Leeward Financial Partners LLC Invests $2.10 Million in NXP Semiconductors N.V. $NXPI

Leeward Financial Partners LLC acquired a new position in NXP Semiconductors N.V. (NASDAQ:NXPI) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 9,630 shares of the semiconductor provider’s stock, valued at approximately $2,104,000.

Other institutional investors have also made changes to their positions in the company. IFG Advisory LLC increased its holdings in NXP Semiconductors by 22.8% during the second quarter. IFG Advisory LLC now owns 1,685 shares of the semiconductor provider’s stock worth $368,000 after buying an additional 313 shares during the last quarter. Pinnacle Associates Ltd. increased its holdings in NXP Semiconductors by 3.3% during the second quarter. Pinnacle Associates Ltd. now owns 49,466 shares of the semiconductor provider’s stock worth $10,808,000 after buying an additional 1,596 shares during the last quarter. Atria Investments Inc increased its holdings in NXP Semiconductors by 43.5% during the second quarter. Atria Investments Inc now owns 15,727 shares of the semiconductor provider’s stock worth $3,436,000 after buying an additional 4,770 shares during the last quarter. Assetmark Inc. increased its holdings in NXP Semiconductors by 11.0% during the second quarter. Assetmark Inc. now owns 40,972 shares of the semiconductor provider’s stock worth $8,952,000 after buying an additional 4,070 shares during the last quarter. Finally, Premier Path Wealth Partners LLC acquired a new position in NXP Semiconductors during the second quarter worth $201,000. Institutional investors own 90.54% of the company’s stock.

NXP Semiconductors Price Performance

NASDAQ:NXPI opened at $209.12 on Friday. NXP Semiconductors N.V. has a one year low of $148.09 and a one year high of $255.45. The company has a market cap of $52.63 billion, a P/E ratio of 25.88, a P/E/G ratio of 2.53 and a beta of 1.44. The firm’s fifty day moving average price is $223.27 and its two-hundred day moving average price is $214.18. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.37 and a quick ratio of 1.20.

NXP Semiconductors (NASDAQ:NXPI) last released its quarterly earnings data on Monday, October 27th. The semiconductor provider reported $3.11 EPS for the quarter, missing the consensus estimate of $3.12 by ($0.01). NXP Semiconductors had a net margin of 17.11% and a return on equity of 26.92%. The company had revenue of $3.17 billion during the quarter, compared to analyst estimates of $3.15 billion. During the same quarter in the prior year, the firm earned $3.45 earnings per share. NXP Semiconductors’s revenue for the quarter was down 2.4% on a year-over-year basis. NXP Semiconductors has set its Q4 2025 guidance at 3.070-3.490 EPS. Equities analysts expect that NXP Semiconductors N.V. will post 10.28 earnings per share for the current year.

NXP Semiconductors Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Wednesday, September 17th were paid a $1.014 dividend. The ex-dividend date was Wednesday, September 17th. This represents a $4.06 annualized dividend and a dividend yield of 1.9%. NXP Semiconductors’s dividend payout ratio is 50.25%.

Insider Activity

In related news, President Rafael Sotomayor sold 2,000 shares of the company’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $219.57, for a total value of $439,140.00. Following the transaction, the president directly owned 4,958 shares in the company, valued at approximately $1,088,628.06. This represents a 28.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Andrew Micallef sold 1,000 shares of the company’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $216.21, for a total transaction of $216,210.00. Following the completion of the transaction, the executive vice president owned 6,828 shares in the company, valued at $1,476,281.88. This trade represents a 12.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on NXPI. Cantor Fitzgerald restated an “overweight” rating and set a $280.00 target price on shares of NXP Semiconductors in a report on Tuesday. Barclays boosted their target price on shares of NXP Semiconductors from $190.00 to $220.00 and gave the stock an “overweight” rating in a report on Tuesday, July 22nd. Citigroup boosted their target price on shares of NXP Semiconductors from $210.00 to $275.00 and gave the stock a “buy” rating in a report on Monday, July 7th. Stifel Nicolaus set a $215.00 target price on shares of NXP Semiconductors in a report on Tuesday. Finally, The Goldman Sachs Group initiated coverage on shares of NXP Semiconductors in a report on Thursday, July 10th. They issued a “buy” rating and a $276.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $257.47.

NXP Semiconductors Profile

NXP Semiconductors N.V. offers various semiconductor products. The company's product portfolio includes microcontrollers; application processors, including i.MX application processors, and i.MX 8 and 9 family of applications processors; communication processors; wireless connectivity solutions, such as near field communications, ultra-wideband, Bluetooth low-energy, Zigbee, and Wi-Fi and Wi-Fi/Bluetooth integrated SoCs; analog and interface devices; radio frequency power amplifiers; and security controllers, as well as semiconductor-based environmental and inertial sensors, including pressure, inertial, magnetic, and gyroscopic sensors.