Bessemer Group Inc. Increases Position in onsemi $ON

Bessemer Group Inc. boosted its position in onsemi (NASDAQ:ON) by 12.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 87,292 shares of the semiconductor company’s stock after acquiring an additional 9,715 shares during the quarter. Bessemer Group Inc.’s holdings in onsemi were worth $5,406,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Kestra Private Wealth Services LLC lifted its stake in onsemi by 2.8% during the first quarter. Kestra Private Wealth Services LLC now owns 4,554 shares of the semiconductor company’s stock worth $282,000 after purchasing an additional 125 shares during the last quarter. Apollon Wealth Management LLC boosted its holdings in shares of onsemi by 1.8% in the 1st quarter. Apollon Wealth Management LLC now owns 7,130 shares of the semiconductor company’s stock worth $441,000 after purchasing an additional 127 shares in the last quarter. Evexia Wealth LLC increased its position in shares of onsemi by 1.1% during the 1st quarter. Evexia Wealth LLC now owns 13,328 shares of the semiconductor company’s stock valued at $825,000 after purchasing an additional 142 shares during the last quarter. Root Financial Partners LLC increased its position in shares of onsemi by 42.1% during the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 149 shares during the last quarter. Finally, V Square Quantitative Management LLC raised its holdings in shares of onsemi by 2.7% during the 1st quarter. V Square Quantitative Management LLC now owns 5,946 shares of the semiconductor company’s stock valued at $368,000 after buying an additional 157 shares in the last quarter. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Wall Street Analyst Weigh In

ON has been the subject of a number of recent research reports. Weiss Ratings restated a “sell (d+)” rating on shares of onsemi in a research report on Wednesday, April 29th. UBS Group reissued a “neutral” rating and set a $95.00 price target on shares of onsemi in a research note on Monday, June 29th. Mizuho lowered their price objective on shares of onsemi from $150.00 to $125.00 and set an “outperform” rating for the company in a report on Wednesday, July 1st. Cantor Fitzgerald boosted their price objective on shares of onsemi from $100.00 to $110.00 and gave the stock a “neutral” rating in a report on Monday, June 29th. Finally, Roth Capital reaffirmed a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. Fourteen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $102.24.

onsemi Trading Down 0.8%

NASDAQ ON opened at $86.70 on Tuesday. The firm has a market cap of $33.98 billion, a PE ratio of 61.49, a price-to-earnings-growth ratio of 0.78 and a beta of 2.01. onsemi has a 1-year low of $44.56 and a 1-year high of $134.92. The stock has a 50-day moving average of $109.49 and a 200-day moving average of $83.17. The company has a current ratio of 4.87, a quick ratio of 3.14 and a debt-to-equity ratio of 0.41.

onsemi (NASDAQ:ON) last posted its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.03. The business had revenue of $1.51 billion for the quarter, compared to analyst estimates of $1.49 billion. onsemi had a return on equity of 12.79% and a net margin of 9.46%.onsemi’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period last year, the company earned $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, sell-side analysts forecast that onsemi will post 3.1 EPS for the current year.

More onsemi News

Here are the key news stories impacting onsemi this week:

• Neutral Sentiment: MarketBeat highlighted onsemi as one of the “ugliest stocks” now attracting expensive options bets, suggesting some traders are looking for a rebound in oversold names, but this is more sentiment-driven than fundamental. The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence (ON)
• Positive Sentiment: The broader article argues that institutional options activity can signal a potential rebound in oversold stocks, which could support investor interest in onsemi if sentiment toward semiconductors improves. The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence (ON)

Insider Buying and Selling at onsemi

In other news, CFO Trent Thad sold 30,000 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $93.00, for a total transaction of $2,790,000.00. Following the completion of the sale, the chief financial officer owned 301,194 shares of the company’s stock, valued at approximately $28,011,042. This represents a 9.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.35% of the company’s stock.

About onsemi

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.