Insider Selling: Texas Instruments (NASDAQ:TXN) VP Sells 6,500 Shares of Stock

Texas Instruments Incorporated (NASDAQ:TXN) VP Ahmad Bahai sold 6,500 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total value of $1,500,135.00. Following the transaction, the vice president owned 42,488 shares in the company, valued at $9,805,805.52. The trade was a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

Ahmad Bahai also recently made the following trade(s):

• On Thursday, February 5th, Ahmad Bahai sold 3,000 shares of Texas Instruments stock. The shares were sold at an average price of $223.46, for a total transaction of $670,380.00.

Texas Instruments Stock Down 1.6%

NASDAQ TXN traded down $3.56 during mid-day trading on Thursday, hitting $223.00. The company’s stock had a trading volume of 8,467,669 shares, compared to its average volume of 9,193,915. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $231.32. The firm has a market capitalization of $202.38 billion, a price-to-earnings ratio of 40.99, a PEG ratio of 1.99 and a beta of 1.01. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83. The company’s 50 day simple moving average is $191.78 and its 200 day simple moving average is $183.52.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The firm had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same period in the prior year, the firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts anticipate that Texas Instruments Incorporated will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 10th. Investors of record on Friday, January 30th were issued a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 annualized dividend and a yield of 2.5%. Texas Instruments’s dividend payout ratio (DPR) is 104.41%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Deutsche Bank Aktiengesellschaft increased their price target on shares of Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Robert W. Baird set a $225.00 target price on Texas Instruments in a report on Wednesday, January 28th. Cantor Fitzgerald lifted their price target on Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a research report on Wednesday, January 28th. Bank of America upgraded Texas Instruments from an “underperform” rating to a “neutral” rating and raised their price target for the company from $185.00 to $235.00 in a report on Wednesday, January 28th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $240.00 target price on shares of Texas Instruments in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company. According to MarketBeat, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $212.92.

More Texas Instruments News

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Zacks Research raised near‑ and longer‑term EPS forecasts across several quarters and fiscal years (FY2026–FY2028), lifting FY2026 to about $5.95 and forecasting continued growth into FY2027/FY2028 — a sign analysts see stronger earnings tailwinds. Zacks / MarketBeat coverage of analyst estimate changes
• Positive Sentiment: Zacks published a bullish piece framing TXN as a “strong growth stock,” which can support interest from growth‑oriented investors if fundamentals and estimate upgrades continue. Here’s Why Texas Instruments (TXN) is a Strong Growth Stock
• Neutral Sentiment: Valuation/deep‑dive pieces are mixed — a Yahoo Finance intrinsic‑value analysis examines whether TXN is worth ~$227 based on model assumptions; useful for investors comparing price to modeled fair value. Is Texas Instruments Worth US$227?
• Neutral Sentiment: MSN published a post‑earnings “Buy, sell, or hold?” piece weighing Q4 results and guidance — helpful context but not new company guidance. TXN: Buy, sell, or hold post Q4 earnings?
• Neutral Sentiment: Investor‑letter coverage (InsiderMonkey) discusses TXN’s growth potential in the context of broader markets and AI momentum — background perspective rather than a catalyst. Should You Be Optimistic on Texas Instruments’ Growth Potential?
• Negative Sentiment: DZ Bank placed TXN at a “strong sell” (reported via aggregator sites), a prominent negative analyst signal that can pressure sentiment and trigger short‑term selling despite the positive estimate revisions. DZ Bank strong sell report

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in Texas Instruments by 1.0% during the 3rd quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after buying an additional 998,658 shares in the last quarter. State Street Corp boosted its position in shares of Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after acquiring an additional 230,098 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Texas Instruments by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after purchasing an additional 248,515 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after purchasing an additional 2,366,695 shares in the last quarter. Finally, Norges Bank bought a new stake in Texas Instruments in the fourth quarter worth $2,516,628,000. Institutional investors own 84.99% of the company’s stock.

About Texas Instruments

Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.