Texas Instruments (TXN) Stock Rises on Q1 2026 Earnings

Texas Instruments Incorporated (TXN) reported first-quarter 2026 results with revenue of $4.8 billion, up 18.6% year‑over‑year, and diluted earnings per share of 1.68, up 31.3% year‑over‑year. The company beat the revenue estimate of $4.6 billion and the EPS estimate of 1.3837. Shares rose 8.12% since market close.

Revenue: $4.8 billion (+18.6% YoY)

Gross profit: $2.8 billion (+21.0% YoY)

Operating profit: $1.8 billion (+36.6% YoY)

Net income attributable to common shareholders: $1.5 billion (+31.0% YoY)

Diluted EPS: 1.68 (+31.3% YoY)

Cash flow and balance-sheet highlights show stronger cash generation and disciplined capital spending.

Cash from operating activities: $1.5 billion (+79.0% YoY)

Purchases of property, plant and equipment: $676 million (down 39.8% YoY)

Cash and cash equivalents: $3.5 billion (+28.5% YoY)

Cost of sales: $2.0 billion (+15.4% YoY)

Total liabilities: $17.6 billion (+1.5% YoY)

Overall, Texas Instruments (TXN) delivered double‑digit top‑line growth, margin expansion and stronger cash flow, while reporting results that exceeded Street estimates for both revenue and EPS in the quarter.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Texas Instruments Incorporated Insider Trading Activity

Texas Instruments Incorporated insiders have traded $TXN stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $TXN stock by insiders over the last 6 months:

RAFAEL R LIZARDI (Sr. Vice President & CFO) has made 0 purchases and 3 sales selling 71,628 shares for an estimated $15,882,149.
MARK GARY (Sr. Vice President) has made 0 purchases and 2 sales selling 23,169 shares for an estimated $5,236,204.
AHMAD BAHAI (Sr. Vice President) has made 0 purchases and 2 sales selling 9,500 shares for an estimated $2,170,503.
RONALD KIRK sold 9,990 shares for an estimated $1,621,687
HAGOP H KOZANIAN (Sr. Vice President) sold 6,843 shares for an estimated $1,546,167
MARK T. ROBERTS (Sr. Vice President) sold 4,461 shares for an estimated $986,603
MARK A BLINN sold 3,144 shares for an estimated $696,646
CHRISTINE WITZSCHE (Sr. Vice President) sold 1,000 shares for an estimated $164,306

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

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Texas Instruments Incorporated Hedge Fund Activity

We have seen 1,022 institutional investors add shares of Texas Instruments Incorporated stock to their portfolio, and 1,146 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 25,454,774 shares (-77.1%) from their portfolio in Q4 2025, for an estimated $4,416,148,741
BANK OF AMERICA CORP /DE/ removed 7,436,022 shares (-39.1%) from their portfolio in Q4 2025, for an estimated $1,290,075,456
ALLIANCEBERNSTEIN L.P. removed 3,685,826 shares (-31.9%) from their portfolio in Q4 2025, for an estimated $639,453,952
D. E. SHAW & CO., INC. added 3,615,526 shares (+93.2%) to their portfolio in Q4 2025, for an estimated $627,257,605
CAPITAL RESEARCH GLOBAL INVESTORS removed 2,592,065 shares (-18.0%) from their portfolio in Q4 2025, for an estimated $449,697,356
VAN ECK ASSOCIATES CORP added 2,474,062 shares (+27.1%) to their portfolio in Q4 2025, for an estimated $429,225,016
AMERIPRISE FINANCIAL INC added 2,450,446 shares (+67.8%) to their portfolio in Q4 2025, for an estimated $425,127,876

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Texas Instruments Incorporated Congressional Stock Trading

Members of Congress have traded $TXN stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $TXN stock by members of Congress over the last 6 months:

REPRESENTATIVE KEVIN HERN sold up to $1,000,000 on 03/18.
REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
REPRESENTATIVE THOMAS H. KEAN, JR. purchased up to $15,000 on 11/26.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Texas Instruments Incorporated Analyst Ratings

Wall Street analysts have issued reports on $TXN in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Rosenblatt issued a "Buy" rating on 01/28/2026
Mizuho issued a "Underperform" rating on 01/28/2026
Benchmark issued a "Buy" rating on 01/28/2026
JP Morgan issued a "Overweight" rating on 01/28/2026

To track analyst ratings and price targets for Texas Instruments Incorporated, check out Quiver Quantitative's $TXN forecast page.

Texas Instruments Incorporated Price Targets

Multiple analysts have issued price targets for $TXN recently. We have seen 15 analysts offer price targets for $TXN in the last 6 months, with a median target of $227.0.

Here are some recent targets:

Vijay Rakesh from Mizuho set a target price of $215.0 on 04/17/2026
Tore Svanberg from Stifel set a target price of $250.0 on 04/09/2026
Matthew Prisco from Cantor Fitzgerald set a target price of $250.0 on 02/23/2026
Kevin Cassidy from Rosenblatt set a target price of $240.0 on 02/05/2026
Timothy Arcuri from UBS set a target price of $260.0 on 01/28/2026
Harlan Sur from JP Morgan set a target price of $227.0 on 01/28/2026
Blayne Curtis from Jefferies set a target price of $210.0 on 01/28/2026