onsemi $ON Shares Sold by F&V Capital Management LLC

F&V Capital Management LLC cut its holdings in shares of onsemi (NASDAQ:ON) by 40.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 165,455 shares of the semiconductor company’s stock after selling 110,315 shares during the quarter. onsemi comprises approximately 2.9% of F&V Capital Management LLC’s portfolio, making the stock its 16th biggest holding. F&V Capital Management LLC’s holdings in onsemi were worth $15,642,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of onsemi during the 4th quarter worth about $330,885,000. Two Sigma Investments LP grew its holdings in onsemi by 636.1% in the third quarter. Two Sigma Investments LP now owns 3,749,751 shares of the semiconductor company’s stock valued at $184,900,000 after purchasing an additional 3,240,375 shares during the period. Rafferty Asset Management LLC increased its position in onsemi by 55.0% during the second quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock worth $305,943,000 after purchasing an additional 2,072,125 shares during the last quarter. Marshall Wace LLP increased its position in onsemi by 23,784.8% during the fourth quarter. Marshall Wace LLP now owns 1,716,122 shares of the semiconductor company’s stock worth $92,928,000 after purchasing an additional 1,708,937 shares during the last quarter. Finally, Alliancebernstein L.P. raised its stake in onsemi by 312.8% during the second quarter. Alliancebernstein L.P. now owns 2,011,077 shares of the semiconductor company’s stock worth $105,401,000 after purchasing an additional 1,523,866 shares during the period. 97.70% of the stock is owned by institutional investors and hedge funds.

onsemi Price Performance

onsemi stock opened at $72.61 on Monday. onsemi has a 52-week low of $44.56 and a 52-week high of $134.92. The firm has a fifty day moving average of $87.66 and a 200-day moving average of $87.19. The firm has a market capitalization of $28.27 billion, a P/E ratio of 46.55, a PEG ratio of 0.60 and a beta of 2.03. The company has a quick ratio of 2.49, a current ratio of 3.46 and a debt-to-equity ratio of 0.51.

onsemi (NASDAQ:ON) last posted its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The business had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same quarter in the previous year, the business posted $0.53 EPS. The business’s quarterly revenue was up 9.2% on a year-over-year basis. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. As a group, analysts predict that onsemi will post 3.23 EPS for the current year.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Comparative coverage of onsemi and STMicroelectronics highlights onsemi’s exposure to EV power semiconductors, silicon-carbide momentum, design wins and manufacturing-capacity trends. These areas could support longer-term growth if EV adoption and automotive semiconductor demand improve. STM vs. ON: Which EV Semiconductor Stock Is More Compelling?
• Neutral Sentiment: onsemi presented at the Deutsche Bank 2026 Technology Conference, giving investors an opportunity to assess management’s outlook for automotive demand, EV-related growth, silicon-carbide adoption and capacity utilization. The supplied report does not identify a new earnings revision, major contract or change to formal guidance. ON Semiconductor Corporation Presents at Deutsche Bank 2026 Technology Conference
• Negative Sentiment: The stock’s decline reflects continued investor caution despite onsemi’s latest quarterly beat, including $0.74 in adjusted EPS on $1.60 billion in revenue. Shares remain below both major moving averages, suggesting weak technical momentum and skepticism about the pace of semiconductor-cycle recovery.
• Negative Sentiment: At roughly 46.6 times earnings, onsemi still carries a growth-oriented valuation while facing cyclical automotive and industrial demand risks. Investors may require clearer evidence that EV and silicon-carbide growth can offset near-term softness before assigning the stock a higher multiple.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on ON. Needham & Company LLC decreased their price target on shares of onsemi from $130.00 to $116.00 and set a “buy” rating on the stock in a report on Tuesday, August 4th. TD Cowen cut their target price on onsemi from $110.00 to $95.00 and set a “buy” rating on the stock in a research report on Monday, July 13th. Bank of America lifted their target price on onsemi from $115.00 to $138.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Cantor Fitzgerald reissued a “neutral” rating and set a $110.00 price target on shares of onsemi in a research report on Monday, August 17th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $97.04.

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.