Onto Innovation Inc. $ONTO Stake Increased by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Onto Innovation Inc. (NYSE:ONTO) by 4.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 155,253 shares of the semiconductor company’s stock after buying an additional 7,271 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Onto Innovation were worth $58,755,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Van ECK Associates Corp raised its position in Onto Innovation by 1,967.0% during the second quarter. Van ECK Associates Corp now owns 41,588 shares of the semiconductor company’s stock valued at $15,739,000 after buying an additional 39,576 shares during the period. Hsbc Holdings PLC lifted its stake in Onto Innovation by 39.8% in the 2nd quarter. Hsbc Holdings PLC now owns 6,210 shares of the semiconductor company’s stock worth $2,364,000 after acquiring an additional 1,769 shares in the last quarter. Empowered Funds LLC acquired a new stake in Onto Innovation during the 2nd quarter worth about $2,947,000. United Capital Financial Advisors LLC acquired a new stake in Onto Innovation during the 2nd quarter worth about $489,000. Finally, Caitlin John LLC purchased a new position in Onto Innovation during the 2nd quarter valued at about $757,000. Hedge funds and other institutional investors own 98.35% of the company’s stock.

Onto Innovation Stock Down 0.6%

ONTO stock opened at $254.95 on Thursday. The firm has a market cap of $12.51 billion, a PE ratio of 95.85, a PEG ratio of 0.84 and a beta of 1.59. Onto Innovation Inc. has a 1 year low of $101.06 and a 1 year high of $386.46. The company has a fifty day simple moving average of $296.63 and a 200 day simple moving average of $267.77. The company has a current ratio of 9.73, a quick ratio of 8.33 and a debt-to-equity ratio of 0.77.

Onto Innovation (NYSE:ONTO) last posted its earnings results on Thursday, August 6th. The semiconductor company reported $1.93 EPS for the quarter, topping the consensus estimate of $1.69 by $0.24. Onto Innovation had a net margin of 11.84% and a return on equity of 13.44%. The firm had revenue of $343.13 million for the quarter, compared to the consensus estimate of $325.29 million. During the same period in the prior year, the business posted $1.25 earnings per share. The business’s quarterly revenue was up 35.3% on a year-over-year basis. Onto Innovation has set its Q3 2026 guidance at 2.180-2.380 EPS. Sell-side analysts anticipate that Onto Innovation Inc. will post 8.04 EPS for the current fiscal year.

Key Stories Impacting Onto Innovation

Here are the key news stories impacting Onto Innovation this week:

• Positive Sentiment: Analyst estimates increased: Zacks Research raised its “Strong Buy” outlook and lifted EPS forecasts across 2026–2028. Estimates now call for $7.88 in FY2026, $10.88 in FY2027 and $12.22 in FY2028, up from prior forecasts of $6.78, $8.71 and $9.44, respectively. The firm also increased its Q3 2026 estimate to $2.20 from $1.73. The revisions suggest stronger anticipated demand and earnings growth for Onto’s semiconductor-inspection business. MarketBeat Onto Innovation analyst estimates
• Neutral Sentiment: Insider stock sale: Director Lynch sold 1,000 shares for approximately $302,000 on August 21, representing about 27% of his directly held shares before the filing. The sale may raise caution about insider sentiment, although it does not establish that management expects weaker operating results. Onto Innovation director stock sale
• Negative Sentiment: Shareholder investigation announced: Levi & Korsinsky said it is investigating possible breaches of fiduciary duties by certain Onto Innovation officers and directors. The announcement does not allege that wrongdoing has been proven, but it creates legal and governance uncertainty and is the clearest near-term negative catalyst for the stock. Levi and Korsinsky Onto Innovation investigation

Analyst Ratings Changes

A number of brokerages have recently weighed in on ONTO. Evercore reiterated an “outperform” rating and issued a $390.00 target price on shares of Onto Innovation in a report on Friday, August 7th. Zacks Research raised shares of Onto Innovation from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 14th. B. Riley Financial reiterated a “buy” rating on shares of Onto Innovation in a research note on Friday, August 7th. Oppenheimer increased their target price on shares of Onto Innovation from $370.00 to $450.00 and gave the stock an “outperform” rating in a research report on Monday, June 22nd. Finally, Freedom Capital raised shares of Onto Innovation to a “strong-buy” rating in a research note on Wednesday, June 17th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, Onto Innovation presently has an average rating of “Buy” and a consensus target price of $380.30.

Insider Buying and Selling

In other news, Director Susan D. Lynch sold 1,000 shares of Onto Innovation stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $302.30, for a total value of $302,300.00. Following the transaction, the director owned 2,684 shares of the company’s stock, valued at $811,373.20. This trade represents a 27.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.51% of the stock is currently owned by company insiders.

About Onto Innovation

Onto Innovation (NYSE:ONTO) is a global supplier of advanced process control and inspection systems for semiconductor and electronics manufacturers. The company’s solutions span metrology, inspection, defect review and lithography mask repair, helping customers optimize yield, reduce costs and improve device performance. By integrating high-resolution optical and e-beam tools with sophisticated software analytics, Onto Innovation enables wafer, mask and advanced packaging producers to maintain tight process control across leading-edge nodes and specialty applications.

Key products include high-throughput wafer metrology systems, optical and e-beam defect inspection platforms, mask inspection and repair tools, and data-driven software for yield management and process optimization.