Texas Instrument SEC Filings

Texas Instruments (TXN) reported an insider ownership update on a Form 4. The reporting person, a Director and Officer (Chairman), recorded code G transactions (gifts) on 10/29/2025. Reported non-derivative movements included 1,760 shares (D) at $0 and 660 shares (D) at $0, with direct holdings listed at 406,669 shares after these entries. An additional 660 shares (A) at $0 were shown with indirect ownership, bringing 49,500 shares held indirectly by children.

The filing also lists estimated indirect interests as of 09/30/2025: 307.82 shares via a TI 401(k) account and 12,676.31 shares via a Universal Profit Sharing account; these amounts are unit-based estimates. A note states that beneficial ownership of shares held in trusts for the benefit of children is disclaimed.

Texas Instruments reported stronger Q3 results. Revenue rose to $4.742 billion (up 14% year over year), net income was $1.364 billion, and diluted EPS was $1.48. Gross profit was $2.723 billion, with gross margin at 57.4% versus 59.6% a year ago, reflecting higher manufacturing costs tied to capacity expansion. Operating profit was $1.663 billion (35.1% of revenue). The effective tax rate was 14%.

Segment performance was led by Analog revenue of $3.729 billion (up 16%) and Embedded Processing at $709 million (up 9%); Other was $304 million (up 11%). The company recorded $85 million in restructuring charges related to planned 150mm factory closures. Year to date, cash from operations reached $4.899 billion with capital expenditures of $3.625 billion. Total cash and short‑term investments were $5.186 billion at quarter end, and the company issued $1.20 billion of new notes and retired $750 million of maturing debt. CHIPS Act incentives provided $335 million year to date. Shares outstanding were 908,623,020 as of October 14, 2025.

Texas Instruments (TXN) furnished its third‑quarter results via an 8‑K. The company attached a news release as Exhibit 99 and highlighted the use of non‑GAAP measures, including free cash flow and ratios based on free cash flow, with reconciliations provided in the release’s “Non‑GAAP financial information” section.

This 8‑K was furnished under Item 2.02, covering results of operations and financial condition. The filing emphasizes liquidity and cash generation metrics alongside comparable GAAP figures in the attached release.

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.