Waverly Advisors LLC Acquires 2,164 Shares of NXP Semiconductors N.V. $NXPI

Waverly Advisors LLC raised its holdings in NXP Semiconductors N.V. (NASDAQ:NXPI) by 10.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 22,831 shares of the semiconductor provider’s stock after buying an additional 2,164 shares during the period. Waverly Advisors LLC’s holdings in NXP Semiconductors were worth $4,494,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. JPL Wealth Management LLC acquired a new position in shares of NXP Semiconductors during the 3rd quarter worth about $26,000. SHP Wealth Management acquired a new stake in shares of NXP Semiconductors in the fourth quarter valued at about $27,000. Acumen Wealth Advisors LLC acquired a new stake in shares of NXP Semiconductors in the fourth quarter valued at about $28,000. Jessup Wealth Management Inc acquired a new stake in shares of NXP Semiconductors in the fourth quarter valued at about $29,000. Finally, Quattro Advisors LLC bought a new stake in NXP Semiconductors during the fourth quarter worth about $30,000. 90.54% of the stock is owned by institutional investors.

Key Headlines Impacting NXP Semiconductors

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

• Positive Sentiment: NXP reported second-quarter revenue of approximately $3.5 billion, up 19% year over year and 10% sequentially, with growth across all end markets and regions. Management highlighted momentum in software-defined vehicles and physical AI, while data-center demand is emerging as an additional growth driver. NXP Semiconductors Reports Second Quarter 2026 Results
• Positive Sentiment: Non-GAAP earnings were $3.61 per share, exceeding analyst estimates of roughly $3.52-$3.54 and rising from $2.72 a year earlier. Revenue also topped expectations of approximately $3.47 billion, indicating continued operating momentum. NXP Semiconductors Q2 Earnings and Revenues Top Estimates
• Neutral Sentiment: For the third quarter, NXP forecast revenue of $3.7 billion to $3.9 billion, compared with a consensus estimate near $3.7 billion. EPS guidance of $3.89-$4.32 has a midpoint above the $3.92 consensus, but the broad range leaves room for uncertainty. NXP Semiconductors Q2: Beats On Revenue But Stock Drops
• Negative Sentiment: NXPI stock declined after the results, indicating that the earnings and guidance beats did not impress investors relative to elevated expectations. The market may be looking for stronger near-term acceleration despite NXP’s solid growth outlook. NXP Semiconductors Fails To Impress With Beat-And-Raise Report

NXP Semiconductors Trading Down 3.2%

Shares of NASDAQ:NXPI opened at $259.12 on Wednesday. NXP Semiconductors N.V. has a 52-week low of $183.00 and a 52-week high of $339.95. The company has a market capitalization of $65.42 billion, a P/E ratio of 24.80, a price-to-earnings-growth ratio of 1.11 and a beta of 1.79. The company has a 50-day simple moving average of $294.70 and a 200 day simple moving average of $252.85. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.55 and a current ratio of 2.24.

NXP Semiconductors (NASDAQ:NXPI) last posted its quarterly earnings results on Tuesday, July 28th. The semiconductor provider reported $3.61 EPS for the quarter, topping analysts’ consensus estimates of $3.52 by $0.09. The business had revenue of $3.50 billion during the quarter, compared to analysts’ expectations of $3.47 billion. NXP Semiconductors had a return on equity of 26.75% and a net margin of 21.03%.NXP Semiconductors’s quarterly revenue was up 19.5% on a year-over-year basis. During the same quarter last year, the company posted $2.72 earnings per share. 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 13.46 earnings per share for the current 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 dividend of $1.014 per share. This represents a $4.06 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s payout ratio is currently 38.85%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Mizuho increased their price target on NXP Semiconductors from $188.00 to $200.00 and gave the company an “underperform” rating in a research report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of NXP Semiconductors in a research report on Wednesday, April 29th. Sanford C. Bernstein upped their price objective on NXP Semiconductors from $240.00 to $270.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 29th. Truist Financial increased their price objective on NXP Semiconductors from $255.00 to $310.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Finally, Wolfe Research raised their target price on shares of NXP Semiconductors from $270.00 to $320.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Sixteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, NXP Semiconductors has an average rating of “Moderate Buy” and a consensus target price of $307.73.

Insider Activity at NXP Semiconductors

In other NXP Semiconductors news, EVP Christopher L. Jensen sold 1,746 shares of the firm’s 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 completion of the sale, the executive vice president owned 3,643 shares of the company’s stock, valued at $1,153,118.79. This trade represents a 32.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through 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 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 transaction, the executive vice president directly owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. This trade represents 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 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.