Cetera Investment Advisers Has $14.84 Million Stake in NXP Semiconductors N.V. $NXPI

Cetera Investment Advisers increased its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI) by 5.8% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 75,406 shares of the semiconductor provider’s stock after acquiring an additional 4,157 shares during the period. Cetera Investment Advisers’ holdings in NXP Semiconductors were worth $14,844,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of NXPI. Norges Bank bought a new position in NXP Semiconductors in the fourth quarter valued at about $613,029,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of NXP Semiconductors by 34,719.4% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,680,395 shares of the semiconductor provider’s stock worth $581,807,000 after purchasing an additional 2,672,697 shares during the last quarter. Invesco Ltd. grew its holdings in shares of NXP Semiconductors by 17.2% during the fourth 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 during the last quarter. Amundi increased its stake in shares of NXP Semiconductors by 46.6% in the fourth quarter. Amundi now owns 2,203,488 shares of the semiconductor provider’s stock valued at $478,270,000 after buying an additional 700,753 shares during the period. Finally, Rafferty Asset Management LLC increased its stake in shares of NXP Semiconductors by 56.3% in the second quarter. Rafferty Asset Management LLC now owns 1,916,922 shares of the semiconductor provider’s stock valued at $418,828,000 after buying an additional 690,277 shares during the period. Institutional investors and hedge funds own 90.54% of the company’s stock.

Key NXP Semiconductors News

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

• Positive Sentiment: NXP reported second-quarter revenue of approximately $3.5 billion, up 19% year over year and 10% sequentially, with growth across all end markets and regions. Management highlighted momentum in software-defined vehicles and physical AI, while data-center demand is emerging as an additional growth driver. NXP Semiconductors Reports Second Quarter 2026 Results
• Positive Sentiment: Non-GAAP earnings were $3.61 per share, exceeding analyst estimates of roughly $3.52-$3.54 and rising from $2.72 a year earlier. Revenue also topped expectations of approximately $3.47 billion, indicating continued operating momentum. NXP Semiconductors Q2 Earnings and Revenues Top Estimates
• Neutral Sentiment: For the third quarter, NXP forecast revenue of $3.7 billion to $3.9 billion, compared with a consensus estimate near $3.7 billion. EPS guidance of $3.89-$4.32 has a midpoint above the $3.92 consensus, but the broad range leaves room for uncertainty. NXP Semiconductors Q2: Beats On Revenue But Stock Drops
• Negative Sentiment: NXPI stock declined after the results, indicating that the earnings and guidance beats did not impress investors relative to elevated expectations. The market may be looking for stronger near-term acceleration despite NXP’s solid growth outlook. NXP Semiconductors Fails To Impress With Beat-And-Raise Report

Insiders Place Their Bets

In other news, EVP Christopher L. Jensen sold 1,746 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $316.53, for a total value of $552,661.38. Following the sale, the executive vice president directly owned 3,643 shares of the company’s stock, valued at approximately $1,153,118.79. This represents a 32.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available 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 stock in a transaction on Monday, June 15th. The stock was sold at an average price of $315.57, for a total transaction of $315,570.00. Following the sale, the executive vice president owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. This trade represents a 10.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 Price Performance

Shares of NXPI opened at $259.12 on Wednesday. The business has a 50-day moving average of $294.70 and a 200-day moving average of $252.85. The company has a debt-to-equity ratio of 1.00, a current ratio of 2.24 and a quick ratio of 1.55. The company has a market capitalization of $65.42 billion, a price-to-earnings ratio of 24.80, a price-to-earnings-growth ratio of 1.11 and a beta of 1.79. 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 Tuesday, July 28th. The semiconductor provider reported $3.61 EPS for the quarter, beating the consensus estimate of $3.52 by $0.09. The business had revenue of $3.50 billion for the quarter, compared to analysts’ expectations of $3.47 billion. NXP Semiconductors had a return on equity of 26.75% and a net margin of 21.03%.The firm’s revenue was up 19.5% on a year-over-year basis. During the same period in the prior year, the business posted $2.72 earnings per share. NXP Semiconductors has set its Q3 2026 guidance at 3.890-4.320 EPS. As a group, equities research analysts anticipate that NXP Semiconductors N.V. will post 13.46 earnings per share for the current year.

NXP Semiconductors Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were given a $1.014 dividend. The ex-dividend date was Wednesday, June 24th. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.6%. NXP Semiconductors’s payout ratio is 38.85%.

Analyst Ratings Changes

Several equities research analysts recently commented on NXPI shares. Susquehanna lifted their target price on shares of NXP Semiconductors from $210.00 to $250.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 29th. Jefferies Financial Group upped their price target on shares of NXP Semiconductors from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Sanford C. Bernstein upped their price target on shares of NXP Semiconductors from $240.00 to $270.00 and gave the company a “market perform” rating in a research report on Wednesday, April 29th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of NXP Semiconductors in a research note on Wednesday, April 29th. Finally, 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 report on Friday. Sixteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $307.73.

NXP Semiconductors 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.