Principal Financial Group Inc. Cuts Stock Holdings in NXP Semiconductors N.V. $NXPI

Principal Financial Group Inc. reduced its stake in NXP Semiconductors N.V. (NASDAQ:NXPI) by 1.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 265,423 shares of the semiconductor provider’s stock after selling 3,071 shares during the quarter. Principal Financial Group Inc. owned about 0.11% of NXP Semiconductors worth $60,445,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in shares of NXP Semiconductors by 1.4% during the 2nd quarter. Vanguard Group Inc. now owns 13,350,245 shares of the semiconductor provider’s stock worth $2,916,895,000 after acquiring an additional 184,295 shares during the last quarter. State Street Corp raised its position in NXP Semiconductors by 0.7% during the second quarter. State Street Corp now owns 10,934,800 shares of the semiconductor provider’s stock valued at $2,399,555,000 after purchasing an additional 71,892 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its stake in NXP Semiconductors by 1.3% during the second quarter. Massachusetts Financial Services Co. MA now owns 8,237,369 shares of the semiconductor provider’s stock worth $1,799,783,000 after purchasing an additional 103,319 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of NXP Semiconductors by 3.8% in the 2nd quarter. Geode Capital Management LLC now owns 5,571,644 shares of the semiconductor provider’s stock worth $1,212,425,000 after purchasing an additional 204,547 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its position in shares of NXP Semiconductors by 4.8% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,567,140 shares of the semiconductor provider’s stock valued at $779,330,000 after purchasing an additional 162,553 shares during the last quarter. 90.54% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

NXPI has been the topic of a number of research reports. Barclays reissued an “overweight” rating and set a $255.00 price objective on shares of NXP Semiconductors in a report on Thursday, January 15th. Wells Fargo & Company lifted their price target on shares of NXP Semiconductors from $260.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Truist Financial set a $255.00 price objective on shares of NXP Semiconductors in a report on Tuesday. JPMorgan Chase & Co. increased their target price on shares of NXP Semiconductors from $240.00 to $245.00 and gave the company a “neutral” rating in a report on Wednesday, October 29th. Finally, Mizuho boosted their price target on shares of NXP Semiconductors from $265.00 to $285.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $258.71.

NXP Semiconductors Price Performance

Shares of NXP Semiconductors stock opened at $220.66 on Wednesday. The company’s fifty day simple moving average is $226.97 and its two-hundred day simple moving average is $221.26. NXP Semiconductors N.V. has a 12-month low of $148.09 and a 12-month high of $255.45. The firm has a market cap of $55.53 billion, a PE ratio of 27.79, a price-to-earnings-growth ratio of 2.89 and a beta of 1.47. The company has a quick ratio of 1.69, a current ratio of 2.37 and a debt-to-equity ratio of 1.09.

NXP Semiconductors (NASDAQ:NXPI) last posted its earnings results on Monday, February 2nd. The semiconductor provider reported $3.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $0.04. NXP Semiconductors had a return on equity of 27.00% and a net margin of 16.47%.The company had revenue of $3.34 billion for the quarter, compared to analysts’ expectations of $3.30 billion. During the same period last year, the firm earned $3.18 earnings per share. NXP Semiconductors’s quarterly revenue was up 7.2% on a year-over-year basis. NXP Semiconductors has set its Q1 2026 guidance at 2.770-3.170 EPS. As a group, equities analysts expect that NXP Semiconductors N.V. will post 10.28 EPS for the current year.

NXP Semiconductors Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Stockholders of record on Wednesday, December 10th were paid a dividend of $1.014 per share. The ex-dividend date of this dividend was Wednesday, December 10th. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. NXP Semiconductors’s payout ratio is presently 50.25%.

Insider Activity at NXP Semiconductors

In other news, EVP Christopher L. Jensen sold 2,300 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $228.17, for a total value of $524,791.00. Following the completion of the transaction, the executive vice president owned 9,965 shares in the company, valued at $2,273,714.05. This trade represents a 18.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Jennifer Wuamett sold 12,425 shares of NXP Semiconductors stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $220.94, for a total value of $2,745,179.50. Following the sale, the executive vice president owned 11,811 shares in the company, valued at $2,609,522.34. This represents a 51.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by corporate insiders.

NXP Semiconductors News Summary

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

• Positive Sentiment: Q4 top‑line and EPS beat — NXP reported roughly $3.34B in revenue and $3.35 EPS, beating consensus and showing year‑over‑year revenue growth driven by Automotive, Industrial & IoT and Mobile. NXP Semiconductors’ Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Upbeat near‑term outlook — management guided Q1 revenue above Street expectations and said cyclicality in industrial is bottoming, which supports a recovery narrative for automotive and edge‑AI opportunities. NXP Semiconductors forecasts upbeat quarter, signaling industrial market bottom
• Neutral Sentiment: Inventory trends improving but still elevated — NXP says inventory dynamics are normalizing (helpful for margins ahead), a detail that investors will watch as sales cadence and DIO normalize. NXP Q4 Sales Top Estimates, Inventory Levels Improve
• Neutral Sentiment: Corporate portfolio change — STMicroelectronics closed its acquisition of NXP’s MEMS business, which shifts certain sensor assets off NXP’s balance sheet; consequences depend on how NXP redeploys proceeds and strategic focus. STMicroelectronics expands sensors capabilities with closing of acquisition of NXP’s MEMS business
• Negative Sentiment: Post‑earnings sell‑off driven by margin and inventory worries — articles highlight a longer-than‑normal days‑of‑inventory metric (~154 days) and only modest margin expansion, prompting analyst price‑target cuts and technical breaches that amplified the drop. Why NXP Semiconductors (NXPI) Shares Are Getting Obliterated Today
• Negative Sentiment: Mixed GAAP metrics and market reaction — some summaries show declines in GAAP net income and insider/institutional selling notes, which, combined with any EPS/guidance nuances, contributed to investor caution and short‑term volatility. NXP Semiconductors N.V. (NXPI) Stock Falls on Q4 2025 Earnings

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.