Texas Instruments (TXN) announced a leadership transition. Richard K. Templeton will retire as executive chairman and as a member of the Board on December 31, 2025. The Board has appointed Haviv Ilan, the company’s president and chief executive officer, as the new chairman, effective upon Mr. Templeton’s retirement.
The company also furnished a press release dated October 16, 2025 with further details.
Curtis C. Farmer, a director of Texas Instruments Inc. (TXN), reported transactions dated 09/19/2025. The filing shows a disposition of 2,386 shares of common stock and the crediting/acquisition of 1,645.6 stock units under the Texas Instruments 2018 Director Compensation Plan. The stock units are to be settled in common stock following the reporting person's termination of service as a director; the filing notes these holdings include units acquired via dividend reinvestment. The Form 4 shows a relevant price reference of $181.62 and was signed by an attorney-in-fact on 09/22/2025.
Pamela H. Patsley, a director of Texas Instruments Incorporated (TXN), reported transactions on 09/19/2025. The filing shows a disposal of 33,962 shares of common stock. The report also records the crediting of 151.42 stock units under the Texas Instruments 2018 Director Compensation Plan; these stock units convert one-for-one to common stock and are payable in shares following the reporting person’s termination of director service. The filing notes that end-of-period holdings include stock units acquired under a dividend reinvestment provision and a predecessor plan. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 09/22/2025.
Texas Instruments Incorporated filed a current report to disclose a planned dividend increase, referencing a news release dated September 18, 2025 that is attached as Exhibit 99 and incorporated by reference.
The update is presented under the Other Events section and does not include financial statements, focusing instead on the company’s intention to raise its cash dividend to shareholders.
Mark A. Blinn, a director of Texas Instruments Incorporated (TXN), reported a small sale and corrections to prior disclosures. The Form 4 shows a sale on 07/21/2025 of 0.334 shares acquired under a dividend reinvestment plan at a price of $216.745 per share; those shares were exempt from prior reporting under Rule 16a-11 and the filing states beneficial ownership remained unchanged from the last reported amount. The report clarifies trust holdings: certain shares are held in trusts for family members and for the reporting person, the reporting person serves as trustee for some trusts, and a prior Form 4 was corrected to show three trusts (not four) with adjusted allocations of 6,000 shares to two trusts. The filing includes an attorney-in-fact signature dated 08/27/2025.
Texas Instruments insider transactions on 08/25/2025: Sr. Vice President Bahai Ahmad reported option exercise activity and open‑market sales affecting his direct holdings. The filing shows a reported sale of 488 shares (Table 1) and a separate sale of 1,500 shares, and an acquisition of 1,500 shares through exercise of non‑qualified stock options at a $79.26 exercise price. The derivative table confirms the 1,500 option shares were exercisable into 1,500 common shares. Following the transactions the filing lists 38,883 shares held directly. The form was signed by an attorney in fact on behalf of the reporting person.
Texas Instruments (TXN) Q2-25 10-Q highlights: Revenue rose 16% YoY to $4.45 bn and 9% sequentially as industrial demand improved. Gross margin edged up to 57.9%, boosting operating margin to 35.1%. Diluted EPS increased 16% to $1.41; six-month EPS is $2.69 (+11%).
Segment mix: Analog (78% of sales) grew 18% YoY with 38.4% margin. Embedded Processing advanced 10% but margin slipped to 12.5% amid Lehi 300 mm ramp costs. “Other” revenue gained 14%.
Cash & balance-sheet: Trailing-12-month operating cash flow was $6.4 bn; free cash flow $1.8 bn (10.6% of revenue). Capex stayed elevated at $2.43 bn YTD; TI received $260 m in CHIPS Act incentives. Cash & equivalents declined to $3.0 bn, while total liquidity (cash + ST investments) is $5.36 bn. Long-term debt rose to $14.0 bn after issuing $1.2 bn of 4.50% 2030 and 5.10% 2035 notes.
Capital returns: H1-25 dividends totaled $2.47 bn ($1.36/share per quarter) and buybacks $955 m; $19.3 bn remains authorized.
Outlook: Management cites ongoing semiconductor recovery and lean customer inventories. July’s OBBBA tax law is expected to raise the effective tax rate in Q3-25 before lowering it from 2026; no impact is yet recorded.
Texas Instruments director Pamela H. Patsley reported changes in beneficial ownership on June 20, 2025. The transaction involves:
- Acquisition of 138.64 stock units at $198.35 per unit under the Texas Instruments 2018 Director Compensation Plan
- Current holdings include 33,962 shares of common stock held directly
- 62,878.38 stock units beneficially owned following the transaction
The stock units convert to common stock on a one-for-one basis and will be settled following the director's termination of service. The holdings include units acquired through dividend reinvestment under both the 2018 Plan and its predecessor. The filing was signed by John Whitney as attorney-in-fact.
Texas Instruments director Curtis C. Farmer reported new insider transactions on June 28, 2025. The key details include:
- Acquired 138.64 stock units at $198.35 per unit on June 20, 2025, under the Texas Instruments 2018 Director Compensation Plan
- Currently holds 2,386 shares of common stock directly
- Maintains 1,483.2 derivative securities (stock units) that convert to common stock on a one-for-one basis
The stock units will be settled in common stock following Farmer's termination of service as director. The holdings include units acquired through dividend reinvestment under both the 2018 Plan and its predecessor. This transaction was documented via Form 4 filing, indicating changes in beneficial ownership pursuant to Section 16(a) of the Securities Exchange Act.