Texas Instruments Incorporated

NasdaqGS:TXN 주식 리포트

시가총액: US$255.7b

Texas Instruments 배당 및 자사주 매입

배당 기준 점검 3/6

Texas Instruments 은(는) 현재 수익률이 1.96% 인 배당금 지급 회사입니다. 다음 지급일은 19th May, 2026 이며 배당락일은 다음과 같습니다. 5th May, 2026.

핵심 정보

2.0%

배당 수익률

0.2%

자사주 매입 수익률

총 주주 수익률2.1%
미래 배당 수익률2.2%
배당 성장률12.6%
다음 배당 지급일19 May 26
배당락일05 May 26
주당 배당금n/a
배당 성향95%

최근 배당 및 자사주 매입 업데이트

분석 기사 Oct 16

Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42

The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...
분석 기사 Sep 23

Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42

The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...

Recent updates

내러티브 업데이트 Apr 28

TXN: Higher Inventory And Capex Plans Will Pressure Free Cash Flow

Analysts have raised their fair value estimate for Texas Instruments from $160 to about $209.61 as they factor in expectations for higher revenue growth, slightly stronger profit margins, and a richer future P/E multiple, following a wave of higher Street price targets and several recent upgrades. Analyst Commentary Street research around Texas Instruments has been active, with a cluster of higher price targets and several upgrades pointing to a more constructive stance on the shares.
Seeking Alpha Apr 27

Texas Instruments: The Backbone Of The Data Center Revolution

Summary Texas Instruments Incorporated is positioned for significant growth as global data center capacity is expected to double by 2030, driving demand for analog and power chips. TXN’s acquisition of Silicon Labs enhances its technology stack and is expected to deliver $450M in synergies through integration and insourcing. Strong balance sheet, operational leverage, and power infrastructure tailwinds are projected to sustain TXN’s momentum through at least the end of the decade. I reiterate TXN as a Strong Buy rating with a $415/share price target, supported by robust analog and embedded processing demand and domestic production expansion. Read the full article on Seeking Alpha
새 내러티브 Apr 16

Texas Instruments Inc. (TXN): The "Analog Anchor" and the FY2026 Structural Inflection

Texas Instruments Inc. (TXN) , the bedrock of the global analog semiconductor market, demonstrated a shift in its strategic gears as of Thursday, April 16, 2026 , signaling that its massive multi-year investment cycle is finally transitioning toward harvest.
내러티브 업데이트 Apr 13

TXN: Capex Discipline And Inventory Reset Will Shape Next Free Cash Flow Cycle

Analysts have increased their fair value estimate for Texas Instruments by about $4 to $222.96, reflecting a series of recent price target hikes and upgrades that cite expectations for revenue trends, capital spending plans and free cash flow recovery, even as some remain cautious on longer term margin and inventory assumptions. Analyst Commentary Recent Street research around Texas Instruments reflects a mix of optimism on free cash flow and capital deployment, alongside some caution on how inventory plans and future capital spending could affect margins and valuation over time.
내러티브 업데이트 Mar 30

TXN: Updated Capex And Inventory Plan Will Support Stronger Long Term Cash Generation

Analysts have nudged Texas Instruments' average price target higher into the mid $200s, citing a series of raised Street targets and updated views on capex, inventory levels and free cash flow scenarios that align with slightly stronger revenue growth and margin assumptions in the refreshed model. Analyst Commentary Recent Street research on Texas Instruments has centered on capex, inventory policy and free cash flow, with analysts recalibrating their models around the company’s updated capital management framework.
내러티브 업데이트 Mar 16

TXN: Evolving Capex And Inventory Framework Will Support Stronger Future Cash Generation

Texas Instruments' analyst price targets have broadly moved higher, with several firms lifting their views by $5 to $45 as analysts factor in updated capex plans, inventory intentions, and expectations for the company's revenue and free cash flow scenarios. Analyst Commentary Bullish analysts are largely focused on Texas Instruments' updated capital plans, inventory framework, and potential for free cash flow, using these inputs to refresh their valuation work and lift price targets across the board.
내러티브 업데이트 Mar 02

TXN: Higher Capex And Inventory Levels Will Set Up Future Rebound

The analyst price target for Texas Instruments has increased from $245 to $270, as analysts incorporate updated views on capital expenditure intensity, inventory levels, and revenue and free cash flow scenarios reflected in recent research. Analyst Commentary Recent research around Texas Instruments points to a more constructive tone from bullish analysts, who are updating their models around capital intensity, inventory levels, and potential free cash flow outcomes.
내러티브 업데이트 Feb 16

TXN: Higher Street Conviction And Tariff Uncertainty Will Shape Next Cycle

The analyst fair value estimate for Texas Instruments has shifted from about $191 to roughly $219. Analysts attribute this change to updated expectations for revenue growth, profit margins, and a higher future P/E multiple following a wave of recent price target increases across the Street.
분석 기사 Feb 05

