Texas Instruments is scheduled to report its Q4 2025 results after market close on January 27, 2026, with analysts projecting earnings of $1.28 per share on revenue of $4.44 billion. The earnings call is set for 4:30 PM ET, and investors will be watching guidance for both the current fiscal year—where consensus EPS stands at $5.00—and the next fiscal year, forecast at $6.00 per share.

In its October 21 Q3 report, Texas Instruments delivered EPS of $1.48, matching consensus, and generated revenue of $4.74 billion, beating estimates by $90 million. The company achieved a 29.21% net margin and a return on equity of 30.41%. Year-over-year revenue growth was 14.2%, while EPS rose from $1.44 in the same quarter last year.

Texas Instruments maintains a conservative balance sheet with a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45. The board declared a quarterly dividend of $1.42 per share, payable February 10 to holders of record as of January 30, representing an annualized payout of $5.68 and a yield of 3.0%. The payout ratio stands at 103.8%, reflecting strong free cash flow generation.

Research firms hold mixed views, with two Strong Buy, eleven Buy, ten Hold and seven Sell ratings, leading to a consensus Hold and average target price of $194.22. Truist raised its target from $175 to $195, while Goldman Sachs downgraded to Sell with a $156 goal. Institutional ownership is high at 85%, and recent SEC filings show insiders reduced holdings by roughly 5%–40% through November share sales totaling over $1.8 million.