Caxton Associates LLP Makes New Investment in onsemi $ON

Caxton Associates LLP bought a new position in onsemi (NASDAQ:ON) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 8,000 shares of the semiconductor company’s stock, valued at approximately $495,000.

Several other institutional investors and hedge funds also recently made changes to their positions in ON. Root Financial Partners LLC grew its holdings in shares of onsemi by 42.1% in the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 149 shares in the last quarter. DV Equities LLC purchased a new position in onsemi in the fourth quarter worth $30,000. Darwin Wealth Management LLC purchased a new position in onsemi in the second quarter worth $32,000. Summit Securities Group LLC grew its stake in 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 period. Finally, SHP Wealth Management bought a new position in onsemi in the 4th quarter valued at $32,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Analyst Ratings Changes

ON has been the topic of a number of recent analyst reports. B. Riley Financial lifted their target price on onsemi from $118.00 to $135.00 and gave the stock a “buy” rating in a research note on Friday, June 26th. Evercore restated an “outperform” rating and set a $137.00 price target on shares of onsemi in a research report on Friday, June 26th. Stifel Nicolaus raised their price objective on shares of onsemi from $90.00 to $107.00 and gave the stock a “hold” rating in a report on Wednesday, June 24th. Robert W. Baird lifted their price objective on shares of onsemi from $56.00 to $100.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Finally, Jefferies Financial Group boosted their target price on shares of onsemi from $73.00 to $115.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Fourteen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, onsemi has a consensus rating of “Hold” and a consensus target price of $102.24.

onsemi Trading Up 2.6%

Shares of onsemi stock opened at $89.04 on Tuesday. onsemi has a 52-week low of $44.56 and a 52-week high of $134.92. The stock’s 50-day simple moving average is $107.26 and its 200 day simple moving average is $84.32. The stock has a market capitalization of $34.90 billion, a P/E ratio of 63.15, a P/E/G ratio of 0.96 and a beta of 2.01. The company has a debt-to-equity ratio of 0.41, a quick ratio of 3.14 and a current ratio of 4.87.

onsemi (NASDAQ:ON) last released its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.61 by $0.03. The business had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.49 billion. onsemi had a net margin of 9.46% and a return on equity of 12.79%. The company’s revenue was up 4.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.55 earnings per share. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, research analysts anticipate that onsemi will post 3.09 EPS for the current year.

Trending Headlines about onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Analysts expect onsemi to deliver year-over-year earnings growth in its upcoming quarterly report. The company’s recent results exceeded consensus estimates for both earnings and revenue, while management’s current-quarter EPS guidance points to continued improvement. ON Semiconductor Earnings Expected to Grow
• Positive Sentiment: Future Electronics is showcasing onsemi’s TREO analog and mixed-signal platform, providing visibility for the company’s newer power-management and automotive-focused technologies. Broader customer adoption could support future design wins and revenue growth, though the announcement does not disclose a specific contract or financial impact. Future Electronics Showcases onsemi TREO Platform
• Neutral Sentiment: A comparison of Texas Instruments and onsemi argues that Texas Instruments is the stronger semiconductor investment because of its higher margins, cash generation and growth outlook. However, onsemi’s lower valuation may appeal to investors seeking more upside if its recovery and earnings growth accelerate. Texas Instruments Versus onsemi
• Negative Sentiment: The bullish earnings setup is partly offset by execution risk in automotive and industrial semiconductors, where demand recovery remains important to onsemi’s outlook. Investors may also be weighing the stock’s elevated earnings multiple and its performance below the 50-day moving average.

onsemi Company Profile

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.