ON Semiconductor Corporation $ON Shares Sold by Analog Century Management LP

Analog Century Management LP trimmed its stake in shares of ON Semiconductor Corporation (NASDAQ:ON) by 4.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,407,903 shares of the semiconductor company’s stock after selling 68,079 shares during the period. ON Semiconductor accounts for 3.7% of Analog Century Management LP’s holdings, making the stock its 14th biggest position. Analog Century Management LP owned about 0.35% of ON Semiconductor worth $69,424,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of ON. AQR Capital Management LLC lifted its holdings in ON Semiconductor by 187.9% in the 1st quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company’s stock valued at $4,863,000 after purchasing an additional 79,206 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in ON Semiconductor by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock worth $54,000 after acquiring an additional 507 shares during the last quarter. Savant Capital LLC acquired a new position in ON Semiconductor during the second quarter worth about $269,000. Los Angeles Capital Management LLC purchased a new stake in ON Semiconductor during the 2nd quarter valued at about $460,000. Finally, Vise Technologies Inc. acquired a new stake in ON Semiconductor in the 2nd quarter valued at about $574,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. Rosenblatt Securities upped their price target on ON Semiconductor from $50.00 to $60.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. TD Cowen reiterated a “buy” rating on shares of ON Semiconductor in a research report on Tuesday, February 10th. Evercore reaffirmed an “outperform” rating on shares of ON Semiconductor in a research note on Wednesday, January 7th. UBS Group reissued a “neutral” rating on shares of ON Semiconductor in a research report on Monday, February 2nd. Finally, Piper Sandler upped their price objective on shares of ON Semiconductor from $65.00 to $75.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Twelve investment analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $64.19.

Insider Activity

In related news, CFO Trent Thad sold 60,000 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $71.22, for a total value of $4,273,200.00. Following the transaction, the chief financial officer owned 339,460 shares in the company, valued at $24,176,341.20. The trade was a 15.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO Hassane El-Khoury sold 20,000 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer directly 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 disclosure for this sale is available in the SEC filing. Insiders own 0.31% of the company’s stock.

Key Headlines Impacting ON Semiconductor

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

• Positive Sentiment: Q4 results contained an earnings beat and management provided Q1 EPS guidance, which supports near-term expectations for profitability and gives a baseline for investors to model recovery. Here’s Why ON Semiconductor Corp. (ON) Fell More Than Broader Market
• Neutral Sentiment: Street coverage is mixed-to-cautious: the consensus analyst stance is around “Hold,” which limits upside from upgrades but reduces the likelihood of aggressive downgrades right away. ON Semiconductor Receives Average Recommendation of “Hold”
• Negative Sentiment: Leadership change in a core growth business — Simon Keeton’s resignation from officer roles in the Power Solutions Group — has raised execution and continuity concerns for ON’s automotive/energy-efficient power roadmap, putting pressure on the stock. Did a Key Power Unit Leadership Exit Just Shift ON Semiconductor’s (ON) Investment Narrative?
• Negative Sentiment: Underlying revenue trends are weak (quarterly revenue declined year-over-year and missed Street expectations), and several articles note the stock’s pullback since earnings — these fundamentals and investor skepticism are the main reasons for recent downside pressure. Why Is ON Semiconductor Corp. (ON) Down 11.6% Since Last Earnings Report?

ON Semiconductor Stock Performance

Shares of ON Semiconductor stock opened at $58.55 on Friday. The firm’s fifty day simple moving average is $63.64 and its 200-day simple moving average is $55.36. ON Semiconductor Corporation has a 12 month low of $31.04 and a 12 month high of $73.76. The stock has a market capitalization of $23.07 billion, a price-to-earnings ratio of 172.21, a PEG ratio of 0.61 and a beta of 1.52. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.52 and a quick ratio of 2.98.

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

ON Semiconductor declared that its Board of Directors has initiated a share repurchase program on Tuesday, November 18th that permits the company to buyback $6.00 billion in outstanding shares. This buyback authorization permits the semiconductor company to purchase up to 32.7% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its stock is 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.