Insider Activity Signals Confidence Amid a Bullish Trend
The latest 4‑form filing shows Senior Vice President Yunus Mohammad buying 13,244 shares of Texas Instruments on January 29, 2026. The purchase occurred at $225.07—slightly above the day’s close of $215.55—and added to his post‑transaction holding of 54,410 shares. This move comes after a series of restricted‑stock‑unit awards in 2024 and precedes the vesting of a sizable option grant that will begin exercising on January 29, 2027. In contrast, the following day he sold 1,585 shares at the market price, a pattern that suggests he is managing liquidity while still betting on long‑term upside.
What It Means for Investors
Moody’s‑style “buy” sentiment and a social‑media buzz of 558.57 %—well above the 200 % threshold for high‑intensity chatter—indicate that the market is reacting strongly to insider confidence. The company’s 52‑week high is just $222, so a $225 purchase signals that executives see the share price still poised to climb. Investors can view the split buy‑sell pattern as a liquidity‑management strategy rather than a signal of impending divestiture. The fact that several other senior executives—such as CFO Rafael Lizardi and VP Hagop Kozanian—are also adding shares supports a narrative of institutional belief in Texas Instruments’ long‑term trajectory.
Implications for Texas Instruments’ Future
Texas Instruments has posted a 26.79 % monthly rise and a 24.65 % yearly gain, while its P/E ratio sits at 40.21, comfortably within the industry’s range for a mature semiconductor player. The company’s focus on analog ICs and embedded processors—sectors that have benefited from the shift toward edge computing and automotive electrification—provides a robust growth engine. The insider buying, coupled with positive analyst consensus and a “Moderate Buy” rating, suggests that management believes the company can sustain its momentum and capture additional market share.
Key Takeaways for Financial Professionals
- Insider Confidence: Senior leadership is actively purchasing shares, indicating a belief that the stock is undervalued relative to its recent highs.
- Liquidity Management: The sell on January 30 aligns with typical dividend‑capture or cash‑flow strategies, not a sign of distress.
- Market Sentiment: High social‑media buzz and a positive sentiment score (+61) reinforce the narrative that investors are watching the company closely.
- Strategic Positioning: TI’s focus on analog and automotive markets positions it well for continued demand, while its strong balance sheet (market cap ~$198 B) supports share‑price resilience.
In summary, the insider activity from Yunus Mohammad, set against a backdrop of broader executive buying and a strong technical outlook, suggests that Texas Instruments remains a compelling investment for those seeking exposure to the resilient semiconductor sector.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-01-29 | Yunus Mohammad (Sr. Vice President) | Buy | 13,244.00 | N/A | Common Stock |
| 2026-01-30 | Yunus Mohammad (Sr. Vice President) | Sell | 1,585.00 | 218.97 | Common Stock |
| N/A | Yunus Mohammad (Sr. Vice President) | Holding | 1,052.00 | N/A | Common Stock |
| 2026-01-29 | Yunus Mohammad (Sr. Vice President) | Buy | 46,915.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Knecht Julie C. (VP & Chief Accounting Officer) | Buy | 1,256.00 | N/A | Common Stock |
| 2026-01-30 | Knecht Julie C. (VP & Chief Accounting Officer) | Sell | 281.00 | 218.97 | Common Stock |
| 2026-01-29 | Knecht Julie C. (VP & Chief Accounting Officer) | Buy | 4,449.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | FARMER CURTIS C () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | FARMER CURTIS C () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Hobby Jean M. () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | Hobby Jean M. () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Lizardi Rafael R (Sr. Vice President & CFO) | Buy | 12,559.00 | N/A | Common Stock |
| 2026-01-30 | Lizardi Rafael R (Sr. Vice President & CFO) | Sell | 3,773.00 | 218.97 | Common Stock |
| N/A | Lizardi Rafael R (Sr. Vice President & CFO) | Holding | 33,994.00 | N/A | Common Stock |
