Nomura Asset Management Co. Ltd. Grows Position in NXP Semiconductors N.V. $NXPI

Nomura Asset Management Co. Ltd. increased its position in NXP Semiconductors N.V. (NASDAQ:NXPI) by 8.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 123,935 shares of the semiconductor provider’s stock after buying an additional 9,195 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in NXP Semiconductors were worth $27,079,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vantage Investment Partners LLC raised its position in NXP Semiconductors by 5.2% during the 2nd quarter. Vantage Investment Partners LLC now owns 34,193 shares of the semiconductor provider’s stock valued at $7,471,000 after purchasing an additional 1,675 shares during the last quarter. CCLA Investment Management lifted its stake in NXP Semiconductors by 6.5% in the second quarter. CCLA Investment Management now owns 545,580 shares of the semiconductor provider’s stock worth $119,121,000 after acquiring an additional 33,112 shares during the period. Alberta Investment Management Corp bought a new stake in NXP Semiconductors in the second quarter valued at $3,540,000. Freestone Capital Holdings LLC boosted its holdings in NXP Semiconductors by 17.0% in the second quarter. Freestone Capital Holdings LLC now owns 16,861 shares of the semiconductor provider’s stock valued at $3,684,000 after acquiring an additional 2,449 shares in the last quarter. Finally, Integrated Wealth Concepts LLC increased its position in NXP Semiconductors by 15.8% during the 1st quarter. Integrated Wealth Concepts LLC now owns 9,336 shares of the semiconductor provider’s stock valued at $1,774,000 after purchasing an additional 1,274 shares during the period. 90.54% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on NXPI. Wells Fargo & Company lifted their target price on shares of NXP Semiconductors from $250.00 to $260.00 and gave the company an “overweight” rating in a research note on Wednesday, July 23rd. Needham & Company LLC raised their price objective on shares of NXP Semiconductors from $225.00 to $250.00 and gave the stock a “buy” rating in a report on Tuesday, July 22nd. JPMorgan Chase & Co. upped 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. Truist Financial increased their target price on NXP Semiconductors from $252.00 to $254.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of NXP Semiconductors in a research report on Wednesday, October 8th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $252.47.

Insider Transactions at NXP Semiconductors

In other NXP Semiconductors news, EVP Andrew Micallef sold 1,000 shares of the firm’s stock in a transaction dated Monday, September 15th. The shares were sold at an average price of $216.21, for a total transaction of $216,210.00. Following the completion of the sale, the executive vice president directly owned 6,828 shares in the company, valued at approximately $1,476,281.88. This trade represents a 12.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Jennifer Wuamett sold 8,372 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $207.01, for a total transaction of $1,733,087.72. Following the completion of the transaction, the executive vice president owned 19,175 shares in the company, valued at approximately $3,969,416.75. This represents a 30.39% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by company insiders.

NXP Semiconductors Stock Performance

Shares of NXPI opened at $188.59 on Wednesday. The company has a quick ratio of 1.20, a current ratio of 2.37 and a debt-to-equity ratio of 1.09. The stock has a market cap of $47.46 billion, a P/E ratio of 23.34, a P/E/G ratio of 2.53 and a beta of 1.47. The business’s 50 day moving average price is $216.12 and its 200-day moving average price is $216.47. NXP Semiconductors N.V. has a 52 week low of $148.09 and a 52 week high of $255.45.

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

NXP Semiconductors Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Wednesday, September 17th were given a dividend of $1.014 per share. This represents a $4.06 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Wednesday, September 17th. NXP Semiconductors’s dividend payout ratio is 50.12%.

About NXP Semiconductors

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.