Insider Selling: Texas Instruments (NASDAQ:TXN) VP Sells $2,263,065.84 in Stock

Texas Instruments Incorporated (NASDAQ:TXN) VP Mark Gary sold 10,248 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $220.83, for a total value of $2,263,065.84. Following the completion of the sale, the vice president owned 45,547 shares of the company’s stock, valued at approximately $10,058,144.01. This represents a 18.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Mark Gary also recently made the following trade(s):

• On Wednesday, February 11th, Mark Gary sold 12,921 shares of Texas Instruments stock. The stock was sold at an average price of $230.10, for a total value of $2,973,122.10.

Texas Instruments Trading Up 1.4%

Shares of Texas Instruments stock opened at $226.16 on Friday. The stock has a market capitalization of $205.25 billion, a PE ratio of 41.57, a price-to-earnings-growth ratio of 2.04 and a beta of 1.01. Texas Instruments Incorporated has a 52 week low of $139.95 and a 52 week high of $231.32. The stock has a 50 day moving average price of $193.51 and a two-hundred day moving average price of $184.00. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35.

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

Texas Instruments Dividend Announcement

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

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Zacks research raised near‑ and medium‑term EPS estimates for TXN, improving the earnings outlook and giving investors a cleaner growth story to support valuation expectations. Read More.
• Neutral Sentiment: Valuation and post‑earnings analyses are circulating (intrinsic‑value and buy/hold/sell pieces). These generate interest and trading but offer mixed conclusions for different investor horizons. Read More.
• Neutral Sentiment: Media commentary reviewing TXN’s Q4 results and strategy (buy/sell/hold debates) may amplify short‑term flows without adding new operational facts. Read More.
• Negative Sentiment: Large insider selling by CFO Rafael R. Lizardi: 64,532 shares sold on Feb 10 at ~$220.74 (~$14.2M), a ~41% reduction in that holding — a material disposal that markets often view as negative for near‑term insider conviction. Read More.
• Negative Sentiment: CFO Lizardi sold an additional 7,096 shares on Feb 11 at ~$230.78 (~$1.64M), further trimming his stake. Read More.
• Negative Sentiment: VP Mark Gary executed sizable sales (12,921 shares on Feb 11 at ~$230.10 and 10,248 shares on Feb 10 at ~$220.83), representing meaningful percentage reductions in his position. Read More.
• Negative Sentiment: VP Ahmad Bahai sold 6,500 shares on Feb 11 at ~$230.79 (~$1.50M), another notable insider reduction. Read More.
• Negative Sentiment: DZ Bank AG flagged TXN with a “strong sell” rating (reported Feb 12), a broker action that can weigh on sentiment and trigger short‑term selling by momentum/quant strategies. Read More.

Analyst Upgrades and Downgrades

TXN has been the topic of several recent research reports. Citigroup reaffirmed a “buy” rating on shares of Texas Instruments in a research report on Thursday, January 15th. BNP Paribas Exane upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Morgan Stanley reissued an “underweight” rating and issued a $180.00 price target on shares of Texas Instruments in a research report on Wednesday, January 28th. Finally, Susquehanna lifted their price objective on shares of Texas Instruments from $200.00 to $225.00 and gave the stock a “positive” rating in a report on Thursday, January 22nd. One equities research 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 has an average rating of “Hold” and a consensus target price of $212.92.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of TXN. High Point Wealth Management LLC purchased a new position in shares of Texas Instruments in the 4th quarter worth about $25,000. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments in the second quarter worth about $25,000. Advocate Investing Services LLC purchased a new position in Texas Instruments in the fourth quarter valued at about $25,000. Ares Financial Consulting LLC bought a new position in shares of Texas Instruments during the 4th quarter valued at approximately $26,000. Finally, Pacifica Partners Inc. increased its stake in shares of Texas Instruments by 85.2% during the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments Company Profile

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.