Generali Investments Towarzystwo Funduszy Inwestycyjnych Decreases Stake in onsemi $ON

Generali Investments Towarzystwo Funduszy Inwestycyjnych cut its holdings in shares of onsemi (NASDAQ:ON) by 14.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 40,100 shares of the semiconductor company’s stock after selling 7,000 shares during the quarter. onsemi comprises 1.3% of Generali Investments Towarzystwo Funduszy Inwestycyjnych’s investment portfolio, making the stock its 21st biggest position. Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings in onsemi were worth $2,483,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the business. Louisiana State Employees Retirement System acquired a new stake in onsemi in the 1st quarter valued at about $1,245,000. Kestra Private Wealth Services LLC lifted its stake in onsemi by 2.8% in the 1st quarter. Kestra Private Wealth Services LLC now owns 4,554 shares of the semiconductor company’s stock worth $282,000 after purchasing an additional 125 shares in the last quarter. Blue Trust Inc. boosted its holdings in shares of onsemi by 26.0% during the 1st quarter. Blue Trust Inc. now owns 8,751 shares of the semiconductor company’s stock worth $542,000 after purchasing an additional 1,805 shares during the last quarter. OP Asset Management Ltd purchased a new stake in shares of onsemi in the first quarter valued at approximately $5,378,000. Finally, Assenagon Asset Management S.A. grew its position in shares of onsemi by 4.7% in the first quarter. Assenagon Asset Management S.A. now owns 1,606,274 shares of the semiconductor company’s stock valued at $99,460,000 after purchasing an additional 72,514 shares in the last quarter. Hedge funds and other institutional investors own 97.70% of the company’s stock.

onsemi Stock Up 2.6%

Shares of NASDAQ:ON opened at $118.74 on Friday. The business has a 50-day moving average price of $110.31 and a 200 day moving average price of $78.75. 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 company has a market capitalization of $46.53 billion, a price-to-earnings ratio of 84.21, a PEG ratio of 1.03 and a beta of 1.97. onsemi has a 12-month low of $44.56 and a 12-month high of $134.92.

onsemi (NASDAQ:ON) last issued 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. The firm had revenue of $1.51 billion for 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%. onsemi’s revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the firm earned $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Sell-side analysts expect that onsemi will post 3.09 EPS for the current year.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: The acquisition broadens onsemi’s product portfolio and positions it more deeply in Physical AI applications such as autonomous driving, robotics, and industrial automation. onsemi to Acquire Synaptics to Enable the Next Generation of Intelligent Systems for Physical AI
• Positive Sentiment: Management said the deal increases onsemi’s total addressable market by $30 billion to $243 billion by 2030 and should be accretive to non-GAAP EPS within 18 months, which supports the long-term growth case. onsemi to Acquire Synaptics for Physical AI
• Neutral Sentiment: The deal is all-stock and still needs shareholder and regulatory approval, so near-term execution risk and dilution concerns may keep some investors cautious.
• Negative Sentiment: Some traders appear to be taking profits after a strong run in ON shares, and the market is also sensitive to semiconductor valuation and AI-capex rotation, which may be contributing to volatility. ON Semi to Acquire Synaptics in $7 Billion All-Stock Deal: SYNA Rallies, ON Shares Take Hit

Insider Activity

In other news, CFO Trent Thad sold 30,000 shares of the company’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 value of $2,790,000.00. Following the transaction, the chief financial officer directly owned 301,194 shares in the company, valued at approximately $28,011,042. This represents a 9.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.35% of the company’s stock.

Wall Street Analysts Forecast Growth

ON has been the topic of a number of analyst reports. Robert W. Baird lifted their price objective on onsemi from $56.00 to $100.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Stifel Nicolaus upped their target price on onsemi from $90.00 to $107.00 and gave the company a “hold” rating in a report on Wednesday. Roth Mkm reaffirmed a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. Cantor Fitzgerald lifted their price target on onsemi from $95.00 to $100.00 and gave the stock a “neutral” rating in a report on Wednesday, May 13th. Finally, TD Cowen boosted their price target on shares of onsemi from $80.00 to $115.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. 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 given a Sell rating to the stock. According to data from MarketBeat, onsemi presently has an average rating of “Moderate Buy” and an average target price of $98.76.

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.