onsemi $ON Shares Acquired by Brandywine Global Investment Management LLC

Brandywine Global Investment Management LLC grew its holdings in onsemi (NASDAQ:ON) by 17.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,847,377 shares of the semiconductor company’s stock after buying an additional 275,079 shares during the period. Brandywine Global Investment Management LLC’s holdings in onsemi were worth $100,035,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. O Shaughnessy Asset Management LLC lifted its stake in shares of onsemi by 4.4% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 33,310 shares of the semiconductor company’s stock valued at $1,804,000 after purchasing an additional 1,417 shares during the last quarter. Los Angeles Capital Management LLC purchased a new stake in shares of onsemi in the 4th quarter valued at $92,000. Havemeyer Place LP purchased a new stake in shares of onsemi in the 4th quarter valued at $274,000. BI Asset Management Fondsmaeglerselskab A S raised its holdings in shares of onsemi by 1.9% in the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 31,237 shares of the semiconductor company’s stock valued at $1,691,000 after buying an additional 580 shares during the period. Finally, Pinebridge Investments LLC purchased a new stake in shares of onsemi in the 4th quarter valued at $4,008,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on ON. Piper Sandler boosted their price objective on onsemi from $65.00 to $75.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Weiss Ratings reiterated a “sell (d+)” rating on shares of onsemi in a report on Wednesday, April 29th. Cantor Fitzgerald boosted their price objective on onsemi from $95.00 to $100.00 and gave the company a “neutral” rating in a report on Wednesday, May 13th. Zacks Research upgraded onsemi from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 6th. Finally, JPMorgan Chase & Co. boosted their price objective on onsemi from $70.00 to $100.00 and gave the company a “neutral” rating in a report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $92.00.

Insider Activity

In other news, CFO Trent Thad sold 30,000 shares of the company’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 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 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 transaction, the insider directly owned 173,943 shares of the company’s stock, valued at approximately $10,205,235.81. This represents a 3.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 66,114 shares of company stock valued at $5,548,708. Insiders own 0.35% of the company’s stock.

onsemi News Summary

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 Price Performance

Shares of NASDAQ ON opened at $117.26 on Monday. The stock’s 50-day moving average is $95.02 and its two-hundred day moving average is $71.94. The company has a market cap of $45.95 billion, a price-to-earnings ratio of 83.16, a price-to-earnings-growth ratio of 1.04 and a beta of 1.97. onsemi has a 1-year low of $44.56 and a 1-year high of $134.92. The company has a debt-to-equity ratio of 0.41, a current ratio of 4.87 and a quick ratio of 3.14.

onsemi (NASDAQ:ON) last released its quarterly earnings data 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. The business had revenue of $1.51 billion during the quarter, compared to analysts’ expectations 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 period in the prior year, the firm posted $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Analysts forecast that onsemi will post 3.09 EPS for the current fiscal year.

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.