KeyCorp Issues Positive Forecast for NXP Semiconductors (NASDAQ:NXPI) Stock Price

NXP Semiconductors (NASDAQ:NXPI) had its price target hoisted by KeyCorp from $280.00 to $300.00 in a research note issued to investors on Wednesday morning,MarketScreener reports. KeyCorp currently has an overweight rating on the semiconductor provider’s stock.

Other equities research analysts have also issued research reports about the company. Mizuho dropped their target price on NXP Semiconductors from $285.00 to $255.00 and set an “outperform” rating on the stock in a research report on Wednesday. Morgan Stanley reissued an “overweight” rating on shares of NXP Semiconductors in a research report on Friday, January 16th. Weiss Ratings restated a “hold (c)” rating on shares of NXP Semiconductors in a research note on Thursday, January 22nd. Wells Fargo & Company lifted their target price on NXP Semiconductors from $260.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Finally, JPMorgan Chase & Co. boosted their target price on NXP Semiconductors from $240.00 to $245.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. 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. According to MarketBeat.com, NXP Semiconductors presently has an average rating of “Moderate Buy” and an average price target of $255.61.

NXP Semiconductors Stock Performance

Shares of NXP Semiconductors stock opened at $226.86 on Wednesday. The stock’s fifty day simple moving average is $227.63 and its 200 day simple moving average is $221.30. The company has a current ratio of 2.05, a quick ratio of 1.69 and a debt-to-equity ratio of 1.09. The company has a market capitalization of $57.09 billion, a PE ratio of 28.57, a PEG ratio of 2.76 and a beta of 1.47. NXP Semiconductors has a 12 month low of $148.09 and a 12 month high of $255.45.

NXP Semiconductors (NASDAQ:NXPI) last released its quarterly earnings data on Monday, February 2nd. The semiconductor provider reported $3.35 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.04. The business had revenue of $3.34 billion for the quarter, compared to analysts’ expectations of $3.30 billion. NXP Semiconductors had a return on equity of 26.72% and a net margin of 16.47%.NXP Semiconductors’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.18 EPS. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. On average, research analysts predict that NXP Semiconductors will post 10.28 EPS for the current year.

NXP Semiconductors Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 10th were paid a $1.014 dividend. The ex-dividend date was Wednesday, December 10th. This represents a $4.06 annualized dividend and a dividend yield of 1.8%. NXP Semiconductors’s dividend payout ratio is 51.13%.

Insider Buying and Selling

In other NXP Semiconductors news, 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 value of $2,745,179.50. Following the completion of the sale, the executive vice president owned 11,811 shares in the company, valued at $2,609,522.34. The trade was a 51.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Julie Southern purchased 225 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The stock was acquired at an average price of $225.48 per share, with a total value of $50,733.00. Following the completion of the transaction, the insider owned 11,937 shares of the company’s stock, valued at $2,691,554.76. This represents a 1.92% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.12% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Norges Bank bought a new position in NXP Semiconductors during the second quarter worth $453,050,000. Wellington Management Group LLP grew its holdings in NXP Semiconductors by 11.9% during the 3rd quarter. Wellington Management Group LLP now owns 12,583,718 shares of the semiconductor provider’s stock worth $2,865,690,000 after acquiring an additional 1,333,920 shares during the period. SG Americas Securities LLC raised its position in shares of NXP Semiconductors by 307.7% in the 3rd quarter. SG Americas Securities LLC now owns 1,179,129 shares of the semiconductor provider’s stock worth $268,523,000 after acquiring an additional 889,883 shares in the last quarter. Boston Partners lifted its stake in shares of NXP Semiconductors by 73.6% in the 2nd quarter. Boston Partners now owns 2,086,769 shares of the semiconductor provider’s stock valued at $454,862,000 after purchasing an additional 884,403 shares during the period. Finally, Rafferty Asset Management LLC boosted its position in shares of NXP Semiconductors by 56.3% during the 2nd quarter. Rafferty Asset Management LLC now owns 1,916,922 shares of the semiconductor provider’s stock valued at $418,828,000 after purchasing an additional 690,277 shares in the last quarter. Institutional investors own 90.54% of the company’s stock.

NXP Semiconductors News Roundup

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.