NXP Semiconductors N.V. $NXPI Holdings Lifted by Russell Investments Group Ltd.

Key Points

• Russell Investments boosted its NXP stake 18.1% in Q3 to 254,827 shares (about $58.0M), increasing its ownership to 0.10% while institutional investors collectively own roughly 90.54% of the stock.
• Analysts remain broadly positive, with a consensus rating of "Moderate Buy" and a consensus target of $253.67; several firms adjusted targets (KeyCorp raised to $300 while others trimmed forecasts).
• NXP beat quarterly estimates with EPS of $3.35 (vs. $3.31 expected) and revenue of $3.34B (vs. $3.30B expected), reported 7.2% YoY revenue growth, and set Q1 2026 EPS guidance of 2.77–3.17.

Russell Investments Group Ltd. grew its holdings in shares of NXP Semiconductors N.V. (NASDAQ:NXPI - Free Report) by 18.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 254,827 shares of the semiconductor provider's stock after buying an additional 39,052 shares during the period. Russell Investments Group Ltd. owned 0.10% of NXP Semiconductors worth $58,006,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in NXPI. CNB Bank acquired a new position in NXP Semiconductors during the 3rd quarter worth $28,000. Delos Wealth Advisors LLC bought a new position in shares of NXP Semiconductors in the second quarter worth $35,000. Cornerstone Planning Group LLC increased its holdings in shares of NXP Semiconductors by 1,092.9% during the third quarter. Cornerstone Planning Group LLC now owns 167 shares of the semiconductor provider's stock valued at $38,000 after purchasing an additional 153 shares during the period. North Capital Inc. raised its stake in shares of NXP Semiconductors by 119.8% during the third quarter. North Capital Inc. now owns 189 shares of the semiconductor provider's stock valued at $43,000 after purchasing an additional 103 shares in the last quarter. Finally, Toth Financial Advisory Corp lifted its holdings in NXP Semiconductors by 92.6% in the third quarter. Toth Financial Advisory Corp now owns 208 shares of the semiconductor provider's stock worth $47,000 after purchasing an additional 100 shares during the period. 90.54% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

NXPI has been the topic of several research analyst reports. KeyCorp raised their target price on shares of NXP Semiconductors from $280.00 to $300.00 and gave the company an "overweight" rating in a research note on Wednesday, February 4th. Barclays reiterated an "overweight" rating and issued a $255.00 price objective on shares of NXP Semiconductors in a report on Thursday, January 15th. Wells Fargo & Company upped their target price on NXP Semiconductors from $260.00 to $265.00 and gave the stock an "overweight" rating in a research report on Thursday, January 15th. Citigroup decreased their price target on NXP Semiconductors from $285.00 to $255.00 and set a "buy" rating for the company in a research note on Wednesday, February 4th. Finally, Mizuho dropped their price objective on NXP Semiconductors from $285.00 to $255.00 and set an "outperform" rating on the stock in a research note on Wednesday, February 4th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $253.67.

NXP Semiconductors Price Performance

Shares of NXPI opened at $203.03 on Wednesday. The business's 50-day moving average is $230.48 and its 200-day moving average is $222.46. The company has a market capitalization of $51.30 billion, a price-to-earnings ratio of 25.57, a P/E/G ratio of 0.92 and a beta of 1.45. NXP Semiconductors N.V. has a fifty-two week low of $148.09 and a fifty-two week high of $256.36. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.05 and a quick ratio of 1.38.

NXP Semiconductors (NASDAQ:NXPI - Get Free Report) last posted its quarterly earnings results on Monday, February 2nd. The semiconductor provider reported $3.35 earnings per share for the quarter, topping analysts' consensus estimates of $3.31 by $0.04. NXP Semiconductors had a net margin of 16.47% and a return on equity of 26.72%. The business had revenue of $3.34 billion for the quarter, compared to the consensus estimate of $3.30 billion. During the same period in the prior year, the business posted $3.18 earnings per share. NXP Semiconductors's revenue for the quarter was up 7.2% compared to the same quarter last year. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. Equities research analysts expect that NXP Semiconductors N.V. will post 10.28 EPS for the current fiscal year.

Insider Activity

In related news, EVP Jennifer Wuamett sold 12,425 shares of the business's stock in a transaction that occurred on 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 sale, the executive vice president owned 11,811 shares of the company's stock, valued at approximately $2,609,522.34. The trade was a 51.27% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.12% of the stock is currently owned by corporate insiders.

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.

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