Texas Instruments stock gains on dividend hike and strong demand
Published on 09/21/2026 at 12:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Texas Instruments stock (ISIN US8825081040) closed at USD 266.64 on Nasdaq on September 18, 2026, up 3.3 percent from the prior session as investors reacted to a 7 percent dividend increase and strong demand across key semiconductor end markets.
Dividend increase supports Texas Instruments stock
As Yahoo Finance reported on September 21, 2026, Texas Instruments raised its quarterly dividend by 7 percent from USD 1.42 to USD 1.52 per share, marking its 23rd consecutive year of dividend increases and lifting the annual payout to USD 6.08 per share.
According to a Korean market note from ChoiceStock on September 18, 2026, the increased dividend of USD 1.52 per share is scheduled to be paid on November 10, 2026 to shareholders of record as of October 30, 2026, subject to formal declaration by the board in October.
The 7 percent dividend step-up comes as Texas Instruments continues to emphasize returning cash to shareholders while funding capacity for analog and embedded processing chips; the company has now delivered more than two decades of continuous dividend growth, a track record that many income-focused investors monitor closely.
Recent earnings show accelerating growth
The latest available quarterly figures underline why the board felt comfortable raising the payout. As Yahoo Finance highlighted, Texas Instruments generated second quarter 2026 revenue of USD 5.5 billion, up 23 percent year over year, with data center revenue doubling and industrial revenue growing around 30 percent compared with the prior-year quarter.
Strong end-market trends are feeding through to earnings as well. For the upcoming third quarter 2026, the consensus forecast cited by Yahoo Finance points to expected earnings per share of USD 2.39, representing an anticipated year-over-year increase of 61.5 percent, on projected revenue of USD 5.91 billion, up 24.7 percent from the same quarter a year earlier.
The quantified comparison between reported and forecast figures shows how quickly Texas Instruments' earnings profile is changing: if the third quarter 2026 consensus of USD 5.91 billion in revenue and USD 2.39 EPS is met, the company would be extending the second quarter's 23 percent top-line growth to roughly 24.7 percent while converting that into more than 60 percent EPS growth versus the prior year.
Analyst views and index inclusion add context
Analysts have been taking note of the improving backdrop. A recent strategy piece from Invezz on September 21, 2026 reported that UBS selected Texas Instruments as its top pick among analog semiconductor and chip-equipment companies, setting a price target of USD 380 per share, which implies upside of about 43 percent from recent levels.
According to Invezz, UBS expects Texas Instruments' total revenue to grow by around 20 percent next year, driven by recovering analog demand in automotive and industrial markets and additional opportunities from the data-center build-out linked to artificial intelligence.
The broader market narrative also reflects Texas Instruments' positioning. In a fund letter summary published by GuruFocus on September 20, 2026, Diamond Hill Capital noted that Texas Instruments shares rose after issuing second quarter 2026 guidance above market expectations, signaling improving demand trends in industrial and data center end markets.
Separately, Texas Instruments has gained visibility in index products. A September 21, 2026 article on the NYSE American 50 index quarterly review from Economic Daily News reported that Texas Instruments was added as a new constituent to the NYSE American 50 index, with the change effective September 21, 2026, alongside other growth-oriented technology and semiconductor names.
Texas Instruments stock valuation and trading metrics
Per the overview on MarketBeat, Texas Instruments stock closed at USD 266.64 on Nasdaq on September 18, 2026, representing a 3.29 percent gain for that session, with after-hours trading lifting the price further to USD 267.12 the same evening.
The same overview shows that Texas Instruments shares started 2026 at USD 173.49 and have since risen to USD 266.64, an increase of 53.7 percent year to date, underscoring how the combination of recovering demand, robust free cash flow and a rising dividend has re-rated the stock.
Texas Instruments' market capitalization now stands in the large-cap range, with the price around USD 266 in mid-September 2026 reflecting investors' expectation that the company can sustain double-digit revenue growth and continue to expand earnings faster than sales as utilization improves across its manufacturing footprint.
Closing snapshot of Texas Instruments stock
As of the close on September 18, 2026, Texas Instruments stock traded at USD 266.64 on Nasdaq, with a year-to-date gain of 53.7 percent from the USD 173.49 level at the start of 2026, placing the shares near the upper end of their recent trading range as investors digest the dividend increase and the latest growth signals.
Texas Instruments stock key data
- Company: Texas Instruments Incorporated
- ISIN: US8825081040
- Ticker: TXN
- Trading venue: Nasdaq
- Price (as of September 18, 2026, 16:00): 266.64 USD
- Market capitalization: [value] USD (as of September 18, 2026)
- Sector / Industry: Semiconductors / Analog and embedded processing
- Index membership: S&P 500, NYSE American 50
