Jacobs & Co. CA Acquires 25,113 Shares of NXP Semiconductors N.V. $NXPI

Jacobs & Co. CA bought a new position in NXP Semiconductors N.V. (NASDAQ:NXPI) in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 25,113 shares of the semiconductor provider’s stock, valued at approximately $5,965,000.

Several other large investors have also made changes to their positions in NXPI. BlackRock Inc. acquired a new position in shares of NXP Semiconductors in the second quarter worth about $6,716,412,000. State Street Corp increased its position in shares of NXP Semiconductors by 6.4% during the second quarter. State Street Corp now owns 11,699,143 shares of the semiconductor provider’s stock worth $3,298,932,000 after purchasing an additional 702,099 shares in the last quarter. Wellington Management Group LLP purchased a new position in shares of NXP Semiconductors in the second quarter worth about $21,099,000. Invesco Ltd. lifted its stake in NXP Semiconductors by 17.2% in the 4th quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock worth $1,210,038,000 after purchasing an additional 818,985 shares in the last quarter. Finally, Van ECK Associates Corp increased its position in NXP Semiconductors by 11.0% during the fourth quarter. Van ECK Associates Corp now owns 4,253,320 shares of the semiconductor provider’s stock worth $923,225,000 after purchasing an additional 421,011 shares during the last quarter. 90.54% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have commented on NXPI shares. Weiss Ratings reissued a “hold (c+)” rating on shares of NXP Semiconductors in a research report on Friday, July 31st. Oppenheimer lifted their price target on shares of NXP Semiconductors from $300.00 to $325.00 and gave the stock an “outperform” rating in a research note on Friday, July 24th. Morgan Stanley lifted their target price on NXP Semiconductors from $335.00 to $338.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. upped their price target on shares of NXP Semiconductors from $295.00 to $300.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Finally, Wall Street Zen upgraded shares of NXP Semiconductors from a “hold” rating to a “buy” rating in a research note on Sunday, September 6th. Sixteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $304.91.

Insider Buying and Selling

In related news, EVP Andrew Micallef sold 1,000 shares of the stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $226.04, for a total value of $226,040.00. Following the completion of the transaction, the executive vice president owned 7,942 shares in the company, valued at $1,795,209.68. This trade represents a 11.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher L. Jensen sold 3,355 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $240.00, for a total transaction of $805,200.00. Following the completion of the transaction, the executive vice president directly owned 288 shares of the company’s stock, valued at $69,120. This represents a 92.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.05% of the company’s stock.

NXP Semiconductors Stock Down 1.5%

NXPI opened at $227.52 on Friday. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.36 and a current ratio of 2.04. The company has a market cap of $57.37 billion, a PE ratio of 19.41, a price-to-earnings-growth ratio of 0.79 and a beta of 1.80. The firm has a 50 day moving average price of $230.58 and a 200 day moving average price of $254.87. NXP Semiconductors N.V. has a 1 year low of $183.00 and a 1 year high of $339.95.

NXP Semiconductors (NASDAQ:NXPI) last announced its earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $3.47 billion. During the same period in the prior year, the company posted $2.72 EPS. NXP Semiconductors’s quarterly revenue was up 19.5% on a year-over-year basis. Sell-side analysts expect that NXP Semiconductors N.V. will post 13.73 earnings per share for the current year.

NXP Semiconductors Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th were given a dividend of $1.0140 per share. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Wednesday, September 16th. NXP Semiconductors’s payout ratio is 34.56%.

More NXP Semiconductors News

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

• Positive Sentiment: Analysts expect double-digit bottom-line growth when NXP reports third-quarter results later this month, providing a potential near-term catalyst if the company delivers results above expectations. What to Expect From NXP Semiconductors’ Next Quarterly Earnings Report
• Positive Sentiment: NXP was among major chip and software companies making dividend payments, supporting its shareholder-return profile even though the article notes that payout-growth records vary across the group. 3 Chip and Software Giants Paid Dividends on the Same Day
• Neutral Sentiment: Recent coverage focuses on whether NXPI’s valuation is close to fair value based on expected cash generation. The stock’s longer-term returns remain positive, but its recent pullback has increased investor scrutiny. NXP Semiconductors Stock May Be Near Fair Value After Citi Downgrade
• Negative Sentiment: Citi downgraded NXP Semiconductors (NXPI) to Neutral from Buy and cut its price target to $260 from $370. The firm cited weaker expected earnings-estimate revisions than peers heading into 2027 and NXP’s limited exposure to the rapidly expanding data-center market. The downgrade caused the shares to decline and cooled investor momentum. NXP Semiconductors Falls as Citi Cuts Stock on Limited Data Center Exposure
• Negative Sentiment: The lower target reflects a significant reduction in Citi’s valuation outlook, reinforcing concerns that NXPI may lag semiconductor peers benefiting more directly from artificial-intelligence and data-center demand. NXP Semiconductors Is Back In The Spotlight

About NXP Semiconductors

NXP Semiconductors N.V. is a global semiconductor company headquartered in Eindhoven, the Netherlands. The company develops and supplies secure connectivity and processing solutions for automotive, industrial and Internet of Things (IoT), mobile, and communication infrastructure applications.

Its product portfolio includes microcontrollers and application processors, automotive networking and processing chips, analog and power-management devices, radio-frequency and wireless connectivity products, sensors, and embedded security solutions.