Marketdash

Top Analysts Highlight 3 High-Dividend Tech Stocks Worth Watching

MarketDash Editorial Team
3 days ago
When markets get choppy, dividend-paying tech stocks can offer a rare combination of income and growth potential. Here's what Wall Street's most accurate analysts are saying about three information technology companies delivering yields above 2.8%.

When volatility strikes and uncertainty clouds the market horizon, investors often seek refuge in dividend-paying stocks. The appeal is straightforward: these companies typically generate robust free cash flows and share those profits directly with shareholders through regular dividend payments. It's income you can count on, regardless of whether the stock price is having a good day or a bad one.

In the information technology sector, finding solid dividend yields can be trickier than in traditional income-focused industries. But they do exist, and when top-rated analysts start highlighting them, it's worth paying attention. Let's examine three tech stocks that are delivering meaningful dividend yields while catching the eye of Wall Street's most accurate forecasters.

Avnet Inc. (AVT): Distribution Giant with 2.84% Yield

Avnet is offering shareholders a 2.84% dividend yield, which might not sound spectacular until you remember this is a technology company we're talking about. The electronic components distributor has been generating enough consistent cash flow to maintain this payout while navigating the ups and downs of the semiconductor supply chain.

William Stein from Truist Securities, who boasts an impressive 86% accuracy rate, maintained his Hold rating on the stock and nudged the price target up from $54 to $55 on October 30, 2025. That cautiously optimistic move came right after Avnet delivered better-than-expected quarterly results on October 29. When a company beats expectations and an analyst with an 86% track record raises their target, that's the kind of confirmation investors like to see.

Not everyone shares the same enthusiasm, though. Ruplu Bhattacharya at B of A Securities maintained an Underperform rating while still increasing the price target from $48 to $50 on August 11, 2025. This analyst's 68% accuracy rate suggests taking the pessimism with a grain of salt, but the mixed signals indicate Avnet isn't without its challenges.

Texas Instruments Inc. (TXN): Analog Chip Leader Yielding 3.20%

Texas Instruments represents the sweet spot many dividend investors dream about: a well-established tech company with a 3.20% yield that's still growing its business. The analog and embedded processing chip manufacturer has built a reputation for returning cash to shareholders, and the recent quarterly performance shows why they can afford to be generous.

On October 21, Texas Instruments reported third-quarter revenue of $4.74 billion, surpassing analyst estimates of $4.65 billion. Beating expectations by nearly $100 million isn't just a rounding error in anyone's book. The company continues to benefit from its exposure to industrial and automotive markets, even as consumer electronics demand remains choppy.

William Stein from Truist Securities (yes, the same 86% accuracy analyst covering Avnet) maintained a Hold rating on Texas Instruments and raised his price target from $175 to $195 on December 19, 2025. That's an optimistic adjustment that suggests improving fundamentals or valuation attractiveness.

Harlan Sur at JP Morgan, sporting an 81% accuracy rate, kept his Overweight rating but trimmed the price target from $225 to $210 on October 22, 2025. The downward revision came before the earnings beat, so it's possible Sur was being conservatively cautious ahead of the report. Either way, an Overweight rating from an analyst with an 81% track record signals confidence that Texas Instruments will outperform the broader market.

OneSpan Inc. (OSPN): Highest Yield at 3.91%

OneSpan takes the crown for dividend yield among this trio at 3.91%. The digital identity and security company serves financial institutions and other enterprises with authentication and fraud prevention solutions. In a world where cybersecurity threats keep multiplying, OneSpan's services remain essential, even if the company operates somewhat under the radar compared to larger tech names.

On December 2, OneSpan announced the appointment of Shaun Bierweiler as chief revenue officer, a move that signals the company's focus on driving top-line growth. Leadership changes in revenue-focused roles often precede strategic shifts or renewed sales pushes, so this bears watching.

Rudy Kessinger at DA Davidson maintained a Neutral rating and reduced the price target from $15 to $13 on October 31, 2025. With a 68% accuracy rate, Kessinger's caution suggests OneSpan faces some headwinds, though the Neutral stance indicates he's not ready to turn outright bearish.

Catharine Trebnick at Rosenblatt kept a Buy rating but slashed the price target from $17 to $15 on the same day. Despite the reduced target, maintaining that Buy rating with a 66% accuracy rate suggests Trebnick sees value at current levels, even if near-term expectations needed recalibration.

Why These Ratings Matter

Analyst accuracy rates provide valuable context when evaluating recommendations. An 86% accuracy rate, like William Stein's, means his calls have historically been correct more than five out of six times. That's significantly better than flipping a coin, and it's why tracking analyst performance matters as much as the ratings themselves.

These three stocks offer something increasingly rare in the technology sector: meaningful dividend yields combined with business models that generate the cash flow to sustain those payouts. Whether you're looking for income during uncertain times or simply want to add some yield to a growth-focused portfolio, companies like Avnet, Texas Instruments, and OneSpan deserve consideration, especially when Wall Street's sharpest analysts are keeping close tabs on them.

