Texas Instruments (NASDAQ:TXN) Hits New 52-Week High – What’s Next?
by Renee Jackson · The Cerbat GemTexas Instruments Incorporated (NASDAQ:TXN – Get Free Report) reached a new 52-week high during trading on Wednesday . The stock traded as high as $228.83 and last traded at $225.21, with a volume of 15182005 shares. The stock had previously closed at $225.01.
Trending Headlines about Texas Instruments
Here are the key news stories impacting Texas Instruments this week:
- Positive Sentiment: Announced acquisition of Silicon Labs for ~$7.5 billion — a definitive all-cash agreement that would supply volume for TI’s new 300mm fabs and is intended to drive substantial cost synergies and margin improvement. Deal announcement
- Positive Sentiment: Strong AI/data-center demand: management commentary and recent coverage highlight ~70% year-over-year growth in TI’s data-center power-management business — a high-margin market that helps offset softer industrial end markets. Bull case
- Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” rating with a $240 price target, signaling continued upside from some sell-side desks. Rosenblatt note
- Positive Sentiment: Improving cash generation and policy tailwinds — TI’s free cash flow recovery, falling capex expectations and CHIPS-act tax incentives improve the company’s ability to fund dividends, buybacks and M&A (supports valuation longer term).
- Neutral Sentiment: Earlier reports indicated TI was pursuing Silicon Labs prior to the deal — confirmational coverage continues while the transaction progresses toward close; watch timing and regulatory/close risks. Pursuit report
- Neutral Sentiment: Recent quarter: a slight EPS miss and modest revenue shortfall left some headline weakness, but management’s data-center strength and Q1 guidance range partially offset the pain — the earnings surprise is small and being judged in context.
- Negative Sentiment: Analyst downgrade: KeyCorp cut TXN from “strong-buy” to “hold,” which can pressure short-term sentiment and flows. KeyCorp/Zacks note
- Negative Sentiment: Insider selling: VP Ahmad Bahai sold 3,000 shares and director Mark Blinn sold 3,144 shares in early February (SEC filings). Multiple insider sales can be read negatively by some investors even if routine. Bahai Form 4 Blinn Form 4
Analyst Upgrades and Downgrades
Several equities research analysts recently issued reports on TXN shares. BNP Paribas Exane upgraded shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Cantor Fitzgerald increased their price target on shares of Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a research note on Wednesday, January 28th. UBS Group lifted their price target on shares of Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Benchmark upped their price objective on Texas Instruments from $220.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, Wells Fargo & Company raised their target price on Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $212.92.
View Our Latest Stock Report on TXN
Texas Instruments Price Performance
The company has a fifty day moving average of $187.92 and a 200-day moving average of $182.93. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The stock has a market cap of $201.20 billion, a PE ratio of 40.71, a P/E/G ratio of 2.01 and a beta of 1.01.
Texas Instruments (NASDAQ:TXN – Get Free Report) last announced its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same quarter last year, the business earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Sell-side analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.
Texas Instruments Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.
Insider Buying and Selling at Texas Instruments
In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the transaction, the vice president owned 20,821 shares of the company’s stock, valued at $3,421,098.51. This trade represents a 4.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, VP Ahmad Bahai sold 3,000 shares of the business’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $223.46, for a total transaction of $670,380.00. Following the completion of the transaction, the vice president owned 42,488 shares of the company’s stock, valued at approximately $9,494,368.48. This trade represents a 6.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 17,134 shares of company stock valued at $3,153,014 in the last quarter. Corporate insiders own 0.57% of the company’s stock.
Institutional Trading of Texas Instruments
A number of institutional investors have recently bought and sold shares of TXN. Shelton Capital Management grew its position in Texas Instruments by 2.6% during the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after purchasing an additional 3,840 shares during the last quarter. Jennison Associates LLC boosted its stake in shares of Texas Instruments by 35.1% during the second quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock worth $621,218,000 after buying an additional 777,619 shares during the period. Howard Capital Management Inc. grew its holdings in shares of Texas Instruments by 11.3% during the second quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after buying an additional 2,709 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Texas Instruments by 3.3% during the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after buying an additional 443,738 shares during the last quarter. Finally, Vanguard Group Inc. increased its position in Texas Instruments by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock valued at $19,816,773,000 after acquiring an additional 1,426,360 shares during the period. 84.99% of the stock is owned by hedge funds and other institutional investors.
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.