Dimensional Fund Advisors LP Sells 602,122 Shares of ON Semiconductor Corporation $ON

Dimensional Fund Advisors LP trimmed its holdings in ON Semiconductor Corporation (NASDAQ:ON) by 12.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,091,382 shares of the semiconductor company’s stock after selling 602,122 shares during the period. Dimensional Fund Advisors LP owned 1.02% of ON Semiconductor worth $201,757,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Private Trust Co. NA increased its stake in ON Semiconductor by 72.8% during the 3rd quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 220 shares during the period. Quent Capital LLC acquired a new position in ON Semiconductor in the 3rd quarter valued at $28,000. Migdal Insurance & Financial Holdings Ltd. lifted its position in shares of ON Semiconductor by 68.7% during the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 235 shares during the period. Deseret Mutual Benefit Administrators lifted its position 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 valued at $28,000 after acquiring an additional 218 shares during the period. Finally, Rexford Capital Inc. acquired a new stake in shares of ON Semiconductor during the 2nd quarter worth $31,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Trending Headlines about ON Semiconductor

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

• Positive Sentiment: Renewed investor appetite for semiconductor names after a prominent investor bought a large stake in Nvidia — this kind of high-profile buying can lift sentiment across the chip sector and benefit ON as investors rotate into semiconductor exposure. This Billionaire Just Bought 1 MILLION Shares of Nvidia Stock
• Neutral Sentiment: Coverage piece highlighting rising investor attention in ON — notes valuation and liquidity metrics and flags ON as a name drawing retail and analyst focus; such attention can increase trading volume but doesn’t guarantee direction. ON Semiconductor Corporation (ON) is Attracting Investor Attention
• Neutral Sentiment: Recent quarterly results: ON reported $0.64 EPS (slightly above consensus) but revenue was down ~11% year-over-year and missed estimates — the company set Q1 fiscal guidance of $0.560–0.660 EPS. The EPS beat supports valuation, while weaker revenue and modest guidance temper the outlook.
• Negative Sentiment: End-market uncertainty in data-heavy segments: reports that video-game companies and other customers face storage and AI-related adoption issues may reduce near-term demand for components; sector-specific weakness can weigh on ON’s cyclical end markets. SONY vs. MSFT vs. NTDOF: Video Games Have a Storage Problem Thanks to AI
• Negative Sentiment: Valuation and recent run-up: ON’s P/E and recent 50-day/200-day moving average context make the stock vulnerable to profit-taking after hitting multi-month highs; combined with the revenue decline, that likely contributed to today’s downside pressure.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Barclays assumed coverage on ON Semiconductor in a research report on Thursday, February 12th. They issued an “equal weight” rating and a $75.00 price target on the stock. Wall Street Zen upgraded shares of ON Semiconductor from a “hold” rating to a “buy” rating in a research note on Saturday. Citigroup increased their price objective on shares of ON Semiconductor from $66.00 to $68.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. B. Riley Financial raised their target price on shares of ON Semiconductor from $54.00 to $58.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. Finally, Rosenblatt Securities boosted their target price on shares of ON Semiconductor from $50.00 to $60.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. Twelve research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $64.19.

ON Semiconductor Price Performance

ON Semiconductor stock opened at $56.87 on Monday. 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 $73.76. The stock has a market capitalization of $22.41 billion, a P/E ratio of 167.27, a price-to-earnings-growth ratio of 0.60 and a beta of 1.52. The stock has a fifty day moving average of $63.22 and a 200-day moving average of $55.14.

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

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

Insider Transactions at ON Semiconductor

In other news, CEO Hassane El-Khoury sold 20,000 shares of the stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 1,015,610 shares of the company’s stock, valued at approximately $74,159,842.20. This represents a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Trent Thad sold 60,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $71.22, for a total transaction of $4,273,200.00. Following the completion of the sale, the chief financial officer owned 339,460 shares in the company, valued at approximately $24,176,341.20. The trade was a 15.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.31% of the stock is currently owned by corporate insiders.

About ON Semiconductor

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.