January 5, 2026
Finance

Top Tech Dividends: Insights from Leading Analysts on Avnet, Texas Instruments, and OneSpan

Expert Evaluations of High-Yield Technology Stocks Amid Market Fluctuations

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Summary

In volatile market conditions, investors often pivot toward stocks offering substantial dividend yields, which typically correlate with companies generating strong free cash flows. Three information technology stocks currently delivering notable dividend returns—Avnet Inc, Texas Instruments Inc, and OneSpan Inc—have garnered attention from some of Wall Street's highest accuracy analysts. This analysis explores recent analyst ratings, price targets, and company developments impacting these stocks.

Key Points

Avnet Inc provides a 2.84% dividend yield and recently reported strong quarterly earnings, with analysts maintaining Hold and Underperform ratings but raising price targets slightly.
Texas Instruments Inc offers a 3.20% dividend yield, reported third-quarter revenues surpassing estimates, and enjoys confident ratings from high-accuracy analysts with price targets adjusted in both directions.
OneSpan Inc features the highest yield of 3.91% among the three and has seen mixed analyst ratings, with recent leadership changes adding a layer of strategic development.
Leading analysts with accuracy rates between 66% and 86% provide ratings ranging from Underperform to Buy, reflecting diverse outlooks within the technology sector on dividend-paying stocks.

In an economic environment marked by uncertainty and market volatility, dividend-paying stocks frequently become attractive options for investors seeking income stability. These stocks generally come from firms with robust free cash flow and a demonstrated commitment to sharing profits with shareholders through dividends.

Within the technology sector, three companies stand out for their notable dividend yields and the focus they have received from some of the most accurate equity analysts on Wall Street. The stocks in question are Avnet Inc (NASDAQ: AVT), Texas Instruments Inc (NASDAQ: TXN), and OneSpan Inc (NASDAQ: OSPN). The following sections provide a detailed overview of analyst recommendations, recent news, and dividend yields for each company, grounded in the latest publicly available data.


Avnet Inc (NASDAQ: AVT) - Dividend Yield: 2.84%

Avnet, a global technology solutions provider, carries a dividend yield of 2.84%, reflecting its position as a firm that returns cash to shareholders. On October 30, 2025, William Stein of Truist Securities reaffirmed a Hold rating on Avnet's stock while adjusting the price target upwards slightly, from $54 to $55. Mr. Stein's insights are noteworthy given his demonstrated accuracy rate of 86% in previous analyst forecasts, indicating a strong track record of reliable stock assessments.

Meanwhile, on August 11, 2025, Ruplu Bhattacharya of B of A Securities maintained an Underperform rating on Avnet shares but increased the price objective from $48 to $50. Though more cautious in his overall view, Bhattacharya's accuracy rate stands at 68%, marking his assessments as generally reliable within the analyst community.

Adding context to these perspectives, Avnet reported quarterly results on October 29 that surpassed expectations, an outcome that can influence both the stock's market performance and dividend sustainability metrics. Real-time alerts from professional newsfeeds have been keeping investors informed about these developments, ensuring timely access to pertinent company news.


Texas Instruments Inc (NASDAQ: TXN) - Dividend Yield: 3.20%

Texas Instruments, a major player in the semiconductor industry, offers a dividend yield of 3.20%, signifying its role as an income-generating stock within the technology sector. On December 19, 2025, Truist Securities' analyst William Stein reiterated a Hold rating while significantly raising the price target from $175 to $195. Given Stein's high accuracy rate of 86%, this positive adjustment reflects a recalibrated but cautious optimism regarding Texas Instruments' valuation and growth potential.

Contrastingly, JPMorgan's analyst Harlan Sur maintained an Overweight rating on October 22, 2025, with a slight decrease in the price target from $225 to $210. Sur's 81% accuracy rate lends credibility to his evaluations, which suggest that while the stock remains a preferred pick, some moderation in near-term price expectations is warranted.

Texas Instruments' operational strength was demonstrated in its third-quarter financial performance reported on October 21, with revenues totaling $4.74 billion—exceeding analyst projections of $4.65 billion. This performance milestone can be reflective of the underlying business resilience supporting dividend payouts and investor confidence.


OneSpan Inc (NASDAQ: OSPN) - Dividend Yield: 3.91%

OneSpan, a provider of cybersecurity and risk management solutions, presents a dividend yield of 3.91%, indicative of its appeal to income-focused investors within the tech industry. On October 31, 2025, DA Davidson's Rudy Kessinger maintained a Neutral rating on OneSpan shares but lowered the price target from $15 to $13. Kessinger holds an accuracy rate of 68%, framing his revised target as a tempered forecast aligned with the stock's recent performance metrics.

Similarly, Rosenblatt analyst Catharine Trebnick upheld a Buy rating on the same date, though she reduced the price target more sharply, from $17 to $15. Trebnick's analyst accuracy stands at 66%, signifying moderate predictive reliability. These assessments suggest that while OneSpan retains some growth potential, expectations have been adjusted to reflect changing market or company conditions.

Corporate developments include the appointment of Shaun Bierweiler as Chief Revenue Officer on December 2, 2025, a move that could impact future revenue trajectories and operational strategies. This appointment, reported in real-time news alerts, may play a role in shaping investor sentiment going forward.


Summary and Considerations

These three technology companies, each delivering dividends above 2.8%, have caught analysts' attention due to their solid cash flow profiles and commitment to shareholder returns. Analyst ratings exhibit a spectrum of views, from Hold and Neutral to Buy and Overweight, with price targets reflecting nuanced assessments of each firm's prospects. Recent financial results and leadership changes offer additional context for investors evaluating these stocks for income generation amid current market dynamics.

Risks
  • Analyst forward price targets for these stocks vary, indicating uncertainty in the stock price trajectories despite dividend yields.
  • Underperformance ratings and reduced price targets on some stocks suggest potential downside risks that could impact investment returns.
  • Adjustments in leadership, such as the recent appointment of a new CFO at OneSpan, could introduce operational uncertainties in the near term.
  • Earnings beats or misses and revision of earnings forecasts remain critical as market conditions evolve, potentially affecting dividend sustainability and stock valuations.
Disclosure
Education only / not financial advice
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Ticker Sentiment
AVT - neutral TXN - neutral OSPN - neutral
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