Senior Texas Instruments executive Ahmad Bahai completed a sale of 3,000 shares of common stock on February 5, 2026, according to SEC filings. The reported proceeds from the transaction totaled approximately $670,386, with the individual sale prices recorded between $223.42 and $223.525 per share.
The divestiture took place while Texas Instruments (TXN) was trading close to its 52-week high of $228.83; at the time of reporting the stock is valued at $221.45. Analysis from InvestingPro cited in the filing indicates that the shares were trading above their Fair Value and that the stock’s Relative Strength Index (RSI) points to overbought conditions.
The same Form 4 filing shows Bahai exercised options on the same day to acquire 3,000 additional shares at an exercise price of $79.26, representing a total exercise cost of $237,780. That exercise price is substantially below current market levels, a point reflected in the filing. Over the last 12 months, TXN shares have generated a total return of 26.07%.
After completing the sale, Bahai’s reported direct ownership in Texas Instruments stands at 42,488 shares.
Other company-level data disclosed alongside the insider transaction paints a broader picture of where Texas Instruments sits operationally and strategically:
- Market capitalization: $201.07 billion.
- Dividend track record: the company has paid dividends for 56 consecutive years and currently yields 2.54%.
- Valuation metrics available through InvestingPro show a price-to-earnings ratio of 40.8, and subscribers are noted as having access to 18 additional ProTips and deeper research on valuation.
On an operational results front, Texas Instruments reported fourth-quarter 2025 results that narrowly undershot analyst expectations. The company posted earnings per share of $1.27 compared with the $1.29 estimate and reported revenue of $4.4 billion versus a $4.45 billion forecast.
Separately, Texas Instruments has entered into an agreement to acquire Silicon Laboratories in an all-cash transaction at $231 per share, valuing the transaction at approximately $7.6 billion. Management anticipates the deal will close in the first half of 2027, subject to regulatory and shareholder approvals.
Credit market watchers have reacted to the acquisition announcement. Moody’s Ratings affirmed Texas Instruments’ Aa3 senior unsecured ratings but revised the outlook to negative in light of the transaction. The acquisition news also triggered a sharp market reaction for Silicon Laboratories, whose stock rose 51% following confirmation of the deal terms, reflecting the significant premium embedded in the transaction relative to Silicon Laboratories’ prior market capitalization.
These concurrent developments - insider activity, a small quarterly miss, and a sizable announced acquisition - have created a period of elevated attention on Texas Instruments from investors, analysts and rating agencies.