10,059 Shares in ON Semiconductor Corporation $ON Acquired by Altfest L J & Co. Inc.

Altfest L J & Co. Inc. bought a new position in ON Semiconductor Corporation (NASDAQ:ON) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 10,059 shares of the semiconductor company’s stock, valued at approximately $545,000.

Other hedge funds have also modified their holdings of the company. Robeco Institutional Asset Management B.V. raised its holdings in ON Semiconductor by 16.9% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 241,016 shares of the semiconductor company’s stock valued at $13,051,000 after buying an additional 34,833 shares during the period. Clear Creek Financial Management LLC raised its holdings in ON Semiconductor by 9.9% in the fourth quarter. Clear Creek Financial Management LLC now owns 7,222 shares of the semiconductor company’s stock valued at $391,000 after buying an additional 653 shares during the period. Apollon Wealth Management LLC raised its holdings in ON Semiconductor by 11.6% in the fourth quarter. Apollon Wealth Management LLC now owns 7,003 shares of the semiconductor company’s stock valued at $379,000 after buying an additional 728 shares during the period. V Square Quantitative Management LLC purchased a new position in ON Semiconductor in the fourth quarter valued at approximately $313,000. Finally, Aaron Wealth Advisors LLC raised its holdings in ON Semiconductor by 8.0% in the fourth quarter. Aaron Wealth Advisors LLC now owns 13,666 shares of the semiconductor company’s stock valued at $740,000 after buying an additional 1,011 shares during the period. 97.70% of the stock is owned by institutional investors and hedge funds.

ON Semiconductor Price Performance

Shares of ON stock opened at $68.65 on Monday. The firm has a market cap of $27.00 billion, a P/E ratio of 201.92, a P/E/G ratio of 0.73 and a beta of 1.53. 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 Corporation has a 1-year low of $32.10 and a 1-year high of $73.76. The firm has a fifty day moving average of $63.99 and a two-hundred day moving average of $57.19.

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

Insiders Place Their Bets

In other ON Semiconductor news, CFO Trent Thad sold 60,000 shares of the business’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 completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Hassane El-Khoury sold 20,000 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $73.02, for a total transaction 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 86,114 shares of company stock valued at $6,092,308 in the last ninety days. Corporate insiders own 0.35% of the company’s stock.

Key ON Semiconductor News

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

• Positive Sentiment: Broad semiconductor rally lifts peers including onsemi — chip stocks jumped after news of geopolitical de‑escalation and a wider risk‑on move, which helped push ON higher as investors rotated back into semiconductors. onsemi, Seagate, Impinj, and Amtech Shares Are Soaring
• Positive Sentiment: Upcoming earnings act as a near-term catalyst — previews from market outlets note analysts expect stronger bottom‑line results for the quarter (double‑digit EPS growth anticipated), so some investors are positioning ahead of the report in hopes of an upside surprise or bullish guidance. Earnings Preview: What to Expect From ON Semiconductor’s Report
• Positive Sentiment: Edge‑AI / infrastructure narrative supports demand visibility — coverage that lists ON among relevant edge‑AI names reinforces the company’s exposure to power management, sensing and custom ICs used in AI/edge and automotive applications, a positive thematic driver for long‑term demand. 3 Edge AI Stocks to Watch as the Next Wave of AI Demand Builds (ON)
• Neutral Sentiment: Increased media and analyst attention — Zacks and other outlets flag that ON is attracting more views from retail and institutional investors, which can raise short‑term volume and volatility but doesn’t guarantee direction. ON Semiconductor Corporation (ON) is Attracting Investor Attention
• Negative Sentiment: Fundamentals / valuation risks to monitor — recent reported revenue was down year‑over‑year and ON trades at a rich P/E, so the stock is vulnerable if the company issues cautious guidance or revenue misses. Investors should watch the upcoming earnings release and management commentary closely. Article reference: Zacks and company filings discussed above.

Wall Street Analyst Weigh In

Several research firms recently commented on ON. Piper Sandler raised their price target 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. B. Riley Financial raised their price target 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. Wall Street Zen upgraded shares of ON Semiconductor from a “hold” rating to a “buy” rating in a report on Monday. KeyCorp raised their price target 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. Finally, UBS Group restated a “neutral” rating on shares of ON Semiconductor in a report on Monday, February 2nd. Twelve investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, ON Semiconductor has an average rating of “Hold” and an average target price of $64.19.

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.