| 2026-01-29 | Lizardi Rafael R (Sr. Vice President & CFO) | Buy | 44,488.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | DesRoches Reginald () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | DesRoches Reginald () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | CLARK JANET F () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | CLARK JANET F () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Kozanian Hagop H (Sr. Vice President) | Buy | 13,473.00 | N/A | Common Stock |
| 2026-01-30 | Kozanian Hagop H (Sr. Vice President) | Sell | 5,743.00 | 218.97 | Common Stock |
| 2026-01-29 | Kozanian Hagop H (Sr. Vice President) | Buy | 47,723.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Leonard Shanon J (Sr. Vice President) | Buy | 5,252.00 | N/A | Common Stock |
| 2026-01-30 | Leonard Shanon J (Sr. Vice President) | Sell | 440.00 | 218.97 | Common Stock |
| 2026-01-29 | Leonard Shanon J (Sr. Vice President) | Buy | 18,604.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | BAHAI AHMAD (Sr. Vice President) | Buy | 6,622.00 | N/A | Common Stock |
| 2026-01-30 | BAHAI AHMAD (Sr. Vice President) | Sell | 3,081.00 | 218.97 | Common Stock |
| 2026-01-29 | BAHAI AHMAD (Sr. Vice President) | Buy | 23,458.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | COX CARRIE SMITH () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | COX CARRIE SMITH () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Gary Mark (Sr. Vice President) | Buy | 11,418.00 | N/A | Common Stock |
| 2026-01-30 | Gary Mark (Sr. Vice President) | Sell | 2,709.00 | 218.97 | Common Stock |
| 2026-01-29 | Gary Mark (Sr. Vice President) | Buy | 40,444.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Bluedorn Todd M () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | Bluedorn Todd M () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | SANCHEZ ROBERT E () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | SANCHEZ ROBERT E () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Ron Amichai (Sr. Vice President) | Buy | 13,473.00 | N/A | Common Stock |
| 2026-01-30 | Ron Amichai (Sr. Vice President) | Sell | 4,286.00 | 218.97 | Common Stock |
| 2026-01-29 | Ron Amichai (Sr. Vice President) | Buy | 47,723.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Craighead Martin S () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | Craighead Martin S () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Kane Katharine (SVP and General Counsel) | Buy | 4,796.00 | N/A | Common Stock |
| 2026-01-30 | Kane Katharine (SVP and General Counsel) | Sell | 311.00 | 218.97 | Common Stock |
| 2026-01-29 | Kane Katharine (SVP and General Counsel) | Buy | 16,987.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | KIRK RONALD () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | KIRK RONALD () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | BLINN MARK A () | Buy | 525.00 | N/A | Common Stock |
| N/A | BLINN MARK A () | Holding | 3,046.00 | N/A | Common Stock |
| N/A | BLINN MARK A () | Holding | 6,000.00 | N/A | Common Stock |
| N/A | BLINN MARK A () | Holding | 6,000.00 | N/A | Common Stock |
| 2026-01-29 | BLINN MARK A () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Roberts Mark T. (Sr. Vice President) | Buy | 12,559.00 | N/A | Common Stock |
| 2026-01-30 | Roberts Mark T. (Sr. Vice President) | Sell | 2,709.00 | 218.97 | Common Stock |
| 2026-01-29 | Roberts Mark T. (Sr. Vice President) | Buy | 44,488.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Ilan Haviv (Chairman, President & CEO) | Buy | 47,952.00 | N/A | Common Stock |
| 2026-01-30 | Ilan Haviv (Chairman, President & CEO) | Sell | 9,860.00 | 218.97 | Common Stock |
| N/A | Ilan Haviv (Chairman, President & CEO) | Holding | 32,990.00 | N/A | Common Stock |
| 2026-01-29 | Ilan Haviv (Chairman, President & CEO) | Buy | 169,862.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | PATSLEY PAMELA H () | Buy | 525.00 | N/A | Common Stock |
| 2026-01-29 | PATSLEY PAMELA H () | Buy | 1,860.00 | N/A | NQ Stock Option (Right to Buy) |
| 2026-01-29 | Witzsche Christine (Sr. Vice President) | Buy | 4,796.00 | N/A | Common Stock |
| 2026-01-29 | Witzsche Christine (Sr. Vice President) | Buy | 16,987.00 | N/A | NQ Stock Option (Right to Buy) |




