Baader Bank Aktiengesellschaft Invests $436,000 in onsemi $ON

Baader Bank Aktiengesellschaft acquired a new stake in shares of onsemi (NASDAQ:ON) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 7,140 shares of the semiconductor company’s stock, valued at approximately $436,000.

A number of other hedge funds have also recently bought and sold shares of ON. CVA Family Office LLC boosted its position in shares of onsemi by 83.7% in the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 215 shares during the last quarter. Root Financial Partners LLC increased its position in onsemi by 42.1% during the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 149 shares during the last quarter. DV Equities LLC acquired a new position in onsemi during the fourth quarter worth approximately $30,000. SHP Wealth Management purchased a new position in onsemi during the fourth quarter worth approximately $32,000. Finally, Summit Securities Group LLC boosted its holdings in shares of onsemi by 346.3% in the 4th quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock valued at $32,000 after purchasing an additional 464 shares during the last quarter. Institutional investors and hedge funds own 97.70% of the company’s stock.

onsemi Stock Up 5.0%

NASDAQ:ON opened at $91.06 on Wednesday. The company has a current ratio of 4.87, a quick ratio of 3.14 and a debt-to-equity ratio of 0.41. The stock has a 50 day moving average of $109.23 and a 200-day moving average of $83.43. The firm has a market capitalization of $35.69 billion, a PE ratio of 64.58, a price-to-earnings-growth ratio of 0.77 and a beta of 2.01. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92.

onsemi (NASDAQ:ON) last posted its earnings results on Monday, May 4th. The semiconductor company reported $0.64 EPS for the quarter, topping the consensus estimate of $0.61 by $0.03. The firm had revenue of $1.51 billion during the quarter, compared to analysts’ expectations of $1.49 billion. onsemi had a net margin of 9.46% and a return on equity of 12.79%. onsemi’s quarterly revenue was up 4.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Analysts predict that onsemi will post 3.09 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have commented on the company. Susquehanna upped their price target on onsemi from $140.00 to $150.00 and gave the stock a “positive” rating in a research note on Thursday, July 9th. Roth Capital reaffirmed a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. Zacks Research cut onsemi from a “strong-buy” rating to a “hold” rating in a report on Monday, July 6th. Stifel Nicolaus increased their target price on shares of onsemi from $90.00 to $107.00 and gave the stock a “hold” rating in a research report on Wednesday, June 24th. Finally, Wells Fargo & Company cut their price target on shares of onsemi from $140.00 to $130.00 and set an “overweight” rating on the stock in a report on Monday. Fourteen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, onsemi presently has a consensus rating of “Hold” and an average target price of $102.24.

Insider Activity

In related news, CFO Trent Thad sold 30,000 shares of onsemi stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $93.00, for a total value of $2,790,000.00. Following the transaction, the chief financial officer owned 301,194 shares of the company’s stock, valued at approximately $28,011,042. This trade represents a 9.06% decrease in their position. The sale 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. Corporate insiders own 0.35% of the company’s stock.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi disclosed $110,000 of Q2 lobbying tied to AI data center power use, CHIPS Act issues, tax policy, and national-security-related technologies, underscoring its exposure to long-term semiconductor demand themes.
• Positive Sentiment: Analysts remain constructive overall, with recent price targets ranging from $107 to $150 and a median near $115, suggesting Wall Street still sees meaningful upside from current levels.
• Neutral Sentiment: Pomerantz LLP opened an investigation into claims on behalf of ON investors. This may create some headline risk, but it is an early-stage legal development rather than a formal enforcement action.
• Neutral Sentiment: Recent insider sales and mixed hedge fund positioning may temper enthusiasm, but these signals are not new and appear to be outweighed today by broader interest in the 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.