South Dakota Investment Council Purchases 2,675 Shares of NXP Semiconductors N.V. $NXPI

South Dakota Investment Council grew its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI) by 8.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,401 shares of the semiconductor provider’s stock after purchasing an additional 2,675 shares during the period. South Dakota Investment Council’s holdings in NXP Semiconductors were worth $6,575,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. MCF Advisors LLC grew its stake in shares of NXP Semiconductors by 25.3% during the fourth quarter. MCF Advisors LLC now owns 213 shares of the semiconductor provider’s stock valued at $46,000 after buying an additional 43 shares during the last quarter. Aptus Capital Advisors LLC increased its holdings in shares of NXP Semiconductors by 1.3% in the 4th quarter. Aptus Capital Advisors LLC now owns 3,464 shares of the semiconductor provider’s stock valued at $752,000 after acquiring an additional 43 shares during the period. Gamco Investors INC. ET AL grew its stake in NXP Semiconductors by 2.0% in the first quarter. Gamco Investors INC. ET AL now owns 2,305 shares of the semiconductor provider’s stock valued at $454,000 after purchasing an additional 45 shares during the last quarter. Tokio Marine Asset Management Co. Ltd. raised its stake in shares of NXP Semiconductors by 0.6% during the 4th quarter. Tokio Marine Asset Management Co. Ltd. now owns 8,426 shares of the semiconductor provider’s stock worth $1,829,000 after acquiring an additional 50 shares in the last quarter. Finally, IHT Wealth Management LLC lifted its holdings in shares of NXP Semiconductors by 4.6% during the 2nd quarter. IHT Wealth Management LLC now owns 1,193 shares of the semiconductor provider’s stock valued at $261,000 after purchasing an additional 52 shares during the last quarter. Hedge funds and other institutional investors own 90.54% of the company’s stock.

Insider Activity

In other news, EVP Christopher L. Jensen sold 1,746 shares of NXP Semiconductors stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $316.53, for a total value of $552,661.38. Following the completion of the transaction, the executive vice president owned 3,643 shares in the company, valued at approximately $1,153,118.79. This trade represents a 32.40% decrease in their position. The sale was disclosed in a filing 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 Andrew Micallef sold 1,000 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $315.57, for a total value of $315,570.00. Following the transaction, the executive vice president directly owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. This represents a 10.06% decrease in their ownership of the stock. 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. 0.05% of the stock is owned by corporate insiders.

Trending Headlines about NXP Semiconductors

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

• Positive Sentiment: Q2 results exceeded expectations. Revenue rose 19.5% year over year to $3.50 billion, while non-GAAP earnings reached $3.61 per share, beating consensus estimates. Growth was broad across automotive, industrial, communications infrastructure and mobile markets. NXPI Q2 Deep Dive: Broad-Based Revenue Growth and Strong Guidance Across All End Markets
• Positive Sentiment: Q3 outlook supports the bullish case. Management’s revenue guidance of approximately $3.75 billion at the midpoint was above analyst expectations. The company also indicated that software-defined vehicles, physical AI, data centers and expanding design-win pipelines could provide additional growth drivers. NXP Semiconductor: A Solid Q2, And Improved Q3 Guidance Reiterates The Bull Case
• Positive Sentiment: Several analysts remain constructive. Morgan Stanley raised its price target to $338 and maintained an overweight rating, while Needham reaffirmed a buy rating with a $300 target. Analysts also pointed to NXP’s dividend, institutional support and potential exposure to “physical AI.” Morgan Stanley Raises NXP Price Target
• Neutral Sentiment: Analyst sentiment is mixed. TD Cowen cut its target to $290 while retaining a buy rating, and Wells Fargo lowered its target to $280 with an equal-weight rating. The revisions suggest analysts see upside but are calibrating expectations after recent weakness. Analyst Price Target Updates
• Negative Sentiment: Investors remain cautious about automotive demand and valuation. Although NXP highlighted improving design wins and AI-related opportunities, analysts are still waiting for a clearer automotive recovery. Some coverage also argues the stock is near fair value on cash-flow measures, while industry cost pressures remain a risk. NXP Reveals Emerging Physical AI Pipeline

NXP Semiconductors Stock Up 1.7%

NASDAQ:NXPI opened at $245.16 on Friday. The stock’s fifty day moving average is $292.23 and its two-hundred day moving average is $252.90. NXP Semiconductors N.V. has a 52 week low of $183.00 and a 52 week high of $339.95. The stock has a market capitalization of $61.82 billion, a price-to-earnings ratio of 20.92, a price-to-earnings-growth ratio of 1.00 and a beta of 1.79. The company has a quick ratio of 1.55, a current ratio of 2.04 and a debt-to-equity ratio of 0.88.

NXP Semiconductors (NASDAQ:NXPI) last released its earnings results on Tuesday, July 28th. The semiconductor provider reported $3.61 earnings per share for the quarter, beating the consensus estimate of $3.52 by $0.09. The company had revenue of $3.50 billion during the quarter, compared to the consensus estimate of $3.47 billion. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.NXP Semiconductors’s revenue was up 19.5% compared to the same quarter last year. During the same period in the previous year, the company posted $2.72 EPS. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. Research analysts anticipate 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 1.7%. The ex-dividend date of this dividend was Wednesday, June 24th. NXP Semiconductors’s payout ratio is presently 38.85%.

Analysts Set New Price Targets

NXPI has been the topic of several research reports. The Goldman Sachs Group reissued a “buy” rating on shares of NXP Semiconductors in a research report on Wednesday, April 29th. Morgan Stanley lifted their price objective on shares of NXP Semiconductors from $335.00 to $338.00 and gave the company an “overweight” rating in a report on Wednesday. Raymond James Financial lifted their price target on shares of NXP Semiconductors from $250.00 to $300.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Stifel Nicolaus set a $282.00 price objective on NXP Semiconductors in a report on Wednesday. Finally, Oppenheimer upped their target price on shares of NXP Semiconductors from $300.00 to $325.00 and gave the stock an “outperform” rating in a report on Friday, July 24th. Sixteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $307.05.

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.