onsemi $ON Stake Lessened by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lowered its holdings in onsemi (NASDAQ:ON) by 20.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,325 shares of the semiconductor company’s stock after selling 7,654 shares during the period. Nisa Investment Advisors LLC’s holdings in onsemi were worth $2,254,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Ascentis Independent Advisors acquired a new stake in onsemi in the 1st quarter worth about $36,000. Ninety One UK Ltd purchased a new stake in onsemi in the 3rd quarter valued at about $36,000. Root Financial Partners LLC increased its stake in shares of onsemi by 39.4% during the 1st quarter. Root Financial Partners LLC now owns 701 shares of the semiconductor company’s stock valued at $43,000 after acquiring an additional 198 shares during the last quarter. Compass Financial Management LLC acquired a new position in shares of onsemi during the 2nd quarter valued at about $67,000. Finally, IFP Advisors Inc increased its stake in shares of onsemi by 74.1% during the 2nd quarter. IFP Advisors Inc now owns 1,327 shares of the semiconductor company’s stock valued at $125,000 after acquiring an additional 565 shares during the last quarter. 97.70% of the stock is currently owned by institutional investors and hedge funds.

onsemi Stock Performance

NASDAQ ON opened at $72.25 on Friday. The firm has a market capitalization of $28.13 billion, a P/E ratio of 46.31, a P/E/G ratio of 0.60 and a beta of 2.05. onsemi has a 1-year low of $44.56 and a 1-year high of $134.92. The company has a debt-to-equity ratio of 0.51, a current ratio of 3.46 and a quick ratio of 2.49. The business’s 50-day simple moving average is $75.02 and its 200-day simple moving average is $90.13.

onsemi (NASDAQ:ON) last issued its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.72 by $0.02. The business had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.59 billion. onsemi had a return on equity of 14.06% and a net margin of 10.17%. The company’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.53 EPS. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Equities analysts predict that onsemi will post 3.21 EPS for the current year.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Weiss Ratings upgraded shares of onsemi from a “sell (d+)” rating to a “hold (c)” rating in a report on Friday, August 7th. Stonex Financia upgraded shares of onsemi to a “strong-buy” rating in a report on Wednesday, October 14th. Wells Fargo & Company upped their price target on shares of onsemi from $85.00 to $100.00 and gave the stock an “overweight” rating in a research report on Friday, October 2nd. Needham & Company LLC reaffirmed a “buy” rating and set a $116.00 price target on shares of onsemi in a research note on Friday, October 2nd. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $62.00 price target on shares of onsemi in a report on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and sixteen have issued a Hold rating to the company. Based on data from MarketBeat.com, onsemi has an average rating of “Moderate Buy” and a consensus price target of $92.68.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi’s silicon-carbide technology was selected by Sungrow for its PowerTitan 3.0 utility-scale energy-storage platform, supporting power-conversion systems of up to 450 kW. The win strengthens onsemi’s position in the growing battery-storage and power-efficiency markets. Can Analyst Optimism Change The Bull Case For ON Semiconductor
• Positive Sentiment: B. Riley maintained a “Buy” rating while lowering its price target from $127 to $105. Although the reduction signals more conservative expectations, the revised target still implies substantial upside from the stock’s referenced price. B. Riley Stock Recommendations
• Neutral Sentiment: Recent product announcements featuring onsemi image sensors, including the AR0521 and AR0234, indicate ongoing use of the company’s components in surveillance and pedestrian-safety cameras, but the releases do not provide material details on revenue or order size. Vadzo Imaging Positions Falcon-521CRS
• Negative Sentiment: Analyst target reductions—including B. Riley’s cut and a separate TD Cowen reduction—are weighing on sentiment by implying that the recovery outlook and near-term semiconductor demand may be weaker than previously expected. onsemi Stock Gets Price Target Reduction from TD Cowen

Insiders Place Their Bets

In other onsemi news, insider Sudhir Gopalswamy sold 15,578 shares of onsemi stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the transaction, the insider directly owned 158,177 shares of the company’s stock, valued at $12,654,160. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is currently owned by company insiders.

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.