Quantinno Capital Management LP Increases Stock Position in NXP Semiconductors N.V. $NXPI

Posted by Stanley Muller on Aug 2nd, 2026

Quantinno Capital Management LP lifted its stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 44.0% in the first quarter, HoldingsChannel.com reports. The fund owned 101,202 shares of the semiconductor provider’s stock after purchasing an additional 30,901 shares during the period. Quantinno Capital Management LP’s holdings in NXP Semiconductors were worth $19,923,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in NXPI. Norges Bank bought a new position in NXP Semiconductors during the fourth quarter valued at approximately $613,029,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in NXP Semiconductors by 34,719.4% in 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 period. Soroban Capital Partners LP bought a new stake in NXP Semiconductors in the 1st quarter worth approximately $169,943,000. Invesco Ltd. raised its stake in NXP Semiconductors by 17.2% during the 4th quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock valued at $1,210,038,000 after buying an additional 818,985 shares during the last quarter. Finally, Amundi raised its stake in NXP Semiconductors by 46.6% during 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 during the last quarter. 90.54% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on NXPI. Raymond James Financial raised their price target on NXP Semiconductors from $250.00 to $300.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Mizuho reduced their price objective on NXP Semiconductors from $200.00 to $190.00 and set an “underperform” rating for the company in a research report on Wednesday. TD Cowen lowered their target price on NXP Semiconductors from $340.00 to $290.00 and set a “buy” rating on the stock in a report on Wednesday. Wall Street Zen raised NXP Semiconductors from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Finally, Wells Fargo & Company cut their price target on NXP Semiconductors from $290.00 to $280.00 and set an “equal weight” rating for the company in a research note on Wednesday. Sixteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $307.05.

View Our Latest Research Report on NXPI

NXP Semiconductors Trading Down 6.5%

NASDAQ:NXPI opened at $229.16 on Friday. NXP Semiconductors N.V. has a one year low of $183.00 and a one year high of $339.95. The business has a fifty day moving average price of $290.48 and a 200-day moving average price of $252.74. The firm has a market capitalization of $57.78 billion, a price-to-earnings ratio of 19.55, a price-to-earnings-growth ratio of 0.79 and a beta of 1.79. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.04 and a quick ratio of 1.55.

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 for the quarter, beating the consensus estimate of $3.52 by $0.09. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.The company had revenue of $3.50 billion for the quarter, compared to the consensus estimate of $3.47 billion. During the same period in the previous year, the business earned $2.72 earnings per share. NXP Semiconductors’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. Sell-side analysts forecast that NXP Semiconductors N.V. will post 13.73 EPS for the current year.

NXP Semiconductors Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were given a dividend of $1.014 per share. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Wednesday, June 24th. NXP Semiconductors’s payout ratio is presently 34.64%.

Key NXP Semiconductors News

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

Insider Buying and Selling

In other NXP Semiconductors news, EVP Christopher L. Jensen sold 1,746 shares of NXP Semiconductors stock in a transaction that occurred on Monday, June 1st. The shares were 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. The trade was a 32.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew Micallef sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.05% of the company’s stock.

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.