Texas Instruments rises as investors position ahead of Q3 results

2026-10-21

Investivoq PriceTracker

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 Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq 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 Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq 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 Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.