Bank of America Corp DE Reduces Stock Position in NXP Semiconductors N.V. $NXPI

Posted by George Bondi on Aug 1st, 2026

Bank of America Corp DE trimmed its holdings in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 19.8% during the first quarter, HoldingsChannel.com reports. The firm owned 3,361,572 shares of the semiconductor provider’s stock after selling 830,162 shares during the period. Bank of America Corp DE’s holdings in NXP Semiconductors were worth $661,759,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Norges Bank bought a new position in NXP Semiconductors during the 4th quarter valued at $613,029,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew 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 acquiring an additional 2,672,697 shares in the last quarter. Soroban Capital Partners LP bought a new stake in shares of NXP Semiconductors in the 1st quarter worth about $169,943,000. Invesco Ltd. raised its stake in shares of 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 in the last quarter. Finally, Amundi raised its stake in shares of 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 purchasing an additional 700,753 shares in the last quarter. Institutional investors and hedge funds own 90.54% of the company’s stock.

Insider Buying and Selling

In other news, EVP Andrew Micallef sold 1,000 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. The trade was a 10.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 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 dated Monday, June 1st. The stock was sold at an average price of $316.53, for a total transaction of $552,661.38. Following the transaction, the executive vice president owned 3,643 shares of the company’s stock, valued at $1,153,118.79. This represents a 32.40% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.05% of the company’s stock.

NXP Semiconductors Price Performance

Shares of NASDAQ:NXPI opened at $229.16 on Friday. The company has a market cap of $57.78 billion, a PE ratio of 19.55, a P/E/G ratio of 0.85 and a beta of 1.79. NXP Semiconductors N.V. has a fifty-two week low of $183.00 and a fifty-two week high of $339.95. The firm has a 50-day simple moving average of $290.48 and a 200 day simple moving average of $252.74. The company has a quick ratio of 1.55, a current ratio of 2.04 and a debt-to-equity ratio of 0.88.

NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last issued its earnings results on Tuesday, July 28th. The semiconductor provider reported $3.61 EPS for the quarter, beating analysts’ consensus estimates of $3.52 by $0.09. The company had revenue of $3.50 billion during the quarter, compared to the consensus estimate of $3.47 billion. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.NXP Semiconductors’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.72 earnings per share. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. On average, sell-side analysts anticipate that NXP Semiconductors N.V. will post 13.5 EPS for the current year.

NXP Semiconductors Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Wednesday, June 24th were issued a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, June 24th. This represents a $4.06 annualized dividend and a dividend yield of 1.8%. NXP Semiconductors’s dividend payout ratio (DPR) is 34.64%.

Analysts Set New Price Targets

A number of research firms recently commented on NXPI. TD Cowen decreased their price target on NXP Semiconductors from $340.00 to $290.00 and set a “buy” rating for the company in a research note on Wednesday. Wells Fargo & Company cut their price objective on NXP Semiconductors from $290.00 to $280.00 and set an “equal weight” rating on the stock in a research note on Wednesday. JPMorgan Chase & Co. increased their target price on NXP Semiconductors from $250.00 to $295.00 and gave the stock a “neutral” rating in a report on Wednesday, April 29th. Wall Street Zen upgraded NXP Semiconductors from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Finally, Citigroup reiterated a “neutral” rating on shares of NXP Semiconductors in a report on Monday, July 13th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $307.05.

View Our Latest Stock Report on NXPI

NXP Semiconductors News Roundup

Here are the key news stories impacting NXP Semiconductors this week:

Positive Sentiment: Strong quarterly performance and guidance: NXP reported second-quarter revenue of $3.50 billion, up 19.5% year over year and ahead of expectations. Adjusted EPS of $3.61 also exceeded consensus, while next-quarter guidance was better than analysts’ forecasts. NXPI Q2 Deep Dive: Broad-Based Revenue Growth and Strong Guidance Across All End Markets
Positive Sentiment: Analyst support remains favorable: Oppenheimer and Needham reaffirmed Buy ratings, while Morgan Stanley maintained its Buy rating and raised its price target to $338. These actions reinforce the view that NXP’s growth and automotive semiconductor exposure remain attractive. Morgan Stanley Keeps Their Buy Rating on NXP Semiconductors
Neutral Sentiment: Price-target views are mixed: TD Cowen lowered its target to $290, contrasting with Morgan Stanley’s increase. The differing outlooks suggest analysts remain divided over valuation and the durability of NXP’s recovery. TD Cowen Lowers NXP Semiconductors Price Target
Negative Sentiment: Potential Ambarella acquisition pressures shares: NXP is reportedly in talks to acquire Ambarella, a developer of low-power AI chips and software for cameras, vehicles and robotics. The deal could improve NXP’s capabilities in software-defined vehicles, radar, electrification and edge AI, but investors may be discounting the financial and integration risks because no transaction has been announced or agreed. NXP in Talks to Buy Chip Developer Ambarella, FT Reports

NXP Semiconductors Company Profile

(Free Report)

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.