75,000 Shares in onsemi $ON Purchased by 4D Advisors LLC

4D Advisors LLC acquired a new position in onsemi (NASDAQ:ON) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 75,000 shares of the semiconductor company’s stock, valued at approximately $4,061,000. onsemi accounts for approximately 2.2% of 4D Advisors LLC’s portfolio, making the stock its 23rd largest holding.

Other large investors have also modified their holdings of the company. CVA Family Office LLC boosted its position in shares of 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 purchasing an additional 215 shares in the last quarter. Root Financial Partners LLC boosted its holdings 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 buying an additional 149 shares during the period. DV Equities LLC acquired a new position in shares of onsemi in the fourth quarter worth about $30,000. Darwin Wealth Management LLC acquired a new position in shares of onsemi in the second quarter worth about $32,000. Finally, Close Asset Management Ltd acquired a new position in shares of onsemi in the third quarter worth about $38,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on ON. JPMorgan Chase & Co. raised their target price on shares of onsemi from $70.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. TD Cowen increased their price target on shares of onsemi from $80.00 to $115.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Citigroup increased their price target on shares of onsemi from $100.00 to $120.00 and gave the stock a “neutral” rating in a research report on Monday. Susquehanna raised their price objective on shares of onsemi from $100.00 to $120.00 and gave the company a “positive” rating in a research report on Tuesday, May 5th. Finally, Zacks Research raised shares of onsemi from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $94.68.

onsemi Trading Down 4.5%

Shares of onsemi stock opened at $112.92 on Thursday. The company’s fifty day simple moving average is $104.04 and its 200-day simple moving average is $75.88. The company has a market cap of $44.25 billion, a price-to-earnings ratio of 80.09, a PEG ratio of 1.05 and a beta of 1.97. The company has a current ratio of 4.87, a quick ratio of 3.14 and a debt-to-equity ratio of 0.41. onsemi has a 1 year low of $44.56 and a 1 year high of $134.92.

onsemi (NASDAQ:ON) last announced 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 for the quarter, compared to the consensus estimate of $1.49 billion. onsemi had a net margin of 9.46% and a return on equity of 12.79%. onsemi’s quarterly revenue was up 4.7% on a year-over-year basis. During the same quarter last year, the company posted $0.55 earnings per share. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, sell-side analysts expect that onsemi will post 3.09 EPS for the current year.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Negative Sentiment: Semiconductor stocks are selling off amid higher-rate jitters and broader profit-taking, pressuring onsemi (ON) with the rest of the chip sector.
• Negative Sentiment: onsemi’s recent convertible-notes financing may be creating short-term hedging and supply pressure in the shares.
• Neutral Sentiment: The company’s latest quarterly results were stronger than expected, but that positive fundamental backdrop is being overshadowed by macro and technical factors.

Insider Activity

In other onsemi news, CFO Trent Thad sold 30,000 shares of the business’s stock in a transaction on 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 sale, the chief financial officer owned 301,194 shares of the company’s stock, valued at $28,011,042. The trade was a 9.06% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 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.