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.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-01-29Yunus Mohammad (Sr. Vice President)Buy13,244.00N/ACommon Stock
2026-01-30Yunus Mohammad (Sr. Vice President)Sell1,585.00218.97Common Stock
N/AYunus Mohammad (Sr. Vice President)Holding1,052.00N/ACommon Stock
2026-01-29Yunus Mohammad (Sr. Vice President)Buy46,915.00N/ANQ Stock Option (Right to Buy)
2026-01-29Knecht Julie C. (VP & Chief Accounting Officer)Buy1,256.00N/ACommon Stock
2026-01-30Knecht Julie C. (VP & Chief Accounting Officer)Sell281.00218.97Common Stock
2026-01-29Knecht Julie C. (VP & Chief Accounting Officer)Buy4,449.00N/ANQ Stock Option (Right to Buy)
2026-01-29FARMER CURTIS C ()Buy525.00N/ACommon Stock
2026-01-29FARMER CURTIS C ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29Hobby Jean M. ()Buy525.00N/ACommon Stock
2026-01-29Hobby Jean M. ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29Lizardi Rafael R (Sr. Vice President & CFO)Buy12,559.00N/ACommon Stock
2026-01-30Lizardi Rafael R (Sr. Vice President & CFO)Sell3,773.00218.97Common Stock
N/ALizardi Rafael R (Sr. Vice President & CFO)Holding33,994.00N/ACommon Stock
2026-01-29Lizardi Rafael R (Sr. Vice President & CFO)Buy44,488.00N/ANQ Stock Option (Right to Buy)
2026-01-29DesRoches Reginald ()Buy525.00N/ACommon Stock
2026-01-29DesRoches Reginald ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29CLARK JANET F ()Buy525.00N/ACommon Stock
2026-01-29CLARK JANET F ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29Kozanian Hagop H (Sr. Vice President)Buy13,473.00N/ACommon Stock
2026-01-30Kozanian Hagop H (Sr. Vice President)Sell5,743.00218.97Common Stock
2026-01-29Kozanian Hagop H (Sr. Vice President)Buy47,723.00N/ANQ Stock Option (Right to Buy)
2026-01-29Leonard Shanon J (Sr. Vice President)Buy5,252.00N/ACommon Stock
2026-01-30Leonard Shanon J (Sr. Vice President)Sell440.00218.97Common Stock
2026-01-29Leonard Shanon J (Sr. Vice President)Buy18,604.00N/ANQ Stock Option (Right to Buy)
2026-01-29BAHAI AHMAD (Sr. Vice President)Buy6,622.00N/ACommon Stock
2026-01-30BAHAI AHMAD (Sr. Vice President)Sell3,081.00218.97Common Stock
2026-01-29BAHAI AHMAD (Sr. Vice President)Buy23,458.00N/ANQ Stock Option (Right to Buy)
2026-01-29COX CARRIE SMITH ()Buy525.00N/ACommon Stock
2026-01-29COX CARRIE SMITH ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29Gary Mark (Sr. Vice President)Buy11,418.00N/ACommon Stock
2026-01-30Gary Mark (Sr. Vice President)Sell2,709.00218.97Common Stock
2026-01-29Gary Mark (Sr. Vice President)Buy40,444.00N/ANQ Stock Option (Right to Buy)
2026-01-29Bluedorn Todd M ()Buy525.00N/ACommon Stock
2026-01-29Bluedorn Todd M ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29SANCHEZ ROBERT E ()Buy525.00N/ACommon Stock
2026-01-29SANCHEZ ROBERT E ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29Ron Amichai (Sr. Vice President)Buy13,473.00N/ACommon Stock
2026-01-30Ron Amichai (Sr. Vice President)Sell4,286.00218.97Common Stock
2026-01-29Ron Amichai (Sr. Vice President)Buy47,723.00N/ANQ Stock Option (Right to Buy)
2026-01-29Craighead Martin S ()Buy525.00N/ACommon Stock
2026-01-29Craighead Martin S ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29Kane Katharine (SVP and General Counsel)Buy4,796.00N/ACommon Stock
2026-01-30Kane Katharine (SVP and General Counsel)Sell311.00218.97Common Stock
2026-01-29Kane Katharine (SVP and General Counsel)Buy16,987.00N/ANQ Stock Option (Right to Buy)
2026-01-29KIRK RONALD ()Buy525.00N/ACommon Stock
2026-01-29KIRK RONALD ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29BLINN MARK A ()Buy525.00N/ACommon Stock
N/ABLINN MARK A ()Holding3,046.00N/ACommon Stock
N/ABLINN MARK A ()Holding6,000.00N/ACommon Stock
N/ABLINN MARK A ()Holding6,000.00N/ACommon Stock
2026-01-29BLINN MARK A ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29Roberts Mark T. (Sr. Vice President)Buy12,559.00N/ACommon Stock
2026-01-30Roberts Mark T. (Sr. Vice President)Sell2,709.00218.97Common Stock
2026-01-29Roberts Mark T. (Sr. Vice President)Buy44,488.00N/ANQ Stock Option (Right to Buy)
2026-01-29Ilan Haviv (Chairman, President & CEO)Buy47,952.00N/ACommon Stock
2026-01-30Ilan Haviv (Chairman, President & CEO)Sell9,860.00218.97Common Stock
N/AIlan Haviv (Chairman, President & CEO)Holding32,990.00N/ACommon Stock
2026-01-29Ilan Haviv (Chairman, President & CEO)Buy169,862.00N/ANQ Stock Option (Right to Buy)
2026-01-29PATSLEY PAMELA H ()Buy525.00N/ACommon Stock
2026-01-29PATSLEY PAMELA H ()Buy1,860.00N/ANQ Stock Option (Right to Buy)
2026-01-29Witzsche Christine (Sr. Vice President)Buy4,796.00N/ACommon Stock
2026-01-29Witzsche Christine (Sr. Vice President)Buy16,987.00N/ANQ Stock Option (Right to Buy)