Empowered Funds LLC Buys 6,776 Shares of NXP Semiconductors N.V. $NXPI

Empowered Funds LLC grew its stake in NXP Semiconductors N.V. (NASDAQ:NXPI) by 23.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 35,748 shares of the semiconductor provider’s stock after buying an additional 6,776 shares during the quarter. Empowered Funds LLC’s holdings in NXP Semiconductors were worth $7,037,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Evelyn Partners Asset Management Ltd acquired a new position in shares of NXP Semiconductors during the 1st quarter valued at about $35,000. Quantinno Capital Management LP lifted its holdings in NXP Semiconductors by 44.0% in the 1st quarter. Quantinno Capital Management LP now owns 101,202 shares of the semiconductor provider’s stock worth $19,923,000 after purchasing an additional 30,901 shares during the last quarter. Soroban Capital Partners LP acquired a new stake in NXP Semiconductors in the 1st quarter worth approximately $169,943,000. Lazard Asset Management LLC boosted its position in NXP Semiconductors by 8.2% during the first quarter. Lazard Asset Management LLC now owns 370,656 shares of the semiconductor provider’s stock worth $72,967,000 after purchasing an additional 28,214 shares during the period. Finally, Gateway Wealth Partners LLC bought a new stake in NXP Semiconductors during the first quarter worth approximately $324,000. Institutional investors own 90.54% of the company’s stock.

Insider Buying and Selling at NXP Semiconductors

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

Analyst Upgrades and Downgrades

A number of research firms have recently commented on NXPI. JPMorgan Chase & Co. lifted their price target on shares of NXP Semiconductors from $250.00 to $295.00 and gave the company a “neutral” rating in a research report on Wednesday, April 29th. Wall Street Zen raised shares of NXP Semiconductors from a “buy” rating to a “strong-buy” rating in a report on Saturday. Oppenheimer raised their target price on shares of NXP Semiconductors from $300.00 to $325.00 and gave the company an “outperform” rating in a research note on Friday, July 24th. Stifel Nicolaus set a $282.00 target price on shares of NXP Semiconductors in a report on Wednesday. Finally, Citigroup reiterated a “neutral” rating on shares of NXP Semiconductors in a report on Monday, July 13th. 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’s stock. According to MarketBeat.com, NXP Semiconductors has a consensus rating of “Moderate Buy” and a consensus target price of $307.05.

Key Stories Impacting NXP Semiconductors

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

• Positive Sentiment: Strong quarterly performance and guidance: NXP reported second-quarter revenue of $3.50 billion, up 19.5% year over year and ahead of expectations. Adjusted EPS of $3.61 also exceeded consensus, while next-quarter guidance was better than analysts’ forecasts. NXPI Q2 Deep Dive: Broad-Based Revenue Growth and Strong Guidance Across All End Markets
• Positive Sentiment: Analyst support remains favorable: Oppenheimer and Needham reaffirmed Buy ratings, while Morgan Stanley maintained its Buy rating and raised its price target to $338. These actions reinforce the view that NXP’s growth and automotive semiconductor exposure remain attractive. Morgan Stanley Keeps Their Buy Rating on NXP Semiconductors
• Neutral Sentiment: Price-target views are mixed: TD Cowen lowered its target to $290, contrasting with Morgan Stanley’s increase. The differing outlooks suggest analysts remain divided over valuation and the durability of NXP’s recovery. TD Cowen Lowers NXP Semiconductors Price Target
• Negative Sentiment: Potential Ambarella acquisition pressures shares: NXP is reportedly in talks to acquire Ambarella, a developer of low-power AI chips and software for cameras, vehicles and robotics. The deal could improve NXP’s capabilities in software-defined vehicles, radar, electrification and edge AI, but investors may be discounting the financial and integration risks because no transaction has been announced or agreed. NXP in Talks to Buy Chip Developer Ambarella, FT Reports

NXP Semiconductors Stock Performance

Shares of NASDAQ NXPI opened at $229.16 on Friday. The company has a quick ratio of 1.55, a current ratio of 2.04 and a debt-to-equity ratio of 0.88. The business’s 50 day moving average is $290.48 and its two-hundred day moving average is $252.74. The company has a market cap of $57.78 billion, a P/E ratio of 19.55, a P/E/G ratio of 0.85 and a beta of 1.79. NXP Semiconductors N.V. has a 12 month low of $183.00 and a 12 month high of $339.95.

NXP Semiconductors (NASDAQ:NXPI) last issued its quarterly earnings results on Tuesday, July 28th. The semiconductor provider reported $3.61 EPS for the quarter, topping analysts’ consensus estimates of $3.52 by $0.09. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.The company had revenue of $3.50 billion during the quarter, compared to analyst estimates of $3.47 billion. During the same period in the previous year, the company earned $2.72 earnings per share. The company’s quarterly revenue was up 19.5% compared to the same quarter last year. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. On average, equities analysts expect that NXP Semiconductors N.V. will post 13.5 EPS for the current year.

NXP Semiconductors Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Wednesday, June 24th were paid a dividend of $1.014 per share. This represents a $4.06 annualized dividend and a yield of 1.8%. The ex-dividend date was Wednesday, June 24th. NXP Semiconductors’s dividend payout ratio is presently 34.64%.

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.