NXP Semiconductors N.V. (NXPI) Stock Falls on Q4 2025 Earnings

NXP Semiconductors N.V. ($NXPI) reported fourth-quarter 2025 results. Key financial highlights:

Revenue of $3.34 billion (up 7.2% year over year).

Gross profit of $1.81 billion (up 7.7% year over year).

Operating profit of $744 million (up 10.2% year over year).

Net income attributable to common shareholders of $455 million (down 8.1% year over year).

Diluted earnings per share of $1.81 (down 43.6% year over year).

Cash flow and balance sheet snapshot:

Net cash from operating activities of $891 million (up 127.9% year over year).

Capital expenditures of $98 million (down 24.6% year over year).

Cash and cash equivalents of $3.27 billion (down 0.8% year over year).

Total liabilities of $16.11 billion (up 8.5% year over year).

Cost of sales of $1.53 billion (up 6.6% year over year).

Estimates and market reaction:

Reported revenue missed the consensus estimate of $3.37 billion.

Reported diluted EPS missed the estimate of $3.36 per share.

Shares moved after the release, declining about 5.75% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

NXP Semiconductors N.V. Insider Trading Activity

NXP Semiconductors N.V. insiders have traded $NXPI stock on the open market 13 times in the past 6 months. Of those trades, 1 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $NXPI stock by insiders over the last 6 months:

JENNIFER WUAMETT (EVP & General Counsel) has made 0 purchases and 7 sales selling 20,797 shares for an estimated $4,478,274.
WILLIAM BETZ (EVP & CFO) sold 7,299 shares for an estimated $1,473,887
CHRISTOPHER L JENSEN (EVP, Chief People Officer) sold 2,300 shares for an estimated $524,791
ANDREW MICALLEF (EVP, Chief Operations Officer) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $446,990.
RAFAEL SOTOMAYOR (President) sold 2,000 shares for an estimated $439,149
JULIE SOUTHERN purchased 225 shares for an estimated $50,733

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

NXP Semiconductors N.V. Hedge Fund Activity

We have seen 497 institutional investors add shares of NXP Semiconductors N.V. stock to their portfolio, and 542 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,312,864 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $754,438,518
JPMORGAN CHASE & CO added 1,344,074 shares (+5.9%) to their portfolio in Q3 2025, for an estimated $306,085,972
WELLINGTON MANAGEMENT GROUP LLP added 1,333,920 shares (+11.9%) to their portfolio in Q3 2025, for an estimated $303,773,601
FMR LLC removed 897,908 shares (-3.6%) from their portfolio in Q3 2025, for an estimated $204,480,588
SG AMERICAS SECURITIES, LLC removed 678,646 shares (-57.6%) from their portfolio in Q4 2025, for an estimated $147,306,900
WOODLINE PARTNERS LP added 662,950 shares (+6342.2%) to their portfolio in Q3 2025, for an estimated $150,973,603
AXA S.A. removed 618,743 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $140,906,343

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

NXP Semiconductors N.V. Congressional Stock Trading

Members of Congress have traded $NXPI stock 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $NXPI stock by members of Congress over the last 6 months:

REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

NXP Semiconductors N.V. Price Targets

Multiple analysts have issued price targets for $NXPI recently. We have seen 4 analysts offer price targets for $NXPI in the last 6 months, with a median target of $265.0.

Here are some recent targets:

Joe Quatrochi from Wells Fargo set a target price of $265.0 on 01/15/2026
Christopher Danely from Citigroup set a target price of $285.0 on 01/15/2026
William Stein from Truist Securities set a target price of $265.0 on 12/19/2025
Harlan Sur from JP Morgan set a target price of $245.0 on 10/29/2025