onsemi $ON Shares Sold by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP decreased its holdings in shares of onsemi (NASDAQ:ON) by 96.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,066 shares of the semiconductor company’s stock after selling 174,655 shares during the period. Mizuho Markets Cayman LP’s holdings in onsemi were worth $328,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CVA Family Office LLC increased its position 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. Deseret Mutual Benefit Administrators increased its position in onsemi by 62.3% during 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 during the period. Migdal Insurance & Financial Holdings Ltd. increased its position in onsemi by 68.7% during 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 during the period. Darwin Wealth Management LLC acquired a new position in onsemi during the 2nd quarter worth approximately $32,000. Finally, Close Asset Management Ltd acquired a new position in onsemi during the 3rd quarter worth approximately $38,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

onsemi Trading Up 6.0%

Shares of onsemi stock opened at $116.20 on Friday. onsemi has a 12-month low of $40.62 and a 12-month high of $119.10. 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 stock has a market cap of $45.54 billion, a PE ratio of 82.41, a price-to-earnings-growth ratio of 0.98 and a beta of 1.94. The company has a 50-day moving average of $82.14 and a two-hundred day moving average of $66.46.

onsemi (NASDAQ:ON) last issued its 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. onsemi had a net margin of 9.46% and a return on equity of 12.79%. The company had revenue of $1.51 billion during the quarter, compared to analysts’ expectations of $1.49 billion. During the same period last year, the company posted $0.55 earnings per share. The firm’s quarterly revenue was up 4.7% compared to the same quarter last year. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. On average, research analysts anticipate that onsemi will post 3.09 EPS for the current fiscal year.

Key Stories Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Recent analyst target hikes and constructive ratings have reinforced confidence in onsemi’s recovery story, especially around power semiconductors and AI/data-center demand. onsemi jumps 5.5% as recent analyst target hikes and upbeat post-earnings tone keep AI/power-semiconductor bid strong
• Positive Sentiment: Market commentary says onsemi looks like the clearer AI power-infrastructure play versus smaller peers, with expanding margins and rising data-center revenue supporting the stock. Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race?
• Neutral Sentiment: Coverage from Yahoo Finance framed ON as a momentum stock that has risen strongly over the past week, reflecting renewed trader interest rather than a new company-specific catalyst. ON Semiconductor Corp. (ON) Is Up 9.60% in One Week: What You Should Know

Insider Buying and Selling

In other news, 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 transaction, the insider directly owned 173,943 shares of the company’s stock, valued at $10,205,235.81. This trade represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Trent Thad sold 30,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief financial officer directly owned 301,194 shares of the company’s stock, valued at approximately $28,011,042. This trade represents a 9.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 66,114 shares of company stock valued at $5,548,708. Corporate insiders own 0.35% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on ON shares. JPMorgan Chase & Co. boosted their target price on onsemi from $70.00 to $100.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Cantor Fitzgerald increased their target price on shares of onsemi from $95.00 to $100.00 and gave the company a “neutral” rating in a report on Wednesday, May 13th. Piper Sandler increased their target price on shares of onsemi from $65.00 to $75.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Wells Fargo & Company increased their target price on shares of onsemi from $90.00 to $115.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. Finally, UBS Group reaffirmed a “neutral” rating on shares of onsemi in a report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.19.

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.