2027 earnings at $2.95 EPS, Q4 2027 earnings at $3.12 EPS, FY2027 earnings at $10.78 EPS, Q1 2028 earnings at $2.72 EPS, Q2 2028 earnings at $2.97 EPS, Q3 2028 earnings at $3.32 EPS and FY2028 earnings at $12.33 EPS.

TXN has been the subject of several other reports. Jefferies Financial Group raised their price target on shares of Texas Instruments from $260.00 to $300.00 and gave the stock a “hold” rating in a research note on Thursday, October 22nd. Evercore reissued an “outperform” rating and issued a $330.00 price objective (up from $316.00) on shares of Texas Instruments in a research report on Thursday, July 23rd. UBS Group reduced their target price on shares of Texas Instruments from $380.00 to $360.00 and set a “buy” rating for the company in a report on Thursday, October 22nd. Benchmark raised their target price on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Finally, DZ Bank upgraded shares of Texas Instruments from a “sell” rating to a “hold” rating and set a $300.00 price target on the stock in a research note on Wednesday, October 28th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments has a consensus rating of “Moderate Buy” and an average target price of $315.37.

Texas Instruments Trading Down 10.7%

NASDAQ TXN opened at $278.15 on Friday. The stock has a market capitalization of $254.17 billion, a price-to-earnings ratio of 36.08, a PEG ratio of 1.54 and a beta of 1.39. The stock’s 50 day moving average price is $278.84 and its two-hundred day moving average price is $260.97. The company has a debt-to-equity ratio of 0.67, a quick ratio of 4.05 and a current ratio of 5.59. Texas Instruments has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.40 by $0.22. Texas Instruments had a return on equity of 40.51% and a net margin of 34.25%. The business had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.94 billion. During the same period last year, the company earned $1.48 earnings per share. Texas Instruments’s quarterly revenue was up 27.7% on a year-over-year basis.

Institutional Investors Weigh In On Texas Instruments

A number of institutional investors have recently modified their holdings of TXN. Contravisory Investment Management Inc. bought a new stake in shares of Texas Instruments in the second quarter valued at approximately $1,493,000. Diversify Advisory Services LLC increased its stake in Texas Instruments by 122.1% during the 3rd quarter. Diversify Advisory Services LLC now owns 24,545 shares of the semiconductor company’s stock worth $6,851,000 after acquiring an additional 13,495 shares during the period. Quantbot Technologies LP bought a new position in Texas Instruments during the 2nd quarter worth $1,962,000. Ieq Capital LLC acquired a new position in Texas Instruments in the 2nd quarter valued at $17,709,000. Finally, Liontrust Investment Partners LLP acquired a new position in Texas Instruments in the 1st quarter valued at $13,056,000. Institutional investors own 84.99% of the company’s stock.

Insider Buying and Selling

In related news, Director Robert E. Sanchez sold 6,065 shares of the business’s stock in a transaction on Tuesday, October 27th. The stock was sold at an average price of $302.21, for a total value of $1,832,903.65. Following the completion of the sale, the director directly owned 21,600 shares in the company, valued at $6,527,736. The trade was a 21.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the completion of the transaction, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. This represents a 23.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 27,968 shares of company stock valued at $8,236,892 in the last ninety days. 0.60% of the stock is currently owned by company insiders.

Texas Instruments Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be issued a dividend of $1.52 per share. This is a boost from Texas Instruments’s previous quarterly dividend of $1.42. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Friday, October 30th. Texas Instruments’s dividend payout ratio is presently 78.86%.

Texas Instruments News Summary

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

• Positive Sentiment: Zacks Research raised its Q1 and Q2 2027 EPS estimates to $2.28 and $2.43, respectively, and maintained a Strong-Buy rating. Analyst estimate report
• Positive Sentiment: TI introduced a compact multiprotocol Industrial Ethernet module and an IO-Link master, expanding its products for connected factories. TI industrial networking product announcement
• Positive Sentiment: Recent reports noted substantial ETF purchases of TXN and suggested the company could benefit if Tesla’s planned Optimus robot production ramps up; the potential revenue contribution is speculative. ETF purchase report Tesla robotics supplier analysis
• Neutral Sentiment: TI priced $2 billion in senior unsecured notes to help fund its planned acquisition of Silicon Laboratories. The borrowing supports the deal but adds debt; one analysis argued TXN may still be undervalued. Debt and acquisition valuation analysis
• Negative Sentiment: The main near-term pressure was a broad technology selloff. Coverage also linked weakness in analog-chip stocks to market reaction to AMD’s quantum-computing announcement, though the reports do not establish a direct impact on TI’s business. Report on TXN and the broad tech selloff Report on AMD’s announcement and analog stocks

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.