Texas Instruments (NASDAQ:TXN) Lowered to “Hold” Rating by KeyCorp

KeyCorp cut shares of Texas Instruments (NASDAQ:TXN) from a strong-buy rating to a hold rating in a research report released on Thursday morning,Zacks.com reports.

Other analysts also recently issued research reports about the company. The Goldman Sachs Group upped their price target on Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. BNP Paribas Exane set a $190.00 target price on shares of Texas Instruments and gave the company a “neutral” rating in a research report on Thursday, January 22nd. Raymond James Financial set a $240.00 target price on shares of Texas Instruments in a research note on Wednesday, January 28th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fifteen have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Price Performance

TXN stock opened at $223.98 on Thursday. The stock has a market capitalization of $203.51 billion, a price-to-earnings ratio of 41.17, a PEG ratio of 2.01 and a beta of 1.01. Texas Instruments has a 12-month low of $139.95 and a 12-month high of $228.83. The firm’s 50-day moving average price is $187.92 and its two-hundred day moving average price is $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.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The business had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same period last year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities analysts predict that Texas Instruments will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th will be issued a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio is presently 104.41%.

Insider Transactions at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following 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 transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the completion of the transaction, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. This trade represents a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% of the company’s stock.

Institutional Trading of Texas Instruments

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments in the 2nd quarter worth $25,000. High Point Wealth Management LLC bought a new stake in Texas Instruments during the fourth quarter valued at about $25,000. Pacifica Partners Inc. grew its stake in Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 69 shares during the last quarter. Ares Financial Consulting LLC bought a new position in Texas Instruments in the fourth quarter worth about $26,000. Finally, Grey Fox Wealth Advisors LLC bought a new position in Texas Instruments in the third quarter worth about $29,000. Institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: TXN announced it will acquire Silicon Laboratories for $231.00 per share in an all‑cash deal (~$7.5B enterprise value). Management says the deal deepens TXN’s embedded wireless/connectivity portfolio, creates cross‑sell opportunities and targets roughly $450M of annual manufacturing/operational synergies within three years — a clear growth and margin rationale. Texas Instruments to acquire Silicon Labs (PR Newswire)
• Positive Sentiment: Rosenblatt Securities reaffirmed a “buy” rating and set a $240 price target on TXN, implying upside from current levels — analyst support helps validate the strategic logic of the acquisition and underpins investor confidence. Benzinga
• Positive Sentiment: At least one outlet reported a higher price target (a stated increase to $213.95), and coverage describing TXN setting a fresh annual peak highlights bullish market reaction to the deal and related momentum. MSN: price target increased Kalkine Media: annual peak
• Neutral Sentiment: Long‑form pieces and analyst notes (Yahoo Finance, Seeking Alpha, Zacks) are circulating that lay out bull and cautionary scenarios for TXN post‑deal — useful for investors evaluating valuation, integration risk and long‑term EPS accretion. Yahoo: Bull Case Theory WSJ: deal coverage
• Negative Sentiment: Shareholder litigation risk at Silicon Labs: at least two law firms (Kahn Swick & Foti; Brodsky & Smith) have announced investigations into whether SLAB’s board secured fair value and followed proper process — these challenges could delay closing, create settlement costs, or draw regulatory scrutiny. BusinessWire: KSF investigation Newsfile: Brodsky & Smith notice

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.