NXP Semiconductors (NASDAQ:NXPI) Posts Earnings Results

NXP Semiconductors (NASDAQ:NXPI) posted its quarterly earnings results on Monday. The semiconductor provider reported $3.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $0.04, FiscalAI reports. The business had revenue of $3.34 billion during the quarter, compared to analysts’ expectations of $3.30 billion. NXP Semiconductors had a net margin of 16.47% and a return on equity of 27.00%. The business’s quarterly revenue was up 7.2% on a year-over-year basis. During the same quarter last year, the company posted $3.18 earnings per share. NXP Semiconductors updated its Q1 2026 guidance to 2.770-3.170 EPS.

NXP Semiconductors Stock Performance

NXPI opened at $220.66 on Wednesday. The firm has a fifty day moving average price of $226.97 and a 200 day moving average price of $221.26. NXP Semiconductors has a 1 year low of $148.09 and a 1 year high of $255.45. The stock has a market cap of $55.53 billion, a P/E ratio of 27.79, a P/E/G ratio of 2.89 and a beta of 1.47. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.37 and a quick ratio of 1.69.

NXP Semiconductors Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Stockholders of record on Wednesday, December 10th were issued a dividend of $1.014 per share. This represents a $4.06 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend was Wednesday, December 10th. NXP Semiconductors’s payout ratio is 50.25%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on NXPI. JPMorgan Chase & Co. raised their target price on NXP Semiconductors from $240.00 to $245.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 29th. Morgan Stanley restated an “overweight” rating on shares of NXP Semiconductors in a research note on Friday, January 16th. Bank of America decreased their target price on NXP Semiconductors from $265.00 to $245.00 and set a “buy” rating for the company in a report on Wednesday. Evercore ISI increased their price target on shares of NXP Semiconductors from $289.00 to $292.00 in a report on Wednesday, October 29th. Finally, TD Cowen raised their price target on shares of NXP Semiconductors from $260.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, NXP Semiconductors presently has an average rating of “Moderate Buy” and a consensus price target of $257.39.

Insider Buying and Selling at NXP Semiconductors

In related news, EVP Christopher L. Jensen sold 2,300 shares of NXP Semiconductors stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $228.17, for a total value of $524,791.00. Following the completion of the transaction, the executive vice president owned 9,965 shares in the company, valued at $2,273,714.05. The trade was a 18.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jennifer Wuamett sold 12,425 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $220.94, for a total value of $2,745,179.50. Following the completion of the transaction, the executive vice president directly owned 11,811 shares of the company’s stock, valued at $2,609,522.34. The trade was a 51.27% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is owned by corporate insiders.

Institutional Trading of NXP Semiconductors

Institutional investors and hedge funds have recently made changes to their positions in the business. JPL Wealth Management LLC acquired a new position in shares of NXP Semiconductors during the 3rd quarter worth approximately $26,000. Kelleher Financial Advisors purchased a new stake in NXP Semiconductors in the 3rd quarter worth $31,000. Wexford Capital LP acquired a new position in NXP Semiconductors during the third quarter worth $31,000. MUFG Securities EMEA plc purchased a new position in NXP Semiconductors during the second quarter valued at $164,000. Finally, Sittner & Nelson LLC grew its position in shares of NXP Semiconductors by 71.2% in the third quarter. Sittner & Nelson LLC now owns 724 shares of the semiconductor provider’s stock valued at $165,000 after purchasing an additional 301 shares during the period. 90.54% of the stock is currently owned by hedge funds and other institutional investors.

Key NXP Semiconductors News

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

• Positive Sentiment: Q4 results beat consensus: revenue rose ~7% YoY and EPS topped estimates, with strong growth in Automotive, Industrial & IoT that management flagged as drivers for 2026. NXP Semiconductors’ Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Broker support: Needham reaffirmed a “buy” rating with a $250 price target, signaling continued analyst conviction in NXPI’s medium-term outlook. Needham Reaffirms Buy on NXPI
• Neutral Sentiment: Company guidance: NXP gave Q1 FY2026 EPS guidance of $2.77–$3.17 and revenue roughly in line with consensus ($3.1–$3.3B), so top-line visibility is improved but EPS guidance sits near the street midpoint. NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results
• Neutral Sentiment: Portfolio pruning: STMicroelectronics closed the acquisition of NXP’s MEMS business — a structural change that trims NXP’s product scope but can free resources/cash for core priorities. STMicroelectronics Closes Acquisition of NXP’s MEMS Business
• Negative Sentiment: Analyst price-target downgrades: Bank of America cut its target from $265 to $245 (still a buy) and Mizuho trimmed its target from $285 to $255 — moves that signal some analysts see less near-term upside. Bank of America Lowers NXP Price Target
• Negative Sentiment: Inventory and margin worries: management reported elevated days-of-inventory and modest margin improvement, prompting concern that inventories could pressure gross margins if demand softens. This was a key reason the stock sold off after the print. MarketBeat: Why NXP Post-Earnings Dip Could Be a Buying Window
• Negative Sentiment: Market reaction & flow: multiple headlines call out a sharp post-earnings decline and increased selling pressure (including notable insider sales disclosed in trading data), which amplified the downward move. Why NXP Semiconductors (NXPI) Shares Are Getting Obliterated Today

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.