Groupe la Francaise increased its position in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 12.9% during the first quarter, Holdings Channel.com reports. The firm owned 23,012 shares of the semiconductor provider’s stock after buying an additional 2,626 shares during the quarter. Groupe la Francaise’s holdings in NXP Semiconductors were worth $4,527,000 as of its most recent SEC filing.
Several other hedge funds have also bought and sold shares of NXPI. Royal Fund Management LLC acquired a new position in NXP Semiconductors during the first quarter worth $1,633,000. Janus Henderson Group PLC grew its holdings in shares of NXP Semiconductors by 19.6% during the first quarter. Janus Henderson Group PLC now owns 3,069,879 shares of the semiconductor provider’s stock valued at $604,336,000 after buying an additional 503,884 shares during the last quarter. Strategic Investment Advisors MI bought a new stake in shares of NXP Semiconductors during the first quarter worth about $470,000. South Dakota Investment Council increased its position in shares of NXP Semiconductors by 8.7% during the first quarter. South Dakota Investment Council now owns 33,401 shares of the semiconductor provider’s stock worth $6,575,000 after acquiring an additional 2,675 shares in the last quarter. Finally, Parvin Asset Management LLC raised its holdings in shares of NXP Semiconductors by 220.0% in the 1st quarter. Parvin Asset Management LLC now owns 240 shares of the semiconductor provider’s stock worth $47,000 after acquiring an additional 165 shares during the last quarter. Institutional investors and hedge funds own 90.54% of the company’s stock.
Insider Activity at NXP Semiconductors
In related news, EVP Christopher L. Jensen sold 1,746 shares of NXP Semiconductors stock in a transaction 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 in the company, valued at approximately $1,153,118.79. This trade represents a 32.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew Micallef sold 1,000 shares of the business’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $315.57, for a total value of $315,570.00. Following the completion of the transaction, the executive vice president directly owned 8,942 shares in the company, valued at approximately $2,821,826.94. This represents a 10.06% 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. Corporate insiders own 0.05% of the company’s stock.
Analyst Ratings Changes
Get Our Latest Analysis on NXPI
NXP Semiconductors News Summary
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 Stock Down 6.5%
NXPI opened at $229.16 on Friday. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.04 and a quick ratio of 1.55. The company’s 50-day moving average is $290.48 and its 200 day moving average is $252.74. 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 market capitalization of $57.78 billion, a P/E ratio of 19.55, a PEG ratio of 0.85 and a beta of 1.79.
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.52 by $0.09. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The business had revenue of $3.50 billion during the quarter, compared to the consensus estimate of $3.47 billion. During the same period in the prior year, the firm posted $2.72 EPS. The firm’s quarterly revenue was up 19.5% compared to the same quarter last year. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. Research analysts expect that NXP Semiconductors N.V. will post 13.5 earnings per share for the current fiscal year.
NXP Semiconductors Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were paid a $1.014 dividend. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s payout ratio is presently 34.64%.
NXP Semiconductors Profile
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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