Graphene Investments SAS Lowers Holdings in onsemi $ON

Graphene Investments SAS reduced its position in onsemi (NASDAQ:ON) by 14.2% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 47,900 shares of the semiconductor company’s stock after selling 7,900 shares during the quarter. onsemi makes up about 2.0% of Graphene Investments SAS’s holdings, making the stock its 28th largest holding. Graphene Investments SAS’s holdings in onsemi were worth $2,966,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Ameriprise Financial Inc. boosted its holdings in shares of onsemi by 7.7% in the second quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company’s stock valued at $639,716,000 after acquiring an additional 877,533 shares in the last quarter. Allspring Global Investments Holdings LLC raised its holdings in onsemi by 8.1% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 6,363,805 shares of the semiconductor company’s stock worth $360,828,000 after purchasing an additional 474,725 shares in the last quarter. Norges Bank purchased a new position in onsemi during the fourth quarter worth about $330,885,000. Rafferty Asset Management LLC lifted its position in onsemi by 55.0% in the second quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock valued at $305,943,000 after purchasing an additional 2,072,125 shares during the period. Finally, Pictet Asset Management Holding SA lifted its position in onsemi by 15.5% in the first quarter. Pictet Asset Management Holding SA now owns 4,597,886 shares of the semiconductor company’s stock valued at $284,495,000 after purchasing an additional 615,905 shares during the period. Hedge funds and other institutional investors own 97.70% of the company’s stock.

onsemi Price Performance

ON stock opened at $88.12 on Friday. The firm has a 50 day moving average of $110.22 and a 200-day moving average of $82.70. onsemi has a 12-month low of $44.56 and a 12-month high of $134.92. 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 cap of $34.53 billion, a price-to-earnings ratio of 62.50, a PEG ratio of 0.82 and a beta of 2.01.

onsemi (NASDAQ:ON) last released its quarterly earnings data 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. The firm had revenue of $1.51 billion during the quarter, compared to the consensus estimate of $1.49 billion. onsemi had a return on equity of 12.79% and a net margin of 9.46%.onsemi’s quarterly revenue was up 4.7% on a year-over-year basis. During the same period last year, the business posted $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, equities analysts expect that onsemi will post 3.1 EPS for the current fiscal year.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Analysts remain constructive on onsemi’s longer-term earnings outlook, with KeyCorp recently raising estimates for FY2026 and FY2027, suggesting confidence in the company’s growth trajectory and margin potential.
• Positive Sentiment: Recent commentary has highlighted onsemi’s exposure to higher-growth areas such as EV power management, image sensing, and AI datacenter demand, which supports the investment case.
• Neutral Sentiment: onsemi confirmed it will release Q2 2026 results after the market close on August 3 and host a conference call the same day, keeping attention focused on upcoming earnings rather than new operational news. onsemi to Announce Second Quarter Financial Results
• Neutral Sentiment: KeyCorp published updated earnings estimates for onsemi, lifting FY2027 EPS expectations well above the current-year consensus, which signals optimism but no immediate fundamental change. onsemi stock page
• Negative Sentiment: Pomerantz LLP announced an investor investigation into onsemi, which can create overhang and pressure the shares despite limited details so far. Investor Alert: Pomerantz Law Firm Investigates Claims On Behalf of Investors of ON Semiconductor Corporation – ON

Insiders Place Their Bets

In other onsemi news, CFO Trent Thad sold 30,000 shares of onsemi 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 transaction, the chief financial officer owned 301,194 shares in the company, valued at approximately $28,011,042. The trade was a 9.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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 Analyst Weigh In

Several equities analysts have issued reports on ON shares. UBS Group reiterated a “neutral” rating and set a $95.00 target price on shares of onsemi in a research report on Monday, June 29th. Wells Fargo & Company raised their price target on onsemi from $115.00 to $140.00 and gave the company an “overweight” rating in a report on Tuesday, June 9th. Rosenblatt Securities lifted their price target on onsemi from $60.00 to $85.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. Mizuho dropped their price objective on onsemi from $150.00 to $125.00 and set an “outperform” rating on the stock in a report on Wednesday, July 1st. Finally, Morgan Stanley increased their price objective on onsemi from $85.00 to $87.00 and gave the stock an “equal weight” rating in a research report on Tuesday, May 5th. Fourteen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $102.64.

onsemi 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.