onsemi $ON Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp cut its holdings in shares of onsemi (NASDAQ:ON) by 45.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 258,374 shares of the semiconductor company’s stock after selling 211,775 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.06% of onsemi worth $13,991,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ON. AQR Capital Management LLC lifted its stake in onsemi by 187.9% in the 1st quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company’s stock valued at $4,863,000 after buying an additional 79,206 shares in the last quarter. Geneos Wealth Management Inc. lifted its stake in onsemi by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock valued at $54,000 after buying an additional 507 shares in the last quarter. Brown Advisory Inc. purchased a new position in onsemi in the 2nd quarter valued at about $201,000. Cresset Asset Management LLC lifted its stake in onsemi by 24.8% in the 2nd quarter. Cresset Asset Management LLC now owns 10,137 shares of the semiconductor company’s stock valued at $531,000 after buying an additional 2,016 shares in the last quarter. Finally, Cerity Partners LLC lifted its stake in onsemi by 108.0% in the 2nd quarter. Cerity Partners LLC now owns 31,646 shares of the semiconductor company’s stock valued at $1,659,000 after buying an additional 16,435 shares in the last quarter. 97.70% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

ON has been the topic of a number of research reports. JPMorgan Chase & Co. raised their price target on shares of onsemi from $56.00 to $70.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Bank of America raised shares of onsemi from a “neutral” rating to a “buy” rating and raised their price target for the company from $70.00 to $85.00 in a research note on Monday, April 13th. Citigroup raised their price target on shares of onsemi from $66.00 to $68.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. TD Cowen reaffirmed a “buy” rating on shares of onsemi in a research note on Tuesday, February 10th. Finally, KeyCorp raised their price target on shares of onsemi from $65.00 to $75.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $67.15.

onsemi Trading Up 2.2%

ON opened at $103.05 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.52 and a quick ratio of 2.98. The company’s 50 day simple moving average is $69.72 and its two-hundred day simple moving average is $60.82. onsemi has a 1-year low of $37.19 and a 1-year high of $103.32. The firm has a market capitalization of $40.53 billion, a price-to-earnings ratio of 303.10, a price-to-earnings-growth ratio of 1.02 and a beta of 1.94.

onsemi (NASDAQ:ON) last released its 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. onsemi had a net margin of 2.02% and a return on equity of 12.22%. The business had revenue of $1.53 billion for the quarter, compared to analyst estimates of $1.54 billion. During the same period last year, the company posted $0.95 EPS. The business’s revenue was down 11.2% on a year-over-year basis. onsemi has set its Q1 2026 guidance at 0.560-0.660 EPS. Analysts expect that onsemi will post 2.9 EPS for the current fiscal year.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Expanded EV collaboration with Geely — onsemi and Geely have broadened their electric-vehicle technology partnership, reinforcing onsemi’s exposure to a major automaker and strengthening revenue visibility in the EV powertrain market. Onsemi-Geely EV tech collaboration
• Positive Sentiment: Design win in solar + energy storage — onsemi is powering Sineng Electric’s advanced solar and energy-storage solutions, highlighting traction in renewable energy and grid-edge applications that diversify end markets beyond automotive. Onsemi powers Sineng Electric
• Neutral Sentiment: Positive press on performance and long-term returns — multiple market write-ups (including a 10?year performance piece and “laps the market” coverage) are drawing investor attention to onsemi’s run; useful for sentiment but not new fundamental guidance. 10-year return piece
• Negative Sentiment: Insider sale by CFO — a public filing shows onsemi’s CFO sold approximately $2.79M of stock on April 30; while routine sales occur, some investors view insider selling as a potential signal to take profits or add volatility. CFO Insider Sale

Insider Activity

In other news, CEO Hassane El-Khoury sold 20,000 shares of onsemi stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the sale, the chief executive officer owned 1,015,610 shares of the company’s stock, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Sudhir Gopalswamy sold 6,114 shares of onsemi stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $58.67, for a total transaction of $358,708.38. Following the sale, the insider directly owned 173,943 shares in the company, valued at approximately $10,205,235.81. The trade was a 3.40% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 146,114 shares of company stock valued at $11,282,308. 0.35% of the stock is currently owned by company 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.