Daiwa Securities Group Inc. Sells 37,040 Shares of onsemi $ON

Daiwa Securities Group Inc. trimmed its holdings in shares of onsemi (NASDAQ:ON) by 18.7% in the 4th quarter, Holdings Channel reports. The firm owned 161,341 shares of the semiconductor company’s stock after selling 37,040 shares during the quarter. Daiwa Securities Group Inc.’s holdings in onsemi were worth $8,736,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Pictet Asset Management Holding SA increased its stake in shares of onsemi by 38.8% during the fourth quarter. Pictet Asset Management Holding SA now owns 3,981,981 shares of the semiconductor company’s stock valued at $215,624,000 after buying an additional 1,112,774 shares during the period. M&G PLC increased its stake in shares of onsemi by 7.6% during the third quarter. M&G PLC now owns 2,647,003 shares of the semiconductor company’s stock valued at $129,703,000 after buying an additional 187,899 shares during the period. Quantbot Technologies LP increased its stake in shares of onsemi by 67.3% during the third quarter. Quantbot Technologies LP now owns 94,146 shares of the semiconductor company’s stock valued at $4,642,000 after buying an additional 37,881 shares during the period. DNB Asset Management AS increased its stake in shares of onsemi by 30.9% during the third quarter. DNB Asset Management AS now owns 723,688 shares of the semiconductor company’s stock valued at $35,685,000 after buying an additional 170,635 shares during the period. Finally, Fox Run Management L.L.C. purchased a new position in shares of onsemi during the third quarter valued at $991,000. 97.70% of the stock is currently owned by institutional investors.

Insider Transactions at onsemi

In other news, CFO Trent Thad sold 30,000 shares of the business’s stock in a transaction dated 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 sale, the chief financial officer owned 301,194 shares in the company, valued at approximately $28,011,042. The trade was a 9.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sudhir Gopalswamy sold 6,114 shares of the business’s stock in a transaction dated Friday, March 13th. The stock was 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 $10,205,235.81. The trade was a 3.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 66,114 shares of company stock worth $5,548,708 in the last 90 days. Insiders own 0.35% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on ON. JPMorgan Chase & Co. raised their price target on onsemi from $70.00 to $100.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. Benchmark lowered onsemi from a “buy” rating to a “hold” rating in a research note on Tuesday, February 10th. Craig Hallum reiterated a “hold” rating on shares of onsemi in a research note on Tuesday, February 10th. Evercore reiterated an “outperform” rating on shares of onsemi in a research note on Tuesday, May 5th. Finally, Susquehanna lifted their target price on onsemi from $100.00 to $120.00 and gave the company a “positive” rating in a research note on Tuesday, May 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $92.00.

onsemi Price Performance

Shares of ON stock opened at $117.26 on Monday. onsemi has a fifty-two week low of $44.56 and a fifty-two week high of $134.92. The firm has a market capitalization of $45.95 billion, a price-to-earnings ratio of 83.16, a PEG ratio of 1.04 and a beta of 1.97. The company has a debt-to-equity ratio of 0.41, a quick ratio of 3.14 and a current ratio of 4.87. The stock’s 50-day simple moving average is $95.02 and its 200-day simple moving average is $71.94.

onsemi (NASDAQ:ON) last issued its quarterly earnings results 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. onsemi had a return on equity of 12.79% and a net margin of 9.46%.The business had revenue of $1.51 billion for the quarter, compared to analyst estimates of $1.49 billion. During the same quarter in the previous year, the firm earned $0.55 earnings per share. The company’s revenue was up 4.7% on a year-over-year basis. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, equities analysts forecast that onsemi will post 3.09 earnings per share for the current fiscal year.

Key Stories Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: 247WallSt highlighted onsemi as a potential “big tech stock” for 2026, pointing to its sharp recovery and room for further upside. Prediction: ON Semiconductor Could Be 2026’s Big Tech Stock
• Positive Sentiment: Zacks said onsemi is gaining traction in renewable energy infrastructure, citing silicon-carbide technology, energy storage, microgrids, and new design wins tied to AI-driven power demand. How onsemi Is Winning in Renewable Energy Infrastructure
• Positive Sentiment: Recent commentary on sector positioning continues to frame ON as a beneficiary of demand tied to electrification and power efficiency, which supports the bull case for earnings growth.
• Neutral Sentiment: The company also presented at the Bank of America 2026 Global Technology Conference, which generally signals ongoing investor outreach but did not include a new material announcement. ON Semiconductor Corporation (ON) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Quantum-computing stocks sold off sharply today after sector-specific pressure, reinforcing a risk-off tone across high-beta tech names that may be weighing on sentiment for semiconductor stocks like onsemi.

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.