South Dakota Investment Council Boosts Stock Position in NXP Semiconductors N.V. $NXPI

South Dakota Investment Council raised its holdings in NXP Semiconductors N.V. (NASDAQ:NXPI) by 8.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,401 shares of the semiconductor provider’s stock after buying an additional 2,675 shares during the period. South Dakota Investment Council’s holdings in NXP Semiconductors were worth $6,575,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC increased its holdings in shares of NXP Semiconductors by 20.6% in the 4th quarter. Brighton Jones LLC now owns 1,276 shares of the semiconductor provider’s stock valued at $265,000 after acquiring an additional 218 shares during the last quarter. NewEdge Advisors LLC lifted its stake in NXP Semiconductors by 3.4% during the first 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 boosted its holdings in NXP Semiconductors by 31.7% in the second quarter. EverSource Wealth Advisors LLC now owns 777 shares of the semiconductor provider’s stock valued at $170,000 after purchasing an additional 187 shares in the last quarter. Marshall Wace LLP boosted its holdings in NXP Semiconductors by 887.0% in the second quarter. Marshall Wace LLP now owns 36,659 shares of the semiconductor provider’s stock valued at $8,010,000 after purchasing an additional 32,945 shares in the last quarter. Finally, Gamco Investors INC. ET AL purchased a new position in NXP Semiconductors in the second quarter valued at approximately $555,000. 90.54% of the stock is owned by hedge funds and other institutional investors.

NXP Semiconductors Stock Up 1.7%

NXPI opened at $245.16 on Friday. NXP Semiconductors N.V. has a 52 week low of $183.00 and a 52 week high of $339.95. The business has a 50 day moving average price of $292.23 and a two-hundred day moving average price of $252.90. The company has a quick ratio of 1.55, a current ratio of 2.04 and a debt-to-equity ratio of 0.88. The company has a market cap of $61.82 billion, a PE ratio of 20.92, a P/E/G ratio of 1.00 and a beta of 1.79.

NXP Semiconductors (NASDAQ:NXPI) last announced 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. The company had revenue of $3.50 billion for the quarter, compared to the consensus estimate of $3.47 billion. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.The company’s revenue was up 19.5% on a year-over-year basis. During the same period last year, the business posted $2.72 EPS. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. As a group, research analysts anticipate that NXP Semiconductors N.V. will post 13.5 EPS for the current year.

NXP Semiconductors Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Wednesday, June 24th were given a $1.014 dividend. This represents a $4.06 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s dividend payout ratio (DPR) is 38.85%.

Key Headlines Impacting NXP Semiconductors

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

• Positive Sentiment: Q2 results exceeded expectations. Revenue rose 19.5% year over year to $3.50 billion, while non-GAAP earnings reached $3.61 per share, beating consensus estimates. Growth was broad across automotive, industrial, communications infrastructure and mobile markets. NXPI Q2 Deep Dive: Broad-Based Revenue Growth and Strong Guidance Across All End Markets
• Positive Sentiment: Q3 outlook supports the bullish case. Management’s revenue guidance of approximately $3.75 billion at the midpoint was above analyst expectations. The company also indicated that software-defined vehicles, physical AI, data centers and expanding design-win pipelines could provide additional growth drivers. NXP Semiconductor: A Solid Q2, And Improved Q3 Guidance Reiterates The Bull Case
• Positive Sentiment: Several analysts remain constructive. Morgan Stanley raised its price target to $338 and maintained an overweight rating, while Needham reaffirmed a buy rating with a $300 target. Analysts also pointed to NXP’s dividend, institutional support and potential exposure to “physical AI.” Morgan Stanley Raises NXP Price Target
• Neutral Sentiment: Analyst sentiment is mixed. TD Cowen cut its target to $290 while retaining a buy rating, and Wells Fargo lowered its target to $280 with an equal-weight rating. The revisions suggest analysts see upside but are calibrating expectations after recent weakness. Analyst Price Target Updates
• Negative Sentiment: Investors remain cautious about automotive demand and valuation. Although NXP highlighted improving design wins and AI-related opportunities, analysts are still waiting for a clearer automotive recovery. Some coverage also argues the stock is near fair value on cash-flow measures, while industry cost pressures remain a risk. NXP Reveals Emerging Physical AI Pipeline

Insider Buying and Selling at NXP Semiconductors

In other NXP Semiconductors news, EVP Andrew Micallef sold 1,000 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $315.57, for a total value 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. The trade was a 10.06% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 1,746 shares of the company’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 transaction, the executive vice president owned 3,643 shares of the company’s stock, valued at approximately $1,153,118.79. The trade was a 32.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.05% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on NXPI shares. Truist Financial boosted their price objective on shares of NXP Semiconductors from $255.00 to $310.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Susquehanna increased their target price on shares of NXP Semiconductors from $210.00 to $250.00 and gave the company a “neutral” rating in a research report on Wednesday, April 29th. Citigroup restated a “neutral” rating on shares of NXP Semiconductors in a research note on Monday, July 13th. Evercore lifted their target price on NXP Semiconductors from $260.00 to $320.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Finally, Oppenheimer boosted their target price on NXP Semiconductors from $300.00 to $325.00 and gave the company an “outperform” rating in a report on Friday, July 24th. Sixteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $307.05.

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.