onsemi $ON Shares Sold by CENTRAL TRUST Co

CENTRAL TRUST Co cut its holdings in shares of onsemi (NASDAQ:ON) by 73.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,075 shares of the semiconductor company’s stock after selling 5,781 shares during the period. CENTRAL TRUST Co’s holdings in onsemi were worth $128,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. CVA Family Office LLC boosted its stake in onsemi by 83.7% during the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 215 shares during the period. Root Financial Partners LLC increased its stake in onsemi by 42.1% in the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 149 shares during the period. DV Equities LLC acquired a new position in onsemi in the fourth quarter valued at $30,000. SHP Wealth Management purchased a new stake in shares of onsemi in the fourth quarter valued at about $32,000. Finally, Summit Securities Group LLC boosted its stake in shares of onsemi by 346.3% during the fourth quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock worth $32,000 after buying an additional 464 shares during the period. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Trent Thad sold 30,000 shares of onsemi stock in a transaction on 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 completion of the transaction, the chief financial officer directly owned 301,194 shares of the company’s stock, 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 document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is owned by insiders.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. UBS Group set a $110.00 price target on onsemi in a report on Friday. B. Riley Financial upped their price objective on onsemi from $118.00 to $135.00 and gave the company a “buy” rating in a research note on Friday. Needham & Company LLC increased their price objective on onsemi from $110.00 to $130.00 and gave the stock a “buy” rating in a research report on Friday. Mizuho lifted their target price on onsemi from $130.00 to $150.00 and gave the company an “outperform” rating in a research note on Thursday, May 28th. Finally, Stifel Nicolaus boosted their target price on onsemi from $90.00 to $107.00 and gave the company a “hold” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, onsemi has a consensus rating of “Hold” and an average price target of $102.35.

Key Headlines Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Negative Sentiment: The Synaptics deal is onsemi’s largest acquisition ever, and the market is worried about valuation, integration risk, and whether the benefits will justify the price. The $7 Billion Reason ON Semiconductor Stock Is Down Today
• Negative Sentiment: Because the transaction is all stock, existing shareholders face dilution, and some analysts said the deal adds complexity to an already complicated business model. ON Semi tanks 20% following Synaptics deal as CEO defends core business
• Neutral Sentiment: Management says the acquisition expands onsemi’s addressable market, strengthens its edge-AI and connectivity portfolio, and should be accretive to non-GAAP EPS within about 18 months if synergies are realized. onsemi to Acquire Synaptics to Enable the Next Generation of Intelligent Systems for Physical AI
• Neutral Sentiment: Separately, onsemi recently updated Q2 2026 guidance with EPS and revenue ranges that were roughly in line to slightly below expectations, which may be adding to investor caution. Why Is ON Semiconductor Stock Falling On Friday?

onsemi Trading Down 23.7%

Shares of ON opened at $90.65 on Friday. onsemi has a twelve month low of $44.56 and a twelve 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 firm has a market capitalization of $35.53 billion, a P/E ratio of 64.29, a PEG ratio of 0.81 and a beta of 1.97. The firm’s 50-day moving average is $110.67 and its two-hundred day moving average is $78.83.

onsemi (NASDAQ:ON) last posted its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.61 by $0.03. The company had revenue of $1.51 billion during the quarter, compared to the consensus estimate of $1.49 billion. onsemi had a net margin of 9.46% and a return on equity of 12.79%. The company’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same period last year, the firm earned $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. On average, research analysts predict that onsemi will post 3.09 earnings per share for the current fiscal year.

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.