Ahmad Bahai Sells 6,500 Shares of Texas Instruments (NASDAQ:TXN) 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 approximately $9,805,805.52. This trade represents a 13.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this link.

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 value of $670,380.00.

Texas Instruments Stock Up 1.4%

TXN stock opened at $226.16 on Friday. Texas Instruments Incorporated has a fifty-two week low of $139.95 and a fifty-two week high of $231.32. 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 stock has a market capitalization of $205.25 billion, a price-to-earnings ratio of 41.57, a PEG ratio of 2.01 and a beta of 1.01. The business’s fifty day moving average price is $193.51 and its two-hundred day moving average price is $184.05.

Texas Instruments (NASDAQ:TXN) last announced 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 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 the consensus estimate of $4.44 billion. During the same period in the previous year, the firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities 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 declared a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were given a $1.42 dividend. 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 payout ratio is presently 104.41%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on TXN shares. Raymond James Financial set a $240.00 price objective on Texas Instruments in a research note on Wednesday, January 28th. Robert W. Baird set a $225.00 target price on Texas Instruments in a report on Wednesday, January 28th. Susquehanna boosted their price target on Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a research note on Thursday, January 22nd. Truist Financial upped their price objective on shares of Texas Instruments from $195.00 to $225.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Finally, Barclays set a $175.00 target price on shares of Texas Instruments in a report on Wednesday, January 28th. One 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 assigned a Sell rating to the stock. Based on data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average 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 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.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of Texas Instruments in the 4th quarter valued at approximately $2,516,628,000. Amundi increased its position in Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after purchasing an additional 3,580,147 shares in the last quarter. Soundwatch Capital LLC lifted its stake in Texas Instruments by 174,339.6% in the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock valued at $617,503,000 after purchasing an additional 2,972,491 shares during the last quarter. Van ECK Associates Corp boosted its position in Texas Instruments by 27.1% in the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock valued at $2,013,918,000 after buying an additional 2,474,062 shares in the last quarter. Finally, Invesco Ltd. grew its stake in shares of Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after buying an additional 2,366,695 shares during the last quarter. Institutional investors and hedge funds 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.