Integrated Advisors Network LLC Takes Position in onsemi $ON

Integrated Advisors Network LLC acquired a new position in shares of onsemi (NASDAQ:ON) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 9,167 shares of the semiconductor company’s stock, valued at approximately $568,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. CVA Family Office LLC raised its stake in onsemi by 83.7% during the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 215 shares in the last quarter. Root Financial Partners LLC grew its stake in shares of onsemi by 42.1% in the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 149 shares in the last quarter. DV Equities LLC bought a new position in shares of onsemi in the fourth quarter worth $30,000. SHP Wealth Management acquired a new position in shares of onsemi during the fourth quarter valued at $32,000. Finally, Summit Securities Group LLC increased 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 purchasing an additional 464 shares during the period. 97.70% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Jefferies Financial Group upped their price objective on shares of onsemi from $73.00 to $115.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Zacks Research downgraded shares of onsemi from a “strong-buy” rating to a “hold” rating in a research report on Monday. Barclays upped their price target on shares of onsemi from $75.00 to $100.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 6th. Needham & Company LLC increased their price objective on shares of onsemi from $110.00 to $130.00 and gave the company a “buy” rating in a report on Friday, June 26th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of onsemi in a research note on Wednesday, April 29th. Thirteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, onsemi currently has a consensus rating of “Hold” and an average price target of $103.24.

onsemi Price Performance

Shares of onsemi stock opened at $97.87 on Friday. onsemi has a 52 week low of $44.56 and a 52 week 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 cap of $38.36 billion, a PE ratio of 69.41, a price-to-earnings-growth ratio of 0.84 and a beta of 2.01. The company’s 50-day moving average price is $111.18 and its two-hundred day moving average price is $81.41.

onsemi (NASDAQ:ON) last posted its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.03. The company had revenue of $1.51 billion during the quarter, compared to analyst estimates of $1.49 billion. onsemi had a net margin of 9.46% and a return on equity of 12.79%. 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 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, sell-side analysts anticipate that onsemi will post 3.09 EPS for the current fiscal year.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Bank of America said onsemi’s proposed Synaptics deal could create long-term synergies and help build a more complete edge-AI portfolio, reinforcing the strategic case for the acquisition. Article Title
• Positive Sentiment: Zacks said onsemi’s divestitures support its “Fab Right” plan, which should lower costs, improve manufacturing efficiency, and back margin expansion in AI, auto, and industrial end markets. Article Title
• Positive Sentiment: Separate market commentary emphasized onsemi’s role as a beneficiary of AI-powered vehicles, with demand expected to rise for memory, processors, sensors, networking, and power chips. Article Title
• Neutral Sentiment: onsemi was also mentioned in broader semiconductor coverage and valuation discussions following index inclusion and the Synaptics deal, adding to investor attention but not clearly changing the fundamental outlook. Article Title
• Negative Sentiment: Some of the optimism is offset by a Zacks Research downgrade from “strong-buy” to “hold,” suggesting the rally may face near-term valuation concerns. Article Title

Insiders Place Their Bets

In related news, CFO Trent Thad sold 30,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $93.00, for a total transaction of $2,790,000.00. Following the completion of the sale, the chief financial officer directly owned 301,194 shares in the company, valued at approximately $28,011,042. This trade represents a 9.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.35% of the company’s stock.

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.