TXN TEXAS INSTRUMENTS INC

NEUTRAL Impact: 3/10 8-K
Horizon days Filed Jun 2, 2026 Processed 10d 11h ago SEC 0000950103-26-008325
8-K context-dependent: Items 5.02
Latest settled — T+1d
TXN ▼ -1.00% at T+1d
NEUTRAL call ✗ call lost -1.00% · α vs SPY -1.40% · entry $308.04 → $304.96
Next anchor: T+5d due 4d ago
Currently $301.12 · -2.25% from $308.04 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
-1.00%
call -1.00% · α -1.40%
$304.96
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Texas Instruments announced the planned retirement of CFO Rafael Lizardi after 25 years, effective August 1, 2026, and the appointment of internal successor Julie Knecht as Senior Vice President and CFO (Chief Accounting Officer). The filing explicitly states the retirement is unrelated to financial or reporting concerns, and a replacement is named with a smooth transition timeline.

Actionable Insight

This is a routine CFO succession with an internal promotion and a two-month transition period. No stock-moving implications. Monitor the next earnings call for any strategic commentary from the new CFO, but no immediate trading action is warranted.

Key Facts

  • CFO Rafael Lizardi retiring after 25 years, effective August 1, 2026
  • Julie Knecht appointed as successor, effective same date
  • Knecht has been with TI for over 25 years, most recently as VP and Chief Accounting Officer since 2021
  • Retirement not related to financial results or reporting practices per the filing
  • Knecht's compensation: $700,000 annual base salary plus $2 million in restricted stock units
  • Separation agreement with Lizardi expected per terms described in the 2026 Proxy Statement

Financial Impact

No material financial impact; CFO transition is routine with an internal successor. New CFO compensation disclosed: $700k base salary + $2M RSUs.

Risk Factors

  • Any unexpected departure or change in financial strategy post-transition is low probability given the orderly succession
  • No risks identified from this filing

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
42% bullish (45 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000950103-26-008325
Document: 0000950103-26-008325-index-headers.html0000950103-26-008325
Document: 0000950103-26-008325-index.html0000950103-26-008325
Document: 0000950103-26-008325.txt0000950103-26-008325
20 reports for TXN
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+20▲ +8.16%Apr 22, 2026
Filters
Rows
Reports for TXN — sortable, filterable
Type Now
Jun 8, 2026
4d ago
ANALYST-UPGRADE
MIXED ★ 2/10
$208.94 awaiting T+1awaiting T+1$301.12 (+44.12%)
Jun 2, 2026
10d ago
8-K
NEUTRAL ★ 3/10
$308.04 $304.96▼ −1.00%▼ −1.40%$301.12 (−2.25%)
May 31, 2026
12d ago
ANALYST-UPGRADE
NEUTRAL ★ 2/10
$215.69 $218.93▲ +1.50%▲ +1.69%$301.12 (+39.61%)
May 23, 2026
20d ago
ANALYST-UPGRADE
NEUTRAL ★ 4/10
$281.89 $277.06▼ −1.71%▼ −2.50%$301.12 (+6.82%)
May 23, 2026
20d ago
ANALYST-UPGRADE
MIXED ★ 3/10
$281.89 $277.06▼ −1.71%▼ −2.50%$301.12 (+6.82%)
May 22, 2026
21d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$309.46 $323.83▲ +4.64%▲ +4.06%$301.12 (−2.69%)
May 17, 2026
26d ago
ANALYST-UPGRADE
MIXED ★ 3/10
$229.18 $233.57▲ +1.92%▲ +2.11%$301.12 (+31.39%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$299.77 $302.34▲ +0.86%▲ +1.51%$301.12 (+0.45%)
May 11, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$297.62 $294.65▼ −1.00%▼ −0.86%$301.12 (+1.18%)
May 9, 2026
4w ago
ANALYST-UPGRADE
MIXED ★ 4/10
$214.95 $214.54▼ −0.19%▼ −0.13%$301.12 (+40.09%)
Showing 10 of 20

US Market Status

Market Closed — Opens Mon (53h 14m)

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