ON Semiconductor Corporation $ON Shares Bought by SG Americas Securities LLC

SG Americas Securities LLC raised its holdings in ON Semiconductor Corporation (NASDAQ:ON) by 103.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 988,337 shares of the semiconductor company’s stock after acquiring an additional 502,833 shares during the quarter. SG Americas Securities LLC’s holdings in ON Semiconductor were worth $53,518,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Private Trust Co. NA grew its stake in shares of ON Semiconductor by 72.8% during the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 220 shares during the last quarter. Quent Capital LLC purchased a new position in shares of ON Semiconductor in the 3rd quarter valued at approximately $28,000. Migdal Insurance & Financial Holdings Ltd. boosted its stake in ON Semiconductor by 68.7% in the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 235 shares in the last quarter. Deseret Mutual Benefit Administrators boosted its stake in ON Semiconductor by 62.3% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 218 shares in the last quarter. Finally, Rexford Capital Inc. purchased a new stake in ON Semiconductor during the 2nd quarter worth approximately $31,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Insider Transactions at ON Semiconductor

In related news, insider Sudhir Gopalswamy sold 6,114 shares of the business’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $58.67, for a total value of $358,708.38. Following the completion of the sale, the insider owned 173,943 shares of the company’s stock, valued at approximately $10,205,235.81. The trade was a 3.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Hassane El-Khoury sold 20,000 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the sale, the chief executive officer directly owned 1,015,610 shares of the company’s stock, valued at $74,159,842.20. This represents a 1.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 86,114 shares of company stock valued at $6,092,308 in the last three months. 0.31% of the stock is currently owned by company insiders.

Key ON Semiconductor News

Here are the key news stories impacting ON Semiconductor this week:

• Positive Sentiment: Quarterly EPS slightly beat estimates (Q4 EPS $0.64 vs. consensus $0.62), showing some operating resilience despite softer revenue. This EPS beat supports the bullish near?term narrative for the stock.
• Positive Sentiment: Management has authorized a sizable share buyback (a $6 billion repurchase program running through 2028), which provides a technical and cash?return tailwind that can support the stock when the company repurchases shares. onsemi shares rise 3.5% as buyback support and strategy updates keep sentiment constructive
• Neutral Sentiment: Management is executing a strategic streamlining (exiting non?core revenue while reallocating resources to silicon carbide and advanced analog). That raises medium/long?term growth potential but may depress near?term top?line visibility.
• Neutral Sentiment: Broader semiconductor sector rotation into liquid, high?quality chip names is lifting ON as investors re?allocate into the group; this is sentiment?driven rather than company?specific.
• Negative Sentiment: Revenue pressure: quarterly revenue declined ~11% year?over?year and the company’s net margin remains thin (reported net margin ~2.0%), highlighting near?term demand weakness that could limit upside if the cycle does not recover.
• Negative Sentiment: Insider selling has been active (multiple officer/director sales reported in recent months), which investors may view as a negative signal for insider conviction. onsemi shares rise 3.5% as buyback support and strategy updates keep sentiment constructive

ON Semiconductor Trading Up 4.1%

ON stock opened at $62.34 on Wednesday. ON Semiconductor Corporation has a 52-week low of $31.04 and a 52-week high of $73.76. The company has a quick ratio of 2.98, a current ratio of 4.52 and a debt-to-equity ratio of 0.39. The firm has a market cap of $24.56 billion, a P/E ratio of 183.36, a PEG ratio of 0.64 and a beta of 1.52. The company’s 50-day simple moving average is $63.61 and its 200-day simple moving average is $55.97.

ON Semiconductor (NASDAQ:ON) last released its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, topping analysts’ consensus estimates of $0.62 by $0.02. The company had revenue of $1.53 billion during the quarter, compared to analysts’ expectations of $1.54 billion. ON Semiconductor had a return on equity of 12.22% and a net margin of 2.02%.ON Semiconductor’s quarterly revenue was down 11.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.95 EPS. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. As a group, equities analysts forecast that ON Semiconductor Corporation will post 2.6 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on ON shares. Mizuho cut their price target on shares of ON Semiconductor from $72.00 to $70.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 10th. Benchmark lowered shares of ON Semiconductor from a “buy” rating to a “hold” rating in a report on Tuesday, February 10th. Needham & Company LLC upped their target price on ON Semiconductor from $68.00 to $72.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Rosenblatt Securities raised their target price on ON Semiconductor from $50.00 to $60.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Finally, B. Riley Financial lifted their price target on ON Semiconductor from $54.00 to $58.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Twelve research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $64.19.

ON Semiconductor Company Profile

ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.

ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.