New York, Jan 25, 2026, 17:29 EST — Market closed
- JPMorgan Chase revealed in an amended Schedule 13G filing that it holds an 8.0% stake in NXP
- On Friday, NXP shares ended down 1.8%, closing at $232.48 and underperforming major chip rivals
- Attention turns to the Fed meeting set for Jan. 27-28, Texas Instruments’ results due Jan. 27, and NXP’s earnings report coming Feb. 2
A regulatory filing revealed that JPMorgan Chase & Co holds an 8.0% stake in NXP Semiconductors, just as investors brace for a week loaded with policy uncertainty and earnings reports that could shake chip stocks.
NXP shares ended Friday at $232.48, slipping 1.81%. With U.S. markets closed Sunday, attention now turns to Monday’s opening for fresh signals.
Timing is crucial. Stocks have been jittery on earnings news and guidance, with strategists cautioning that investors’ patience for weak results is wearing thin. PNC’s Yung-Yu Ma described it as a “short but steep roller-coaster ride,” while Franklin Templeton’s Chris Galipeau noted that “earnings are the driver.” (Reuters)
JPMorgan revealed its stake in an amended Schedule 13G, the disclosure large investors submit when claiming a passive position. The bank holds 20,347,898 NXP shares, representing 8.0% of the outstanding class as of Dec. 31, 2025. (SEC)
On Friday, NXP lagged behind several major U.S.-listed chipmakers in a choppy market. Qualcomm dipped 1.25%, Texas Instruments slipped 0.86%, and Analog Devices dropped 0.95%, while the S&P 500 inched up 0.03%. NXP saw about 3.3 million shares change hands, topping its 50-day average, and closed roughly 9% below its 52-week peak. (MarketWatch)
NXP, the Dutch chipmaker traded on Nasdaq, is often viewed as a barometer for automotive and industrial semiconductor demand. Its earnings and forecasts therefore offer a crucial snapshot of whether automakers and industrial clients are buying parts as swiftly as the market anticipates.
Macro risk looms large. The Federal Reserve wraps up its two-day meeting on Jan. 28, with the policy statement scheduled for Wednesday. (Federal Reserve)
NXP’s next major event is its quarterly earnings report. The company intends to release its fourth-quarter and full-year 2025 results after the U.S. market closes on Feb. 2. A conference call will follow the next day, Feb. 3. (NXP)
Traders are eyeing potential signals from Texas Instruments, a key player in analog and embedded chips. TI plans to webcast its Q4 and full-year 2025 earnings call on Tuesday, Jan. 27. (Texas Instruments Investor Relations)
Still, relying too much on the JPMorgan filing carries risks. A Schedule 13G often bundles positions from client accounts and affiliates, without indicating any plan to influence company direction. In the short run, rate forecasts and earnings guidance could overshadow what ownership updates reveal.
Looking ahead, the market’s focus is clear: will the stock move on the 13G filing once trading kicks off Monday? Then there’s Texas Instruments’ update on Jan. 27, followed by the Fed’s decision on Jan. 28. Most crucial for NXP is its earnings report after the close on Feb. 2.
