Texas Instruments Incorporated's Stock Analysis

Texas Instruments Reports First Quarter Financial Results for 2026

Texas Instruments Incorporated reported first-quarter revenue of $4.83 billion, with a net income of $1.55 billion and earnings per share of $1.68, including a 5-cent benefit not included in previous guidance. Revenue increased by 9% sequentially and 19% compared to the same quarter last year, driven primarily by growth in industrial and data center segments. The company generated $7.8 billion in cash flow from operations over the trailing 12 months and reported free cash flow of $4.4 billion during the same period.

For the second quarter, Texas Instruments expects revenue between $5.00 billion and $5.40 billion and earnings per share in the range of $1.77 to $2.05. Over the past year, the company invested $3.9 billion in research and development and returned $6.0 billion to shareholders. The report highlights the company's commitment to maintaining liquidity and cash generation capabilities, which are important for shareholder returns.

Apr 22, 2026 16:03:59

Texas Instruments Stockholders Elect Board of Directors 2026

At the annual meeting held on April 16, 2026, stockholders of Texas Instruments Incorporated elected the Board of Directors. The election followed the proposals outlined in the company's proxy statement dated March 4, 2026, with stockholders casting their votes accordingly.

The results of the stockholder votes confirmed the election of the Board nominees. This event is significant for investors as it reflects stockholder confidence in the management and direction of the company.

Apr 17, 2026 17:03:16

Texas Instruments Senior Vice President to Retire in 2026

Hagop Kozanian, Senior Vice President of Texas Instruments Incorporated, has announced his plan to retire on August 31, 2026. The announcement follows the company's compliance with the Securities Exchange Act of 1934 requirements.

Mar 25, 2026 16:01:05

Texas Instruments Establishes Exclusive Forum for Legal Claims

Texas Instruments Incorporated's Board of Directors approved amendments to the company's By-Laws on February 3, 2026. These amendments establish the Delaware Court of Chancery as the exclusive venue for certain state corporate law or shareholder derivative claims, while federal district courts in the United States will handle complaints under the Securities Act of 1933.

This change in the By-Laws may impact how shareholders pursue legal claims against the company, as it limits the forums available for such actions. The specific text of the By-Laws is included in the attached exhibit for detailed reference.

Feb 06, 2026 07:30:17

Texas Instruments to Acquire Silicon Labs for $7.5 Billion

Texas Instruments has announced its agreement to acquire Silicon Laboratories for $231.00 per share in an all-cash transaction, totaling approximately $7.5 billion. This acquisition aims to create a leading entity in embedded wireless connectivity by merging Silicon Labs’ expertise in mixed signal solutions with Texas Instruments’ analog and embedded processing capabilities. The deal is expected to generate around $450 million in annual synergies within three years post-closing, enhancing customer engagement and innovation.

The transaction has been unanimously approved by the boards of both companies and is expected to close in the first half of 2027, pending regulatory approvals and stockholder consent from Silicon Labs. Texas Instruments plans to fund the acquisition through a combination of cash reserves and debt financing. The company anticipates that the acquisition will be accretive to its earnings per share in the first full year after closing, while also maintaining its commitment to returning 100% of free cash flow to shareholders through dividends and share repurchases.

Feb 04, 2026 07:30:56

Texas Instruments Reports Q4 2025 Financial Results and Cash Flow

Texas Instruments Incorporated reported fourth-quarter revenue of $4.42 billion, with a net income of $1.16 billion and earnings per share of $1.27. The earnings per share reflect a 6-cent reduction from the company's original guidance. Revenue decreased by 7% sequentially but increased by 10% compared to the same quarter last year. The company generated cash flow from operations of $7.2 billion over the trailing 12 months, with free cash flow amounting to $2.9 billion. Over the past year, Texas Instruments invested $3.9 billion in research and development and returned $6.5 billion to shareholders.

For the first quarter of the upcoming fiscal year, Texas Instruments projects revenue between $4.32 billion and $4.68 billion, with earnings per share expected to range from $1.22 to $1.48. The company also highlighted the importance of free cash flow as a measure of liquidity and cash-generating capability, which is crucial for potential shareholder returns. The financial results and outlook were discussed during a conference call held on January 27, 2026.

Jan 27, 2026 16:05:34

Texas Instruments Reports Q3 2025 Revenue and Earnings Details

Texas Instruments Incorporated reported third-quarter revenue of $4.74 billion, a 7% increase sequentially and a 14% increase year-over-year. The net income for the quarter was $1.36 billion, translating to earnings per share of $1.48, which included a 10-cent reduction from the company's original guidance. The company generated $6.9 billion in cash flow from operations over the trailing 12 months and reported a free cash flow of $2.4 billion. Additionally, TI invested $3.9 billion in research and development and returned $6.6 billion to shareholders over the same period.

For the upcoming fourth quarter, Texas Instruments projects revenue between $4.22 billion and $4.58 billion, with expected earnings per share ranging from $1.13 to $1.39. The company emphasized the importance of its cash-generating capabilities and liquidity, highlighting its substantial investments in capital expenditures and research and development as part of its strategy to enhance shareholder value.

Oct 21, 2025 16:05:00

Texas Instruments Announces Leadership Transition with CEO as Chairman

Texas Instruments Incorporated has announced that Richard K. Templeton will retire as executive chairman and a member of the Board on December 31, 2025, after a 45-year career with the company. Haviv Ilan, the current president and CEO, has been appointed as the new chairman, effective January 2026. Ilan has been with Texas Instruments for 26 years and has held various leadership roles, including chief operating officer, prior to becoming CEO in 2023.

The board of directors expressed confidence in Ilan's leadership capabilities, highlighting his strong track record within the company. The transition is described as well-planned, with the board asserting that Texas Instruments is in a solid position operationally, financially, and strategically. The leadership change is anticipated to further strengthen the company and its long-term value generation efforts.

Oct 16, 2025 16:17:05

Texas Instruments Announces 4% Dividend Increase to $1.42

Texas Instruments Incorporated has announced a 4% increase in its quarterly cash dividend, raising it from $1.36 to $1.42 per share, which translates to an annualized dividend of $5.68. This increase is scheduled to be paid on November 12, 2025, to stockholders of record as of October 31, 2025, pending formal declaration by the board of directors in October. This marks the 22nd consecutive year of dividend increases for the company.

The dividend increase reflects Texas Instruments' commitment to returning free cash flow to its shareholders over time. The company designs and manufactures semiconductors for various markets, including industrial and automotive sectors. This announcement may influence investor sentiment regarding the company's financial stability and growth potential.

Sep 18, 2025 16:05:04

Texas Instruments Reports Q2 2025 Financial Results and Cash Flow

Texas Instruments Incorporated reported second-quarter revenue of $4.45 billion, a 9% increase sequentially and a 16% increase compared to the same quarter last year. The net income for the quarter was $1.30 billion, resulting in earnings per share of $1.41, which included a 2-cent benefit not accounted for in previous guidance. The company generated $6.4 billion in cash flow from operations over the trailing 12 months, with free cash flow amounting to $1.8 billion. Total investments in research and development and capital expenditures reached $8.8 billion, while $6.7 billion was returned to shareholders during this period.

For the third quarter, Texas Instruments anticipates revenue between $4.45 billion and $4.80 billion, with earnings per share projected to be between $1.36 and $1.60. These figures do not factor in the effects of recent U.S. tax legislation. The company highlighted its strong cash generation capabilities and the benefits of its 300mm production technology, which supports its ongoing investment strategy and shareholder returns.

Jul 22, 2025 16:03:24