Insider Selling: Texas Instruments (NASDAQ:TXN) VP Sells 10,248 Shares of Stock

Texas Instruments Incorporated (NASDAQ:TXN) VP Mark Gary sold 10,248 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $220.83, for a total transaction of $2,263,065.84. Following the sale, the vice president directly owned 45,547 shares in the company, valued at approximately $10,058,144.01. The trade was 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 shares were sold at an average price of $230.10, for a total value of $2,973,122.10.

Texas Instruments Stock Down 1.6%

Shares of Texas Instruments stock traded down $3.56 on Thursday, reaching $223.00. 8,467,669 shares of the company were exchanged, compared to its average volume of 9,193,915. The stock’s 50 day moving average price is $191.78 and its 200-day moving average price is $183.52. The company has a market cap of $202.38 billion, a P/E ratio of 40.99, a price-to-earnings-growth ratio of 1.99 and a beta of 1.01. Texas Instruments Incorporated has a 1-year low of $139.95 and a 1-year 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.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). The business had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. During the same period last year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities analysts forecast that Texas Instruments Incorporated will post 5.35 EPS for the current year.

Texas Instruments Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 10th. Stockholders of record on Friday, January 30th were issued a $1.42 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.68 annualized dividend and a dividend yield of 2.5%. Texas Instruments’s dividend payout ratio is presently 104.41%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TXN. The Goldman Sachs Group raised their target price on shares of Texas Instruments from $156.00 to $175.00 and gave the stock a “sell” rating in a research report on Wednesday, January 28th. KeyCorp downgraded shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 5th. Wells Fargo & Company boosted their price target on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 28th. Truist Financial increased their price objective on Texas Instruments from $195.00 to $225.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $240.00 target price on shares of Texas Instruments in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat, Texas Instruments currently has an average rating of “Hold” and an average price target of $212.92.

Key Texas Instruments News

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

Hedge Funds Weigh In On Texas Instruments

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TXN. Strategic Wealth Investment Group LLC acquired a new position in Texas Instruments in the 2nd quarter valued at about $25,000. High Point Wealth Management LLC acquired a new position in shares of Texas Instruments in the fourth quarter valued at approximately $25,000. Pacifica Partners Inc. lifted its stake in shares of Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 69 shares during the period. Ares Financial Consulting LLC acquired a new stake in Texas Instruments during the fourth quarter worth approximately $26,000. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in Texas Instruments during the third quarter worth approximately $29,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

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.