Texas Instruments (NASDAQ:TXN) VP Ahmad Bahai Sells 6,500 Shares

Texas Instruments Incorporated (NASDAQ:TXN) VP Ahmad Bahai sold 6,500 shares of the business’s 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 completion of the transaction, the vice president directly 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

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

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

Texas Instruments Trading Down 1.5%

Shares of TXN opened at $223.06 on Friday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. The company has a market cap of $202.44 billion, a price-to-earnings ratio of 41.00, a PEG ratio of 2.04 and a beta of 1.01. The stock has a fifty day moving average price of $192.64 and a two-hundred day moving average price of $183.80. Texas Instruments Incorporated has a 52-week low of $139.95 and a 52-week high of $231.32.

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

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders of record on Friday, January 30th were paid a $1.42 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.5%. Texas Instruments’s payout ratio is currently 104.41%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Bogart Wealth LLC increased its holdings in Texas Instruments by 7.8% in the fourth quarter. Bogart Wealth LLC now owns 647 shares of the semiconductor company’s stock valued at $112,000 after purchasing an additional 47 shares during the last quarter. Larson Financial Group LLC grew its position in shares of Texas Instruments by 0.5% during the 4th quarter. Larson Financial Group LLC now owns 10,228 shares of the semiconductor company’s stock worth $1,775,000 after buying an additional 47 shares during the period. Winthrop Capital Management LLC increased its stake in shares of Texas Instruments by 1.6% in the 4th quarter. Winthrop Capital Management LLC now owns 3,230 shares of the semiconductor company’s stock valued at $560,000 after acquiring an additional 50 shares during the last quarter. Emerald Advisors LLC increased its stake in shares of Texas Instruments by 0.8% in the 4th quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock valued at $1,195,000 after acquiring an additional 52 shares during the last quarter. Finally, Wagner Wealth Management LLC raised its position in shares of Texas Instruments by 3.4% in the 4th quarter. Wagner Wealth Management LLC now owns 1,563 shares of the semiconductor company’s stock valued at $271,000 after acquiring an additional 52 shares during the period. 84.99% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages recently weighed in on TXN. Cantor Fitzgerald raised their price target on shares of Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $205.00 price objective on shares of Texas Instruments in a research report on Wednesday, January 28th. Benchmark lifted their target price on Texas Instruments from $220.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Robert W. Baird set a $225.00 price target on Texas Instruments in a research note on Wednesday, January 28th. Finally, BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. One investment 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, Texas Instruments has a consensus rating of “Hold” and an average price target of $212.92.

Texas Instruments News Roundup

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

• Positive Sentiment: Zacks Research raised TXN’s near‑ and medium‑term EPS estimates across several quarters and fiscal years, signaling a stronger earnings outlook that could support valuation over time. Zacks Research upgrades and commentary
• Neutral Sentiment: Valuation and post‑earnings commentary pieces are circulating (discussion of intrinsic value and buy/hold/sell views), offering mixed takeaways for different investor types. Yahoo valuation article
• Neutral Sentiment: Media coverage weighing TXN’s Q4 results and strategic outlook (buy/sell/hold debates) may amplify short‑term trading but does not add new company-specific operational facts. MSN post‑earnings commentary
• Negative Sentiment: Large insider sale: CFO Rafael R. Lizardi sold 64,532 shares on Feb 10 at ~$220.74 (~$14.24M), a 41% reduction in that holding — a sizeable disposal that investors often view as a negative signal about near‑term insider conviction. SEC filing — Lizardi Feb 10 sale
• Negative Sentiment: CFO Rafael R. Lizardi sold an additional 7,096 shares on Feb 11 at ~$230.78 (~$1.64M), further reducing his stake. SEC filing — Lizardi Feb 11 sale
• Negative Sentiment: VP Mark Gary sold 12,921 shares on Feb 11 at ~$230.10 (~$2.97M) and had sold 10,248 shares on Feb 10 at ~$220.83 (~$2.26M), representing large percentage cuts to his holdings. SEC filing — Mark Gary sales
• Negative Sentiment: VP Ahmad Bahai sold 6,500 shares on Feb 11 at ~$230.79 (~$1.50M), a meaningful reduction in his position. InsiderTrades — Ahmad Bahai sale
• Negative Sentiment: DZ Bank AG moved TXN to a “strong sell” rating (reported Feb 12), a negative broker action that can pressure sentiment and trigger short‑term selling by momentum/quant strategies. TickerReport / Zacks note on DZ Bank rating

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.