News
Texas Instruments CFO Rafael Lizardi reports 4% dividend increase in fourth quarter of 2025
Thursday, March 5, 2026 at 07:00 PM
Texas Instruments has announced a 4% dividend increase in the fourth quarter of 2025, marking 22 consecutive years of dividend growth. The company reported compound annual growth rates for dividends of 8% over the past five years and 15% over the past ten years.
Context
During the Texas Instruments fourth-quarter 2025 earnings call, CFO Rafael Lizardi confirmed a 4% increase in the quarterly cash dividend to $1.42 per share. Lizardi highlighted the company’s long-term consistency, stating, “For 22 consecutive years, we have steadily increased our dividend, including a 4% increase in 4Q 2025… These increases represent 8% for five-year and 15% for 10-year compound annual growth rates.” This move aligns with TI's commitment to returning all free cash flow to shareholders, totaling $6.5 billion returned over the past 12 months.
This dividend growth comes as Texas Instruments nears the end of a six-year elevated capital expenditure cycle aimed at expanding 300-millimeter manufacturing capacity. Despite a dip in gross profit margins to 56%, the company reported strong secular growth in its Data Center segment, which grew 70% year-over-year. By shifting its portfolio toward Industrial, Automotive, and Data Center markets—now representing 75% of total revenue—TI aims to leverage high-margin analog and embedded processing chips to drive long-term value for owners.
Sources (5)
Investor relations - TI increases dividend 4% to $1.42 per share, marking 22 consecutive years of increases - Texas Instruments Earnings call transcript: Texas Instruments misses Q4 2025 forecasts, stock dips By Investing.comTexas Instruments Earnings Call Highlights Growth and Caution - The Globe and Mail
TXN: Dividend Date & History for TEXAS INSTRUMENTS INC - Dividend.com
Texas Instruments (TXN) Earnings Transcript - AOL.com
Related Companies
Texas Instruments
TXN