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

Texas Instruments (NASDAQ:TXN) was downgraded by KeyCorp from a “strong-buy” rating to a “hold” rating in a research report issued to clients and investors on Thursday,Zacks.com reports.

TXN has been the subject of several other reports. Wells Fargo & Company upped their price objective on shares of Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a report 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 stock a “hold” rating in a research report on Wednesday, January 28th. Morgan Stanley reaffirmed an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. Bank of America raised Texas Instruments from an “underperform” rating to a “neutral” rating and increased their price objective for the company from $185.00 to $235.00 in a research report on Wednesday, January 28th. Finally, Exane BNP Paribas raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fifteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Stock Performance

Shares of NASDAQ TXN opened at $223.98 on Thursday. The business’s 50-day simple moving average is $187.92 and its 200-day simple moving average is $182.93. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. Texas Instruments has a 52 week low of $139.95 and a 52 week high of $228.83. The firm has a market cap of $203.51 billion, a price-to-earnings ratio of 41.17, a P/E/G ratio of 2.01 and a beta of 1.01.

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

Insider Buying and Selling at Texas Instruments

In other news, VP Christine Witzsche sold 1,000 shares of the stock in a transaction 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 in the company, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares of the company’s stock, valued at $2,424,723.21. The trade was a 40.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.57% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Several large investors have recently modified their holdings of the stock. Alta Capital Management LLC grew its stake in shares of Texas Instruments by 23.0% in the 4th quarter. Alta Capital Management LLC now owns 27,084 shares of the semiconductor company’s stock valued at $4,699,000 after purchasing an additional 5,073 shares during the period. Entrust Financial LLC acquired a new stake in Texas Instruments in the 4th quarter valued at $91,000. Cascade Financial Partners LLC grew its position in Texas Instruments by 10.1% in the fourth quarter. Cascade Financial Partners LLC now owns 7,686 shares of the semiconductor company’s stock valued at $1,333,000 after acquiring an additional 703 shares during the period. Intrua Financial LLC raised its stake in Texas Instruments by 6.9% during the fourth quarter. Intrua Financial LLC now owns 3,703 shares of the semiconductor company’s stock worth $642,000 after acquiring an additional 239 shares in the last quarter. Finally, TD Private Client Wealth LLC raised its stake in Texas Instruments by 95.7% during the fourth quarter. TD Private Client Wealth LLC now owns 15,768 shares of the semiconductor company’s stock worth $2,736,000 after acquiring an additional 7,709 shares in the last quarter. 84.99% of the stock is currently owned by institutional investors.

Key Stories Impacting Texas Instruments

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

Texas Instruments Company Profile

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.