Insider Selling: Texas Instruments (NASDAQ:TXN) Director Sells $696,647.52 in Stock

Texas Instruments Incorporated (NASDAQ:TXN) Director Mark Blinn sold 3,144 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total transaction of $696,647.52. Following the sale, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Texas Instruments Stock Performance

Shares of TXN stock opened at $221.44 on Monday. The company has a market capitalization of $201.20 billion, a price-to-earnings ratio of 40.71, a P/E/G ratio of 2.00 and a beta of 1.01. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year high of $228.83. 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 stock’s fifty day simple moving average is $188.98 and its 200-day simple moving average is $182.73.

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

Texas Instruments Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.68 dividend on an annualized basis and a yield of 2.6%. Texas Instruments’s payout ratio is presently 104.41%.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in TXN. Shelton Capital Management grew its position in Texas Instruments by 2.6% during the 2nd quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock worth $31,469,000 after acquiring an additional 3,840 shares during the last quarter. Jennison Associates LLC raised its position in Texas Instruments by 35.1% in the 2nd quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock valued at $621,218,000 after purchasing an additional 777,619 shares during the last quarter. Howard Capital Management Inc. boosted its stake in Texas Instruments by 11.3% in the second quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock worth $5,553,000 after purchasing an additional 2,709 shares in the last quarter. Invesco Ltd. boosted its stake in Texas Instruments by 3.3% in the second quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after purchasing an additional 443,738 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of Texas Instruments by 1.5% during the second quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after purchasing an additional 1,426,360 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Analysts Set New Price Targets

TXN has been the topic of several research analyst reports. KeyCorp cut shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Thursday. Rosenblatt Securities reissued a “buy” rating and set a $240.00 price objective on shares of Texas Instruments in a research report on Thursday. Deutsche Bank Aktiengesellschaft boosted their target price on Texas Instruments from $185.00 to $205.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Raymond James Financial set a $240.00 price target on Texas Instruments in a research note on Wednesday, January 28th. Finally, Jefferies Financial Group boosted their price target on Texas Instruments from $180.00 to $210.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat, Texas Instruments presently has an average rating of “Hold” and a consensus target price of $212.92.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Announced acquisition of Silicon Labs for ~$7.5 billion — a definitive all-cash agreement that would supply volume for TI’s new 300mm fabs and is intended to drive substantial cost synergies and margin improvement. Deal announcement
• Positive Sentiment: Strong AI/data-center demand: management commentary and recent coverage highlight ~70% year-over-year growth in TI’s data-center power-management business — a high-margin market that helps offset softer industrial end markets. Bull case
• Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” rating with a $240 price target, signaling continued upside from some sell-side desks. Rosenblatt note
• Positive Sentiment: Improving cash generation and policy tailwinds — TI’s free cash flow recovery, falling capex expectations and CHIPS-act tax incentives improve the company’s ability to fund dividends, buybacks and M&A (supports valuation longer term).
• Neutral Sentiment: Earlier reports indicated TI was pursuing Silicon Labs prior to the deal — confirmational coverage continues while the transaction progresses toward close; watch timing and regulatory/close risks. Pursuit report
• Neutral Sentiment: Recent quarter: a slight EPS miss and modest revenue shortfall left some headline weakness, but management’s data-center strength and Q1 guidance range partially offset the pain — the earnings surprise is small and being judged in context.
• Negative Sentiment: Analyst downgrade: KeyCorp cut TXN from “strong-buy” to “hold,” which can pressure short-term sentiment and flows. KeyCorp/Zacks note
• Negative Sentiment: Insider selling: VP Ahmad Bahai sold 3,000 shares and director Mark Blinn sold 3,144 shares in early February (SEC filings). Multiple insider sales can be read negatively by some investors even if routine. Bahai Form 4 Blinn Form 4

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.