Cibc World Market Inc. Makes New $1.57 Million Investment in ON Semiconductor Corporation $ON

Cibc World Market Inc. purchased a new stake in ON Semiconductor Corporation (NASDAQ:ON) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 31,905 shares of the semiconductor company’s stock, valued at approximately $1,573,000.

Other institutional investors have also recently bought and sold shares of the company. Private Trust Co. NA increased its holdings in ON Semiconductor by 72.8% in the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 220 shares during the last quarter. Quent Capital LLC acquired a new position in ON Semiconductor in the 3rd quarter worth $28,000. Migdal Insurance & Financial Holdings Ltd. grew its holdings in shares of ON Semiconductor by 68.7% during the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company’s stock worth $28,000 after buying an additional 235 shares in the last quarter. Deseret Mutual Benefit Administrators grew its stake in shares of ON Semiconductor 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 acquiring an additional 218 shares in the last quarter. Finally, Rexford Capital Inc. bought a new position in ON Semiconductor in the second quarter valued at $31,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Key Stories Impacting ON Semiconductor

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

• Positive Sentiment: Zacks examines ON’s international revenue trends and argues that overseas sales patterns, recent geographic mix shifts and order flows could support upside to consensus estimates over time — highlighting specific regions and product lines that may surprise to the upside. Unlocking ON Semiconductor Corp. (ON) International Revenues: Trends, Surprises, and Prospects
• Neutral Sentiment: ON’s Feb. 9 quarterly report was mixed: EPS slightly beat consensus ($0.64 vs. $0.62) but revenue missed and was down ~11% YoY. Management set Q1 FY2026 EPS guidance of $0.560–0.660, and full-year street estimates remain cautious — the print supports a view of stabilization but not a clear reacceleration, so sentiment is cautiously constructive.
• Neutral Sentiment: Market consensus remains a “Hold” from published analyst aggregates, which limits near-term upside from upgrades until revenue/growth visibility improves. ON Semiconductor Corporation (NASDAQ:ON) Receives Consensus Recommendation of “Hold” from Analysts

Insider Buying and Selling

In other ON Semiconductor news, CFO Trent Thad sold 60,000 shares of the company’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $71.22, for a total transaction of $4,273,200.00. Following the sale, the chief financial officer owned 339,460 shares of the company’s stock, valued at approximately $24,176,341.20. This represents a 15.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Hassane El-Khoury sold 20,000 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $73.02, for a total value 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 100,000 shares of company stock valued at $6,834,600 in the last three months. Insiders own 0.31% of the company’s stock.

Analyst Ratings Changes

ON has been the topic of a number of analyst reports. Craig Hallum reiterated a “hold” rating on shares of ON Semiconductor in a research note on Tuesday, February 10th. Williams Trading set a $60.00 target price on ON Semiconductor in a research report on Tuesday, November 4th. JPMorgan Chase & Co. lifted their price objective on shares of ON Semiconductor from $56.00 to $70.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Robert W. Baird lifted their price objective on ON Semiconductor from $48.00 to $56.00 and gave the company a “neutral” rating in a report on Tuesday, November 4th. Finally, Truist Financial increased their price target on shares of ON Semiconductor from $57.00 to $66.00 and gave the stock a “hold” rating in a research report on Tuesday, February 10th. Twelve analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $64.19.

ON Semiconductor Price Performance

Shares of NASDAQ:ON opened at $72.21 on Tuesday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 2.98 and a current ratio of 4.52. ON Semiconductor Corporation has a 52 week low of $31.04 and a 52 week high of $73.63. The firm has a market cap of $28.45 billion, a PE ratio of 212.39, a price-to-earnings-growth ratio of 0.77 and a beta of 1.56. The firm’s fifty day moving average is $59.97 and its 200-day moving average is $53.46.

ON Semiconductor (NASDAQ:ON) last released its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 EPS for the quarter, beating analysts’ consensus estimates of $0.62 by $0.02. ON Semiconductor had a return on equity of 12.22% and a net margin of 2.02%.The firm had revenue of $1.53 billion for the quarter, compared to analyst estimates of $1.54 billion. During the same quarter in the previous year, the company posted $0.95 EPS. The business’s revenue was down 11.2% on a year-over-year basis. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. Sell-side analysts predict that ON Semiconductor Corporation will post 2.6 earnings per share for the current year.

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

ON Semiconductor 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.