Citable filing context
TXN's research view summarizes recent SEC filing context, starting with dividend_change from Sep 17, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 17, 2026 | dividend_change | Texas Instruments announced a 7% increase in its quarterly cash dividend to $1.52 per share. |
| Jul 22, 2026 | earnings | Texas Instruments reported Q2 2026 revenue of $5.46 billion and net income of $1.98 billion. |
| Jun 2, 2026 | management_change | Texas Instruments appointed Julie Knecht as CFO and Senior VP effective August 1, 2026, succeeding Rafael Lizardi. |
| Jul 22, 2026 | Guidance: earnings_per_share | 2.23 to 2.57 |
| Jul 22, 2026 | Guidance: revenue | 5650.00 to 6150.00 |
| Apr 22, 2026 | Guidance: earnings_per_share | 1.77 to 2.05 |
| Jul 24, 2026 | mda_quarterly | Texas Instruments (TXN) remains focused on maximizing long-term free cash flow per share through its core analog and embedded processing segments. The company’s strategy centers on four competitive advantages: internal manufacturing control, a broad product portfolio, extensive market reach, and product longevity. A key pillar of this strategy is the expansion of 300mm wafer production, which offers a structural cost advantage of approximately 40% over 200mm wafers. Financial performance in the second quarter of 2026 was strong, with revenue reaching $5.46 billion, a 23% increase year-over-year, driven by robust demand in the industrial, data center, and automotive markets. Operating profit margins expanded significantly to 42.3%, benefiting from higher factory loadings. The company is currently integrating its manufacturing footprint, including the ramp-up of the LFAB facility to support embedded processing growth. Capital allocation remains disciplined, with a significant $7.5 billion all-cash acquisition of Silicon Labs expected to close in the first half of 2027. To support this, TXN has secured a $5 billion credit facility. The company continues to leverage U.S. CHIPS Act incentives, including investment tax credits and direct funding for its Sherman and Lehi 300mm fabs, to bolster its long-term manufacturing capacity and supply chain dependability. |
| Apr 24, 2026 | mda_quarterly | Texas Instruments repurchased 813,096 shares of its common stock during the quarter ended March 31, 2026, reflecting a continued capital return strategy. These buybacks occurred at average monthly prices of $187.17 in January, $215.12 in February, and $193.93 in March, totaling approximately $158.3 million for the quarter. All repurchases were executed under existing board authorizations, specifically the $12.0 billion program from September 2018 and the $15.0 billion program from September 2022, neither of which has an expiration date. As of March 31, 2026, a substantial $18.63 billion remained available for future share repurchases under these ongoing programs, indicating significant capacity for further shareholder returns. |
Source: SEC EDGAR filing text and events; period Sep 17, 2026; filed Sep 17, 2026.
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