NXP Semiconductors (NASDAQ:NXPI – Free Report) had its target price cut by Citigroup from $285.00 to $255.00 in a report issued on Wednesday, MarketBeat reports. They currently have a buy rating on the semiconductor provider’s stock.
NXPI has been the subject of a number of other research reports. Stifel Nicolaus set a $215.00 price target on shares of NXP Semiconductors in a research note on Tuesday, October 28th. Morgan Stanley reissued an “overweight” rating on shares of NXP Semiconductors in a research report on Friday, January 16th. Barclays reiterated an “overweight” rating and issued a $255.00 price target on shares of NXP Semiconductors in a research note on Thursday, January 15th. Mizuho cut their price objective on NXP Semiconductors from $285.00 to $255.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, Truist Financial reduced their target price on NXP Semiconductors from $265.00 to $255.00 and set a “buy” rating on the stock in a report on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $255.61.
Check Out Our Latest Research Report on NXP Semiconductors
NXP Semiconductors Trading Up 2.8%
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last released its quarterly earnings results on Monday, February 2nd. The semiconductor provider reported $3.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $0.04. The firm had revenue of $3.34 billion for the quarter, compared to the consensus estimate of $3.30 billion. NXP Semiconductors had a net margin of 16.47% and a return on equity of 26.72%. The firm’s quarterly revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.18 EPS. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. Analysts expect that NXP Semiconductors will post 10.28 EPS for the current fiscal year.
NXP Semiconductors Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 10th were issued a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, December 10th. This represents a $4.06 annualized dividend and a dividend yield of 1.8%. NXP Semiconductors’s dividend payout ratio (DPR) is 51.13%.
Insider Activity at NXP Semiconductors
In other news, EVP Christopher L. Jensen sold 2,300 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $228.17, for a total transaction of $524,791.00. Following the completion of the transaction, the executive vice president owned 9,965 shares in the company, valued at approximately $2,273,714.05. This represents a 18.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jennifer Wuamett sold 12,425 shares of NXP Semiconductors stock in a transaction dated 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 completion of the sale, the executive vice president owned 11,811 shares in the company, valued at approximately $2,609,522.34. This represents a 51.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.
Institutional Investors Weigh In On NXP Semiconductors
A number of hedge funds have recently made changes to their positions in the business. Shelton Capital Management grew its stake in shares of NXP Semiconductors by 16.1% in the 2nd quarter. Shelton Capital Management now owns 83,378 shares of the semiconductor provider’s stock valued at $18,217,000 after buying an additional 11,577 shares in the last quarter. Alberta Investment Management Corp acquired a new stake in NXP Semiconductors in the second quarter valued at approximately $3,540,000. CCLA Investment Management grew its position 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 acquiring an additional 33,112 shares in the last quarter. OMERS ADMINISTRATION Corp raised its holdings in shares of NXP Semiconductors by 13.6% during 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 in the last quarter. Finally, Bourgeon Capital Management LLC acquired a new stake in shares of NXP Semiconductors in the 3rd quarter valued at $1,310,000. Institutional investors own 90.54% of the company’s stock.
Key Headlines Impacting NXP Semiconductors
Here are the key news stories impacting NXP Semiconductors this week:
- Positive Sentiment: NXPI reported Q4 2025 results that beat expectations on both EPS and revenue (EPS $3.35 vs. $3.31 est.; revenue $3.34B vs. $3.30B est.), with Automotive, Industrial & IoT driving growth — a core fundamental reason for buyer interest. Read More.
- Positive Sentiment: NXP is pitching “Physical/Edge AI” (eIQ Agentic framework + S32N7 processor) as a structural growth catalyst for automotive and industrial markets — a narrative that supports upside if adoption accelerates. Read More.
- Positive Sentiment: Several analysts raised or reaffirmed upside targets (KeyCorp to $300/overweight; Needham reaffirmed buy at $250), providing fresh buy-side ammunition and validating the recovery story for some investors. Read More.
- Neutral Sentiment: Sale of NXP’s MEMS business to STMicroelectronics has closed — reduces NXP’s sensor footprint but also simplifies the business and raises cash; neutral-to-moderate strategic impact depending on reuse of proceeds. Read More.
- Neutral Sentiment: Analyst commentary is mixed overall — some firms trimmed targets while others raised them, leaving consensus views divergent and adding to short-term volatility. Read More.
- Negative Sentiment: Inventory and margin signals worried investors: Days of inventory rose to ~154 days and gross-margin expansion slowed, which prompted several firms to trim near-term outlooks — the inventory overhang is the main fundamental risk cited by bears. Read More.
- Negative Sentiment: Widespread analyst target cuts (examples: Evercore, Mizuho, BofA trimmed targets) and strong immediate post-earnings selling put pressure on the stock earlier in the week — driving the earlier large decline that some traders are now looking to fade. Read More.
- Negative Sentiment: Coverage headlines describing the post-earnings drop as severe amplified seller momentum; that forced a technical test of long-term support levels and increased short-term volatility. Read More.
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.
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