Cambiar Investors LLC Makes New $6.46 Million Investment in NXP Semiconductors N.V. $NXPI

Cambiar Investors LLC bought a new position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund bought 29,574 shares of the semiconductor provider’s stock, valued at approximately $6,462,000.

Several other institutional investors also recently made changes to their positions in NXPI. Wellington Management Group LLP boosted its position in shares of NXP Semiconductors by 11.7% during the 1st quarter. Wellington Management Group LLP now owns 12,731,044 shares of the semiconductor provider’s stock worth $2,419,662,000 after purchasing an additional 1,330,474 shares in the last quarter. Nuveen LLC purchased a new stake in shares of NXP Semiconductors during the 1st quarter worth $219,878,000. Price T Rowe Associates Inc. MD boosted its position in shares of NXP Semiconductors by 33.5% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 3,342,675 shares of the semiconductor provider’s stock worth $635,310,000 after purchasing an additional 839,113 shares in the last quarter. Ameriprise Financial Inc. boosted its position in shares of NXP Semiconductors by 20.0% during the 1st quarter. Ameriprise Financial Inc. now owns 3,404,587 shares of the semiconductor provider’s stock worth $647,387,000 after purchasing an additional 567,831 shares in the last quarter. Finally, Van Lanschot Kempen Investment Management N.V. boosted its position in shares of NXP Semiconductors by 44.7% during the 1st quarter. Van Lanschot Kempen Investment Management N.V. now owns 1,730,255 shares of the semiconductor provider’s stock worth $328,852,000 after purchasing an additional 534,404 shares in the last quarter. 90.54% of the stock is currently owned by hedge funds and other institutional investors.

NXP Semiconductors Price Performance

NXP Semiconductors stock opened at $209.12 on Friday. NXP Semiconductors N.V. has a 12-month low of $148.09 and a 12-month high of $255.45. The stock has a market capitalization of $52.63 billion, a P/E ratio of 25.88, a P/E/G ratio of 2.53 and a beta of 1.44. The firm’s 50-day moving average is $223.27 and its two-hundred day moving average is $214.48. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.37 and a quick ratio of 1.20.

NXP Semiconductors (NASDAQ:NXPI) last released its quarterly earnings results on Monday, October 27th. The semiconductor provider reported $3.11 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.12 by ($0.01). NXP Semiconductors had a return on equity of 26.92% and a net margin of 17.11%.The firm had revenue of $3.17 billion for the quarter, compared to analyst estimates of $3.15 billion. During the same period in the prior year, the business earned $3.45 earnings per share. NXP Semiconductors’s revenue for the quarter was down 2.4% on a year-over-year basis. NXP Semiconductors has set its Q4 2025 guidance at 3.070-3.490 EPS. Equities analysts predict that NXP Semiconductors N.V. will post 10.28 earnings per share for the current year.

NXP Semiconductors Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Wednesday, September 17th were given a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, September 17th. This represents a $4.06 annualized dividend and a dividend yield of 1.9%. NXP Semiconductors’s dividend payout ratio (DPR) is currently 50.25%.

Insider Activity at NXP Semiconductors

In related news, EVP Andrew Micallef sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $216.21, for a total value of $216,210.00. Following the sale, the executive vice president directly owned 6,828 shares of the company’s stock, valued at approximately $1,476,281.88. This trade represents a 12.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, President Rafael Sotomayor sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $219.57, for a total transaction of $439,140.00. Following the completion of the sale, the president directly owned 4,958 shares in the company, valued at $1,088,628.06. This represents a 28.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms recently commented on NXPI. Citigroup boosted their price objective on shares of NXP Semiconductors from $210.00 to $275.00 and gave the stock a “buy” rating in a research report on Monday, July 7th. Barclays boosted their price objective on shares of NXP Semiconductors from $190.00 to $220.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 22nd. Truist Financial boosted their price objective on shares of NXP Semiconductors from $252.00 to $254.00 and gave the stock a “buy” rating in a research report on Wednesday. Sanford C. Bernstein set a $220.00 price objective on shares of NXP Semiconductors and gave the stock a “market perform” rating in a research report on Wednesday. Finally, JPMorgan Chase & Co. boosted their price objective on shares of NXP Semiconductors from $240.00 to $245.00 and gave the stock a “neutral” rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, NXP Semiconductors has a consensus rating of “Moderate Buy” and a consensus price target of $257.47.

NXP Semiconductors Profile

NXP Semiconductors N.V. offers various semiconductor products. The company's product portfolio includes microcontrollers; application processors, including i.MX application processors, and i.MX 8 and 9 family of applications processors; communication processors; wireless connectivity solutions, such as near field communications, ultra-wideband, Bluetooth low-energy, Zigbee, and Wi-Fi and Wi-Fi/Bluetooth integrated SoCs; analog and interface devices; radio frequency power amplifiers; and security controllers, as well as semiconductor-based environmental and inertial sensors, including pressure, inertial, magnetic, and gyroscopic sensors.