Cardinal Capital Management 13F: Adds $20M to NXPI Stake
Key Points
- Cardinal Capital Management increased its NXP Semiconductors N.V. position by 82,719 shares to reach a total of 242,298 shares.
- The chipmaker trades near $230.11, holding a price-to-earnings ratio of 19.7 ahead of its October 27, 2026 earnings report.
- Several institutional funds adjusted their stakes, while company insiders completed multiple share sales through October.
Since the filing, $NXPI is up 0.4% to date (from the $229.33 close on Oct 16, 2026).
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Cardinal Capital Management lifted its stake in NXP Semiconductors N.V. NXPI by 51.8%, according to a Form 13F filed with the SEC on October 16, 2026.
NXPI
NXP Semiconductors N.V.
Cardinal Capital Management vs. the S&P 500
Hypothetical returns from Cardinal Capital Management's disclosed trades, not real profit or advice. How we model this.
What Changed in Cardinal Capital Management's NXP Semiconductors Position
The firm added 82,719 shares during the period to bring its total holding to 242,298 shares. That investment carried a reported value of $57.55 million at the time of the disclosure. The prior stake stood at 159,579 shares.
Other Institutional Activity in NXP Semiconductors
Massachusetts Financial Services Co. reduced its holdings by 1,116,599 shares, ending with 6,458,702 shares worth about $1.49 billion. Boston Partners grew its holdings by 1,022,019 shares, ending with 4,162,827 shares worth about $958.2 million.
NXP Semiconductors N.V. Stock Up 4.2%
NXP Semiconductors shares recently traded around $230.11 as of October 20, 2026, resting close to the close of $229.33 recorded on the filing date. The stock trades below its 200-day moving average and sits roughly 32.3% under its 52-week high of $339.95.
Recent Earnings
The company posted trailing twelve-month revenue of $13.19 billion and earnings of $11.71 per share. Profitability metrics include a net profit margin of 22.6% and a return on equity of 27.9%, with the next earnings report scheduled for October 27, 2026.
Dividend
NXP Semiconductors pays an annual dividend yielding 1.76%, backed by a payout ratio of 34.6%.
Insider Buying and Selling at NXP Semiconductors N.V.
Company insiders completed four share sales through October 2026. Christopher L Jensen sold 1,746 shares on June 1, 2026, for $552,661. Andrew Joseph Micallef sold 1,000 shares on June 15, 2026, for $315,570, and another 1,000 shares on September 15, 2026, for $226,040. Christopher L Jensen later sold 3,355 shares on October 1, 2026, for $805,200.
Analysts Set New Price Targets
TD Cowen maintained a Buy rating with a $290 target on July 29, 2026. UBS downgraded the stock to Neutral with a $270 target on August 3, 2026. Cantor Fitzgerald reiterated an Overweight rating with a $400 target on August 17, 2026. Stifel maintained a Hold rating with a $265 target on October 5, 2026. Citigroup downgraded the stock to Neutral with a $260 target on October 8, 2026. The stock carries a consensus Buy rating from 29 analysts, with a mean price target of $306.66.
About NXP Semiconductors
Based in Eindhoven, Netherlands, NXP Semiconductors designs and manufactures microcontrollers, automotive processors, and communication chips used across industrial, mobile, and automotive markets worldwide.
Bottom Line
Investors will watch the upcoming earnings release on October 27, 2026, for updates on revenue growth and margin trends. Further institutional filings will show whether other large investors follow Cardinal Capital's lead.
Related Filing Alerts
Source: Cardinal Capital Management's 13F filing on $NXPI (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts