News about TXN

AVLV led ETF activity on Monday, buying 173,554 Texas Instruments shares worth $52.4 million. In total, 46 ETFs bought TXN while 28 sold, for net buying of $146.7 million. This extended a two-day buying streak after net purchases of $114.8 million on Oct. 30, following mixed flows earlier in the week. QQQ ($48.7 million) and SPY ($16.6 million) were the next-largest buyers. The article puts Texas Instruments' market capitalization at $285.5 billion, with a P/E of 40.55 and shares up 84.04% year to date.

ETF flows into Texas Instruments (TXN) turned positive on Friday, with net buying of $114.8 million after a single day of net selling, as 47 ETFs bought shares and 23 sold. The prior session recorded net selling of $63.6 million, while the three sessions before it posted net buying of $49.7 million, $32.2 million and $37.1 million. SOXX led buyers with 167,313 shares worth $50.3 million, a 2.32% increase in its stake, followed by SDY ($26.4 million) and SPY ($21.6 million). The semiconductor designer and manufacturer, with a $276.0 billion market cap, reported trailing 12-month revenue of $20.77 billion, up 20.0%, and the stock is up 77.88% year to date.

The article profiles Nasdaq-listed tech blue chips that have steadily raised dividends on large free cash flow, aimed at income-focused investors. Texas Instruments (TXN) yields 1.83% after a 7% increase to $1.52 per quarter, marking 23 consecutive years of dividend raises, with trailing free cash flow of $8.4 billion. Cisco (CSCO) yields 1.51%, has raised its dividend for 15 straight years, and returned 99% of fiscal 2026 free cash flow to shareholders through dividends and buybacks. Broadcom (AVGO) yields 0.74%, and its dividend used about 22.6% of a record $13.7 billion quarterly free cash flow. Risks include $1.6 billion of TXN's trailing free cash flow coming from CHIPS Act incentives, and Cisco's gross margin falling from 68.4% to 66.3%.

Texas Instruments (TXN) will release its third-quarter 2026 results on October 21 after market close, guiding to revenue of $5.65 billion to $6.15 billion and EPS of $2.23 to $2.57. The Zacks Consensus Estimate is $5.91 billion in revenue, up 24.7% year over year, and $2.39 per share in EPS, up 61.5%; the Zacks model does not conclusively predict an earnings beat. Demand is driven by analog and embedded chips, with Zacks estimating third-quarter analog revenue at $4.79 billion, up 28.6%. Risks include geopolitical tensions and U.S.-China trade disputes, with China accounting for more than 20% of 2025 revenue. TXN shares are up 61.8% year to date, and the stock trades at a forward 12-month P/E of 29.38X versus the industry's 18.18X.