30,000 Shares in onsemi $ON Acquired by Catalyst Funds Management Pty Ltd

Catalyst Funds Management Pty Ltd purchased a new position in onsemi (NASDAQ:ON) during the fourth quarter, Holdings Channel reports. The fund purchased 30,000 shares of the semiconductor company’s stock, valued at approximately $1,624,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ON. AQR Capital Management LLC boosted its stake in shares of onsemi by 187.9% during the first quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company’s stock valued at $4,863,000 after purchasing an additional 79,206 shares during the period. Geneos Wealth Management Inc. grew its position in shares of onsemi by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock worth $54,000 after buying an additional 507 shares during the last quarter. Brown Advisory Inc. purchased a new position in shares of onsemi in the 2nd quarter valued at approximately $201,000. Cresset Asset Management LLC lifted its stake in shares of onsemi by 24.8% in the 2nd quarter. Cresset Asset Management LLC now owns 10,137 shares of the semiconductor company’s stock valued at $531,000 after purchasing an additional 2,016 shares during the period. Finally, Cerity Partners LLC lifted its stake in shares of onsemi by 108.0% in the 2nd quarter. Cerity Partners LLC now owns 31,646 shares of the semiconductor company’s stock valued at $1,659,000 after purchasing an additional 16,435 shares during the period. Institutional investors own 97.70% of the company’s stock.

onsemi Stock Performance

NASDAQ ON opened at $116.20 on Friday. The firm has a market cap of $45.54 billion, a price-to-earnings ratio of 82.41, a price-to-earnings-growth ratio of 1.03 and a beta of 1.94. 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 business has a 50-day moving average price of $82.14 and a 200-day moving average price of $66.46. onsemi has a twelve month low of $40.62 and a twelve month high of $119.10.

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

Trending Headlines about onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Recent analyst target hikes and constructive ratings have reinforced confidence in onsemi’s recovery story, especially around power semiconductors and AI/data-center demand. onsemi jumps 5.5% as recent analyst target hikes and upbeat post-earnings tone keep AI/power-semiconductor bid strong
• Positive Sentiment: Market commentary says onsemi looks like the clearer AI power-infrastructure play versus smaller peers, with expanding margins and rising data-center revenue supporting the stock. Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race?
• Neutral Sentiment: Coverage from Yahoo Finance framed ON as a momentum stock that has risen strongly over the past week, reflecting renewed trader interest rather than a new company-specific catalyst. ON Semiconductor Corp. (ON) Is Up 9.60% in One Week: What You Should Know

Insider Buying and Selling

In related news, CFO Trent Thad sold 30,000 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $28,011,042. This represents a 9.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sudhir Gopalswamy sold 6,114 shares of the company’s stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $58.67, for a total value of $358,708.38. Following the sale, the insider owned 173,943 shares in the company, valued at approximately $10,205,235.81. This trade represents a 3.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 66,114 shares of company stock valued at $5,548,708. 0.35% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on ON shares. Roth Mkm restated a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. Susquehanna boosted their price target on onsemi from $100.00 to $120.00 and gave the stock a “positive” rating in a research note on Tuesday, May 5th. Barclays boosted their price target on onsemi from $75.00 to $100.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 6th. Benchmark lowered onsemi from a “buy” rating to a “hold” rating in a report on Tuesday, February 10th. Finally, Craig Hallum reaffirmed a “hold” rating on shares of onsemi in a report on Tuesday, February 10th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, onsemi currently has a consensus rating of “Moderate Buy” and an average target price of $89.19.

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.