$TXN

TEXAS INSTRUMENTS INC (TXN) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99 TI increases dividend 7% to $1.52 per share, marking 23 consecutive years of increases DALLAS (Sept. 17, 2026) – Texas Instruments Incorporated (TI) (Nasdaq: TXN) today said it will raise its quarterly cash dividend 7%, from $1.42 per share to $1.52, or $6.08 annualize

UBS ranked semiconductor companies in the AI data-center power market, assigning ratings and price targets. Infineon (Neutral, €64 target) faces semiconductor cycle fluctuations. Texas Instruments (Buy, $380 target) confronts tech shifts and competition. Analog Devices (Buy, $490 target) may gain market share in AI data centers. STMicroelectronics (Buy, €80 target) has risks tied to GDP growth and exchange rates.

Texas Instruments' (TXN) data center revenues doubled year-over-year in Q2 2026, driven by AI infrastructure spending. Management expects continued growth, citing R&D investments and manufacturing capacity. Competitors Analog Devices (ADI) and ON Semiconductor (ON) also reported strong data center growth. TXN's stock is up 51.9% YTD, with a forward P/E of 27.84.

Analysts made several rating changes: Wolfe upgraded Paychex (PAYX) citing stable employment trends. UBS upgraded Union Pacific (UNP) to Buy with a $339 price target, expecting strong 2027 volume growth. Needham upgraded Rocket Pharmaceuticals (RCKT) to Buy with a $9 target after FDA reaffirmed study design. JPMorgan upgraded Credicorp (BAP) to Overweight with a $482 target, seeing strong EPS growth. Morgan Stanley downgraded Expedia (EXPE) to Underweight with a $235 target, citing weaker assets

Texas Instruments (TXN) stock is up 55% year-to-date, outperforming the S&P 500 ETF (SPY) and the iShares Semiconductor ETF (SOXX). CEO Haviv Ilan reported 23% revenue growth in Q2 2026, with strong demand across sectors. The company received $850M in CHIPS Act incentives and has $6.5B in trailing free cash flow. TXN guided Q3 revenue to $5.65B-$6.15B and EPS to $2.23-$2.57. Peers Analog Devices (ADI) and Microchip Technology (MCHP) lagged in performance.

U.S. futures fell as AI safety concerns grew, with S&P 500, Dow, and Nasdaq futures down 0.7%, 0.2%, and 1.6% respectively. OpenAI's CEO said no IPO this year. Chipmakers like Nvidia and Intel saw stock declines. Oil prices rose over 2% due to Houthi attacks on Saudi Arabia's energy infrastructure. Brent crude reached $107.37 per barrel, U.S. crude $102.39. Gasoline prices hit $4.32 per gallon. Investors await the Fed's rate decision.

Five US-listed companies—Lowe’s (LOW), Texas Instruments (TXN), UnitedHealth Group (UNH), Broadcom (AVGO), and ADP (ADP)—recently raised their dividends, with each demonstrating strong cash flow to support payouts. Lowe’s increased its dividend to $1.25 per share, while Texas Instruments raised it to $1.42. UnitedHealth Group boosted its payout to $2.32 per share, and Broadcom increased it to $0.65. ADP saw the largest increase, raising its dividend to $1.70 per share. All companies reported str

Texas Instruments (TI) launched the TMCS2100-Q1, a multi-axial coreless Hall-effect current sensor for HEV/EV traction inverters. The sensor measures magnetic fields in horizontal and vertical directions, reducing error and improving torque control. TI claims it is 20X more accurate than single-axis alternatives, with displacement error as low as 0.25%. The sensor is now available in production quantities.

Himax (HIMX) reported $227.4M in Q2 revenue, up 5.9% YoY, meeting EPS estimates. Texas Instruments (TXN) saw $5.46B revenue, up 22.8% YoY, beating expectations. Power Integrations (POWI) reported $118.9M revenue, up 2.7% YoY, exceeding estimates. All stocks are down since reporting.

Abraham Tsedeniya (Sr. Vice President) sold 7,000 shares of TEXAS INSTRUMENTS INC (TXN) at an average of $264.63 ($264.60–$264.96, $1.85M total) across 2 trades on 2026-08-27.