Banque Cantonale Vaudoise Increases Stock Holdings in onsemi $ON

Banque Cantonale Vaudoise boosted its position in onsemi (NASDAQ:ON) by 160.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 34,741 shares of the semiconductor company’s stock after purchasing an additional 21,401 shares during the period. Banque Cantonale Vaudoise’s holdings in onsemi were worth $1,881,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Ameriprise Financial Inc. lifted its position in shares of onsemi by 7.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company’s stock valued at $639,716,000 after buying an additional 877,533 shares in the last quarter. Allspring Global Investments Holdings LLC lifted its position in shares of onsemi by 8.1% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 6,363,805 shares of the semiconductor company’s stock valued at $360,828,000 after buying an additional 474,725 shares in the last quarter. Rafferty Asset Management LLC lifted its position in shares of onsemi by 55.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock valued at $305,943,000 after buying an additional 2,072,125 shares in the last quarter. Capital International Investors lifted its position in shares of onsemi by 0.5% during the 3rd quarter. Capital International Investors now owns 4,249,967 shares of the semiconductor company’s stock valued at $209,566,000 after buying an additional 22,699 shares in the last quarter. Finally, Pictet Asset Management Holding SA lifted its position in shares of onsemi by 38.8% during the 4th quarter. Pictet Asset Management Holding SA now owns 3,981,981 shares of the semiconductor company’s stock valued at $215,624,000 after buying an additional 1,112,774 shares in the last quarter. Institutional investors own 97.70% of the company’s stock.

onsemi Stock Down 0.5%

NASDAQ ON opened at $109.61 on Friday. The stock’s 50 day moving average is $81.00 and its 200 day moving average is $66.11. The company has a current ratio of 4.87, a quick ratio of 3.14 and a debt-to-equity ratio of 0.41. onsemi has a 12 month low of $40.62 and a 12 month high of $119.10. The stock has a market cap of $42.96 billion, a PE ratio of 77.74, a P/E/G ratio of 0.98 and a beta of 1.94.

onsemi (NASDAQ:ON) last posted its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates of $0.61 by $0.03. onsemi had a return on equity of 12.79% and a net margin of 9.46%.The company had revenue of $1.51 billion for the quarter, compared to analysts’ expectations of $1.49 billion. During the same period in the previous year, the firm earned $0.55 EPS. The firm’s revenue was up 4.7% compared to the same quarter last year. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Research analysts predict that onsemi will post 3.09 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Sudhir Gopalswamy sold 6,114 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $58.67, for a total value of $358,708.38. Following the transaction, the insider directly owned 173,943 shares of the company’s stock, valued at approximately $10,205,235.81. The trade was a 3.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Trent Thad sold 30,000 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $93.00, for a total value of $2,790,000.00. Following the completion of the transaction, the chief financial officer directly owned 301,194 shares in the company, valued at approximately $28,011,042. This represents a 9.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 66,114 shares of company stock worth $5,548,708. 0.35% of the stock is owned by insiders.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Analyst-style commentary says onsemi looks better positioned than Navitas for AI power infrastructure because its margins are improving and data-center revenue is rising. Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race?
• Positive Sentiment: Separate coverage says ON is gaining ground in China’s EV market, where its silicon-carbide products are being used in more vehicles and future EV platforms, supporting long-term growth expectations. ON Gains Ground in China EV Market: What Does it Mean for Investors?

Wall Street Analyst Weigh In

ON has been the topic of a number of analyst reports. Susquehanna lifted their price objective on onsemi from $100.00 to $120.00 and gave the company a “positive” rating in a research report on Tuesday, May 5th. Needham & Company LLC lifted their price objective on onsemi from $72.00 to $110.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. TD Cowen lifted their price objective on onsemi from $80.00 to $115.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Zacks Research raised onsemi from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, May 6th. Finally, Mizuho lifted their price objective on onsemi from $120.00 to $130.00 and gave the company an “outperform” rating in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, onsemi has an average rating of “Hold” and an average price target of $89.19.

onsemi Profile

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.