Janus Henderson Group PLC Buys 503,884 Shares of NXP Semiconductors N.V. $NXPI

Janus Henderson Group PLC raised its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI) by 19.6% during the 1st quarter, HoldingsChannel.com reports. The fund owned 3,069,879 shares of the semiconductor provider’s stock after acquiring an additional 503,884 shares during the period. Janus Henderson Group PLC’s holdings in NXP Semiconductors were worth $604,336,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in shares of NXP Semiconductors by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 13,612,546 shares of the semiconductor provider’s stock valued at $2,954,739,000 after purchasing an additional 293,558 shares during the period. State Street Corp raised its holdings in NXP Semiconductors by 0.5% in 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 in the last quarter. Massachusetts Financial Services Co. MA raised its holdings in 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. lifted its position in NXP Semiconductors by 17.2% during the fourth quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock valued at $1,210,038,000 after buying an additional 818,985 shares during the period. Finally, Geode Capital Management LLC lifted its position in NXP Semiconductors by 0.6% during 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 buying an additional 30,804 shares during the period. Hedge funds and other institutional investors own 90.54% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on NXPI shares. BNP Paribas Exane upped their target price on shares of NXP Semiconductors from $270.00 to $310.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Raymond James Financial lifted their price target on shares of NXP Semiconductors from $250.00 to $300.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Bank of America restated a “neutral” rating on shares of NXP Semiconductors in a report on Wednesday. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $290.00 target price on shares of NXP Semiconductors in a research note on Wednesday. Finally, Barclays lifted their target price on shares of NXP Semiconductors from $295.00 to $340.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. Sixteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $307.05.

Trending Headlines about NXP Semiconductors

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

• Positive Sentiment: NXP reported second-quarter revenue of $3.50 billion, up 19.5% year over year and 10% sequentially, while adjusted earnings of $3.61 per share exceeded analysts’ expectations. Growth was broad-based across regions and end markets, led by software-defined vehicles and physical AI. NXP Semiconductors Reports Second Quarter 2026 Results
• Positive Sentiment: Third-quarter guidance calls for revenue of approximately $3.7 billion to $3.9 billion and EPS of $3.89 to $4.32. The revenue midpoint is above consensus, and management highlighted expanding design wins in physical AI, software-defined vehicles and data centers as longer-term growth drivers. NXPI Q2 Earnings Call Highlights Physical AI Growth
• Positive Sentiment: Analyst sentiment remains generally constructive. Morgan Stanley raised its price target to $338 and maintained an overweight rating, while Needham reaffirmed a buy rating with a $300 target. Morgan Stanley Analyst Comments
• Neutral Sentiment: TD Cowen lowered its target to $290 but retained a buy rating, and Wells Fargo reduced its target to $280 while keeping an equal-weight rating, reflecting differing views on the pace of recovery.
• Negative Sentiment: The stock has fallen even after the beat-and-raise report because investors may have expected a stronger outlook. Analysts continue to await a clearer rebound in automotive demand, while concerns about industry costs and cash-flow valuation add pressure. NXP Declines Despite Q2 Results and Outlook Surpassing Expectations

Insider Buying and Selling

In related news, EVP Andrew Micallef sold 1,000 shares of NXP Semiconductors stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $315.57, for a total value of $315,570.00. Following the completion of the sale, the executive vice president directly owned 8,942 shares in the company, valued at approximately $2,821,826.94. This trade represents a 10.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 1,746 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $316.53, for a total value of $552,661.38. Following the completion of the transaction, the executive vice president directly owned 3,643 shares of the company’s stock, valued at approximately $1,153,118.79. This trade represents a 32.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is owned by insiders.

NXP Semiconductors Stock Performance

Shares of NXPI stock opened at $240.98 on Thursday. NXP Semiconductors N.V. has a one year low of $183.00 and a one year high of $339.95. The company’s 50-day moving average is $293.31 and its 200 day moving average is $252.87. The company has a market capitalization of $60.84 billion, a price-to-earnings ratio of 20.56, a price-to-earnings-growth ratio of 1.08 and a beta of 1.79. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.55 and a current ratio of 2.24.

NXP Semiconductors (NASDAQ:NXPI) last issued its earnings results on Tuesday, July 28th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.52 by $0.09. The business 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 28.54%. The business’s revenue for the quarter was up 19.5% compared to the same quarter last year. During the same period 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. Sell-side analysts expect that NXP Semiconductors N.V. will post 13.46 EPS for the current fiscal year.

NXP Semiconductors Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Wednesday, June 24th were given a dividend of $1.014 per share. The ex-dividend date of this dividend was Wednesday, June 24th. This represents a $4.06 annualized dividend and a dividend yield of 1.7%. NXP Semiconductors’s dividend payout ratio (DPR) is 38.85%.

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.