Stifel Reiterates Buy Rating on Texas Instruments with $360 Target

Stifel reiterated its buy rating on Texas Instruments Incorporated (NasdaqGS: TXN) on June 24, 2026, maintaining a price target of $360. This decision by analyst Tore Svanberg reflects confidence in the semiconductor giant's future prospects. On Wednesday, shares of Texas Instruments traded near $304.36.

What Changed in Stifel's Texas Instruments Position

Stifel's reiteration of its buy rating for Texas Instruments on June 24, 2026, comes with a $360 price target. This suggests that the firm sees potential upside from the current trading levels. While the previous target was not specified, the reaffirmation indicates continued bullish sentiment.

Other Institutional Activity in Texas Instruments

Several major funds have been active in Texas Instruments recently. BlackRock, Inc. increased its holdings by 2,475,037 shares, ending with 81,515,619 shares valued at about $15.8 billion, a 3.1% increase. Vanguard Capital Management LLC opened a new position with 58,978,704 shares worth approximately $11.5 billion. State Street Corp reduced its stake by 369,056 shares to 43,077,664 shares, valued at around $8.4 billion, marking a 0.8% decrease. Meanwhile, JPMorgan Chase & Co added 10,056,903 shares, growing its position by 35.5% to 38,381,788 shares, valued at about $7.2 billion.

Texas Instruments Incorporated Stock Up 10.4%

Shares of Texas Instruments traded near $304.36 on Wednesday. The company boasts a market cap of approximately $302.4 billion, with a P/E ratio of 56.9 and a forward P/E of 35.1. The stock's beta is 1.309, indicating some volatility compared to the market. Over the past year, the shares have ranged from $152.73 to $334.03, with a 50-day moving average of $281.61 and a 200-day moving average of $210.30. Texas Instruments' liquidity is solid, with a current ratio of 4.456 and a quick ratio of 2.827, alongside a debt-to-equity ratio of 83.741.

Recent Earnings

Texas Instruments reported revenue of $18.4 billion, reflecting growth of 18.6%. The company achieved a net margin of 29.1% and a return on equity of 32.3%. Earnings per share stood at $5.84. The next earnings report is expected on July 22, 2026.

Dividend

Texas Instruments offers a dividend rate of $5.68 per share, yielding 1.76%. The payout ratio stands at 95.04%, indicating a high distribution of earnings to shareholders.

Insider Buying and Selling at Texas Instruments Incorporated

Recent insider activity at Texas Instruments included buys by Pamela Patsley and Curtis Farmer, each acquiring 85 shares at $322.86 on June 19, 2026. On the selling side, Martin Craighead sold 10,000 shares at an average price of $320.43 on May 28, 2026. Ahmad Bahai, a Senior Vice President, sold 5,000 shares at $309.13 on May 14, 2026, while Rafael Lizardi, Senior Vice President & CFO, sold 47,734 shares on the same day.

Analysts Set New Price Targets

On June 24, 2026, Stifel maintained its buy rating on Texas Instruments with a $360 price target. Earlier, Citigroup reiterated its buy rating with a $345 target on June 15, 2026. Wells Fargo maintained a hold rating with a $300 target on June 9, 2026. The consensus among 32 analysts is a buy recommendation, with an average price target of $294.41.

About Texas Instruments

Texas Instruments Incorporated, headquartered in Dallas, Texas, designs and manufactures semiconductors for electronics designers and manufacturers worldwide. The company operates through its Analog and Embedded Processing segments, offering a wide range of products that manage power requirements and process real-world signals. Founded in 1930, it employs around 33,000 people and is led by CEO Mr. Haviv Ilan.

Bottom Line

Stifel's reiterated buy rating and $360 price target for Texas Instruments underscore confidence in the company's growth trajectory. With a robust market position and active institutional interest, Texas Instruments remains a key player in the semiconductor industry. Investors should note that analyst ratings and targets are forward-looking and subject to change based on market conditions and company performance.