onsemi $ON Stake Trimmed by Robeco Schweiz AG

Robeco Schweiz AG decreased its holdings in shares of onsemi (NASDAQ:ON) by 3.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,658,310 shares of the semiconductor company’s stock after selling 63,746 shares during the quarter. onsemi comprises about 2.3% of Robeco Schweiz AG’s investment portfolio, making the stock its 10th largest position. Robeco Schweiz AG’s holdings in onsemi were worth $127,474,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of ON. Signaturefd LLC lifted its holdings in shares of onsemi by 4.5% in the 3rd quarter. Signaturefd LLC now owns 10,217 shares of the semiconductor company’s stock valued at $785,000 after acquiring an additional 441 shares during the last quarter. Citizens Financial Group Inc. RI grew its position in onsemi by 143.8% in the third quarter. Citizens Financial Group Inc. RI now owns 6,543 shares of the semiconductor company’s stock worth $503,000 after acquiring an additional 3,859 shares in the last quarter. Iridian Asset Management LLC CT grew its position in onsemi by 20.8% in the third quarter. Iridian Asset Management LLC CT now owns 88,134 shares of the semiconductor company’s stock worth $6,775,000 after acquiring an additional 15,155 shares in the last quarter. Capital Investment Advisors LLC bought a new stake in onsemi during the third quarter worth approximately $252,000. Finally, Wedbush Securities Inc. increased its stake in onsemi by 13.6% during the third quarter. Wedbush Securities Inc. now owns 2,809 shares of the semiconductor company’s stock worth $216,000 after acquiring an additional 336 shares during the last quarter. Institutional investors own 97.70% of the company’s stock.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi’s silicon-carbide technology was selected by Sungrow for its PowerTitan 3.0 utility-scale energy-storage platform, supporting power-conversion systems of up to 450 kW. The win strengthens onsemi’s position in the growing battery-storage and power-efficiency markets. Can Analyst Optimism Change The Bull Case For ON Semiconductor
• Positive Sentiment: B. Riley maintained a “Buy” rating while lowering its price target from $127 to $105. Although the reduction signals more conservative expectations, the revised target still implies substantial upside from the stock’s referenced price. B. Riley Stock Recommendations
• Neutral Sentiment: Recent product announcements featuring onsemi image sensors, including the AR0521 and AR0234, indicate ongoing use of the company’s components in surveillance and pedestrian-safety cameras, but the releases do not provide material details on revenue or order size. Vadzo Imaging Positions Falcon-521CRS
• Negative Sentiment: Analyst target reductions—including B. Riley’s cut and a separate TD Cowen reduction—are weighing on sentiment by implying that the recovery outlook and near-term semiconductor demand may be weaker than previously expected. onsemi Stock Gets Price Target Reduction from TD Cowen

onsemi Stock Down 1.3%

Shares of NASDAQ ON opened at $72.25 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 3.46 and a quick ratio of 2.49. The company has a market cap of $28.13 billion, a P/E ratio of 46.31, a PEG ratio of 0.60 and a beta of 2.05. onsemi has a 1 year low of $44.56 and a 1 year high of $134.92. The firm has a 50-day simple moving average of $75.02 and a two-hundred day simple moving average of $90.13.

onsemi (NASDAQ:ON) last announced its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.72 by $0.02. onsemi had a return on equity of 14.06% and a net margin of 10.17%. The business had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.59 billion. During the same quarter in the previous year, the business earned $0.53 earnings per share. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Research analysts anticipate that onsemi will post 3.21 earnings per share for the current year.

Analysts Set New Price Targets

ON has been the subject of several analyst reports. Weiss Ratings raised onsemi from a “sell (d+)” rating to a “hold (c)” rating in a research note on Friday, August 7th. Cantor Fitzgerald cut their target price on onsemi from $110.00 to $90.00 and set a “neutral” rating on the stock in a research report on Thursday, September 17th. TD Cowen decreased their price target on onsemi from $95.00 to $75.00 and set a “hold” rating on the stock in a report on Monday, October 19th. Zacks Research downgraded onsemi from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. Finally, Mizuho dropped their price objective on shares of onsemi from $110.00 to $95.00 and set an “outperform” rating for the company in a research note on Thursday, September 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and sixteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, onsemi presently has an average rating of “Moderate Buy” and a consensus target price of $92.68.

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 stock was sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the completion of 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through 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 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.