Texas Instruments (NASDAQ:TXN) Issues Q3 2026 Earnings Guidance

Posted by Francis Steltz on Jul 23rd, 2026

Texas Instruments (NASDAQ:TXN – Get Free Report) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 2.230-2.570 for the period, compared to the consensus EPS estimate of 2.110. The company issued revenue guidance of $5.7 billion-$6.2 billion, compared to the consensus revenue estimate of $5.5 billion.

Texas Instruments Trading Up 1.0%

NASDAQ TXN opened at $294.19 on Thursday. 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 firm has a market cap of $267.74 billion, a PE ratio of 50.38, a price-to-earnings-growth ratio of 1.49 and a beta of 1.32. The company has a 50 day moving average price of $301.99 and a 200 day moving average price of $246.39. Texas Instruments has a 52 week low of $152.73 and a 52 week high of $334.03.

Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter in the prior year, the company posted $1.41 earnings per share. Texas Instruments’s revenue for the quarter was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, sell-side analysts forecast that Texas Instruments will post 7.69 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Friday, July 31st will be given a $1.42 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. Texas Instruments’s dividend payout ratio (DPR) is presently 97.26%.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the company. Weiss Ratings raised Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. TD Cowen raised their price target on Texas Instruments from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Mizuho boosted their price target on Texas Instruments from $255.00 to $300.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 19th. Wolfe Research restated an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a report on Thursday, April 23rd. Finally, Robert W. Baird increased their price objective on shares of Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Thirteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, Texas Instruments currently has a consensus rating of “Hold” and an average target price of $291.17.

Check Out Our Latest Research Report on Texas Instruments

Insider Activity at Texas Instruments

In other news, VP Shanon J. Leonard sold 4,963 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the transaction, the vice president directly owned 24,867 shares in the company, valued at $7,341,235.74. This trade represents a 16.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Carrie Smith Cox sold 8,838 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total value of $2,708,051.58. Following the completion of the sale, the director owned 37,626 shares in the company, valued at approximately $11,528,982.66. This represents a 19.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 303,475 shares of company stock worth $85,666,638 in the last quarter. 0.60% of the stock is owned by insiders.

More Texas Instruments News

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

Positive Sentiment: Texas Instruments topped Q2 estimates, reporting EPS of $2.14 versus $1.91 expected and revenue of $5.46 billion versus $5.26 billion expected. The company also said revenue rose 22.8% year over year, pointing to a solid recovery in demand. Article Title
Positive Sentiment: Management guided Q3 EPS and revenue above Wall Street forecasts, which suggests improving industrial chip demand and momentum in AI/data center-related chips. Article Title
Positive Sentiment: Reports noted improving inventory levels and stronger demand across industrial, automotive, and data center markets, which is constructive for the analog semiconductor cycle. Article Title
Neutral Sentiment: Coverage around the earnings call and transcript highlighted the same strong results and guidance, but did not add materially new information beyond the company’s official release. Article Title
Negative Sentiment: Despite the beat, TXN shares slipped as investors sold into strength, likely because the quarter met a very high bar and the analog-chip group had already rallied on recovery hopes. Article Title
Negative Sentiment: Broader weakness in analog semiconductor peers, including STMicroelectronics, is also pressuring sentiment and may be weighing on TXN even after strong results. Article Title

Institutional Trading of Texas Instruments

Several large investors have recently made changes to their positions in the business. Brighton Jones LLC boosted its stake in shares of Texas Instruments by 33.4% during the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares in the last quarter. Kemnay Advisory Services Inc. purchased a new position in shares of Texas Instruments in the 4th quarter valued at about $63,000. Greenline Wealth Management LLC purchased a new position in shares of Texas Instruments in the 4th quarter valued at about $97,000. Gilpin Wealth Management LLC acquired a new position in Texas Instruments in the 4th quarter worth about $146,000. Finally, Triumph Capital Management purchased a new position in Texas Instruments during the third quarter worth approximately $104,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments Company Profile

(Get Free Report)

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.