Van Lanschot Kempen Investment Management N.V. Has $328.85 Million Position in NXP Semiconductors N.V. $NXPI

Key Points

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Van Lanschot Kempen Investment Management N.V. raised its position in NXP Semiconductors N.V. (NASDAQ:NXPI - Free Report) by 44.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,730,255 shares of the semiconductor provider's stock after purchasing an additional 534,404 shares during the period. NXP Semiconductors accounts for 3.5% of Van Lanschot Kempen Investment Management N.V.'s investment portfolio, making the stock its 6th largest holding. Van Lanschot Kempen Investment Management N.V. owned approximately 0.68% of NXP Semiconductors worth $328,852,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the stock. Wellington Management Group LLP boosted its holdings in shares of NXP Semiconductors by 11.7% in the 1st quarter. Wellington Management Group LLP now owns 12,731,044 shares of the semiconductor provider's stock valued at $2,419,662,000 after buying an additional 1,330,474 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its holdings in shares of NXP Semiconductors by 1.1% in the 1st quarter. Massachusetts Financial Services Co. MA now owns 8,134,050 shares of the semiconductor provider's stock valued at $1,545,958,000 after buying an additional 87,820 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of NXP Semiconductors by 8.2% in the 1st quarter. Invesco Ltd. now owns 4,693,126 shares of the semiconductor provider's stock valued at $891,975,000 after buying an additional 353,782 shares in the last quarter. Pictet Asset Management Holding SA boosted its holdings in shares of NXP Semiconductors by 10.6% in the 1st quarter. Pictet Asset Management Holding SA now owns 4,519,132 shares of the semiconductor provider's stock valued at $858,902,000 after buying an additional 432,838 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in shares of NXP Semiconductors by 14.4% in the 4th quarter. Ameriprise Financial Inc. now owns 2,836,756 shares of the semiconductor provider's stock valued at $589,622,000 after buying an additional 357,309 shares in the last quarter. Institutional investors and hedge funds own 90.54% of the company's stock.

Wall Street Analysts Forecast Growth

NXPI has been the subject of a number of recent research reports. Wells Fargo & Company increased their price target on shares of NXP Semiconductors from $250.00 to $260.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 23rd. Evercore ISI reiterated an "outperform" rating and set a $289.00 price target (up previously from $237.00) on shares of NXP Semiconductors in a research note on Thursday, June 12th. UBS Group increased their price target on shares of NXP Semiconductors from $250.00 to $276.00 and gave the stock a "buy" rating in a research note on Wednesday, July 2nd. JPMorgan Chase & Co. raised their target price on shares of NXP Semiconductors from $205.00 to $240.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 23rd. Finally, Barclays raised their target price on shares of NXP Semiconductors from $190.00 to $220.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, NXP Semiconductors has a consensus rating of "Moderate Buy" and a consensus price target of $256.05.

Insider Buying and Selling

In related news, EVP Jennifer Wuamett sold 9,132 shares of the firm's stock in a transaction that occurred on Wednesday, July 2nd. The shares were sold at an average price of $230.00, for a total value of $2,100,360.00. Following the sale, the executive vice president directly owned 27,088 shares of the company's stock, valued at approximately $6,230,240. This trade represents a 25.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO William Betz sold 6,785 shares of NXP Semiconductors stock in a transaction that occurred on Monday, July 28th. The shares were sold at an average price of $227.34, for a total transaction of $1,542,501.90. Following the transaction, the chief financial officer directly owned 1,520 shares in the company, valued at approximately $345,556.80. This trade represents a 81.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 17,917 shares of company stock valued at $4,082,002. Insiders own 0.12% of the company's stock.

NXP Semiconductors Price Performance

Shares of NXPI traded up $10.90 during trading hours on Friday, reaching $234.83. The company had a trading volume of 2,993,968 shares, compared to its average volume of 2,723,165. The firm has a 50 day simple moving average of $221.60 and a 200-day simple moving average of $207.71. The company has a current ratio of 1.74, a quick ratio of 1.20 and a debt-to-equity ratio of 0.99. The company has a market capitalization of $59.21 billion, a price-to-earnings ratio of 27.99, a PEG ratio of 2.54 and a beta of 1.41. NXP Semiconductors N.V. has a 12-month low of $148.09 and a 12-month high of $257.61.

NXP Semiconductors (NASDAQ:NXPI - Get Free Report) last posted its earnings results on Monday, July 21st. The semiconductor provider reported $2.72 earnings per share for the quarter, beating the consensus estimate of $2.66 by $0.06. NXP Semiconductors had a net margin of 17.72% and a return on equity of 27.99%. The firm had revenue of $2.93 billion during the quarter, compared to the consensus estimate of $2.90 billion. During the same period last year, the firm posted $3.20 EPS. The firm's revenue for the quarter was down 6.4% on a year-over-year basis. NXP Semiconductors has set its Q3 2025 guidance at 2.890-3.300 EPS. Research analysts expect that NXP Semiconductors N.V. will post 10.28 earnings per share for the current year.

NXP Semiconductors Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 9th. Investors of record on Wednesday, June 25th were given a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, June 25th. This represents a $4.06 annualized dividend and a dividend yield of 1.7%. NXP Semiconductors's dividend payout ratio (DPR) is currently 48.39%.

NXP Semiconductors Company Profile

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.