Texas Instruments (NASDAQ:TXN) CEO Sells $5,606,400.00 in Stock

Key Points

• CEO Haviv Ilan sold 20,000 TXN shares for $5,606,400, trimming his stake by 8.92% to 204,339 shares, according to the SEC filing.
• Texas Instruments beat quarterly EPS estimates ($1.68 vs. $1.37) with revenue up 18.6% year‑over‑year, set Q2 guidance of $1.770–2.050 EPS, and announced a $1.42 quarterly dividend (2.0% yield) while its payout ratio is elevated at 97.26%.
• The stock is trading near $281 (close to a 52‑week high of $287.83) after a strong YTD run driven by AI/data‑center demand, but analyst views are mixed with a consensus “Hold” rating and an average price target of $257.68.

Texas Instruments Incorporated (NASDAQ:TXN - Get Free Report) CEO Haviv Ilan sold 20,000 shares of the company's stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the sale, the chief executive officer directly owned 204,339 shares in the company, valued at approximately $57,280,308.48. This trade represents a 8.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Texas Instruments Stock Performance

NASDAQ:TXN traded up $0.11 on Tuesday, reaching $281.00. 7,283,228 shares of the company's stock were exchanged, compared to its average volume of 7,749,510. The firm has a market cap of $255.74 billion, a price-to-earnings ratio of 48.12, a P/E/G ratio of 1.42 and a beta of 1.31. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94. The stock has a fifty day simple moving average of $212.93 and a 200-day simple moving average of $193.93. Texas Instruments Incorporated has a 52 week low of $152.73 and a 52 week high of $287.83.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 EPS for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to analysts' expectations of $4.85 billion. During the same period in the prior year, the company posted $1.23 EPS. Texas Instruments's revenue 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. As a group, sell-side analysts predict that Texas Instruments Incorporated will post 7.6 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be issued a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments's payout ratio is presently 97.26%.

Analysts Set New Price Targets

TXN has been the subject of a number of analyst reports. Mizuho set a $215.00 price objective on shares of Texas Instruments and gave the company a "neutral" rating in a research report on Thursday, April 16th. Bank of America upgraded shares of Texas Instruments from a "neutral" rating to a "buy" rating and boosted their price target for the company from $235.00 to $320.00 in a research report on Thursday, April 23rd. Truist Financial upped their price target on shares of Texas Instruments from $225.00 to $278.00 and gave the stock a "hold" rating in a report on Thursday, April 23rd. UBS Group increased their price objective on Texas Instruments from $260.00 to $295.00 and gave the stock a "buy" rating in a research report on Thursday, April 23rd. Finally, Sanford C. Bernstein reissued a "market perform" rating and set a $205.00 price objective on shares of Texas Instruments in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $257.68.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Beaumont Financial Advisors LLC lifted its stake in Texas Instruments by 1.9% during the first quarter. Beaumont Financial Advisors LLC now owns 5,380 shares of the semiconductor company's stock worth $1,044,000 after purchasing an additional 102 shares during the last quarter. Bank of New York Mellon Corp lifted its position in Texas Instruments by 33.6% in the 1st quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company's stock worth $3,184,446,000 after buying an additional 4,129,601 shares during the last quarter. Illinois Municipal Retirement Fund boosted its stake in Texas Instruments by 104.1% in the first quarter. Illinois Municipal Retirement Fund now owns 42,700 shares of the semiconductor company's stock worth $8,290,000 after buying an additional 21,777 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. bought a new position in Texas Instruments during the first quarter valued at approximately $116,000. Finally, MASTERINVEST Kapitalanlage GmbH grew its position in Texas Instruments by 10.1% during the first quarter. MASTERINVEST Kapitalanlage GmbH now owns 12,171 shares of the semiconductor company's stock valued at $2,363,000 after acquiring an additional 1,113 shares during the last quarter. Institutional investors own 84.99% of the company's stock.

More Texas Instruments News

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

• Positive Sentiment: Unusual options activity — dealers report ~120,870 call contracts were bought (≈425% above average), suggesting speculative/hedging bullish positioning that can amplify short‑term upside into expirations.
• Positive Sentiment: Strong sector tailwinds and YTD performance — coverage highlights a ~62% YTD gain as AI demand and a jump in data‑center sales lift analog and embedded chip cyclicality, supporting investor optimism and multiple expansion. Read More.
• Positive Sentiment: Dividend support — TXN declared a $1.42 quarterly dividend (ex‑dividend May 5), which sustains income investor interest even as payout ratio is elevated; this can underpin near‑term demand. Read More.
• Neutral Sentiment: Relative performance context — April recaps and ETF roundups show semiconductors and AI‑linked funds led gains, providing market context but not new company‑level catalysts. Read More.
• Neutral Sentiment: Peer comparison — writeups comparing TXN to ON Semiconductor recap April winners and help with relative positioning; useful for allocation decisions but not a direct TXN catalyst. Read More.
• Neutral Sentiment: Analyst commentary — periodic “is it a buy?” pieces probe valuation after the big run; results are mixed and keep near‑term sentiment split across buy/hold/underweight calls. Read More.
• Negative Sentiment: Insider sale — CAO Julie C. Knecht sold 9,956 shares (~$2.77M) and cut her stake by ~52%, which some investors view negatively despite common non‑signal reasons (taxes/liquidity). SEC filing: Read More.

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.

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