ON Semiconductor Corporation $ON Shares Sold by Boston Trust Walden Corp

Boston Trust Walden Corp lessened its position in ON Semiconductor Corporation (NASDAQ:ON) by 30.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 173,295 shares of the semiconductor company’s stock after selling 76,050 shares during the period. Boston Trust Walden Corp’s holdings in ON Semiconductor were worth $8,545,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in ON. Norges Bank bought a new position in ON Semiconductor in the 2nd quarter valued at about $228,835,000. State of Alaska Department of Revenue boosted its holdings in shares of ON Semiconductor by 39.4% in the second quarter. State of Alaska Department of Revenue now owns 139,844 shares of the semiconductor company’s stock valued at $7,328,000 after acquiring an additional 39,530 shares in the last quarter. Polianta Ltd acquired a new position in shares of ON Semiconductor during the 3rd quarter valued at $1,420,000. Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of ON Semiconductor by 7.9% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 818,390 shares of the semiconductor company’s stock valued at $42,892,000 after buying an additional 60,050 shares during the period. Finally, United Services Automobile Association bought a new position in ON Semiconductor during the first quarter valued at about $401,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have commented on ON shares. Rosenblatt Securities reiterated a “neutral” rating and issued a $50.00 price target on shares of ON Semiconductor in a research report on Tuesday, November 4th. Benchmark reiterated a “buy” rating on shares of ON Semiconductor in a report on Tuesday, November 4th. Bank of America cut their target price on shares of ON Semiconductor from $56.00 to $52.00 and set a “neutral” rating for the company in a research note on Friday, September 5th. Cowen restated a “buy” rating on shares of ON Semiconductor in a research report on Tuesday, November 4th. Finally, Truist Financial upped their price target on ON Semiconductor from $51.00 to $57.00 and gave the company a “hold” rating in a report on Friday, December 19th. Fourteen analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $59.35.

Insider Activity at ON Semiconductor

In other news, CFO Trent Thad sold 20,000 shares of ON Semiconductor stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $55.05, for a total transaction of $1,101,000.00. Following the transaction, the chief financial officer owned 379,448 shares in the company, valued at approximately $20,888,612.40. The trade was a 5.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.31% of the stock is currently owned by company insiders.

ON Semiconductor Stock Up 0.4%

ON stock opened at $54.24 on Wednesday. ON Semiconductor Corporation has a 52-week low of $31.04 and a 52-week high of $67.00. The company’s 50 day simple moving average is $51.54 and its 200-day simple moving average is $52.06. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.23 and a quick ratio of 3.54. The firm has a market capitalization of $21.82 billion, a P/E ratio of 70.44, a P/E/G ratio of 2.89 and a beta of 1.57.

ON Semiconductor (NASDAQ:ON) last posted its quarterly earnings data on Monday, November 3rd. The semiconductor company reported $0.63 EPS for the quarter, topping analysts’ consensus estimates of $0.59 by $0.04. ON Semiconductor had a net margin of 5.16% and a return on equity of 13.60%. The firm had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.52 billion. During the same quarter last year, the business posted $0.99 EPS. The company’s revenue was down 12.0% on a year-over-year basis. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. As a group, equities research analysts anticipate that ON Semiconductor Corporation will post 2.6 EPS for the current year.

ON Semiconductor declared that its board has authorized a stock buyback plan on Tuesday, November 18th that allows the company to buyback $6.00 billion in outstanding shares. This buyback authorization allows the semiconductor company to reacquire up to 32.7% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board of directors believes its stock is undervalued.

ON Semiconductor News Summary

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

• Positive Sentiment: Unusual options activity: call volume on ON has been above normal and described as directionally bullish, suggesting short-term traders are positioning for upside and adding buying pressure into the tape. ON Semiconductor call volume above normal and directionally bullish
• Positive Sentiment: Recent company results and guidance: ON beat Q3 estimates (EPS and revenue) and provided Q4 FY2025 EPS guidance of $0.570–$0.670; the beat + forward guide gives investors a clear near-term earnings framework and supports momentum. Strong liquidity (high quick/current ratios) and a solid return on equity further support confidence from fundamentals.
• Neutral Sentiment: Investor attention: coverage and screen interest have picked up (Zacks highlighted ON as attracting attention), which can amplify moves in either direction as funds and retail react. That attention improves liquidity but can increase volatility. ON Semiconductor Corporation (ON) is Attracting Investor Attention
• Negative Sentiment: Relative performance and valuation concerns: market commentary flagged ON underperforming competitors recently, and valuation looks rich on trailing multiples (high P/E) while revenue has faced year-over-year declines — a reminder investors may be watching whether earnings growth justifies the premium. Also, intraday volume is below the stock’s average, which can make price moves less sustainable if buy-side conviction fades. ON Semiconductor Corp. stock underperforms Monday when compared to competitors

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.