onsemi $ON Holdings Lifted by NewEdge Wealth LLC

NewEdge Wealth LLC grew its position in onsemi (NASDAQ:ON) by 115.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,651 shares of the semiconductor company’s stock after purchasing an additional 4,631 shares during the period. NewEdge Wealth LLC’s holdings in onsemi were worth $468,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. CVA Family Office LLC lifted its stake in shares of onsemi by 83.7% in the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 215 shares during the period. Migdal Insurance & Financial Holdings Ltd. lifted its stake in shares of onsemi by 68.7% in the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 235 shares during the period. Quent Capital LLC acquired a new stake in shares of onsemi in the 3rd quarter worth approximately $28,000. Deseret Mutual Benefit Administrators lifted its stake in shares of onsemi by 62.3% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 218 shares during the period. Finally, Darwin Wealth Management LLC acquired a new stake in shares of onsemi in the 2nd quarter worth approximately $32,000. Institutional investors own 97.70% of the company’s stock.

onsemi Stock Down 4.4%

ON stock opened at $113.11 on Friday. onsemi has a 12 month low of $40.62 and a 12 month high of $119.10. The firm has a market cap of $44.33 billion, a PE ratio of 80.22, a P/E/G ratio of 1.01 and a beta of 1.94. The firm has a 50 day simple moving average of $77.03 and a 200 day simple moving average of $64.40. The company has a debt-to-equity ratio of 0.41, a current ratio of 4.87 and a quick ratio of 3.14.

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

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on ON shares. Wells Fargo & Company upped their price target on shares of onsemi from $90.00 to $115.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 5th. BNP Paribas Exane raised shares of onsemi from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. UBS Group reaffirmed a “neutral” rating on shares of onsemi in a research note on Monday, February 2nd. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of onsemi in a research note on Wednesday, April 29th. Finally, Cantor Fitzgerald upped their price target on shares of onsemi from $95.00 to $100.00 and gave the stock a “neutral” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $88.81.

Insider Activity at onsemi

In related news, insider Sudhir Gopalswamy sold 6,114 shares of the 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 completion of the sale, the insider directly owned 173,943 shares of the company’s stock, valued at $10,205,235.81. This represents a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 completion of the sale, the chief financial officer owned 301,194 shares of the company’s stock, valued at approximately $28,011,042. This trade represents 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. Over the last three months, insiders have sold 66,114 shares of company stock valued at $5,548,708. Company insiders own 0.35% of the company’s stock.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Vadzo Imaging launched a new 8MP Wi‑Fi day/night camera built on onsemi’s HyperLux AR0821 sensor, highlighting continued adoption of onsemi imaging technology in smart-camera and edge-vision applications.
• Positive Sentiment: onsemi received a new $100 price target from Cantor Fitzgerald, which can reinforce the market’s view that the company still has meaningful upside potential after its recent earnings beat.
• Neutral Sentiment: Commentary around onsemi’s Q1 earnings noted strong revenue and EPS beats, plus improving demand signals in AI data centers and early stabilization in automotive, which supports the longer-term bullish case but was already known to the market.
• Negative Sentiment: A broader tech selloff tied to inflation fears and higher Treasury yields likely weighed on semiconductor stocks, including onsemi, as investors rotated away from high-beta growth names.
• Negative Sentiment: Media coverage also noted that onsemi and peers were trading lower in sympathy with the weaker semiconductor tape, suggesting sector-wide pressure rather than company-specific disappointment.

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.