NXP Semiconductors (NASDAQ:NXPI) Announces Earnings Results

NXP Semiconductors (NASDAQ:NXPI) announced its quarterly earnings data on Monday. The semiconductor provider reported $3.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.31 by $0.04, FiscalAI reports. NXP Semiconductors had a net margin of 17.11% and a return on equity of 26.92%. The firm had revenue of $3.34 billion for the quarter, compared to analysts’ expectations of $3.30 billion. During the same period last year, the firm earned $3.18 earnings per share. The business’s revenue for the quarter was up 7.2% on a year-over-year basis. NXP Semiconductors updated its Q1 2026 guidance to 2.770-3.170 EPS.

NXP Semiconductors Stock Up 2.2%

NASDAQ:NXPI opened at $231.08 on Tuesday. The stock has a 50-day simple moving average of $226.37 and a 200 day simple moving average of $221.29. NXP Semiconductors has a 52-week low of $148.09 and a 52-week high of $255.45. The company has a market cap of $58.16 billion, a PE ratio of 28.60, a PEG ratio of 2.83 and a beta of 1.47. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.69 and a current ratio of 2.37.

NXP Semiconductors Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 7th. Stockholders of record on Wednesday, December 10th were given a dividend of $1.014 per share. This represents a $4.06 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend was Wednesday, December 10th. NXP Semiconductors’s dividend payout ratio is currently 50.25%.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on NXPI shares. Citigroup increased their target price on NXP Semiconductors from $275.00 to $285.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $280.00 price target on shares of NXP Semiconductors in a research report on Tuesday, October 28th. JPMorgan Chase & Co. lifted their price objective on shares of NXP Semiconductors from $240.00 to $245.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 29th. Mizuho upped their target price on shares of NXP Semiconductors from $265.00 to $285.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Finally, Wells Fargo & Company lifted their price target on shares of NXP Semiconductors from $260.00 to $265.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, NXP Semiconductors has an average rating of “Moderate Buy” and an average target price of $259.29.

NXP Semiconductors News Roundup

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

• Positive Sentiment: Quarterly beat — NXP reported EPS of $3.35 and revenue ~ $3.33–3.34B (up ~7.2% y/y), topping consensus on both EPS and sales; this reinforces the company’s revenue recovery narrative. Earnings Summary
• Positive Sentiment: Upbeat near-term outlook — management guided Q1 revenue roughly in line-to-above Street expectations and signaled automotive strength and an industrial-market bottom, which supports forecastable demand into 2026. Reuters: Upbeat Quarter
• Positive Sentiment: Inventory and sequential improvement — company commentary and coverage highlight improving inventories and sequential recovery across end markets, a positive for margin sustainability and working-capital trends. Yahoo Finance: Inventory Levels Improve
• Neutral Sentiment: Portfolio pruning — STMicro closed on acquiring NXP’s MEMS business; this is part of NXP’s portfolio optimization and could free capital and focus but trims product scope. Business Insider: MEMS Sale
• Neutral Sentiment: Guidance nuance — Q1 EPS was guided to a range (2.770–3.170) that sits around Street expectations but slightly under the midpoint, so investors will watch where management expects margins and product mix to land. GlobeNewswire: Q4 Results & Guidance
• Negative Sentiment: Mixed market reaction & short-term selloff — some outlets reported the stock dipped after the release despite the beat, indicating profit-taking and headline-driven volatility. Seeking Alpha: Stock Edges Down
• Negative Sentiment: Conflicting/complex headlines — some third‑party summaries (and Quiver) reported different EPS figures and flagged insider selling, which can amplify short-term uncertainty even if core results were solid. Watch for analyst note clarifications. Quiver Quant: Stock Reaction & Metrics

Insider Buying and Selling at NXP Semiconductors

In other news, EVP Christopher L. Jensen sold 2,300 shares of the business’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $228.17, for a total value of $524,791.00. Following the sale, the executive vice president owned 9,965 shares of the company’s stock, valued at $2,273,714.05. The trade was a 18.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Julie Southern bought 225 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was acquired at an average cost of $225.48 per share, with a total value of $50,733.00. Following the transaction, the insider owned 11,937 shares of the company’s stock, valued at $2,691,554.76. This represents a 1.92% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.12% of the company’s stock.

Hedge Funds Weigh In On NXP Semiconductors

Large investors have recently modified their holdings of the business. Brighton Jones LLC raised its holdings in NXP Semiconductors by 20.6% during the fourth quarter. Brighton Jones LLC now owns 1,276 shares of the semiconductor provider’s stock worth $265,000 after acquiring an additional 218 shares in the last quarter. NewEdge Advisors LLC increased its position in shares of NXP Semiconductors by 3.4% during the 1st quarter. NewEdge Advisors LLC now owns 7,021 shares of the semiconductor provider’s stock worth $1,334,000 after purchasing an additional 234 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in shares of NXP Semiconductors by 31.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 777 shares of the semiconductor provider’s stock worth $170,000 after purchasing an additional 187 shares during the last quarter. Marshall Wace LLP raised its stake in shares of NXP Semiconductors by 887.0% during the 2nd quarter. Marshall Wace LLP now owns 36,659 shares of the semiconductor provider’s stock worth $8,010,000 after purchasing an additional 32,945 shares in the last quarter. Finally, Gamco Investors INC. ET AL acquired a new stake in shares of NXP Semiconductors in the 2nd quarter valued at approximately $555,000. 90.54% of the stock is currently owned by institutional investors and hedge funds.

NXP Semiconductors Company 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.