Guinness Asset Management LTD Buys Shares of 44,578 NXP Semiconductors N.V. $NXPI

Guinness Asset Management LTD purchased a new position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 44,578 shares of the semiconductor provider’s stock, valued at approximately $10,080,000.

Other large investors have also modified their holdings of the company. Shelton Capital Management grew its stake in shares of NXP Semiconductors by 16.1% in the second quarter. Shelton Capital Management now owns 83,378 shares of the semiconductor provider’s stock worth $18,217,000 after purchasing an additional 11,577 shares in the last quarter. Alberta Investment Management Corp bought a new stake in shares of NXP Semiconductors during the second quarter valued at about $3,540,000. CCLA Investment Management lifted its holdings in NXP Semiconductors by 6.5% in the second quarter. CCLA Investment Management now owns 545,580 shares of the semiconductor provider’s stock worth $119,121,000 after purchasing an additional 33,112 shares during the period. OMERS ADMINISTRATION Corp grew its position in NXP Semiconductors by 13.6% in the 2nd quarter. OMERS ADMINISTRATION Corp now owns 58,645 shares of the semiconductor provider’s stock valued at $12,813,000 after buying an additional 7,034 shares in the last quarter. Finally, Bourgeon Capital Management LLC acquired a new position in NXP Semiconductors during the 3rd quarter valued at about $1,310,000. Institutional investors and hedge funds own 90.54% of the company’s stock.

NXP Semiconductors Trading Down 2.1%

NASDAQ:NXPI opened at $222.13 on Friday. The stock has a fifty day simple moving average of $228.20 and a 200 day simple moving average of $221.30. The firm has a market capitalization of $55.90 billion, a price-to-earnings ratio of 27.98, a price-to-earnings-growth ratio of 2.84 and a beta of 1.47. NXP Semiconductors N.V. has a 1-year low of $148.09 and a 1-year high of $255.45. The company has a quick ratio of 1.69, a current ratio of 2.05 and a debt-to-equity ratio of 1.09.

NXP Semiconductors (NASDAQ:NXPI) last posted its quarterly earnings data on Monday, February 2nd. The semiconductor provider reported $3.35 EPS for the quarter, beating analysts’ consensus estimates of $3.31 by $0.04. The company had revenue of $3.34 billion during the quarter, compared to analyst estimates of $3.30 billion. NXP Semiconductors had a net margin of 16.47% and a return on equity of 26.72%. The business’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period in the prior year, the firm earned $3.18 earnings per share. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. Sell-side analysts forecast that NXP Semiconductors N.V. will post 10.28 earnings per share for the current year.

NXP Semiconductors Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 10th were paid a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, December 10th. This represents a $4.06 dividend on an annualized basis and a yield of 1.8%. NXP Semiconductors’s dividend payout ratio (DPR) is currently 51.13%.

Wall Street Analyst Weigh In

NXPI has been the subject of a number of research analyst reports. Stifel Nicolaus set a $215.00 price target on shares of NXP Semiconductors in a research note on Tuesday, October 28th. Citigroup cut their target price on NXP Semiconductors from $285.00 to $255.00 and set a “buy” rating for the company in a research report on Wednesday. JPMorgan Chase & Co. lifted their price target on NXP Semiconductors from $245.00 to $250.00 and gave the company a “neutral” rating in a research report on Wednesday. Cantor Fitzgerald reissued an “overweight” rating on shares of NXP Semiconductors in a research note on Tuesday. Finally, Mizuho cut their price objective on NXP Semiconductors from $285.00 to $255.00 and set an “outperform” rating for the company in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $253.67.

NXP Semiconductors News Summary

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

• Positive Sentiment: Q4 beat and Edge AI roadmap could support upside — NXP beat EPS/revenue, provided upbeat near‑term guidance, and highlighted its eIQ Agentic framework and S32N7 processor as catalysts for automotive/industrial growth, arguments bulls point to as a buying opportunity. Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying Window
• Positive Sentiment: High conviction from some brokers — KeyCorp raised its price target to $300 (overweight), signaling a sizeable upside case that can attract buyers if macro/auto demand improves. KeyCorp price target raise
• Neutral Sentiment: Earnings‑call strategic shift noted — Management’s call emphasized a strategic shift toward edge/physical AI, which is longer‑term positive but does not immediately resolve near‑term margin/inventory questions. Earnings Call Highlights Strategic Shift
• Neutral Sentiment: Analysts conflicted — several firms maintained buy/outperform ratings but adjusted targets both up and down, producing mixed signals rather than a clear consensus. Analysts Have Conflicting Sentiments
• Negative Sentiment: Multiple price‑target cuts are weighing on sentiment — firms including Citigroup, Bank of America, Mizuho, Evercore and TD Cowen trimmed targets (many still keep buy/outperform stances), which likely contributed to near‑term selling pressure. TD Cowen price target adjustment Citigroup price target cut
• Negative Sentiment: Margin and inventory concerns — management reported a slower margin improvement and days‑of‑inventory (~154 days) that are above recent norms; these operational metrics raise the risk of further margin pressure if sales don’t pick up. Margin and inventory analysis

Insiders Place Their Bets

In other NXP Semiconductors news, EVP Jennifer Wuamett sold 12,425 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $220.94, for a total transaction of $2,745,179.50. Following the sale, the executive vice president directly owned 11,811 shares of the company’s stock, valued at $2,609,522.34. The trade was a 51.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Christopher L. Jensen sold 2,300 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $228.17, for a total value of $524,791.00. Following the completion of the sale, the executive vice president directly owned 9,965 shares of the company’s stock, valued at approximately $2,273,714.05. This trade represents a 18.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.12% of the company’s stock.

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.