Insider Selling: Texas Instruments (NASDAQ:TXN) VP Sells 3,000 Shares of Stock

February 7, 2026 by InsiderTrades.com

Key Points

Insider selling: VP Ahmad Bahai sold 3,000 shares at an average of $223.46 (≈$670,380), trimming his stake by 6.6% to 42,488 shares, and director Mark Blinn also sold 3,144 shares — multiple insider sales may be viewed negatively by investors.
Major acquisition and AI pivot: Texas Instruments agreed to acquire Silicon Labs for about $7.5 billion in cash to supply volume for new 300mm fabs and support an AI/data-center strategy, with management citing roughly 70% YoY growth in its data-center power-management business.
Financials and dividend: TI posted a slight EPS miss ($1.27 vs. $1.29) with Q1 guidance of $1.22–$1.48, and declared a $1.42 quarterly dividend (2.6% yield) despite a payout ratio of roughly 104%, which could raise sustainability questions.

Texas Instruments Incorporated (NASDAQ:TXN - Get Free Report) VP Ahmad Bahai sold 3,000 shares of the firm's stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $223.46, for a total value of $670,380.00. Following the sale, the vice president directly owned 42,488 shares in the company, 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 Securities & Exchange Commission, which is available through the SEC website.

Texas Instruments Trading Down 1.1%

Texas Instruments Executes a $7.5B Deal and an AI Strategy Pivot

Shares of NASDAQ:TXN opened at $221.44 on Friday. 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 Incorporated has a 12-month low of $139.95 and a 12-month high of $228.83. The business has a 50 day moving average of $188.98 and a two-hundred day moving average of $182.98. The company has a market capitalization of $201.20 billion, a PE ratio of 40.71, a PEG ratio of 2.02 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion during 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 earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Announces Dividend

Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Friday, January 30th. Texas Instruments's payout ratio is currently 104.41%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on TXN shares. Sanford C. Bernstein reiterated a "market perform" rating and set a $205.00 target price on shares of Texas Instruments in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Texas Instruments from $185.00 to $205.00 and gave the company a "hold" rating in a report on Wednesday, January 28th. Rosenblatt Securities restated a "buy" rating and set a $240.00 price target on shares of Texas Instruments in a research report on Thursday. Morgan Stanley reiterated an "underweight" rating and issued a $180.00 price objective on shares of Texas Instruments in a report on Wednesday, January 28th. Finally, KeyCorp cut Texas Instruments from a "strong-buy" rating to a "hold" rating in a report on Thursday. One 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. According to MarketBeat, the stock currently has an average rating of "Hold" and an average price target of $212.92.

Dividend Growth Continues as 3 Big Stocks Raise Payouts

Get Our Latest Stock Report on Texas Instruments

Trending Headlines about 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

Institutional Investors Weigh In On Texas Instruments

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

Texas Instruments Company Profile

(Get Free Report)

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.