The Manufacturers Life Insurance Company Decreases Stock Position in NXP Semiconductors N.V. $NXPI

The Manufacturers Life Insurance Company cut its position in NXP Semiconductors N.V. (NASDAQ:NXPI) by 10.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 138,679 shares of the semiconductor provider’s stock after selling 16,042 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in NXP Semiconductors were worth $27,284,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in NXPI. Vanguard Group Inc. increased its holdings in NXP Semiconductors by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 13,612,546 shares of the semiconductor provider’s stock worth $2,954,739,000 after acquiring an additional 293,558 shares during the last quarter. State Street Corp boosted its position in NXP Semiconductors by 0.5% during the fourth quarter. State Street Corp now owns 11,043,159 shares of the semiconductor provider’s stock worth $2,407,382,000 after purchasing an additional 55,098 shares during the period. Massachusetts Financial Services Co. MA increased its stake in shares of NXP Semiconductors by 1.6% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 7,849,741 shares of the semiconductor provider’s stock worth $1,703,865,000 after purchasing an additional 121,419 shares in the last quarter. Invesco Ltd. raised its position in shares of NXP Semiconductors by 17.2% in the fourth quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock valued at $1,210,038,000 after purchasing an additional 818,985 shares during the period. Finally, Geode Capital Management LLC raised its position in shares of NXP Semiconductors by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 5,463,756 shares of the semiconductor provider’s stock valued at $1,180,572,000 after purchasing an additional 30,804 shares during the period. Institutional investors own 90.54% of the company’s stock.

Trending Headlines about NXP Semiconductors

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

• Positive Sentiment: Strong quarterly performance and guidance: NXP reported second-quarter revenue of $3.50 billion, up 19.5% year over year and ahead of expectations. Adjusted EPS of $3.61 also exceeded consensus, while next-quarter guidance was better than analysts’ forecasts. NXPI Q2 Deep Dive: Broad-Based Revenue Growth and Strong Guidance Across All End Markets
• Positive Sentiment: Analyst support remains favorable: Oppenheimer and Needham reaffirmed Buy ratings, while Morgan Stanley maintained its Buy rating and raised its price target to $338. These actions reinforce the view that NXP’s growth and automotive semiconductor exposure remain attractive. Morgan Stanley Keeps Their Buy Rating on NXP Semiconductors
• Neutral Sentiment: Price-target views are mixed: TD Cowen lowered its target to $290, contrasting with Morgan Stanley’s increase. The differing outlooks suggest analysts remain divided over valuation and the durability of NXP’s recovery. TD Cowen Lowers NXP Semiconductors Price Target
• Negative Sentiment: Potential Ambarella acquisition pressures shares: NXP is reportedly in talks to acquire Ambarella, a developer of low-power AI chips and software for cameras, vehicles and robotics. The deal could improve NXP’s capabilities in software-defined vehicles, radar, electrification and edge AI, but investors may be discounting the financial and integration risks because no transaction has been announced or agreed. NXP in Talks to Buy Chip Developer Ambarella, FT Reports

Insiders Place Their Bets

In related news, EVP Christopher L. Jensen sold 1,746 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $316.53, for a total value of $552,661.38. Following the sale, the executive vice president owned 3,643 shares in the company, valued at approximately $1,153,118.79. This trade represents a 32.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 shares were sold at an average price of $315.57, for a total value of $315,570.00. Following the sale, the executive vice president directly owned 8,942 shares of the company’s stock, valued at $2,821,826.94. This represents a 10.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms recently commented on NXPI. Weiss Ratings raised shares of NXP Semiconductors from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, May 4th. Jefferies Financial Group boosted their target price on shares of NXP Semiconductors from $265.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. The Goldman Sachs Group restated a “buy” rating on shares of NXP Semiconductors in a research report on Wednesday, April 29th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $290.00 price target on shares of NXP Semiconductors in a report on Wednesday. Finally, Morgan Stanley lifted their price target on NXP Semiconductors from $335.00 to $338.00 and gave the company an “overweight” rating in a research report on Wednesday. Sixteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $307.05.

NXP Semiconductors Price Performance

NXPI stock opened at $229.16 on Friday. The firm has a 50 day moving average of $290.48 and a 200-day moving average of $252.74. The company has a current ratio of 2.04, a quick ratio of 1.55 and a debt-to-equity ratio of 0.88. NXP Semiconductors N.V. has a 12 month low of $183.00 and a 12 month high of $339.95. The firm has a market capitalization of $57.78 billion, a P/E ratio of 19.55, a price-to-earnings-growth ratio of 0.85 and a beta of 1.79.

NXP Semiconductors (NASDAQ:NXPI) last issued its quarterly earnings data on Tuesday, July 28th. The semiconductor provider reported $3.61 EPS for the quarter, beating the consensus estimate of $3.52 by $0.09. The company had revenue of $3.50 billion during the quarter, compared to analysts’ expectations of $3.47 billion. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. NXP Semiconductors’s revenue for the quarter was up 19.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.72 earnings per share. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. As a group, sell-side analysts predict that NXP Semiconductors N.V. will post 13.5 earnings per share for the current fiscal year.

NXP Semiconductors Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were given a dividend of $1.014 per share. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s payout ratio is 34.64%.

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.