Market Cap
$257.3B
TXN
TEXAS INSTRUMENTS INC
$291.94 ▲ +3.78%
Prev close $281.31Market cap$257.3B
ConsensusHold
12-mo target$324.71 (+10.7%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (15 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional ExitsCongressional Activity (1) Semiconductors
Snapshot
The big-picture read on TXN right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Hold (49%)
Inst. Holders
50 funds
Inst. Value
$175.2B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $63.2M sell
Insider Net $
-$63.2M
Social Sentiment
56° Neutral
SEC Reports
15
Congressional
4 trades
Price chart 30d +14.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
Texas Instruments to webcast Q3 2026 earnings conference call
DALLAS, Oct. 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast
Sep 18, 2026 Insider
FARMER CURTIS C was granted 106.53 shares
Director @ $258.14 ($27.5K)
Sep 18, 2026 Insider
PATSLEY PAMELA H was granted 106.53 shares
Director @ $258.14 ($27.5K)
Aug 27, 2026 Insider
Abraham Tsedeniya sold 6,408 shares
Sr. Vice President @ $264.60 ($1.7M)
Jul 7, 2026 Congress
Ro Khanna buy
$15,001 - $50,000 — House
Jun 30, 2026 Inst.
NORGES BANK — NEW
13,220,004 shares ($3.9B)
Jun 30, 2026 Inst.
May 22, 2026 SEC Capital Research Global Investors — TRIM
5,652,557 shares ($1.7B)
Seaport Global upgrades TXN to Buy — PT $400 (+34%)
ANALYST-UPGRADE — Impact 4/10
Analyst ratings buy % +25.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
49% rate it Buy or better · 43 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Jul 24, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 23, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 23, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 23, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 23, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 23, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 23, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 23, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 19 | 2 | 1 | 49% | |
| Aug 1, 2026 | 7 | 13 | 20 | 2 | 1 | 47% | |
| Jul 1, 2026 | 7 | 12 | 22 | 2 | 1 | 43% | |
| Jun 1, 2026 | 7 | 12 | 23 | 2 | 1 | 42% | |
| May 1, 2026 | 7 | 11 | 24 | 2 | 1 | 40% | |
| Apr 1, 2026 | 5 | 11 | 22 | 5 | 1 | 36% | |
| Mar 1, 2026 | 5 | 11 | 23 | 5 | 1 | 36% | |
| Feb 1, 2026 | 5 | 11 | 23 | 5 | 1 | 36% |
Price targets
Where 31 covering analysts think TXN trades over the next 12 months.
$324.71 +10.7% upside Buy
Current$293.35 Low$225.00 Median$340.00 High$400.00 31 analysts
$225.00$400.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
Recent posts
MSTR has a reputation as one of the wildest stocks in the market.
▲ 1 · 💬 3· ⚡ 0.5
Need help consolidating my stock list.
▲ 1 · 💬 8· ⚡ 0.5
Apple announces chip deal with Broadcom worth more than $30 billion
▲ 1 · 💬 7· ⚡ 0.5
Is 100% IV actually cheap right now? MU realizing 118% vol in the AI memory supercycle
▲ 1 · 💬 0· ⚡ 0.5
Judge my shitty portfolio.
▲ 0 · 💬 0
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 5 bullish, 1 bearish, 1 mixed, 8 neutral · avg impact 3.8/10.
BULLISHANALYST-UPGRADE4/10
Seaport Global upgrades TXN to Buy — PT $400 (+34%)
May 22, 2026
MIXEDANALYST-UPGRADE3/10
Mizuho upgrades to Neutral with $215 PT (+34%) — shares already at $223.10
Apr 17, 2026
BULLISHANALYST-UPGRADE5/10
B of A Securities double upgrades to Buy with $320 PT — +35% upside
Apr 23, 2026
BULLISHANALYST-UPGRADE6/10
Barclays double upgrades stock to Equal-Weight with $250 PT (+6%) — largest move among 4 recent upgrades
Apr 23, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
Texas Instruments to webcast Q3 2026 earnings conference call
DALLAS, Oct. 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its third quarter earnings conference call on Wedn
Sep 28, 2026
short_volume
Short Volume: TXN — 55.3% short (0.8M / 1.5M)
Short: 846,169 | Exempt: 1,462 | TRF Vol: 1,528,786 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: TXN — 59.0% short (0.7M / 1.2M)
Short: 694,045 | Exempt: 3,052 | TRF Vol: 1,176,263 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: TXN — 58.1% short (1.1M / 2.0M)
Short: 1,146,363 | Exempt: 1,076 | TRF Vol: 1,974,707 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
dividend
TI increases dividend 7% to $1.52 per share, marking 23 consecutive years of increases
DALLAS, Sept. 17, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) today said it will raise its quarterly cash dividend 7%, from
