Corient Private Wealth LLC Purchases 14,776 Shares of onsemi $ON

Corient Private Wealth LLC grew its position in onsemi (NASDAQ:ON) by 18.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 96,120 shares of the semiconductor company’s stock after purchasing an additional 14,776 shares during the quarter. Corient Private Wealth LLC’s holdings in onsemi were worth $5,205,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. CVA Family Office LLC boosted its stake in onsemi by 83.7% in the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 215 shares during the period. Root Financial Partners LLC increased its position in onsemi by 42.1% during the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after buying an additional 149 shares during the period. DV Equities LLC acquired a new stake in shares of onsemi during the fourth quarter worth $30,000. SHP Wealth Management acquired a new position in shares of onsemi in the fourth quarter valued at about $32,000. Finally, Summit Securities Group LLC increased its position in onsemi by 346.3% during the fourth quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock worth $32,000 after acquiring an additional 464 shares during the period. Institutional investors own 97.70% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently commented on ON. Cantor Fitzgerald boosted their price target on onsemi from $95.00 to $100.00 and gave the company a “neutral” rating in a research note on Wednesday, May 13th. Jefferies Financial Group increased their price objective on shares of onsemi from $73.00 to $115.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Susquehanna boosted their target price on shares of onsemi from $120.00 to $140.00 and gave the company a “positive” rating in a research report on Friday. Needham & Company LLC upped their price target on shares of onsemi from $110.00 to $130.00 and gave the stock a “buy” rating in a report on Friday. Finally, Barclays lifted their price objective on shares of onsemi from $75.00 to $100.00 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $102.35.

Insider Activity

In other news, CFO Trent Thad sold 30,000 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $93.00, for a total value of $2,790,000.00. Following the sale, 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 SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.35% of the company’s stock.

Key Stories Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Negative Sentiment: The Synaptics deal is onsemi’s largest acquisition ever, and the market is worried about valuation, integration risk, and whether the benefits will justify the price. The $7 Billion Reason ON Semiconductor Stock Is Down Today
• Negative Sentiment: Because the transaction is all stock, existing shareholders face dilution, and some analysts said the deal adds complexity to an already complicated business model. ON Semi tanks 20% following Synaptics deal as CEO defends core business
• Neutral Sentiment: Management says the acquisition expands onsemi’s addressable market, strengthens its edge-AI and connectivity portfolio, and should be accretive to non-GAAP EPS within about 18 months if synergies are realized. onsemi to Acquire Synaptics to Enable the Next Generation of Intelligent Systems for Physical AI
• Neutral Sentiment: Separately, onsemi recently updated Q2 2026 guidance with EPS and revenue ranges that were roughly in line to slightly below expectations, which may be adding to investor caution. Why Is ON Semiconductor Stock Falling On Friday?

onsemi Stock Performance

Shares of ON opened at $90.65 on Friday. The stock has a 50 day moving average of $110.67 and a 200 day moving average of $78.83. The company has a market capitalization of $35.53 billion, a price-to-earnings ratio of 64.29, a PEG ratio of 1.06 and a beta of 1.97. onsemi has a 12 month low of $44.56 and a 12 month high of $134.92. The company has a current ratio of 4.87, a quick ratio of 3.14 and a debt-to-equity ratio of 0.41.

onsemi (NASDAQ:ON) last issued its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, topping 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 company had revenue of $1.51 billion during the quarter, compared to analyst estimates of $1.49 billion. During the same quarter last year, the business posted $0.55 EPS. onsemi’s quarterly revenue was up 4.7% compared to the same quarter last year. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, sell-side analysts forecast that onsemi will post 3.09 earnings per share for the current year.

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.