Natixis Advisors LLC Raises Position in onsemi $ON

Natixis Advisors LLC boosted its stake in onsemi (NASDAQ:ON) by 41.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 339,867 shares of the semiconductor company’s stock after buying an additional 100,214 shares during the quarter. Natixis Advisors LLC’s holdings in onsemi were worth $18,404,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. CVA Family Office LLC lifted its stake in onsemi by 83.7% in the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 215 shares in the last quarter. Root Financial Partners LLC lifted its stake in onsemi by 42.1% in the 4th 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. Darwin Wealth Management LLC purchased a new position in onsemi in the 2nd quarter worth approximately $32,000. Close Asset Management Ltd purchased a new position in onsemi in the 3rd quarter worth approximately $38,000. Finally, Migdal Insurance & Financial Holdings Ltd. lifted its stake in onsemi by 41.4% in the 4th quarter. Migdal Insurance & Financial Holdings Ltd. now owns 816 shares of the semiconductor company’s stock worth $44,000 after purchasing an additional 239 shares in the last quarter. 97.70% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: 247WallSt highlighted onsemi as a potential “big tech stock” for 2026, pointing to its sharp recovery and room for further upside. Prediction: ON Semiconductor Could Be 2026’s Big Tech Stock
• Positive Sentiment: Zacks said onsemi is gaining traction in renewable energy infrastructure, citing silicon-carbide technology, energy storage, microgrids, and new design wins tied to AI-driven power demand. How onsemi Is Winning in Renewable Energy Infrastructure
• Positive Sentiment: Recent commentary on sector positioning continues to frame ON as a beneficiary of demand tied to electrification and power efficiency, which supports the bull case for earnings growth.
• Neutral Sentiment: The company also presented at the Bank of America 2026 Global Technology Conference, which generally signals ongoing investor outreach but did not include a new material announcement. ON Semiconductor Corporation (ON) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Quantum-computing stocks sold off sharply today after sector-specific pressure, reinforcing a risk-off tone across high-beta tech names that may be weighing on sentiment for semiconductor stocks like onsemi.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on ON. KeyCorp raised their target price on shares of onsemi from $65.00 to $75.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. Wall Street Zen raised shares of onsemi from a “hold” rating to a “buy” rating in a research note on Monday, April 13th. Bank of America raised their target price on shares of onsemi from $115.00 to $138.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Craig Hallum reissued a “hold” rating on shares of onsemi in a research note on Tuesday, February 10th. Finally, Benchmark lowered shares of onsemi from a “buy” rating to a “hold” rating in a research note on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $92.00.

onsemi Stock Down 11.0%

onsemi stock opened at $117.26 on Friday. onsemi has a fifty-two week low of $44.56 and a fifty-two week high of $134.92. 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 firm has a 50 day moving average price of $95.02 and a 200 day moving average price of $71.76. The company has a market capitalization of $45.95 billion, a PE ratio of 83.16, a price-to-earnings-growth ratio of 1.17 and a beta of 1.97.

onsemi (NASDAQ:ON) last posted its earnings results 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. onsemi had a net margin of 9.46% and a return on equity of 12.79%. The firm had revenue of $1.51 billion during the quarter, compared to the consensus estimate of $1.49 billion. During the same quarter last year, the firm earned $0.55 EPS. The firm’s revenue for the quarter was up 4.7% on a year-over-year basis. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Research analysts expect that onsemi will post 3.09 earnings per share for the current year.

Insider Activity at onsemi

In related news, CFO Trent Thad sold 30,000 shares of onsemi stock in a transaction that occurred 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 completion of the sale, the chief financial officer owned 301,194 shares in the company, valued at approximately $28,011,042. This trade represents a 9.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sudhir Gopalswamy sold 6,114 shares of onsemi stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $58.67, for a total transaction of $358,708.38. Following the completion of the transaction, the insider owned 173,943 shares of the company’s stock, valued at $10,205,235.81. This trade represents a 3.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 66,114 shares of company stock valued at $5,548,708 in the last quarter. 0.35% of the stock is owned by insiders.

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.