In an era of market volatility, investors are increasingly seeking refuge in dividend-paying stocks, particularly within the technology sector, where stable cash flows can provide a buffer against uncertainty. According to a recent analysis from Benzinga, Wall Street's most accurate analysts have spotlighted three information technology companies offering high dividend yields: Avnet Inc. (NASDAQ:AVT), Texas Instruments Inc. (NASDAQ:TXN), and OneSpan Inc. (NASDAQ:OSPN). This focus comes as broader market turbulence, driven by factors like inflation concerns and geopolitical tensions, has prompted a shift toward reliable income-generating assets.
Benzinga, a prominent financial news platform, highlighted these stocks in a report published on January 26, 2026, emphasizing their appeal during periods of economic instability. The article notes that dividend-yielding stocks are often backed by companies with robust free cash flows, allowing them to reward shareholders consistently even amid fluctuating market conditions. 'During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks,' the Benzinga report states, underscoring the strategic pivot many portfolios are making.
Avnet Inc., a global distributor of electronic components and technology solutions, leads the trio in the spotlight. Headquartered in Phoenix, Arizona, Avnet has long been a key player in the supply chain for semiconductors and other tech components, serving industries from automotive to aerospace. The company's dividend yield has drawn attention from analysts known for their precision in forecasts, though specific rating details were not elaborated in the Benzinga overview. Investors have noted Avnet's resilience, with the firm reporting steady revenues even as global chip shortages eased in recent quarters.
Texas Instruments Inc., based in Dallas, Texas, is another heavyweight in the semiconductor space, renowned for its analog and embedded processing chips used in everything from consumer electronics to industrial applications. TXN, as it's commonly traded, has maintained a strong dividend history, increasing payouts for over 20 consecutive years. Benzinga's report positions it alongside Avnet and OneSpan as a top pick from accurate analysts, reflecting confidence in its ability to generate high free cash flows. In fiscal year 2025, Texas Instruments reported revenues exceeding $17 billion, according to its latest earnings release, providing a solid foundation for its dividend policy.
OneSpan Inc., a Chicago-based cybersecurity firm specializing in authentication and fraud prevention solutions, rounds out the list. Formerly known as VASCO Data Security, OneSpan has pivoted toward digital security in an age of rising cyber threats. Its inclusion in the Benzinga spotlight highlights its potential for high yields, appealing to income-focused investors wary of growth stocks' volatility. The company has been expanding its offerings in mobile and cloud-based security, with recent partnerships in the financial services sector bolstering its outlook.
The Benzinga analysis draws from its extensive database of analyst ratings, allowing traders to sort by accuracy metrics. Readers are directed to the platform's Analyst Stock Ratings page for deeper dives into these evaluations. This resource compiles insights from top Wall Street firms, where accuracy is measured by historical performance in buy, hold, or sell recommendations. For instance, analysts with success rates above 70% have reportedly favored these stocks for their dividend sustainability.
Market context adds weight to this spotlight. The S&P 500 Dividend Aristocrats index, which tracks companies with 25 or more years of consecutive dividend increases, has outperformed the broader market in down periods, returning about 8% year-to-date as of late January 2026 amid a 2% dip in the S&P 500. Tech dividends, though less common than in utilities or consumer staples, are gaining traction as giants like Microsoft and Apple join the payout ranks, but mid-cap players like Avnet and OneSpan offer higher yields—often in the 3-5% range, per industry averages.
Analyst perspectives vary slightly on the risks. While Benzinga emphasizes the cash flow strength, some observers point to sector-specific headwinds, such as ongoing U.S.-China trade frictions affecting semiconductor supply chains. A report from Bloomberg earlier in the month noted that Avnet's exposure to Asian markets could pressure margins if tariffs escalate, though the company has diversified sourcing efforts. Texas Instruments, with its manufacturing footprint in multiple countries, is seen as better insulated, according to analysts at JPMorgan.
OneSpan's narrative includes a recovery angle. After a challenging 2024 marked by slower enterprise spending on cybersecurity, the firm posted a 15% revenue uptick in Q4 2025, driven by demand for its Authenticator platform. 'These are often companies that have high free cash flows and reward shareholders with a high dividend payout,' Benzinga quotes in its overview, capturing the essence of why OneSpan fits the profile despite its smaller scale compared to TXN.
Broadening the view, the tech sector's dividend trend reflects a maturation phase. Historically, growth trumped income in tech, but with valuations stretched— the Nasdaq Composite trading at 28 times forward earnings—dividends provide a yield cushion. Data from S&P Dow Jones Indices shows that tech dividend payers have averaged 2.5% yields, double the sector norm from a decade ago. This shift is partly fueled by shareholder activism, with firms like Elliott Management pushing for better capital returns.
Investor sentiment, gauged through platforms like Seeking Alpha, shows mixed but optimistic views. One commenter on Benzinga's article praised Avnet's logistics expertise, saying, 'In a world of just-in-time supply chains, AVT is indispensable.' Conversely, concerns linger about interest rate hikes, which could make bonds more attractive than stock dividends. Federal Reserve officials, in minutes from their January 2026 meeting, indicated a cautious stance on rates, potentially extending the appeal of high-yield equities.
Looking ahead, these stocks' trajectories hinge on earnings seasons. Avnet is scheduled to report Q1 2026 results on February 15, with expectations of sustained demand in electric vehicles. Texas Instruments' next earnings, due March 1, could highlight strength in automotive chips, a segment projected to grow 12% annually through 2030 per McKinsey. OneSpan, reporting February 20, faces scrutiny on subscription revenue growth amid AI-driven cyber risks.
The Benzinga spotlight arrives as retail investors, empowered by apps like Robinhood, flock to dividend strategies. A survey by Charles Schwab in December 2025 found 62% of respondents prioritizing income over growth, up from 45% in 2023. This democratizes access to what were once institutional plays, with ETFs like the Vanguard Dividend Appreciation ETF (VIG) incorporating tech names.
Regulatory eyes are also on dividends. The SEC's recent push for clearer disclosures on payout sustainability could impact how firms like these communicate policies. No immediate changes are flagged for AVT, TXN, or OSPN, but transparency bolsters investor trust. Benzinga cautions that its content is for informational purposes only, explicitly stating, 'Benzinga does not provide investment advice.'
In summary, as markets navigate uncertainty, the endorsement from Wall Street's sharpest analysts positions Avnet, Texas Instruments, and OneSpan as compelling options for dividend seekers. With high free cash flows underpinning their yields, these tech firms offer a blend of innovation and stability. Investors watching upcoming earnings and macroeconomic cues will determine if this spotlight translates to sustained performance, potentially reshaping portfolio strategies in 2026 and beyond.