Texas Instruments (NASDAQ:TXN) VP Ahmad Bahai Sells 5,000 Shares

May 16, 2026 by InsiderTrades.com

Key Points

Texas Instruments CFO Rafael Lizardi sold 47,734 shares on May 14 at an average price of $308.10, totaling about $14.7 million. The sale reduced his ownership by 35.83% and was disclosed in an SEC filing.
The company recently reported better-than-expected quarterly earnings, with EPS of $1.68 versus the $1.37 consensus estimate, and revenue rose 18.6% year over year. Texas Instruments also guided Q2 2026 EPS to a range of 1.770-2.050.
Texas Instruments declared a quarterly dividend of $1.42 per share, payable May 19, which annualizes to $5.68 per share and a 1.9% yield. However, its payout ratio is high at 97.26%.

Texas Instruments Incorporated (NASDAQ:TXN - Get Free Report) VP Ahmad Bahai sold 5,000 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president owned 42,519 shares of the company's stock, valued at approximately $13,143,898.47. This trade represents a 10.52% 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.

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Ahmad Bahai also recently made the following trade(s):

On Monday, April 27th, Ahmad Bahai sold 3,660 shares of Texas Instruments stock. The stock was sold at an average price of $268.40, for a total transaction of $982,344.00.

Texas Instruments Trading Down 1.8%

TXN opened at $302.73 on Friday. Texas Instruments Incorporated has a twelve month low of $152.73 and a twelve month high of $310.29. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company has a fifty day moving average of $227.87 and a 200-day moving average of $201.34. The stock has a market cap of $275.51 billion, a PE ratio of 51.84, a price-to-earnings-growth ratio of 1.54 and a beta of 1.31.

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Texas Instruments (NASDAQ:TXN - Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion during the quarter, compared to analysts' expectations of $4.85 billion. During the same period in the prior year, the company posted $1.23 earnings per share. Texas Instruments's revenue for the quarter was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 7.69 EPS for the current year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $5.68 annualized dividend and a yield of 1.9%. Texas Instruments's dividend payout ratio (DPR) is currently 97.26%.

Analyst Upgrades and Downgrades

Texas Instruments Surges 18% as Data Center Demand Spikes 90%

Several equities research analysts recently commented on TXN shares. Robert W. Baird raised their target price on Texas Instruments from $225.00 to $300.00 and gave the stock an "outperform" rating in a research note on Thursday, April 23rd. DZ Bank raised Texas Instruments to a "strong sell" rating in a research note on Monday, February 9th. Susquehanna reaffirmed a "positive" rating and set a $300.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Wolfe Research reaffirmed an "outperform" rating and set a $315.00 target price on shares of Texas Instruments in a research note on Thursday, April 23rd. Finally, KeyCorp raised their target price on Texas Instruments from $240.00 to $325.00 and gave the stock an "overweight" rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Hold" and an average target price of $260.38.

View Our Latest Stock Analysis on Texas Instruments

Key Headlines Impacting Texas Instruments

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

Positive Sentiment: Stifel raised its TXN price target to $340, citing a strengthening industrial recovery and rapid growth in data center demand. Article Title
Positive Sentiment: Analysts have become more constructive overall, with multiple target increases and upgrades after TXN’s strong earnings and improved margin/revenue assumptions. Article Title
Positive Sentiment: Texas Instruments’ analog business is rebounding, with Q1 analog revenue up 22% as industrial and AI data-center demand lift the outlook. Article Title
Positive Sentiment: Recent coverage says TXN is drawing heavy investor attention and trading near its 52-week high, signaling strong momentum. Article Title
Neutral Sentiment: One article questioned whether the stock has already priced in much of the recent surge, which could limit near-term upside. Article Title
Negative Sentiment: Director Carrie Smith Cox sold 8,838 shares, a sizable insider sale that may be viewed cautiously by some investors. Article Title

Institutional Investors Weigh In On Texas Instruments

Hedge funds have recently added to or reduced their stakes in the company. High Point Wealth Management LLC acquired a new stake in Texas Instruments in the fourth quarter valued at approximately $25,000. Strategic Wealth Investment Group LLC purchased a new position in shares of Texas Instruments during the second quarter valued at approximately $25,000. Advocate Investing Services LLC purchased a new position in shares of Texas Instruments during the fourth quarter valued at approximately $25,000. Ares Financial Consulting LLC purchased a new position in shares of Texas Instruments during the fourth quarter valued at approximately $26,000. Finally, Cornerstone Financial Management LLC purchased a new position in shares of Texas Instruments during the fourth quarter valued at approximately $27,000. Institutional investors and hedge funds own 84.99% of the company's stock.

About Texas Instruments

(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.