Top Analysts Highlight 3 High-Dividend Tech Stocks Worth Watching

MarketDash Editorial Team
3 days ago
When markets get choppy, dividend-paying tech stocks can offer a rare combination of income and growth potential. Here's what Wall Street's most accurate analysts are saying about three information technology companies delivering yields above 2.8%.

When volatility strikes and uncertainty clouds the market horizon, investors often seek refuge in dividend-paying stocks. The appeal is straightforward: these companies typically generate robust free cash flows and share those profits directly with shareholders through regular dividend payments. It's income you can count on, regardless of whether the stock price is having a good day or a bad one.

In the information technology sector, finding solid dividend yields can be trickier than in traditional income-focused industries. But they do exist, and when top-rated analysts start highlighting them, it's worth paying attention. Let's examine three tech stocks that are delivering meaningful dividend yields while catching the eye of Wall Street's most accurate forecasters.

Avnet Inc. (AVT): Distribution Giant with 2.84% Yield

Avnet is offering shareholders a 2.84% dividend yield, which might not sound spectacular until you remember this is a technology company we're talking about. The electronic components distributor has been generating enough consistent cash flow to maintain this payout while navigating the ups and downs of the semiconductor supply chain.

William Stein from Truist Securities, who boasts an impressive 86% accuracy rate, maintained his Hold rating on the stock and nudged the price target up from $54 to $55 on October 30, 2025. That cautiously optimistic move came right after Avnet delivered better-than-expected quarterly results on October 29. When a company beats expectations and an analyst with an 86% track record raises their target, that's the kind of confirmation investors like to see.

Not everyone shares the same enthusiasm, though. Ruplu Bhattacharya at B of A Securities maintained an Underperform rating while still increasing the price target from $48 to $50 on August 11, 2025. This analyst's 68% accuracy rate suggests taking the pessimism with a grain of salt, but the mixed signals indicate Avnet isn't without its challenges.

Texas Instruments Inc. (TXN): Analog Chip Leader Yielding 3.20%

Texas Instruments represents the sweet spot many dividend investors dream about: a well-established tech company with a 3.20% yield that's still growing its business. The analog and embedded processing chip manufacturer has built a reputation for returning cash to shareholders, and the recent quarterly performance shows why they can afford to be generous.

On October 21, Texas Instruments reported third-quarter revenue of $4.74 billion, surpassing analyst estimates of $4.65 billion. Beating expectations by nearly $100 million isn't just a rounding error in anyone's book. The company continues to benefit from its exposure to industrial and automotive markets, even as consumer electronics demand remains choppy.

William Stein from Truist Securities (yes, the same 86% accuracy analyst covering Avnet) maintained a Hold rating on Texas Instruments and raised his price target from $175 to $195 on December 19, 2025. That's an optimistic adjustment that suggests improving fundamentals or valuation attractiveness.

Harlan Sur at JP Morgan, sporting an 81% accuracy rate, kept his Overweight rating but trimmed the price target from $225 to $210 on October 22, 2025. The downward revision came before the earnings beat, so it's possible Sur was being conservatively cautious ahead of the report. Either way, an Overweight rating from an analyst with an 81% track record signals confidence that Texas Instruments will outperform the broader market.

OneSpan Inc. (OSPN): Highest Yield at 3.91%

OneSpan takes the crown for dividend yield among this trio at 3.91%. The digital identity and security company serves financial institutions and other enterprises with authentication and fraud prevention solutions. In a world where cybersecurity threats keep multiplying, OneSpan's services remain essential, even if the company operates somewhat under the radar compared to larger tech names.

On December 2, OneSpan announced the appointment of Shaun Bierweiler as chief revenue officer, a move that signals the company's focus on driving top-line growth. Leadership changes in revenue-focused roles often precede strategic shifts or renewed sales pushes, so this bears watching.

Rudy Kessinger at DA Davidson maintained a Neutral rating and reduced the price target from $15 to $13 on October 31, 2025. With a 68% accuracy rate, Kessinger's caution suggests OneSpan faces some headwinds, though the Neutral stance indicates he's not ready to turn outright bearish.

Catharine Trebnick at Rosenblatt kept a Buy rating but slashed the price target from $17 to $15 on the same day. Despite the reduced target, maintaining that Buy rating with a 66% accuracy rate suggests Trebnick sees value at current levels, even if near-term expectations needed recalibration.

Why These Ratings Matter

Analyst accuracy rates provide valuable context when evaluating recommendations. An 86% accuracy rate, like William Stein's, means his calls have historically been correct more than five out of six times. That's significantly better than flipping a coin, and it's why tracking analyst performance matters as much as the ratings themselves.

These three stocks offer something increasingly rare in the technology sector: meaningful dividend yields combined with business models that generate the cash flow to sustain those payouts. Whether you're looking for income during uncertain times or simply want to add some yield to a growth-focused portfolio, companies like Avnet, Texas Instruments, and OneSpan deserve consideration, especially when Wall Street's sharpest analysts are keeping close tabs on them.