Texas Instruments Dividend: Q3 2026 Preview

Information cutoff: October 19, 2026. Texas Instruments’ October 21 earnings call had not yet taken place, so this is a pre-earnings preparation guide, not a report of Q3 results. The call was scheduled for 3:30 p.m. Central time. ^[3]

What is Texas Instruments’ latest declared dividend?

On September 17, Texas Instruments announced an increase in its quarterly dividend from $1.42 to $1.52 per share, or $6.08 annualized. The company described the increase as its 23rd consecutive year of dividend increases. ^[4]

The September announcement made the proposed increase contingent on formal board declaration. On October 15, the board declared the $1.52 quarterly cash dividend. ^[4][1]

The dividend is payable November 10, 2026, to shareholders of record on October 30, 2026. The record date identifies shareholders on the company’s books for the dividend; the payment date is when the company schedules payment. Neither date is a substitute for the ex-dividend date when determining when to buy shares. ^[1]

What Q2 figures should investors use as a baseline?

Keep the Q2 2026 figures separate from Q3 results. They provide a dated reference for reviewing later disclosures, not a forecast. ^[2]

• Business results: For the quarter ended June 30, 2026, Texas Instruments reported revenue of $5.46 billion and earnings per share of $2.14. Revenue rose 13% sequentially and 23% year over year; the filing identified industrial, data center and automotive as growth areas. ^[2]
• Cash generation: For the 12 months through June 30, the company reported $8.7 billion in operating cash flow and $6.5 billion in free cash flow. These are trailing-12-month figures. ^[2]
• Dividend payments: Texas Instruments reported $2.59 billion in dividends paid during the first six months of 2026, compared with $2.47 billion in the same period of 2025. ^[2]
• Cash and investments: The company reported $7.00 billion in cash and short-term investments at June 30, 2026. ^[2]
• Capital spending: The filing said the company expected capital expenditures of $2 billion to $3 billion for 2026. ^[2]

These figures help frame the relationship between cash generation, investment and dividend payments. They describe past periods or a stated spending expectation; they do not establish how much cash the company will generate in the future.

What should dividend investors listen for on the Q3 earnings call?

Use the call to collect information that can change your view of cash generation and capital needs. Compare management’s comments with the Q2 baseline rather than treating any single statement as a conclusion.

• Demand: Note whether management describes changes in demand across the business. Compare those comments with the Q2 filing’s identified growth areas: industrial, data center and automotive. ^[2]
• Capital expenditures: Record any updated 2026 spending outlook and compare it with the Q2 expectation of $2 billion to $3 billion. ^[2]
• Cash flow: Write down the amount, period and unit for any cash-flow figures. Compare equivalent periods with the Q2 baseline of $8.7 billion in trailing-12-month operating cash flow through June 30. ^[2]
• Dividend policy: Separate explicit comments about the company’s policy from your own interpretation of its ability to fund future payments.

How can investors assess the dividend after the report?

Use like-period figures to connect cash generation with dividend payments. Free cash flow (FCF) is operating cash flow minus capital expenditures. For a chosen reporting period, calculate FCF coverage as FCF divided by dividends paid. Calculate the FCF payout ratio as dividends paid divided by FCF. Use the same period and units for both figures—for example, report each amount in billions of dollars for the same quarter or 12-month period.

A coverage figure above 1 means FCF exceeded dividends paid for that period; a payout ratio below 1 expresses the same relationship from the opposite direction. A figure at or below 1 means FCF did not exceed dividends paid during that period. These measures are indicators, not guarantees of future payments, and they do not account for every business or financing consideration.

Do not divide the Q2 trailing-12-month FCF of $6.5 billion by the $2.59 billion in dividends paid over the first six months of 2026: those amounts cover different periods. For a useful comparison, obtain FCF and dividends paid for matching periods. Record operating cash flow and capital expenditures separately as well, so you can see what drove any change in FCF. ^[2]

Keep reported results and management outlook in separate notes, and label every figure with its period and unit. The review can make comparisons more consistent, but it is not a buy, sell or dividend-safety recommendation.

What is a sensible next step for a TXN dividend holder?

Track the declared payment dates, verify the ex-dividend date, and update your assessment using the company’s reported results rather than assumptions.

• Note the November 10 payment date and October 30 record date for the declared dividend. ^[1]
• Before buying shares to qualify for this payment, check the ex-dividend date in current company or brokerage information. The cited declaration gives the record and payment dates but does not identify the ex-dividend date, so those two dates alone are not enough to determine purchase timing.
• Save the Q2 baseline, including cash-flow figures and the expected capital-spending range. ^[2]
• After the Q3 materials are available, compare cash generation, capital needs and dividends paid over matching periods. A history of dividend increases does not remove the need to monitor those factors. ^[4]

Frequently asked questions

How do a dividend announcement and a formal board declaration differ?

An announcement can describe a proposed change; a formal board declaration establishes the declared payment. Texas Instruments’ September announcement made the increase contingent on formal declaration, and the board declared the $1.52 quarterly dividend on October 15. ^[4][1]

Where can investors find Texas Instruments’ Q3 2026 earnings call and transcript?

The company’s investor-relations announcement identifies the scheduled webcast and its time. Check the company’s investor-relations materials for the event and any later transcript. The announcement establishes the schedule, not transcript availability. ^[3]

What is the difference between the ex-dividend, record and payment dates?

The ex-dividend date determines whether a new share purchase generally qualifies for the upcoming dividend: investors generally need to buy before that date. The record date is when the company identifies shareholders of record, and the payment date is when it schedules the payment. Texas Instruments listed October 30, 2026, as the record date and November 10, 2026, as the payment date; the cited declaration does not identify the ex-dividend date. Check that date before relying on purchase timing. ^[1]

Are Texas Instruments dividends qualified dividends for U.S. tax purposes?

The cited Texas Instruments materials establish the dividend amount and dates, but they do not establish the U.S. tax classification of a particular shareholder’s payment. Check the applicable tax documents and consult a qualified tax professional about your circumstances.

Sources

1. ^[4] Texas Instruments’ September 17, 2026 announcement of the proposed quarterly dividend increase.
2. ^[3] Texas Instruments investor-relations announcement for the Q3 2026 earnings call schedule.
3. ^[2] Texas Instruments Q2 2026 filing, covering the quarter ended June 30, 2026, and the financial figures cited above.
4. ^[1] Texas Instruments’ October 15, 2026 board declaration of the $1.52 quarterly dividend and its stated record and payment dates.