Waverly Advisors LLC raised its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 10.5% in the first quarter, HoldingsChannel reports. The fund owned 22,831 shares of the semiconductor provider’s stock after acquiring an additional 2,164 shares during the period. Waverly Advisors LLC’s holdings in NXP Semiconductors were worth $4,494,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new position in shares of NXP Semiconductors during the fourth quarter worth approximately $613,029,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in NXP Semiconductors by 34,719.4% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,680,395 shares of the semiconductor provider’s stock worth $581,807,000 after purchasing an additional 2,672,697 shares during the last quarter. Invesco Ltd. boosted its stake in NXP Semiconductors by 17.2% in the 4th quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock valued at $1,210,038,000 after purchasing an additional 818,985 shares during the period. Amundi grew its holdings in NXP Semiconductors by 46.6% in the 4th quarter. Amundi now owns 2,203,488 shares of the semiconductor provider’s stock valued at $478,270,000 after buying an additional 700,753 shares in the last quarter. Finally, Rafferty Asset Management LLC grew its holdings in NXP Semiconductors by 56.3% in the 2nd quarter. Rafferty Asset Management LLC now owns 1,916,922 shares of the semiconductor provider’s stock valued at $418,828,000 after buying an additional 690,277 shares in the last quarter. Institutional investors and hedge funds own 90.54% of the company’s stock.
Trending Headlines about NXP Semiconductors
Here are the key news stories impacting NXP Semiconductors this week:
- Positive Sentiment: NXP reported second-quarter revenue of approximately $3.5 billion, up 19% year over year and 10% sequentially, with growth across all end markets and regions. Management highlighted momentum in software-defined vehicles and physical AI, while data-center demand is emerging as an additional growth driver. NXP Semiconductors Reports Second Quarter 2026 Results
- Positive Sentiment: Non-GAAP earnings were $3.61 per share, exceeding analyst estimates of roughly $3.52-$3.54 and rising from $2.72 a year earlier. Revenue also topped expectations of approximately $3.47 billion, indicating continued operating momentum. NXP Semiconductors Q2 Earnings and Revenues Top Estimates
- Neutral Sentiment: For the third quarter, NXP forecast revenue of $3.7 billion to $3.9 billion, compared with a consensus estimate near $3.7 billion. EPS guidance of $3.89-$4.32 has a midpoint above the $3.92 consensus, but the broad range leaves room for uncertainty. NXP Semiconductors Q2: Beats On Revenue But Stock Drops
- Negative Sentiment: NXPI stock declined after the results, indicating that the earnings and guidance beats did not impress investors relative to elevated expectations. The market may be looking for stronger near-term acceleration despite NXP’s solid growth outlook. NXP Semiconductors Fails To Impress With Beat-And-Raise Report
NXP Semiconductors Price Performance
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last released its earnings results on Tuesday, July 28th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.52 by $0.09. NXP Semiconductors had a return on equity of 26.75% and a net margin of 21.03%.The company had revenue of $3.50 billion for the quarter, compared to analyst estimates of $3.47 billion. During the same period in the prior year, the firm posted $2.72 EPS. NXP Semiconductors’s quarterly revenue was up 19.5% on a year-over-year basis. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. As a group, equities analysts predict that NXP Semiconductors N.V. will post 13.46 earnings per share for the current fiscal year.
NXP Semiconductors Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Shareholders of record on Wednesday, June 24th were paid a dividend of $1.014 per share. This represents a $4.06 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s dividend payout ratio is presently 38.85%.
Insider Transactions at NXP Semiconductors
In other news, EVP Andrew Micallef sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $315.57, for a total transaction of $315,570.00. Following the completion of the sale, the executive vice president owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. This represents a 10.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 1,746 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $316.53, for a total transaction of $552,661.38. Following the sale, the executive vice president directly owned 3,643 shares of the company’s stock, valued at approximately $1,153,118.79. This trade represents a 32.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.05% of the company’s stock.
Analyst Upgrades and Downgrades
Several research analysts have weighed in on the company. Jefferies Financial Group increased their price objective on NXP Semiconductors from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Susquehanna upped their price target on shares of NXP Semiconductors from $210.00 to $250.00 and gave the company a “neutral” rating in a research note on Wednesday, April 29th. Wells Fargo & Company lowered their price target on shares of NXP Semiconductors from $305.00 to $290.00 and set an “equal weight” rating on the stock in a research report on Monday, July 20th. JPMorgan Chase & Co. lifted their price objective on shares of NXP Semiconductors from $250.00 to $295.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Finally, Weiss Ratings raised shares of NXP Semiconductors from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, May 4th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $307.73.
Check Out Our Latest Research Report on NXP Semiconductors
About NXP Semiconductors
NXP Semiconductors N.V. is a global semiconductor company headquartered in Eindhoven, the Netherlands, that designs and supplies mixed-signal and standard product solutions for a broad range of end markets. The company focuses on enabling secure connections and infrastructure for embedded applications, developing technologies used across automotive, industrial and Internet of Things (IoT), mobile, and communication infrastructure segments. NXP’s offerings target customers that require reliable, secure, and high-performance semiconductor components for connected devices and systems.
Product lines include microcontrollers and application processors, secure elements and authentication technologies, RF and high-power analog components, connectivity solutions, and vehicle networking and infotainment systems.
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