Integrated Advisors Network LLC Takes $568,000 Position in onsemi $ON

Integrated Advisors Network LLC purchased a new stake in onsemi (NASDAQ:ON) in the first quarter, Holdings Channel.com reports. The institutional investor purchased 9,167 shares of the semiconductor company’s stock, valued at approximately $568,000.

Other institutional investors have also recently bought and sold shares of the company. Pictet Asset Management Holding SA increased its position in shares of 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 in the last quarter. Capital International Investors lifted its position in shares of onsemi by 0.5% in the 3rd quarter. Capital International Investors now owns 4,249,967 shares of the semiconductor company’s stock valued at $209,566,000 after acquiring an additional 22,699 shares in the last quarter. Carmel Capital Partners LLC lifted its position in shares of onsemi by 119.3% in the 4th quarter. Carmel Capital Partners LLC now owns 73,416 shares of the semiconductor company’s stock valued at $3,975,000 after acquiring an additional 39,944 shares in the last quarter. Twin Capital Management Inc. acquired a new position in onsemi in the 4th quarter worth approximately $585,000. Finally, F&V Capital Management LLC purchased a new position in onsemi during the 4th quarter worth approximately $15,075,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

onsemi Stock Performance

ON stock opened at $97.87 on Friday. The firm has a 50 day moving average of $111.18 and a two-hundred day moving average of $81.41. onsemi has a 12 month low of $44.56 and a 12 month high of $134.92. The company has a market capitalization of $38.36 billion, a price-to-earnings ratio of 69.41, a P/E/G ratio of 0.84 and a beta of 2.01. The company has a quick ratio of 3.14, a current ratio of 4.87 and a debt-to-equity ratio of 0.41.

onsemi (NASDAQ:ON) last released its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share for the quarter, beating 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 the consensus estimate of $1.49 billion. During the same quarter last year, the firm earned $0.55 EPS. onsemi’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. As a group, equities analysts anticipate that onsemi will post 3.09 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have issued reports on ON shares. Susquehanna boosted their target price on shares of onsemi from $140.00 to $150.00 and gave the company a “positive” rating in a research note on Thursday. Evercore restated an “outperform” rating and set a $137.00 price objective on shares of onsemi in a research report on Friday, June 26th. Cantor Fitzgerald lifted their target price on onsemi from $100.00 to $110.00 and gave the company a “neutral” rating in a research note on Monday, June 29th. B. Riley Financial upped their target price on onsemi from $118.00 to $135.00 and gave the company a “buy” rating in a report on Friday, June 26th. Finally, Zacks Research cut shares of onsemi from a “strong-buy” rating to a “hold” rating in a report on Monday. Thirteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, onsemi presently has an average rating of “Hold” and a consensus price target of $103.24.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Bank of America said onsemi’s proposed Synaptics deal could create long-term synergies and help build a more complete edge-AI portfolio, reinforcing the strategic case for the acquisition. Article Title
• Positive Sentiment: Zacks said onsemi’s divestitures support its “Fab Right” plan, which should lower costs, improve manufacturing efficiency, and back margin expansion in AI, auto, and industrial end markets. Article Title
• Positive Sentiment: Separate market commentary emphasized onsemi’s role as a beneficiary of AI-powered vehicles, with demand expected to rise for memory, processors, sensors, networking, and power chips. Article Title
• Neutral Sentiment: onsemi was also mentioned in broader semiconductor coverage and valuation discussions following index inclusion and the Synaptics deal, adding to investor attention but not clearly changing the fundamental outlook. Article Title
• Negative Sentiment: Some of the optimism is offset by a Zacks Research downgrade from “strong-buy” to “hold,” suggesting the rally may face near-term valuation concerns. Article Title

Insider Buying and Selling

In other onsemi news, CFO Trent Thad sold 30,000 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $93.00, for a total transaction of $2,790,000.00. Following the transaction, the chief financial officer directly owned 301,194 shares in the company, valued at $28,011,042. This trade represents a 9.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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.