Boston Trust Walden Corp Purchases 871,786 Shares of onsemi $ON

Boston Trust Walden Corp grew its position in shares of onsemi (NASDAQ:ON) by 524.0% in the first quarter, Holdings Channel reports. The firm owned 1,038,146 shares of the semiconductor company’s stock after purchasing an additional 871,786 shares during the period. Boston Trust Walden Corp’s holdings in onsemi were worth $64,282,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Kestra Private Wealth Services LLC grew its holdings in shares of onsemi by 2.8% during the first quarter. Kestra Private Wealth Services LLC now owns 4,554 shares of the semiconductor company’s stock worth $282,000 after purchasing an additional 125 shares during the last quarter. Apollon Wealth Management LLC grew its holdings in onsemi by 1.8% during the 1st quarter. Apollon Wealth Management LLC now owns 7,130 shares of the semiconductor company’s stock worth $441,000 after acquiring an additional 127 shares during the last quarter. Evexia Wealth LLC grew its holdings in onsemi by 1.1% during the 1st quarter. Evexia Wealth LLC now owns 13,328 shares of the semiconductor company’s stock worth $825,000 after acquiring an additional 142 shares during the last quarter. Root Financial Partners LLC increased its position in onsemi by 42.1% in the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 149 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators increased its position in onsemi by 28.2% in the 4th quarter. Deseret Mutual Benefit Administrators now owns 728 shares of the semiconductor company’s stock valued at $39,000 after acquiring an additional 160 shares in the last quarter. Institutional investors own 97.70% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. B. Riley Financial upped their target price on shares of onsemi from $118.00 to $135.00 and gave the stock a “buy” rating in a research report on Friday, June 26th. Cantor Fitzgerald raised their price target on shares of onsemi from $100.00 to $110.00 and gave the company a “neutral” rating in a report on Monday. Jefferies Financial Group boosted their price objective on shares of onsemi from $73.00 to $115.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of onsemi in a report on Tuesday, May 5th. Finally, Morgan Stanley increased their price objective on onsemi from $85.00 to $87.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, onsemi has an average rating of “Hold” and a consensus price target of $101.19.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Cantor Fitzgerald raised its price target on onsemi to $110 from $100, citing the durability of AI infrastructure spending and the company’s exposure to higher-voltage power chips used in AI and industrial applications.
• Positive Sentiment: A recent Seeking Alpha article argued that onsemi may be undervalued relative to its opportunity in 800V/1200V AI power and the shift toward physical AI, reinforcing the market’s long-term growth thesis.
• Neutral Sentiment: Separately, news flow also included a legal investor alert from Pomerantz investigating claims on behalf of onsemi investors, which can add some overhang but does not change fundamentals by itself. Article Title
• Negative Sentiment: The stock also appears to be trading under pressure from broader semiconductor rotation and profit-taking after a strong run, with some analysts still keeping a Neutral stance despite higher targets.

onsemi Stock Performance

ON stock opened at $91.22 on Friday. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92. The company has a quick ratio of 3.14, a current ratio of 4.87 and a debt-to-equity ratio of 0.41. The company has a market cap of $35.75 billion, a P/E ratio of 64.70, a price-to-earnings-growth ratio of 0.84 and a beta of 2.01. The business’s fifty day moving average is $111.34 and its 200-day moving average is $80.03.

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

Insider Activity

In other news, CFO Trent Thad sold 30,000 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $93.00, for a total transaction 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. The trade was a 9.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.35% of the company’s stock.

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.