Guinness Atkinson Asset Management Inc Acquires New Holdings in NXP Semiconductors N.V. $NXPI

Guinness Atkinson Asset Management Inc bought a new stake in NXP Semiconductors N.V. (NASDAQ:NXPI) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 3,842 shares of the semiconductor provider’s stock, valued at approximately $869,000.

Several other hedge funds have also modified their holdings of NXPI. Shelton Capital Management increased its position in shares of NXP Semiconductors by 16.1% during 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 acquired a new stake in NXP Semiconductors in the second quarter worth about $3,540,000. CCLA Investment Management grew its stake in shares of NXP Semiconductors by 6.5% during the second quarter. CCLA Investment Management now owns 545,580 shares of the semiconductor provider’s stock worth $119,121,000 after acquiring an additional 33,112 shares during the last quarter. OMERS ADMINISTRATION Corp raised its position in shares of 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 purchasing an additional 7,034 shares during the last quarter. Finally, Bourgeon Capital Management LLC acquired a new stake in NXP Semiconductors in the 3rd quarter worth approximately $1,310,000. 90.54% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at NXP Semiconductors

In other news, insider Julie Southern purchased 225 shares of the stock in a transaction dated Wednesday, December 3rd. The shares were purchased at an average cost of $225.48 per share, with a total value of $50,733.00. Following the completion of the purchase, the insider directly owned 11,937 shares of the company’s stock, valued at approximately $2,691,554.76. The trade was a 1.92% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Jennifer Wuamett sold 12,425 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $220.94, for a total value of $2,745,179.50. Following the completion of the transaction, the executive vice president owned 11,811 shares in the company, valued at $2,609,522.34. The trade was a 51.27% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

NXPI has been the topic of a number of research analyst reports. Evercore ISI dropped their price objective on shares of NXP Semiconductors from $292.00 to $260.00 and set an “outperform” rating on the stock in a report on Wednesday. Citigroup dropped their target price on NXP Semiconductors from $285.00 to $255.00 and set a “buy” rating on the stock in a research report on Wednesday. Truist Financial decreased their price objective on shares of NXP Semiconductors from $265.00 to $255.00 and set a “buy” rating for the company in a research note on Tuesday. Mizuho reduced their target price on shares of NXP Semiconductors from $285.00 to $255.00 and set an “outperform” rating for the company in a report on Wednesday. Finally, Barclays reaffirmed an “overweight” rating and set a $255.00 price target on shares of NXP Semiconductors in a research report on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, NXP Semiconductors currently has a consensus rating of “Moderate Buy” and a consensus price target of $253.67.

NXP Semiconductors Price Performance

NASDAQ:NXPI opened at $222.13 on Friday. 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 N.V. has a 52 week low of $148.09 and a 52 week high of $255.45. The stock’s 50-day moving average price is $228.20 and its 200-day moving average price is $221.30. The stock has a market capitalization of $55.90 billion, a PE ratio of 27.98, a price-to-earnings-growth ratio of 2.84 and a beta of 1.47.

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

NXP Semiconductors Dividend Announcement

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

Key Headlines Impacting NXP Semiconductors

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

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.