Q3 EPS Forecast for Texas Instruments Increased by Analyst

Key Points

• Zacks Research increased their Q3 2025 earnings per share estimate for Texas Instruments to $1.45, up from $1.38, as part of a broader set of earnings forecasts extending through FY2027.
• Texas Instruments reported Q2 earnings of $1.41 per share, exceeding the consensus estimate of $1.32, while revenue increased by 16.4% year-over-year to $4.45 billion.
• The company declared a quarterly dividend of $1.36 per share, representing an annual yield of 2.9% and having a dividend payout ratio of 99.63%.

Texas Instruments Incorporated (NASDAQ:TXN - Free Report) - Analysts at Zacks Research lifted their Q3 2025 earnings per share (EPS) estimates for Texas Instruments in a research note issued to investors on Tuesday, August 5th. Zacks Research analyst R. Department now expects that the semiconductor company will earn $1.45 per share for the quarter, up from their prior forecast of $1.38. The consensus estimate for Texas Instruments' current full-year earnings is $5.35 per share. Zacks Research also issued estimates for Texas Instruments' Q4 2025 earnings at $1.39 EPS, FY2025 earnings at $5.53 EPS, Q1 2026 earnings at $1.37 EPS, Q2 2026 earnings at $1.48 EPS, Q3 2026 earnings at $1.63 EPS, Q4 2026 earnings at $1.60 EPS, FY2026 earnings at $6.08 EPS, Q1 2027 earnings at $1.69 EPS, Q2 2027 earnings at $1.79 EPS and FY2027 earnings at $7.37 EPS.

A number of other research firms have also recently commented on TXN. Susquehanna dropped their price target on shares of Texas Instruments from $250.00 to $240.00 and set a "positive" rating for the company in a research note on Tuesday, July 22nd. UBS Group set a $255.00 price target on Texas Instruments in a research report on Tuesday, July 22nd. Summit Insights lowered Texas Instruments from a "buy" rating to a "hold" rating in a report on Thursday, April 24th. Mizuho dropped their price objective on Texas Instruments from $205.00 to $200.00 and set a "neutral" rating on the stock in a research report on Wednesday, July 23rd. Finally, TD Cowen cut their price target on shares of Texas Instruments from $245.00 to $230.00 and set a "buy" rating on the stock in a report on Wednesday, July 23rd. Four investment analysts have rated the stock with a sell rating, thirteen have given a hold rating, twelve have assigned a buy rating and two have assigned a strong buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $212.21.

Texas Instruments Trading Up 0.7%

TXN traded up $1.31 on Thursday, hitting $187.22. The company had a trading volume of 5,943,463 shares, compared to its average volume of 8,042,626. Texas Instruments has a 12-month low of $139.95 and a 12-month high of $221.69. The company has a quick ratio of 3.88, a current ratio of 5.81 and a debt-to-equity ratio of 0.86. The business's fifty day simple moving average is $200.91 and its 200 day simple moving average is $185.08. The company has a market cap of $170.21 billion, a PE ratio of 34.29, a PEG ratio of 3.03 and a beta of 1.03.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its quarterly earnings data on Tuesday, July 22nd. The semiconductor company reported $1.41 EPS for the quarter, beating the consensus estimate of $1.32 by $0.09. The business had revenue of $4.45 billion during the quarter, compared to the consensus estimate of $4.31 billion. Texas Instruments had a net margin of 30.23% and a return on equity of 30.10%. The business's revenue was up 16.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.17 EPS.

Texas Instruments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 12th. Stockholders of record on Thursday, July 31st will be given a $1.36 dividend. This represents a $5.44 annualized dividend and a dividend yield of 2.9%. The ex-dividend date is Thursday, July 31st. Texas Instruments's dividend payout ratio is currently 99.63%.

Institutional Trading of Texas Instruments

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TXN. Woodmont Investment Counsel LLC grew its position in Texas Instruments by 2.9% in the second quarter. Woodmont Investment Counsel LLC now owns 1,650 shares of the semiconductor company's stock valued at $343,000 after acquiring an additional 47 shares in the last quarter. Confluence Wealth Services Inc. raised its holdings in Texas Instruments by 0.4% in the second quarter. Confluence Wealth Services Inc. now owns 10,996 shares of the semiconductor company's stock valued at $2,283,000 after acquiring an additional 48 shares in the last quarter. Acropolis Investment Management LLC grew its stake in Texas Instruments by 2.9% in the second quarter. Acropolis Investment Management LLC now owns 1,875 shares of the semiconductor company's stock worth $389,000 after purchasing an additional 52 shares in the last quarter. Proathlete Wealth Management LLC raised its position in shares of Texas Instruments by 1.4% during the 2nd quarter. Proathlete Wealth Management LLC now owns 3,747 shares of the semiconductor company's stock valued at $782,000 after acquiring an additional 53 shares in the last quarter. Finally, Trivium Point Advisory LLC raised its holdings in shares of Texas Instruments by 4.5% during the first quarter. Trivium Point Advisory LLC now owns 1,256 shares of the semiconductor company's stock worth $226,000 after purchasing an additional 54 shares during the period. Hedge funds and other institutional investors own 84.99% of the company's stock.

Texas Instruments Company Profile

Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States and internationally. The company operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, and lighting products.