Fjarde AP Fonden Fourth Swedish National Pension Fund Purchases 30,800 Shares of onsemi $ON

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its position in shares of onsemi (NASDAQ:ON) by 52.4% in the first quarter, Holdings Channel reports. The fund owned 89,614 shares of the semiconductor company’s stock after acquiring an additional 30,800 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in onsemi were worth $5,549,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. CVA Family Office LLC lifted its holdings in shares of onsemi by 83.7% during the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock worth $26,000 after buying an additional 215 shares during the last quarter. Root Financial Partners LLC boosted its position in shares of onsemi by 42.1% during the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 149 shares in the last quarter. DV Equities LLC acquired a new stake in onsemi during the fourth quarter valued at approximately $30,000. SHP Wealth Management bought a new position in shares of onsemi during the 4th quarter worth approximately $32,000. Finally, Summit Securities Group LLC lifted its holdings in shares of onsemi by 346.3% during the fourth 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. Institutional investors and hedge funds own 97.70% of the company’s stock.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Cantor Fitzgerald raised its price target on onsemi to $110 from $100, keeping a Neutral rating but citing the durability of the AI infrastructure semiconductor cycle. Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
• Positive Sentiment: Investor interest in onsemi remains elevated, with Zacks noting that users have been heavily searching for the stock, often a sign of increased attention ahead of a catalyst. Investors Heavily Search ON Semiconductor Corporation (ON)
• Neutral Sentiment: Kahn Swick & Foti said it is investigating the adequacy of price and process in onsemi’s proposed acquisition of Synaptics, adding legal uncertainty around the deal. Synaptics Investor Alert: Kahn Swick & Foti Investigates Adequacy of Price and Process in Proposed Sale of Synaptics Incorporated – SYNA
• Negative Sentiment: Pomerantz separately opened an investor investigation into onsemi following the Synaptics deal announcement, which may keep pressure on sentiment until the transaction is clarified. ON Semiconductor (ON) Stock Faces Investor Investigation After Synaptics Deal

onsemi Price Performance

ON stock opened at $91.22 on Monday. The firm has a 50-day moving average price of $111.39 and a 200-day moving average price of $80.29. 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. The stock has a market capitalization of $35.75 billion, a P/E ratio of 64.70, a price-to-earnings-growth ratio of 0.81 and a beta of 2.01.

onsemi (NASDAQ:ON) last issued its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 EPS for the quarter, beating 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 company had revenue of $1.51 billion during the quarter, compared to the consensus estimate of $1.49 billion. During the same period last year, the business posted $0.55 earnings per share. onsemi’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 research analysts anticipate that onsemi will post 3.09 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Trent Thad sold 30,000 shares of onsemi 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 completion of the transaction, the chief financial officer owned 301,194 shares in the company, valued at $28,011,042. This trade represents a 9.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on ON shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of onsemi in a report on Tuesday, May 5th. B. Riley Financial increased their target price on onsemi from $118.00 to $135.00 and gave the stock a “buy” rating in a report on Friday, June 26th. Susquehanna boosted their target price on shares of onsemi from $120.00 to $140.00 and gave the stock a “positive” rating in a research note on Friday, June 26th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of onsemi in a report on Wednesday, April 29th. Finally, Morgan Stanley boosted their price objective on onsemi from $85.00 to $87.00 and gave the stock an “equal weight” rating in a report on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued 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 currently has an average rating of “Hold” and an average target price of $101.19.

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.