onsemi $ON Shares Bought by One Capital Management LLC

One Capital Management LLC boosted its stake in shares of onsemi (NASDAQ:ON) by 36.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 38,009 shares of the semiconductor company’s stock after purchasing an additional 10,252 shares during the quarter. One Capital Management LLC’s holdings in onsemi were worth $2,058,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ON. AQR Capital Management LLC grew its position in onsemi by 187.9% during the first quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company’s stock worth $4,863,000 after buying an additional 79,206 shares during the period. Geneos Wealth Management Inc. grew its position in shares of onsemi by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock valued at $54,000 after purchasing an additional 507 shares during the last quarter. Brown Advisory Inc. acquired a new stake in shares of onsemi in the second quarter valued at approximately $201,000. Cresset Asset Management LLC grew its position in shares of onsemi by 24.8% in the second quarter. Cresset Asset Management LLC now owns 10,137 shares of the semiconductor company’s stock valued at $531,000 after purchasing an additional 2,016 shares during the last quarter. Finally, Cerity Partners LLC grew its position in shares of onsemi by 108.0% in the second quarter. Cerity Partners LLC now owns 31,646 shares of the semiconductor company’s stock valued at $1,659,000 after purchasing an additional 16,435 shares during the last quarter. 97.70% of the stock is currently owned by institutional investors and hedge funds.

onsemi Stock Performance

Shares of ON opened at $128.64 on Wednesday. The company has a debt-to-equity ratio of 0.41, a quick ratio of 3.14 and a current ratio of 4.87. The company has a market capitalization of $50.41 billion, a price-to-earnings ratio of 91.23, a PEG ratio of 1.08 and a beta of 1.97. The company’s 50 day simple moving average is $89.67 and its 200 day simple moving average is $69.68. onsemi has a 1 year low of $41.88 and a 1 year high of $130.48.

onsemi (NASDAQ:ON) last announced its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.61 by $0.03. The business had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.49 billion. onsemi had a net margin of 9.46% and a return on equity of 12.79%. The company’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.55 earnings per share. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. On average, sell-side analysts predict that onsemi will post 3.09 EPS for the current year.

Wall Street Analyst Weigh In

Several analysts have recently commented on ON shares. Wall Street Zen upgraded shares of onsemi from a “hold” rating to a “buy” rating in a research report on Monday, April 13th. Morgan Stanley increased their price target on shares of onsemi from $85.00 to $87.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 5th. TD Cowen increased their price target on shares of onsemi from $80.00 to $115.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Needham & Company LLC increased their price target on shares of onsemi from $72.00 to $110.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Barclays increased their price target on shares of onsemi from $75.00 to $100.00 and gave the company an “equal weight” rating in a research report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $92.00.

Insider Activity at onsemi

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

Key Headlines Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi has been included in new leveraged semiconductor ETFs tied to AI and chip exposure, which can boost investor attention and trading demand for the stock. AI Infrastructure Investing Goes Deeper: New Leveraged Semiconductor ETFs Tied To Microchip, NXP, ON Semi Hits The Market
• Positive Sentiment: A new product launch from Vadzo Imaging uses onsemi’s AR0234 sensor, highlighting continued design wins and demand for onsemi components in machine vision and imaging applications. Vadzo Imaging Launches MerlinPlus-234CGS: 2MP Color Global Shutter USB Camera with On-Board Storage, Based on Onsemi AR0234
• Neutral Sentiment: Recent marketplace news around onsemi-linked products and AI hardware reinforces the company’s relevance in growth markets, but does not add materially new financial information. Vadzo Imaging Introduces Innova-821CRE: 8MP Color HDR 4K GigE Camera Based on Onsemi AR0821 Sensor

onsemi Company 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.