Pflug Koory LLC bought a new position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 3,067 shares of the semiconductor provider’s stock, valued at approximately $729,000.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Gamco Investors INC. ET AL lifted its position in NXP Semiconductors by 2.0% in the 1st quarter. Gamco Investors INC. ET AL now owns 2,305 shares of the semiconductor provider’s stock valued at $454,000 after acquiring an additional 45 shares in the last quarter. Howard Financial Services LTD. boosted its stake in NXP Semiconductors by 2.9% during the 3rd quarter. Howard Financial Services LTD. now owns 1,736 shares of the semiconductor provider’s stock valued at $412,000 after purchasing an additional 49 shares during the last quarter. Ballast Advisors LLC increased its holdings in NXP Semiconductors by 0.7% during the 1st quarter. Ballast Advisors LLC now owns 9,078 shares of the semiconductor provider’s stock worth $1,787,000 after purchasing an additional 61 shares in the last quarter. Chicago Partners Investment Group LLC increased its holdings in NXP Semiconductors by 6.1% during the 1st quarter. Chicago Partners Investment Group LLC now owns 1,200 shares of the semiconductor provider’s stock worth $236,000 after purchasing an additional 69 shares in the last quarter. Finally, Fulton Bank N.A. increased its holdings in NXP Semiconductors by 2.0% during the 1st quarter. Fulton Bank N.A. now owns 4,317 shares of the semiconductor provider’s stock worth $850,000 after purchasing an additional 84 shares in the last quarter. Institutional investors and hedge funds own 90.54% of the company’s stock.
NXP Semiconductors Price Performance
NASDAQ NXPI opened at $253.50 on Wednesday. The business’s fifty day moving average is $230.98 and its 200-day moving average is $245.79. The stock has a market capitalization of $63.92 billion, a price-to-earnings ratio of 21.63 and a beta of 1.80. NXP Semiconductors N.V. has a one year low of $183.00 and a one year high of $339.95.
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last posted its quarterly earnings results on Tuesday, October 27th. The semiconductor provider reported $4.20 earnings per share for the quarter, beating the consensus estimate of $4.12 by $0.08. The company had revenue of $3.79 billion for the quarter, compared to the consensus estimate of $3.76 billion. NXP Semiconductors’s quarterly revenue was up 19.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.11 EPS. Research analysts expect that NXP Semiconductors N.V. will post 13.75 EPS for the current fiscal year.
NXP Semiconductors declared that its Board of Directors has authorized a stock repurchase plan on Tuesday, October 27th that permits the company to repurchase $5 billion in shares. This buyback authorization permits the semiconductor provider to buy shares of its stock through open market purchases. Share buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.
NXP Semiconductors Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th were paid a $1.0140 dividend. This represents a $4.06 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Wednesday, September 16th. NXP Semiconductors’s payout ratio is presently 34.56%.
Key Headlines Impacting NXP Semiconductors
Here are the key news stories impacting NXP Semiconductors this week:
- Positive Sentiment: Third-quarter results exceeded expectations. NXP reported adjusted earnings of $4.20 per share versus the $4.12–$4.14 consensus range, while revenue rose 19.3% year over year to $3.79 billion, topping the approximately $3.76 billion estimate. Net income increased to $899 million from $646 million a year earlier. NXP Semiconductors Q3 Earnings and Revenues Top Estimates
- Positive Sentiment: NXP expanded its share-repurchase authorization by $5 billion. The larger buyback could support earnings per share and signals confidence in the company’s cash-generation prospects. NXP Semiconductors Reports Third Quarter 2026 Results
- Positive Sentiment: Volkswagen selected NXP’s S32K5 microcontrollers for a future zonal, software-defined vehicle architecture being developed with Rivian. The technology is expected to be used across Volkswagen Group brands, with the first vehicle planned for 2027, strengthening NXP’s long-term automotive growth outlook. Volkswagen Group Partnership With NXP
- Neutral Sentiment: Management attributed quarterly growth to accelerating company-specific drivers in automotive and industrial markets, suggesting improving demand in NXP’s key end markets. NXP Third Quarter 2026 Results
- Negative Sentiment: Fourth-quarter guidance was less compelling. Revenue guidance of $3.85 billion came in roughly 0.6% below analyst expectations, prompting an initial after-hours selloff despite the quarterly beat. Investors may be looking for stronger evidence that recent growth can continue. NXP Surprises With Q3 Sales but Stock Drops
Insider Transactions at NXP Semiconductors
In other news, EVP Christopher L. Jensen sold 3,355 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $240.00, for a total transaction of $805,200.00. Following the completion of the sale, the executive vice president owned 288 shares in the company, valued at $69,120. This trade represents a 92.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $226.04, for a total transaction of $226,040.00. Following the completion of the sale, the executive vice president directly owned 7,942 shares in the company, valued at $1,795,209.68. This trade represents a 11.18% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is owned by insiders.
Analyst Ratings Changes
NXPI has been the subject of several analyst reports. Citigroup reissued a “neutral” rating on shares of NXP Semiconductors in a research note on Monday, July 13th. Mizuho cut their target price on NXP Semiconductors from $200.00 to $190.00 and set an “underperform” rating on the stock in a research report on Wednesday, July 29th. Morgan Stanley upped their price target on NXP Semiconductors from $335.00 to $338.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Wells Fargo & Company lowered their price target on NXP Semiconductors from $280.00 to $235.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 20th. Finally, UBS Group restated a “neutral” rating and set a $270.00 price objective (down from $305.00) on shares of NXP Semiconductors in a research note on Monday, August 3rd. Sixteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $302.30.
View Our Latest Stock Analysis on NXPI
About NXP Semiconductors
NXP Semiconductors N.V. is a global semiconductor company that develops technologies for automotive, industrial, communications infrastructure, mobile, and Internet of Things applications. The company provides processing, connectivity, security, sensing, and power-management solutions that help enable connected and automated systems.
Its product portfolio includes microcontrollers and application processors, automotive networking and radar solutions, secure identification and authentication technologies, near-field communication products, radio-frequency power amplifiers, analog and mixed-signal devices, and wireless connectivity solutions.
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