Janus Henderson Group PLC Purchases 1,345,894 Shares of onsemi $ON

Janus Henderson Group PLC boosted its position in onsemi (NASDAQ:ON) by 10.9% in the 1st quarter, Holdings Channel reports. The firm owned 13,700,884 shares of the semiconductor company’s stock after buying an additional 1,345,894 shares during the quarter. Janus Henderson Group PLC’s holdings in onsemi were worth $848,392,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Root Financial Partners LLC grew its stake in shares of onsemi by 42.1% during the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 149 shares during the last quarter. DV Equities LLC bought a new stake in shares of onsemi during the 4th quarter worth approximately $30,000. SHP Wealth Management bought a new stake in shares of onsemi during the 4th quarter worth approximately $32,000. Summit Securities Group LLC boosted its holdings in onsemi by 346.3% during the 4th quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock valued at $32,000 after acquiring an additional 464 shares during the period. Finally, Darwin Wealth Management LLC purchased a new position in onsemi during the 2nd quarter valued at $32,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Trending Headlines about onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Investor commentary continues to identify onsemi as a potential beneficiary of long-term artificial-intelligence infrastructure and “physical AI” trends, including demand for power-management and sensing chips. This supports the company’s longer-term growth narrative. Why ON Semiconductor May Be the Better AI Infrastructure Stock
• Positive Sentiment: Vadzo selected onsemi’s AR0521 image sensor for a driver-monitoring system camera designed to capture both driver-facing and road-facing video in commercial fleets. The design win could provide incremental visibility for onsemi’s automotive sensing business, although financial impact was not disclosed. Vadzo Positions Onsemi AR0521 as a Driver Monitoring System Camera
• Neutral Sentiment: Analysts and investors are focused on onsemi’s upcoming second-quarter 2026 earnings report and operating metrics beyond revenue and EPS. The company previously reported quarterly revenue of $1.51 billion and EPS of $0.64, while issuing second-quarter EPS guidance of $0.65 to $0.77. Exploring Analyst Estimates for ON Semiconductor Q2 Earnings
• Negative Sentiment: onsemi was swept lower with other semiconductor stocks as investors grew more concerned about Chinese competition, elevated AI-related chip valuations and whether hyperscalers’ heavy infrastructure spending can remain sustainable. These concerns are weighing on expectations for future demand, even as recent industry results have been strong. Semiconductor Shares Plummet Amid China Competition and AI Demand Concerns

Wall Street Analyst Weigh In

A number of analysts have weighed in on ON shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. Cantor Fitzgerald boosted their target price on shares of onsemi from $100.00 to $110.00 and gave the company a “neutral” rating in a research note on Monday, June 29th. Citigroup upped their price target on shares of onsemi from $100.00 to $120.00 and gave the stock a “neutral” rating in a report on Monday, June 15th. UBS Group reiterated a “neutral” rating and set a $95.00 price objective on shares of onsemi in a report on Monday, June 29th. Finally, Zacks Research downgraded shares of onsemi from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 6th. Fourteen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $102.24.

onsemi Price Performance

Shares of ON stock opened at $78.86 on Thursday. onsemi has a twelve month low of $44.56 and a twelve 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. The stock has a fifty day simple moving average of $106.20 and a two-hundred day simple moving average of $84.61. The stock has a market capitalization of $30.91 billion, a price-to-earnings ratio of 55.93, a P/E/G ratio of 0.93 and a beta of 2.01.

onsemi (NASDAQ:ON) last announced its quarterly 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. The firm had revenue of $1.51 billion for 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 revenue for the quarter was up 4.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.55 earnings per share. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. On average, analysts predict that onsemi will post 3.09 EPS for the current fiscal year.

About onsemi

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.