Investors Appear Satisfied With Texas Instruments Incorporated's (NASDAQ:TXN) Prospects As Shares Rocket 26%

Despite an already strong run, Texas Instruments Incorporated ( NASDAQ:TXN ) shares have been powering on, with a gain...
내러티브 업데이트 Feb 02

TXN: Richer P E Framework Will Test 30% Margin Assumptions

Analysts have raised their price target framework for Texas Instruments to $160.00 from $141.27, reflecting updated assumptions for slightly higher revenue growth, a modestly richer future P/E multiple, and a profit margin outlook that now centers closer to 30%. Analyst Commentary Recent Street research on Texas Instruments has been active, with several firms revisiting their models and resetting price targets.
내러티브 업데이트 Jan 19

TXN: Inventory Discipline And Tariff Uncertainty Will Guide Cyclical Recovery Path

The analyst price target for Texas Instruments has moved modestly higher to reflect an updated fair value of about $191 compared with roughly $189 previously. Analysts are factoring in recent Street research that balances concerns about pressure on margins and fab utilization with continued long-term confidence, as reflected in multiple target increases and maintained positive ratings.
내러티브 업데이트 Jan 05

TXN: Margin Reset And Cyclical Softness Will Set Up Future Rebound

Narrative Update Analysts have reduced the implied fair value for Texas Instruments to $245 from $260. This reflects updated views on higher required returns, more moderate revenue growth, softer profit margins, and a higher future P/E multiple following recent price target cuts and more cautious commentary on margins, utilization, and end demand.
내러티브 업데이트 Dec 14

TXN: Inventory Discipline And Shifting Tariff Landscape Will Shape Cyclical Recovery Path

Analysts have trimmed their blended price target on Texas Instruments by less than $1 to approximately $189. This reflects slightly lower margin expectations and a slower than typical early-cycle recovery, even as revenue growth assumptions edge modestly higher.
내러티브 업데이트 Nov 28

TXN: Inventory Discipline And Tariff Delay Will Support Modest Recovery Ahead

Analysts have lowered their price targets for Texas Instruments, with estimates now ranging from $150 to $210. This reflects concerns about margin pressures, mixed earnings results, stabilizing rather than improving inventory cycles, and the company's exposure to macroeconomic headwinds.
내러티브 업데이트 Nov 14

TXN: Dividend Increase And Inventory Management Will Support Future Shareholder Returns

Texas Instruments’ analyst price target has been reduced by analysts from approximately $190 to $189 per share. They cite ongoing gross margin pressure, inventory normalization, a lack of near-term catalysts, and broader market uncertainty as primary factors influencing their outlook.
내러티브 업데이트 Oct 31

TXN: Gross Margins And Low Inventories Will Drive Recovery If Demand Normalizes

Texas Instruments' analyst price target has decreased by approximately $13 to around $190, as analysts cite narrowing margins, slower revenue growth, and macroeconomic uncertainty for their more cautious outlook. Analyst Commentary Recent analyst reports reveal a mix of cautiousness and confidence regarding Texas Instruments, with notable opinions on the company’s valuation, earnings prospects, and sector dynamics.
내러티브 업데이트 Oct 16

Industrial Automation And Automotive Semiconductors Will Shape Future Markets

Analysts have slightly lowered their price target for Texas Instruments, reducing it by $2.36 to $203.06. This adjustment is attributed to a muted pace of recovery, cautious management outlooks, and persistent uncertainty around tariffs and market inventories.
분석 기사 Oct 16

Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42

The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...
분석 기사 Sep 23

Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42

The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...
분석 기사 Aug 01

Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Texas Instruments Incorporated ( NASDAQ:TXN ) just released its quarterly report and things are looking bullish. The...
분석 기사 Jun 18

Texas Instruments Incorporated's (NASDAQ:TXN) P/E Is On The Mark

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
분석 기사 Jun 02

Are Texas Instruments Incorporated (NASDAQ:TXN) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for Texas Instruments is US$149 based on 2 Stage Free Cash Flow to Equity Current...
Seeking Alpha Apr 24

Texas Instruments Q1: Better Than Feared For Now

Summary Texas Instruments Incorporated reports a genuine recovery in analog demand, especially in the industrial sector, after seven quarters of decline. Despite improved margins and revenue growth, tariff risks pose significant challenges for sustained growth. Management emphasizes flexibility in production to mitigate geopolitical risks, but Chinese revenue exposure remains a concern. Given the uncertainties, I prefer Infineon or NXPI over TXN stock for better positioning in the current cycle. Read the full article on Seeking Alpha
새 내러티브 Apr 08

