8,900 Shares in onsemi $ON Purchased by AdvisorShares Investments LLC

AdvisorShares Investments LLC acquired a new position in onsemi (NASDAQ:ON) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 8,900 shares of the semiconductor company’s stock, valued at approximately $482,000.

Other hedge funds also recently added to or reduced their stakes in the company. Pictet Asset Management Holding SA lifted its stake in onsemi by 38.8% in the fourth quarter. Pictet Asset Management Holding SA now owns 3,981,981 shares of the semiconductor company’s stock worth $215,624,000 after acquiring an additional 1,112,774 shares during the period. M&G PLC lifted its stake in onsemi by 7.6% in the third quarter. M&G PLC now owns 2,647,003 shares of the semiconductor company’s stock worth $129,703,000 after acquiring an additional 187,899 shares during the period. Quantbot Technologies LP lifted its stake in onsemi by 67.3% in the third quarter. Quantbot Technologies LP now owns 94,146 shares of the semiconductor company’s stock worth $4,642,000 after acquiring an additional 37,881 shares during the period. Y Intercept Hong Kong Ltd purchased a new stake in onsemi in the third quarter worth about $1,134,000. Finally, DNB Asset Management AS lifted its stake in onsemi by 30.9% in the third quarter. DNB Asset Management AS now owns 723,688 shares of the semiconductor company’s stock worth $35,685,000 after acquiring an additional 170,635 shares during the period. 97.70% of the stock is owned by hedge funds and other institutional investors.

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 shares were sold at an average price of $93.00, for a total transaction of $2,790,000.00. Following the transaction, the chief financial officer owned 301,194 shares in the company, valued at $28,011,042. This represents a 9.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available 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 company’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $58.67, for a total transaction of $358,708.38. Following the transaction, the insider owned 173,943 shares in the company, valued at approximately $10,205,235.81. This trade represents a 3.40% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 66,114 shares of company stock worth $5,548,708. Corporate insiders own 0.35% of the company’s stock.

onsemi Stock Performance

ON stock opened at $120.62 on Friday. The firm has a market cap of $47.27 billion, a price-to-earnings ratio of 85.55, a PEG ratio of 1.07 and a beta of 1.94. The firm has a 50-day simple moving average of $88.44 and a two-hundred day simple moving average of $69.03. onsemi has a one year low of $41.49 and a one year high of $129.13. The company has a debt-to-equity ratio of 0.41, a quick ratio of 3.14 and a current ratio of 4.87.

onsemi (NASDAQ:ON) last posted its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.61 by $0.03. onsemi had a net margin of 9.46% and a return on equity of 12.79%. The firm had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.49 billion. During the same quarter in the prior year, the company posted $0.55 earnings per share. The company’s revenue for the quarter was up 4.7% compared to the same quarter last year. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. On average, equities analysts forecast that onsemi will post 3.09 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ON. Craig Hallum reaffirmed a “hold” rating on shares of onsemi in a research note on Tuesday, February 10th. Benchmark lowered shares of onsemi from a “buy” rating to a “hold” rating in a research report on Tuesday, February 10th. Truist Financial reissued a “hold” rating and set a $101.00 price target (up from $66.00) on shares of onsemi in a research report on Tuesday, May 5th. Jefferies Financial Group increased their price target on shares of onsemi from $73.00 to $115.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, UBS Group reissued a “neutral” rating on shares of onsemi in a research report on Monday, February 2nd. One 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $92.00.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Recent analyst coverage has stayed constructive, with Mizuho raising its price target on onsemi to $150 and maintaining an outperform rating, implying meaningful upside from current levels.
• Positive Sentiment: Several recent articles highlighted onsemi as a potential beneficiary of the AI and power-management semiconductor cycle, with commentary pointing to improving gross margins and stronger utilization from its Fab Right strategy.
• Positive Sentiment: A new leveraged ETF launch tied to onsemi also signals rising trading interest and broader speculation around the name.
• Neutral Sentiment: Onsemi’s latest earnings were solid, with revenue and EPS both slightly ahead of expectations and Q2 guidance calling for continued growth, but the report is not fresh enough to be the day’s main stock-moving event.
• Neutral Sentiment: A short-interest update showed essentially no meaningful short interest, so the move does not appear to be driven by a squeeze or bearish positioning change.
• Neutral Sentiment: Recent stock commentary from third-party outlets has been largely thematic, focusing on AI semiconductor demand rather than a new fundamental development at 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.