Texas Instruments rises as investors position ahead of Q3 results

Texas Instruments Incorporated (TXN) is up 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is positioning ahead of Texas Instruments’ third-quarter 2026 earnings report and conference call scheduled for October 21, which can pull buyers into a large semiconductor name before results are released. Recent shareholder-return actions, including a dividend increase and the formal declaration of that higher payout, may also be supporting sentiment, though the exact intraday catalyst is not fully clear.

Details:

Texas Instruments said it would webcast its third-quarter 2026 earnings conference call on Wednesday, October 21, at 3:30 p.m. Central time.

Market expectations heading into the report were for roughly $2.42 in earnings per share on about $5.92 billion in revenue, setting up a closely watched event for the stock.

In its July quarterly update, the company guided third-quarter revenue to a range of $5.65 billion to $6.15 billion and earnings per share to a range of $2.23 to $2.57.

Texas Instruments raised its quarterly dividend by 7% to $1.52 per share in September, and the board declared that higher fourth-quarter payout in October, reinforcing its capital-return story.

Sources:

Texas Instruments Investor Relations, MarketBeat, Zacks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TXN Insider Trading Activity

$TXN insiders have traded $TXN stock on the open market 33 times in the past 6 months. Of those trades, 0 have been purchases and 33 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 6 sales selling 88,275 shares for an estimated $25,824,552.
MOHAMMAD YUNUS (Sr. Vice President) has made 0 purchases and 3 sales selling 51,098 shares for an estimated $13,818,950.
MARK T. ROBERTS (Sr. Vice President) has made 0 purchases and 2 sales selling 28,080 shares for an estimated $7,871,934.
HAVIV ILAN (Chairman, President & CEO) sold 20,000 shares for an estimated $5,606,450
SHANON J LEONARD (Sr. Vice President) sold 18,189 shares for an estimated $5,055,707
AMICHAI RON (Sr. Vice President) sold 18,365 shares for an estimated $5,003,213
MARK A BLINN has made 0 purchases and 3 sales selling 15,000 shares for an estimated $4,162,689.
MARK GARY (Sr. Vice President) sold 13,689 shares for an estimated $3,822,671
MARTIN S CRAIGHEAD has made 0 purchases and 2 sales selling 10,000 shares for an estimated $3,204,288.
JULIE C. KNECHT (VP & Chief Accounting Officer) has made 0 purchases and 2 sales selling 9,956 shares for an estimated $2,774,786.
CARRIE SMITH COX has made 0 purchases and 2 sales selling 8,838 shares for an estimated $2,708,028.
AHMAD BAHAI (Sr. Vice President) has made 0 purchases and 2 sales selling 8,660 shares for an estimated $2,527,995.
TSEDENIYA ABRAHAM (Sr. Vice President) has made 0 purchases and 2 sales selling 7,000 shares for an estimated $1,852,413.
KATHARINE KANE (SVP and General Counsel) has made 0 purchases and 2 sales selling 6,125 shares for an estimated $1,656,283.
PAMELA H PATSLEY sold 4,306 shares for an estimated $1,188,918
TODD M BLUEDORN sold 4,306 shares for an estimated $1,180,929
CHRISTINE WITZSCHE (Sr. Vice President) sold 3,625 shares for an estimated $998,770

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$TXN Hedge Fund Activity

We have seen 1,471 institutional investors add shares of $TXN stock to their portfolio, and 1,078 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 32,449,245 shares (+inf%) to their portfolio in Q2 2026, for an estimated $9,672,146,457
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 21,171,749 shares (+inf%) to their portfolio in Q2 2026, for an estimated $6,310,663,224
INVESCO LTD. added 19,565,560 shares (+107.4%) to their portfolio in Q2 2026, for an estimated $5,831,906,469
D. E. SHAW & CO., INC. removed 6,463,794 shares (-86.2%) from their portfolio in Q2 2026, for an estimated $1,926,663,077
CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 4,755,927 shares (-18.3%) from their portfolio in Q2 2026, for an estimated $1,417,599,160
CAPITAL RESEARCH GLOBAL INVESTORS removed 3,258,886 shares (-36.6%) from their portfolio in Q2 2026, for an estimated $971,376,150
SG AMERICAS SECURITIES, LLC added 3,038,283 shares (+inf%) to their portfolio in Q2 2026, for an estimated $905,621,013

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$TXN Price Targets

Multiple analysts have issued price targets for $TXN recently. We have seen 9 analysts offer price targets for $TXN in the last 6 months, with a median target of $345.0.

Here are some recent targets:

C.J. Muse from Cantor Fitzgerald set a target price of $340.0 on 06/29/2026
Timothy Arcuri from UBS set a target price of $350.0 on 06/29/2026
Tore Svanberg from Stifel set a target price of $360.0 on 06/24/2026
Christopher Danely from Citigroup set a target price of $345.0 on 06/15/2026
Joe Quatrochi from Wells Fargo set a target price of $300.0 on 06/09/2026
Vivek Arya from B of A Securities set a target price of $370.0 on 05/26/2026
Jay Goldberg from Seaport Global set a target price of $400.0 on 05/22/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.