300-Millimeter Capacity Expansion Will Unlock Market Opportunities

Declines in industrial and automotive markets suppress revenue growth, affecting a significant portion of the business.
새 내러티브 Apr 07

Expanding 300-Millimeter Capacity Will Shape The Semiconductor Landscape

Strategic investment in manufacturing capabilities is expected to bolster revenue growth and profitability through efficient demand fulfillment and reduced production costs.
Seeking Alpha Mar 28

Texas Instruments: Decent Potential, But Currently Overvalued

Summary I rate Texas Instruments as a HOLD due to its overvaluation and low financial growth, despite future potential in the EV markets. TXN's revenue growth is driven mainly by the analog segment, particularly in the automotive and industrial sectors, but overall financial growth remains low. The company's high P/E and P/FCF ratios, declining net income, and falling free cash flow indicate overvaluation and potential risks for dividend sustainability. Intrinsic value calculations suggest TXN is overvalued by approximately 28.53%, reinforcing my HOLD rating despite the promising growth in the EV market. Read the full article on Seeking Alpha
Seeking Alpha Feb 21

Texas Instruments Looks Appealing With Expected Cash Flow Improvements (Rating Upgrade)

Summary Texas Instruments' stock has become more appealing due to a slight price drop and improved clarity on CapEx spending, so I'm upgrading my rating to a buy. Despite weak margins in 2024, signs of semiconductor industry recovery and expected earnings growth make current valuations reasonable. Texas Instruments' strong dividend yield and commitment to returning cash to shareholders through dividends and buybacks enhance its investment appeal. Investors should monitor TXN's margins and CapEx spending in 2025 and 2026, as these are crucial for future share price and dividend growth. Read the full article on Seeking Alpha
Seeking Alpha Jan 17

Texas Instruments Q4 Preview: Fixing Inventory Levels (Rating Upgrade)

Summary Texas Instruments Incorporated's inventory issues are improving, offering potential for outperformance in 2025, though shares remain expensive and Q4 earnings are critical. Despite past revenue declines and overvaluation, TXN is starting to manage inventory better, presenting a unique opportunity. Texas Instruments' analog technology is crucial for AI applications, but the market remains pessimistic; I believe there's room for shares to beat expectations. Valuation metrics are stretched; while the company has potential in AI, inventory control and future growth remain key uncertainties, leading to a cautious hold rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 27

Why Texas Instruments Leads In Capital Allocation

Summary I rate Texas Instruments as a "hold" due to strategic, long-term investments and growth in the Chinese auto industry. I believe Texas Instruments will maintain a strong position in the market, with a market share remaining around 18%-19%. Texas Instruments, a top 15 semiconductor company, excels in the analog market with a strong history and commitment to capital allocation. With a 7.3% position at an average price of $152.59 and a fair value of $160.60, I see no reason to buy more or sell at current levels. Read the full article on Seeking Alpha
Seeking Alpha Dec 02

Texas Instruments: Stuck In The Middle, Borderline Hold

Summary Texas Instruments offers stability and a 2.7% dividend yield, making it attractive in a tech sector with few high-yield options. My portfolio strategy includes TXN for sector diversification, but I prefer high-yield stocks and covered call ETFs for income and downside protection. TXN's profitability secures its place on my watchlist, but its limited short-term growth potential keeps my position size lower. Since purchasing TXN, I've seen a 13% gain in 7 months, but I remain cautious due to its lack of compelling short-term catalysts. Read the full article on Seeking Alpha
Seeking Alpha Oct 30

Texas Instruments: A Future Dividend Aristocrat With A Hefty Price Tag

Summary Despite current financial headwinds and high P/E, I remain bullish on Texas Instruments for its long-term potential, competent management, and dividend growth. Q3 2024 results showed some positive results in automotive, personal electronics, and enterprise systems. Based on the dividend discount model, I find TXN's fair value at $183.33 per share, making it overvalued compared to the current share price. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: TXN 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: TXN 의 배당금 지급은 지난 10 년 동안 증가했습니다.


배당 수익률 vs 시장

Texas Instruments 배당 수익률 vs 시장
TXN의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (TXN)2.0%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Semiconductor)0.3%
분석가 예측 (TXN) (최대 3년)2.2%

주목할만한 배당금: TXN 의 배당금( 1.96% )은 US 시장에서 배당금 지급자의 하위 25%( 1.39% )보다 높습니다.

고배당: TXN 의 배당금( 1.96% )은 US 시장에서 배당금 지급자의 상위 25%( 4.21% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 지급 비율 ( 94.7% )이 높기 때문에 TXN 의 배당금 지급은 수익으로 잘 충당되지 않습니다.


주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 138.9% )이 높기 때문에 TXN 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 13:48
종가2026/05/06 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Texas Instruments Incorporated는 65명의 분석가가 다루고 있습니다. 이 중 35명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP