33,517 Shares of onsemi $ON Bought by Machina Capital S.A.S.

Machina Capital S.A.S. acquired a new stake in onsemi (NASDAQ:ON) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 33,517 shares of the semiconductor company’s stock, valued at approximately $2,576,000.

Other large investors have also added to or reduced their stakes in the company. Illinois Municipal Retirement Fund grew its holdings in onsemi by 12.0% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 134,412 shares of the semiconductor company’s stock worth $10,332,000 after acquiring an additional 14,423 shares during the last quarter. Philadelphia Trust Co. increased its position in onsemi by 542.6% in the 3rd quarter. Philadelphia Trust Co. now owns 52,870 shares of the semiconductor company’s stock valued at $4,064,000 after acquiring an additional 44,642 shares during the period. Moneco Advisors LLC increased its position in onsemi by 5.5% in the 3rd quarter. Moneco Advisors LLC now owns 16,507 shares of the semiconductor company’s stock valued at $1,269,000 after acquiring an additional 863 shares during the period. Keybank National Association OH raised its stake in shares of onsemi by 19.4% during the third quarter. Keybank National Association OH now owns 7,837 shares of the semiconductor company’s stock valued at $602,000 after acquiring an additional 1,275 shares during the last quarter. Finally, 71 West Capital Partners bought a new position in shares of onsemi during the third quarter valued at $205,000. Institutional investors own 97.70% of the company’s stock.

onsemi News Summary

Investors following ON have been watching these news items:

• Positive Sentiment: onsemi introduced its fourth-generation EliteSiC M4 platform, which the company says can deliver up to 30% higher power density and 35% lower losses than its predecessor. The technology targets AI data centers, EVs and energy infrastructure—markets where more efficient power conversion could support growth. Article: EliteSiC M4 launch
• Positive Sentiment: An InvestorPlace expert named onsemi a 2027 pick, citing its intelligent sensing and power products for AI data centers and other applications. The article also noted Q3 revenue growth of about 11% year over year and 175% growth in AI data-center revenue, albeit from a smaller base. Article: Expert stock picks for 2027
• Neutral Sentiment: The M4 750V automotive traction bare die is available now, while additional voltage options up to 1200V are expected in 2027, so broader product availability will take time. Article: EliteSiC M4 availability

Insider Transactions at onsemi

In related news, insider Sudhir Gopalswamy sold 15,578 shares of the business’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $80.00, for a total value of $1,246,240.00. Following the transaction, the insider owned 158,177 shares in the company, valued at $12,654,160. The trade was a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is currently owned by insiders.

onsemi Stock Up 5.8%

Shares of NASDAQ ON opened at $73.62 on Thursday. The company has a market capitalization of $28.66 billion, a P/E ratio of 42.80, a price-to-earnings-growth ratio of 0.56 and a beta of 2.11. onsemi has a 52-week low of $44.56 and a 52-week high of $134.92. The company has a debt-to-equity ratio of 0.49, a quick ratio of 2.61 and a current ratio of 3.55. The company’s 50 day moving average price is $74.08 and its 200-day moving average price is $82.28.

onsemi (NASDAQ:ON) last posted its quarterly earnings data on Monday, November 2nd. The semiconductor company reported $0.90 earnings per share for the quarter, topping the consensus estimate of $0.88 by $0.02. onsemi had a net margin of 10.82% and a return on equity of 15.53%. The company had revenue of $1.72 billion during the quarter, compared to analysts’ expectations of $1.71 billion. During the same period in the prior year, the company posted $0.63 earnings per share. onsemi’s revenue for the quarter was up 11.1% compared to the same quarter last year. Equities analysts forecast that onsemi will post 3.27 earnings per share for the current year.

Wall Street Analyst Weigh In

ON has been the topic of a number of recent research reports. Sanford C. Bernstein reiterated an “outperform” rating and set a $62.00 price target on shares of onsemi in a report on Wednesday, August 12th. Craig Hallum upgraded onsemi from a “hold” rating to a “buy” rating and increased their price objective for the company from $60.00 to $85.00 in a report on Tuesday, November 3rd. Needham & Company LLC reaffirmed a “buy” rating and set a $116.00 target price on shares of onsemi in a research report on Tuesday, November 3rd. Evercore lowered their target price on onsemi from $137.00 to $90.00 in a research report on Monday, November 2nd. Finally, UBS Group reiterated a “neutral” rating on shares of onsemi in a research report on Thursday, September 17th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and sixteen have assigned a Hold rating to the stock. According to MarketBeat, onsemi has an average rating of “Moderate Buy” and an average price target of $95.03.

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.