onsemi $ON Holdings Lifted by Cibc World Market Inc.

Cibc World Market Inc. grew its position in onsemi (NASDAQ:ON) by 104.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 65,105 shares of the semiconductor company’s stock after buying an additional 33,200 shares during the period. Cibc World Market Inc.’s holdings in onsemi were worth $3,525,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Natixis Advisors LLC boosted its holdings in shares of onsemi by 41.8% in the fourth quarter. Natixis Advisors LLC now owns 339,867 shares of the semiconductor company’s stock valued at $18,404,000 after acquiring an additional 100,214 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 valued at $27,000 after acquiring an additional 149 shares in the last quarter. One Capital Management LLC lifted its stake in onsemi by 36.9% during the fourth quarter. One Capital Management LLC now owns 38,009 shares of the semiconductor company’s stock valued at $2,058,000 after purchasing an additional 10,252 shares during the last quarter. MUFG Securities EMEA plc lifted its stake in onsemi by 110.7% during the fourth quarter. MUFG Securities EMEA plc now owns 16,496 shares of the semiconductor company’s stock valued at $893,000 after purchasing an additional 8,668 shares during the last quarter. Finally, Guinness Atkinson Asset Management Inc lifted its stake in onsemi by 3.8% during the fourth quarter. Guinness Atkinson Asset Management Inc now owns 12,873 shares of the semiconductor company’s stock valued at $695,000 after purchasing an additional 477 shares during the last quarter. 97.70% of the stock is currently owned by institutional investors.

Insider Transactions at onsemi

In related news, insider Sudhir Gopalswamy sold 6,114 shares of onsemi 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 completion of the transaction, the insider directly owned 173,943 shares of the company’s stock, valued at $10,205,235.81. The trade was a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Trent Thad sold 30,000 shares of the firm’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 completion of 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 66,114 shares of company stock worth $5,548,708. Company insiders own 0.35% of the company’s stock.

onsemi Price Performance

NASDAQ ON opened at $120.90 on Tuesday. The company has a debt-to-equity ratio of 0.41, a quick ratio of 3.14 and a current ratio of 4.87. The stock has a 50-day simple moving average of $96.22 and a 200 day simple moving average of $72.47. The stock has a market capitalization of $47.38 billion, a PE ratio of 85.75, a P/E/G ratio of 1.04 and a beta of 1.97. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92.

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

onsemi News Summary

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi launched its industry-first Elite Pairing Studio, an online design tool that helps engineers optimize SiC MOSFET and gate driver pairings for applications like AI data centers, electric vehicles, and industrial systems. The tool could deepen customer engagement, speed design cycles, and support broader adoption of onsemi’s power products. Article Title
• Neutral Sentiment: Another report highlighted onsemi’s new online tool to simplify power electronics design, adding visibility around the company’s product innovation but not providing direct evidence of sales impact yet. Article Title
• Neutral Sentiment: A separate item noted that a camera product from Vadzo Imaging uses onsemi’s AR0235 sensor, underscoring continued ecosystem adoption of onsemi components. Article Title

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. Wells Fargo & Company increased their target price on shares of onsemi from $90.00 to $115.00 and gave the company an “overweight” rating in a research note on Tuesday, May 5th. Wall Street Zen raised shares of onsemi from a “hold” rating to a “buy” rating in a research note on Monday, April 13th. Truist Financial restated a “hold” rating and issued a $101.00 price target (up from $66.00) on shares of onsemi in a research report on Tuesday, May 5th. Citigroup upped their price target on shares of onsemi from $68.00 to $100.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. Finally, Bank of America upped their price target on shares of onsemi from $115.00 to $138.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $92.00.

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.