Danske Bank A S Acquires 14,300 Shares of onsemi $ON

Danske Bank A S grew its holdings in shares of onsemi (NASDAQ:ON) by 6.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 227,038 shares of the semiconductor company’s stock after purchasing an additional 14,300 shares during the quarter. Danske Bank A S’s holdings in onsemi were worth $12,294,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fisher Funds Management LTD boosted its position in onsemi by 42.0% during the third quarter. Fisher Funds Management LTD now owns 87,729 shares of the semiconductor company’s stock worth $4,326,000 after purchasing an additional 25,949 shares during the period. Pictet Asset Management Holding SA boosted its position in onsemi by 38.8% during the fourth quarter. Pictet Asset Management Holding SA now owns 3,981,981 shares of the semiconductor company’s stock worth $215,624,000 after purchasing an additional 1,112,774 shares during the period. Merit Financial Group LLC boosted its position in onsemi by 75.2% during the third quarter. Merit Financial Group LLC now owns 51,748 shares of the semiconductor company’s stock worth $2,552,000 after purchasing an additional 22,211 shares during the period. Quantbot Technologies LP boosted its position in onsemi by 67.3% during the third quarter. Quantbot Technologies LP now owns 94,146 shares of the semiconductor company’s stock worth $4,642,000 after purchasing an additional 37,881 shares during the period. Finally, Rakuten Investment Management Inc. bought a new position in onsemi during the third quarter worth about $5,327,000. Institutional investors own 97.70% of the company’s stock.

Key Headlines Impacting onsemi

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

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on ON. JPMorgan Chase & Co. increased their target price on shares of onsemi from $56.00 to $70.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 10th. Citigroup increased their price target on shares of onsemi from $66.00 to $68.00 and gave the stock a “neutral” rating in a report on Tuesday, February 10th. BNP Paribas Exane raised shares of onsemi from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Wall Street Zen raised shares of onsemi from a “hold” rating to a “buy” rating in a report on Monday, April 13th. Finally, Bank of America raised shares of onsemi from a “neutral” rating to a “buy” rating and increased their price target for the stock from $70.00 to $85.00 in a report on Monday, April 13th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $67.15.

onsemi Stock Performance

NASDAQ:ON opened at $103.05 on Monday. The stock has a market cap of $40.53 billion, a P/E ratio of 303.10, a PEG ratio of 1.05 and a beta of 1.94. 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 business’s 50-day moving average price is $69.72 and its two-hundred day moving average price is $60.97. onsemi has a twelve month low of $37.19 and a twelve month high of $103.32.

onsemi (NASDAQ:ON) last issued its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.62 by $0.02. The firm had revenue of $1.53 billion during the quarter, compared to the consensus estimate of $1.54 billion. onsemi had a return on equity of 12.22% and a net margin of 2.02%.The company’s revenue for the quarter was down 11.2% on a year-over-year basis. During the same quarter last year, the company posted $0.95 EPS. onsemi has set its Q1 2026 guidance at 0.560-0.660 EPS. As a group, equities analysts predict that onsemi will post 2.9 EPS for the current fiscal year.

Insider Activity at onsemi

In related news, CEO Hassane El-Khoury sold 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $73.02, for a total value 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 trade represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Sudhir Gopalswamy sold 6,114 shares of the firm’s 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 completion of the sale, the insider directly owned 173,943 shares in the company, valued at $10,205,235.81. This represents a 3.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 146,114 shares of company stock valued at $11,282,308 over the last three months. 0.35% of the stock is owned by corporate insiders.

About onsemi

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.