ON Semiconductor Corporation $ON Stake Boosted by Inscription Capital LLC

Inscription Capital LLC boosted its holdings in ON Semiconductor Corporation (NASDAQ:ON) by 291.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,642 shares of the semiconductor company’s stock after purchasing an additional 13,885 shares during the quarter. Inscription Capital LLC’s holdings in ON Semiconductor were worth $919,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of ON. Private Trust Co. NA boosted its holdings in shares of ON Semiconductor by 72.8% in the 3rd quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 220 shares during the period. Trust Co. of Toledo NA OH bought a new position in ON Semiconductor in the second quarter worth about $29,000. Quent Capital LLC acquired a new position in ON Semiconductor in the third quarter valued at approximately $28,000. Rexford Capital Inc. bought a new position in shares of ON Semiconductor during the second quarter valued at approximately $31,000. Finally, Darwin Wealth Management LLC acquired a new stake in shares of ON Semiconductor during the 2nd quarter worth approximately $32,000. 97.70% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CFO Trent Thad sold 20,000 shares of ON Semiconductor stock in a transaction dated 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 directly owned 379,448 shares of the company’s stock, valued at $20,888,612.40. The trade was a 5.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.31% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. UBS Group boosted their price objective on ON Semiconductor from $50.00 to $55.00 and gave the company a “neutral” rating in a research report on Monday, October 27th. Wells Fargo & Company upped their price target on shares of ON Semiconductor from $62.00 to $70.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Robert W. Baird increased their price objective on shares of ON Semiconductor from $48.00 to $56.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. Truist Financial boosted their target price on shares of ON Semiconductor from $51.00 to $57.00 and gave the company a “hold” rating in a research note on Friday, December 19th. Finally, Cantor Fitzgerald restated a “neutral” rating on shares of ON Semiconductor in a research report on Tuesday, December 16th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $60.74.

Trending Headlines about ON Semiconductor

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

• Positive Sentiment: Macro/sector demand pickup — analysts and press are reporting a semiconductor “super cycle” that is lifting expectations for higher chip demand across auto, industrial and data-center markets; that strengthens the outlook for ON’s power, analog and sensor businesses. US chipmakers capitalize on semiconductor ‘super cycle’
• Positive Sentiment: Regional capacity expansion — Viettel’s new semiconductor plant in Hanoi signals further global capacity investment in the semiconductor supply chain; more fabs and assembly activity over time can increase demand for ON’s discrete, analog and power-management components. Viettel breaks ground on semiconductor plant in Hanoi, Vietnam
• Neutral Sentiment: Industry competitive context — comparative pieces on memory and broader semiconductor peers (e.g., Micron and equipment suppliers) provide useful signals on where capital and sentiment are flowing, but they don’t directly change ON’s near-term revenue drivers. Use these to monitor sector rotation and relative valuation trends. Comparative Study: Micron Technology And Industry Competitors
• Negative Sentiment: Company fundamentals remain a headwind — ON reported Q3 revenue down ~12% year-over-year and while it beat EPS on the last print, the company set Q4 2025 EPS guidance of $0.570–$0.670, which is cautious; slowing top-line trends make investors wary even with sector tailwinds. (Company disclosures and recent quarterly commentary)
• Negative Sentiment: Rich valuation and lower intraday liquidity — ON’s P/E (~78) and PEG (~2.6) suggest high expectations are already priced in; midday volume is below average, which can amplify moves lower when sentiment sours or when earnings/guidance disappoints. (Market data and metrics)

ON Semiconductor Stock Down 0.4%

ON Semiconductor stock opened at $60.06 on Wednesday. ON Semiconductor Corporation has a 52 week low of $31.04 and a 52 week high of $63.63. The stock has a market cap of $24.17 billion, a price-to-earnings ratio of 78.00, a PEG ratio of 2.62 and a beta of 1.55. The company’s 50-day moving average price is $54.27 and its two-hundred day moving average price is $52.65. The company has a current ratio of 5.23, a quick ratio of 3.54 and a debt-to-equity ratio of 0.43.

ON Semiconductor (NASDAQ:ON) last issued its quarterly earnings results on Monday, November 3rd. The semiconductor company reported $0.63 earnings per share 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 company had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the business posted $0.99 EPS. The business’s revenue for the quarter was down 12.0% compared to the same quarter last year. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. On average, analysts expect that ON Semiconductor Corporation will post 2.6 EPS for the current fiscal year.

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

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.