Todd Asset Management LLC Lowers Stock Holdings in NXP Semiconductors N.V. $NXPI

Todd Asset Management LLC reduced its position in NXP Semiconductors N.V. (NASDAQ:NXPI) by 9.0% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 233,643 shares of the semiconductor provider’s stock after selling 23,197 shares during the quarter. Todd Asset Management LLC’s holdings in NXP Semiconductors were worth $53,209,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of NXPI. Vanguard Group Inc. grew its holdings in shares of NXP Semiconductors by 1.4% in the 2nd quarter. Vanguard Group Inc. now owns 13,350,245 shares of the semiconductor provider’s stock worth $2,916,895,000 after acquiring an additional 184,295 shares during the period. State Street Corp increased its position in shares of NXP Semiconductors by 0.7% in the second quarter. State Street Corp now owns 10,934,800 shares of the semiconductor provider’s stock valued at $2,399,555,000 after buying an additional 71,892 shares in the last quarter. Massachusetts Financial Services Co. MA raised its stake in shares of NXP Semiconductors by 1.3% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 8,237,369 shares of the semiconductor provider’s stock worth $1,799,783,000 after buying an additional 103,319 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of NXP Semiconductors by 3.8% in the 2nd quarter. Geode Capital Management LLC now owns 5,571,644 shares of the semiconductor provider’s stock worth $1,212,425,000 after buying an additional 204,547 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its holdings in NXP Semiconductors by 4.8% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,567,140 shares of the semiconductor provider’s stock valued at $779,330,000 after acquiring an additional 162,553 shares in the last quarter. 90.54% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have recently weighed in on NXPI. Wells Fargo & Company raised their price objective on shares of NXP Semiconductors from $260.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. KeyCorp increased their price objective on NXP Semiconductors from $280.00 to $300.00 and gave the company an “overweight” rating in a research note on Wednesday, February 4th. Truist Financial cut their target price 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, February 3rd. Morgan Stanley reaffirmed an “overweight” rating on shares of NXP Semiconductors in a research note on Friday, January 16th. Finally, Bank of America lowered their price target on shares of NXP Semiconductors from $265.00 to $245.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, NXP Semiconductors presently has a consensus rating of “Moderate Buy” and an average price target of $253.67.

NXP Semiconductors Stock Up 0.9%

Shares of NXPI opened at $244.43 on Monday. NXP Semiconductors N.V. has a fifty-two week low of $148.09 and a fifty-two week high of $256.36. The firm has a market cap of $61.52 billion, a PE ratio of 30.78, a price-to-earnings-growth ratio of 1.51 and a beta of 1.47. The company has a quick ratio of 1.38, a current ratio of 2.05 and a debt-to-equity ratio of 1.09. The company’s fifty day moving average is $230.90 and its two-hundred day moving average is $221.75.

NXP Semiconductors (NASDAQ:NXPI) last released its quarterly earnings data on Monday, February 2nd. The semiconductor provider reported $3.35 EPS for the quarter, topping analysts’ consensus estimates of $3.31 by $0.04. NXP Semiconductors had a return on equity of 26.72% and a net margin of 16.47%.The company had revenue of $3.34 billion for the quarter, compared to the consensus estimate of $3.30 billion. During the same period last year, the business posted $3.18 EPS. The company’s quarterly revenue was up 7.2% compared to the same quarter last year. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. 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 declared a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 10th were issued a dividend of $1.014 per share. This represents a $4.06 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Wednesday, December 10th. NXP Semiconductors’s dividend payout ratio (DPR) is presently 51.13%.

Insider Buying and Selling

In other NXP Semiconductors news, insider Julie Southern purchased 225 shares of NXP Semiconductors stock in a transaction that occurred on Wednesday, December 3rd. The stock was purchased at an average price of $225.48 per share, with a total value of $50,733.00. Following the completion of the acquisition, the insider owned 11,937 shares of the company’s stock, valued at approximately $2,691,554.76. This trade represents a 1.92% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Jennifer Wuamett sold 12,425 shares of the company’s stock in a transaction that occurred 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 directly owned 11,811 shares in the company, valued at approximately $2,609,522.34. The trade was a 51.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by insiders.

About NXP Semiconductors

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.