Klingman & Associates 13F: New $538K Stake in NXPI

Klingman & Associates initiated a new position in NXP Semiconductors N.V. NXPI, purchasing 2,264 shares valued at approximately $537,768. The investment was disclosed in a Form 13F filing submitted to the Securities and Exchange Commission on October 20, 2026.

NXPI NXP Semiconductors N.V.

$237.60 ▲ +8.79% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Klingman & Associates's NXP Semiconductors N.V. Position

The firm built a brand-new stake during the period, moving from zero shares up to 2,264 shares of the semiconductor company. The reported holding carried a total value of $537,768 based on filing values.

Other Institutional Activity in NXP Semiconductors N.V.

Other large institutional investors made notable adjustments to their holdings in the chip maker around the same reporting cycle. Cardinal Capital Management grew its holdings by 82,719 shares, ending with 242,298 shares worth about $57,553,044. Massachusetts Financial Services Co. cut its position by 1,116,599 shares to hold 6,458,702 shares valued at roughly $1,534,587,634. Boston Partners expanded its portfolio by adding 1,022,019 shares for a final tally of 4,162,827 shares worth approximately $989,087,720.

NXP Semiconductors N.V. Stock Up 3.5%

NXP Semiconductors N.V. shares recently traded around $237.40 as of October 21, 2026, down slightly by 0.1% from the stock's $237.60 close on the filing date. The recent price sits about 3.2% above its 50-day moving average of $229.99 and roughly 30.2% below its 52-week high of $339.95.

Recent Earnings

The company reported trailing-twelve-month revenue of $13.19 billion and earnings of $11.71 per share. NXP Semiconductors N.V. also posted a net profit margin of 22.6% and a return on equity of 27.9%.

Dividend

NXP Semiconductors N.V. pays an annual dividend rate of $4.06 per share, giving the stock a dividend yield of 1.76% with a payout ratio of 34.6%.

Insider Buying and Selling at NXP Semiconductors N.V.

Chief Operations Officer Andrew Micallef sold 1,000 shares on June 15, 2026, at an average price of $315.57 for a total of $315,570. Officer Christopher L Jensen sold 3,355 shares on October 1, 2026, at $240.00 per share for a total value of $805,200.

Analysts Set New Price Targets

Analyst firms adjusted their views on the stock ahead of the filing. On August 17, 2026, Cantor Fitzgerald reiterated its Overweight rating with a $400.00 price target. Stifel maintained a Hold rating on October 5, 2026, lowering its target from $282.00 to $265.00. Citigroup downgraded the stock to Neutral on October 8, 2026, reducing its target to $260.00 from $370.00. TD Cowen maintained a Buy rating on October 19, 2026, moving its target from $290.00 to $275.00. Wells Fargo maintained an Equal-Weight rating on October 20, 2026, lowering its target to $235.00 from $280.00.

About NXP Semiconductors N.V.

Headquartered in Eindhoven, Netherlands, NXP Semiconductors N.V. designs and manufactures chips used across automotive, industrial, mobile, and communication infrastructure markets. The firm connects hardware solutions globally, making institutional allocation shifts in the company a watched metric for broader technology sector health.

Bottom Line

Investors will watch for the company's next earnings report scheduled for October 27, 2026, to gauge upcoming financial performance. Additional institutional filings will show whether other asset managers follow Klingman & Associates in building fresh positions.