Texas Instruments (NASDAQ:TXN) VP Sells $670,380.00 in Stock

Texas Instruments Incorporated (NASDAQ:TXN) VP Ahmad Bahai sold 3,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $223.46, for a total transaction of $670,380.00. Following the completion of the transaction, the vice president directly owned 42,488 shares of the company’s stock, valued at approximately $9,494,368.48. This trade represents a 6.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

Texas Instruments Trading Down 1.1%

NASDAQ:TXN opened at $221.44 on Monday. Texas Instruments Incorporated has a 1 year low of $139.95 and a 1 year high of $228.83. The stock’s fifty day moving average price is $188.98 and its two-hundred day moving average price is $182.73. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.83. The company has a market cap of $201.20 billion, a P/E ratio of 40.71, a P/E/G ratio of 2.00 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last released 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 company had revenue of $4.42 billion for the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same quarter in the previous year, the firm posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, analysts expect that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

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

Key Texas Instruments News

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

Hedge Funds Weigh In On Texas Instruments

Several institutional investors have recently modified their holdings of the company. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments in the second quarter worth approximately $25,000. High Point Wealth Management LLC bought a new stake in shares of Texas Instruments in the 4th quarter worth approximately $25,000. Pacifica Partners Inc. lifted its holdings in shares of Texas Instruments by 85.2% in the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 69 shares during the last quarter. Ares Financial Consulting LLC purchased a new stake in shares of Texas Instruments in the 4th quarter valued at $26,000. Finally, Grey Fox Wealth Advisors LLC bought a new position in shares of Texas Instruments during the 3rd quarter valued at $29,000. 84.99% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on TXN. Cantor Fitzgerald upped their target price on shares of Texas Instruments from $190.00 to $225.00 and gave the stock a “neutral” rating in a report on Wednesday, January 28th. The Goldman Sachs Group upped their price target on shares of Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a report on Wednesday, January 28th. Raymond James Financial set a $240.00 price objective on Texas Instruments in a research report on Wednesday, January 28th. Morgan Stanley restated an “underweight” rating and set a $180.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. One research 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 data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $212.92.

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.