ON Semiconductor Corporation $ON Shares Sold by Baillie Gifford & Co.

Baillie Gifford & Co. trimmed its holdings in ON Semiconductor Corporation (NASDAQ:ON) by 5.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,064,602 shares of the semiconductor company’s stock after selling 271,175 shares during the quarter. Baillie Gifford & Co.’s holdings in ON Semiconductor were worth $249,736,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. AQR Capital Management LLC grew its holdings in ON Semiconductor by 187.9% during the first quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company’s stock worth $4,863,000 after acquiring an additional 79,206 shares during the period. Geneos Wealth Management Inc. boosted its position in ON Semiconductor 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 purchasing an additional 507 shares in the last quarter. Farther Finance Advisors LLC boosted its position in ON Semiconductor by 52.3% in the 2nd quarter. Farther Finance Advisors LLC now owns 6,161 shares of the semiconductor company’s stock worth $323,000 after purchasing an additional 2,115 shares in the last quarter. Sowell Financial Services LLC grew its stake in shares of ON Semiconductor by 4.1% during the 2nd quarter. Sowell Financial Services LLC now owns 5,668 shares of the semiconductor company’s stock worth $297,000 after purchasing an additional 223 shares during the period. Finally, Park Avenue Securities LLC increased its holdings in shares of ON Semiconductor by 9.7% during the 2nd quarter. Park Avenue Securities LLC now owns 8,918 shares of the semiconductor company’s stock valued at $467,000 after purchasing an additional 785 shares in the last quarter. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on ON shares. Stifel Nicolaus raised their price target on shares of ON Semiconductor from $50.00 to $60.00 and gave the company a “hold” rating in a research report on Friday, January 16th. Rosenblatt Securities reissued a “neutral” rating and set a $50.00 target price on shares of ON Semiconductor in a research note on Tuesday, November 4th. Benchmark restated a “buy” rating on shares of ON Semiconductor in a research report on Tuesday, November 4th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of ON Semiconductor in a report on Monday, December 29th. Finally, BNP Paribas Exane set a $62.00 price objective on ON Semiconductor and gave the company a “neutral” rating in a report on Thursday. Thirteen equities research analysts have rated the stock with a Buy rating and seventeen have given a Hold rating to the company. According to MarketBeat, ON Semiconductor has an average rating of “Hold” and an average price target of $61.30.

Insider Buying and Selling

In other ON Semiconductor news, CFO Trent Thad sold 20,000 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $55.05, for a total value of $1,101,000.00. Following the transaction, the chief financial officer owned 379,448 shares in the company, valued at approximately $20,888,612.40. This trade represents a 5.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.31% of the company’s stock.

More ON Semiconductor News

Here are the key news stories impacting ON Semiconductor this week:

• Positive Sentiment: Several brokerages have recently upgraded or raised targets for ON, fueling short‑term buying and helping the stock reach a one‑year high earlier this week. Notable coverage cited includes a Bank of America upgrade and other positive analyst notes that highlight recovery potential. Article
• Positive Sentiment: Market commentary argues ON will benefit from a cyclical semiconductor recovery (auto electrification, industrial demand), which supports a constructive medium‑term outlook for revenue and margin improvement. Investors may be accumulating ahead of that potential rebound. Article
• Neutral Sentiment: onsemi set a clear near‑term catalyst: Q4 and full‑year 2025 results will be released after the close on February 9, 2026, followed by a 5:00 PM ET conference call. That upcoming report (and any guidance) is a likely focal point for traders and may increase volatility. Press release
• Neutral Sentiment: Some outlets and data aggregators show a mixed analyst picture — the street median target sits near the current price (Quiver/consensus ~ $59) and BNP Paribas Exane recently set a $62 target with a neutral rating, suggesting limited near‑term upside in some analysts’ views. Finviz / The Fly note
• Negative Sentiment: Insider selling has occurred recently (several executive-level sales disclosed), which can temper investor enthusiasm and create short‑term selling pressure ahead of earnings. Quiver summary
• Negative Sentiment: Institutional flows are mixed (some large holders cutting positions while others add), and ON’s valuation (high P/E and PEG vs. peers) leaves the stock sensitive to any miss in revenue, margin or guidance, raising downside risk into the print. Quiver / filings

ON Semiconductor Trading Down 1.7%

Shares of ON Semiconductor stock opened at $61.98 on Friday. The company has a current ratio of 5.23, a quick ratio of 3.54 and a debt-to-equity ratio of 0.43. ON Semiconductor Corporation has a twelve month low of $31.04 and a twelve month high of $65.77. The firm has a market capitalization of $24.94 billion, a PE ratio of 80.49, a P/E/G ratio of 2.74 and a beta of 1.55. The firm’s 50-day moving average price is $55.14 and its 200 day moving average price is $52.84.

ON Semiconductor (NASDAQ:ON) last announced its earnings results on Monday, November 3rd. The semiconductor company reported $0.63 EPS for the quarter, beating analysts’ consensus estimates of $0.59 by $0.04. The business had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.52 billion. ON Semiconductor had a return on equity of 13.60% and a net margin of 5.16%.The business’s revenue was down 12.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.99 earnings per share. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. On average, sell-side analysts predict that ON Semiconductor Corporation will post 2.6 EPS for the current fiscal year.

ON Semiconductor declared that its board has authorized a stock buyback program on Tuesday, November 18th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the semiconductor company to repurchase up to 32.7% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management believes its stock is undervalued.

About ON Semiconductor

ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.

ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.