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.42 | $2.26–$2.51 | 63.2% | +0.0% | 24↑ 0↓ | $5.9B | 24 |
| Next Q | $2.28 | $2.11–$2.43 | 79.4% | +0.0% | 24↑ 0↓ | $5.7B | 24 |
| Current FY | $8.51 | $8.08–$8.71 | 56.1% | +0.0% | 25↑ 0↓ | $21.9B | 26 |
| Next FY | $10.10 | $8.64–$13.50 | 18.8% | +0.0% | 23↑ 0↓ | $24.9B | 28 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.415 | — |
| 7d ago | $2.415 | — |
| 30d ago | $2.415 | — |
| 60d ago | $2.144 | +0.271 |
| 90d ago | $2.124 | +0.292 |
Institutional ownership
Which big funds own TXN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $175.2B total value (592,186,296 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 82,555,483 | $24.6B | 14.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 59,441,598 | $17.7B | 10.1% | — |
| STATE STREET CORP | 44,453,341 | $13.3B | 7.6% | — |
| Invesco Ltd. | 37,777,410 | $11.3B | 6.4% | — |
| JPMORGAN CHASE & CO | 32,449,245 | $9.3B | 5.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 29,529,799 | $8.8B | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 24,038,147 | $7.1B | 4.1% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21,171,749 | $6.3B | 3.6% | — |
| Bank of New York Mellon Corp | 15,059,099 | $4.5B | 2.6% | — |
| NORGES BANK | 13,220,004 | $3.9B | 2.2% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 13,220,004 | — | $3.9B |
| Capital Research Global Investors | TRIM | 8,911,443 | 5,652,557 | -36.6% | $1.7B |
| BARCLAYS PLC | ADD | 3,843,468 | 4,851,096 | +26.2% | $1.4B |
| JENNISON ASSOCIATES LLC | ADD | 2,311,547 | 3,136,901 | +35.7% | $935.0M |
| Rafferty Asset Management, LLC | ADD | 1,863,867 | 2,761,559 | +48.2% | $823.1M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 4,367,826 | 2,480,470 | -43.2% | $739.4M |
| Assenagon Asset Management S.A. | ADD | 1,472,558 | 2,280,953 | +54.9% | $679.9M |
| CITADEL ADVISORS LLC | DOUBLED | 367,515 | 2,055,598 | +459.3% | $612.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 2,707,555 | 1,819,316 | -32.8% | $542.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 1,437,034 | 1,806,053 | +25.7% | $538.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$63.2M — $0.00 bought, $63.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | FARMER CURTIS C | Director | AWARD | 106.53 | $258.14 | $27.5K |
| Sep 18, 2026 | PATSLEY PAMELA H | Director | AWARD | 106.53 | $258.14 | $27.5K |
| Aug 27, 2026 | Abraham Tsedeniya | Sr. Vice President | SELL | 6,408 | $264.60 | $1.7M |
| Aug 27, 2026 | Abraham Tsedeniya | Sr. Vice President | EXERCISE | 1,365 | $79.26 | $108.2K |
| Aug 27, 2026 | Abraham Tsedeniya | Sr. Vice President | SELL | 592 | $264.96 | $156.9K |
| Jul 24, 2026 | Knecht Julie C. | VP & Chief Accounting Officer | AWARD | 7,154 | — | — |
| Jun 19, 2026 | FARMER CURTIS C | Director | AWARD | 85.18 | $322.86 | $27.5K |
| Jun 19, 2026 | PATSLEY PAMELA H | Director | AWARD | 85.18 | $322.86 | $27.5K |
| May 28, 2026 | Craighead Martin S | Director | SELL | 9,643 | $320.41 | $3.1M |
| May 28, 2026 | Craighead Martin S | Director | SELL | 357 | $321.01 | $114.6K |
Congressional trades
TXN trades disclosed by members of Congress, with disclosure delay.
4 members · 3 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Texas Instruments Inc | Aug 12, 2026(37d) |
| Apr 14, 2026 | Thomas Kean Jr | R | HOUSE | BUY | $1,001 - $15,000 | Texas Instruments Inc | May 25, 2026(42d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Texas Instruments Inc | Jul 22, 2026(117d) |
| Mar 18, 2026 | Kevin Hern | R | HOUSE | SELL | $500,001 - $1,000,000 | Texas Instruments Inc | Apr 6, 2026(20d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TXN.
Shares short
19,753,135
Settlement Sep 15, 2026
Change vs prior
-7.8%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈2.2%
Estimate — not % of float
All TXN filing & press-release reports (15)
- Seaport Global upgrades TXN to Buy — PT $400 (+34%)May 22, 2026
- Mizuho upgrades to Neutral with $215 PT (+34%) — shares already at $223.10Apr 17, 2026
- B of A Securities double upgrades to Buy with $320 PT — +35% upsideApr 23, 2026
- Barclays double upgrades stock to Equal-Weight with $250 PT (+6%) — largest move among 4 recent upgradesApr 23, 2026
- PRESS-RELEASE reportJul 22, 2026
- PRESS-RELEASE reportJul 16, 2026
- 8-K reportJun 2, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 14, 2026
- CLUSTER reportMay 5, 2026
- CLUSTER reportMay 4, 2026
- CLUSTER reportApr 30, 2026
- CLUSTER reportApr 27, 2026
- CLUSTER reportApr 27, 2026
- 8-K reportApr 22, 2026