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

Texas Instruments Incorporated (NASDAQ:TXN) VP Ahmad Bahai sold 6,500 shares of Texas Instruments stock in a transaction 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 sale, the vice president directly owned 42,488 shares of the company’s stock, valued at approximately $9,805,805.52. This trade represents a 13.27% 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 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 stock was sold at an average price of $223.46, for a total value of $670,380.00.

Texas Instruments Trading Down 1.6%

Shares of NASDAQ:TXN traded down $3.56 during mid-day trading on Thursday, reaching $223.00. The stock had a trading volume of 8,467,669 shares, compared to its average volume of 9,193,915. The firm has a 50 day simple moving average of $191.78 and a two-hundred day simple moving average of $183.52. Texas Instruments Incorporated has a twelve month low of $139.95 and a twelve month high of $231.32. The firm has a market cap of $202.38 billion, a PE ratio of 40.99, a price-to-earnings-growth ratio of 1.99 and a beta of 1.01. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last issued 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 firm had revenue of $4.42 billion for the quarter, compared to analyst estimates 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 prior year, the firm posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, research analysts predict that Texas Instruments Incorporated will post 5.35 EPS for the current fiscal year.

Texas Instruments Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Shareholders 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 yield of 2.5%. The ex-dividend date was Friday, January 30th. Texas Instruments’s dividend payout ratio is 104.41%.

Texas Instruments News Summary

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

• Positive Sentiment: Zacks Research raised near‑ and longer‑term EPS forecasts across several quarters and fiscal years (FY2026–FY2028), lifting FY2026 to about $5.95 and forecasting continued growth into FY2027/FY2028 — a sign analysts see stronger earnings tailwinds. Zacks / MarketBeat coverage of analyst estimate changes
• Positive Sentiment: Zacks published a bullish piece framing TXN as a “strong growth stock,” which can support interest from growth‑oriented investors if fundamentals and estimate upgrades continue. Here’s Why Texas Instruments (TXN) is a Strong Growth Stock
• Neutral Sentiment: Valuation/deep‑dive pieces are mixed — a Yahoo Finance intrinsic‑value analysis examines whether TXN is worth ~$227 based on model assumptions; useful for investors comparing price to modeled fair value. Is Texas Instruments Worth US$227?
• Neutral Sentiment: MSN published a post‑earnings “Buy, sell, or hold?” piece weighing Q4 results and guidance — helpful context but not new company guidance. TXN: Buy, sell, or hold post Q4 earnings?
• Neutral Sentiment: Investor‑letter coverage (InsiderMonkey) discusses TXN’s growth potential in the context of broader markets and AI momentum — background perspective rather than a catalyst. Should You Be Optimistic on Texas Instruments’ Growth Potential?
• Negative Sentiment: DZ Bank placed TXN at a “strong sell” (reported via aggregator sites), a prominent negative analyst signal that can pressure sentiment and trigger short‑term selling despite the positive estimate revisions. DZ Bank strong sell report

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. UBS Group boosted their target price on shares of Texas Instruments from $245.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Rosenblatt Securities restated a “buy” rating and issued a $240.00 price target on shares of Texas Instruments in a research note on Thursday, February 5th. The Goldman Sachs Group upped their price objective on shares of Texas Instruments from $156.00 to $175.00 and gave the company a “sell” rating in a report on Wednesday, January 28th. Bank of America upgraded shares of Texas Instruments from an “underperform” rating to a “neutral” rating and upped their price target for the company from $185.00 to $235.00 in a research note on Wednesday, January 28th. Finally, Morgan Stanley reaffirmed an “underweight” rating and issued a $180.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $212.92.

Institutional Trading of Texas Instruments

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

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.