9,474 Shares in ON Semiconductor Corporation $ON Bought by Baader Bank Aktiengesellschaft

Baader Bank Aktiengesellschaft acquired a new stake in ON Semiconductor Corporation (NASDAQ:ON) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 9,474 shares of the semiconductor company’s stock, valued at approximately $447,000.

Several other institutional investors also recently modified their holdings of the company. Private Trust Co. NA grew its holdings in ON Semiconductor by 72.8% during the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 220 shares during the period. Quent Capital LLC acquired a new stake in shares of ON Semiconductor in the third quarter valued at approximately $28,000. Migdal Insurance & Financial Holdings Ltd. lifted its position in shares of ON Semiconductor by 68.7% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 235 shares during the last quarter. Deseret Mutual Benefit Administrators boosted its stake in shares of ON Semiconductor by 62.3% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 218 shares during the period. Finally, Rexford Capital Inc. acquired a new position in shares of ON Semiconductor during the 2nd quarter worth approximately $31,000. 97.70% of the stock is currently owned by institutional investors and hedge funds.

ON Semiconductor Trading Down 0.8%

Shares of NASDAQ:ON opened at $70.63 on Friday. The business’s 50 day simple moving average is $59.30 and its 200 day simple moving average is $53.32. ON Semiconductor Corporation has a 1 year low of $31.04 and a 1 year high of $73.63. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.52 and a quick ratio of 3.54. The company has a market capitalization of $27.83 billion, a P/E ratio of 207.74, a P/E/G ratio of 0.76 and a beta of 1.56.

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, beating the consensus estimate 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 return on equity of 12.22% and a net margin of 2.02%.The company’s quarterly revenue was down 11.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.95 EPS. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. On average, research analysts anticipate that ON Semiconductor Corporation will post 2.6 EPS for the current fiscal year.

ON Semiconductor declared that its Board of Directors has initiated a stock buyback plan on Tuesday, November 18th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the semiconductor company to buy up to 32.7% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its stock is undervalued.

Insider Activity

In other news, 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 transaction of $1,460,400.00. Following the completion of the sale, the chief executive officer 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 position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Trent Thad sold 60,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $71.22, for a total transaction of $4,273,200.00. Following the sale, the chief financial officer owned 339,460 shares in the company, valued at $24,176,341.20. This represents a 15.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 100,000 shares of company stock valued at $6,834,600 in the last ninety days. 0.31% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on ON. Cfra reaffirmed a “buy” rating and set a $64.00 price objective on shares of ON Semiconductor in a research report on Tuesday, November 4th. Evercore restated an “outperform” rating on shares of ON Semiconductor in a research note on Wednesday, January 7th. Weiss Ratings lowered shares of ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, January 30th. Wells Fargo & Company raised their price objective on shares of ON Semiconductor from $70.00 to $72.00 and gave the stock an “overweight” rating in a research report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of ON Semiconductor in a research report on Tuesday. Twelve equities research 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’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $64.19.

Key ON Semiconductor News

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

• Positive Sentiment: Q4 results, record free cash flow and a large buyback program underpin the bullish case — management beat EPS expectations, highlighted record FCF and the board authorized an additional $6 billion in buybacks (supporting share returns and potential supply reduction). Onsemi Is Near a Breakout—And Free Cash Flow Could Fuel It
• Positive Sentiment: Several analyst houses raised targets or reiterated conviction after the quarter (JPMorgan, Truist, Rosenblatt raised targets), which can attract momentum buyers and institutional support. JPMorgan Increases ON Semiconductor Price Target to $70
• Neutral Sentiment: Barclays initiated coverage with an Equalweight rating — a neutral institutional entry that adds liquidity/coverage but doesn’t signal strong directional conviction. Barclays initiates ON Semiconductor coverage
• Neutral Sentiment: Analyst commentary is mixed overall — some price-target raises and upbeat takeaways on recovery and margins, while a handful of shops trimmed ratings/targets. That creates two-sided analyst flow and keeps the story market-sensitive. Seeking Alpha: ON Semiconductor – Reiterate Buy Upon Correction
• Negative Sentiment: Insider selling by top executives: CFO Trent Thad sold 60,000 shares (~$4.27M) and CEO Hassane El‑Khoury sold 20,000 shares (~$1.46M) this week — sizable insider disposals can signal personal liquidity or reduce near-term conviction and may pressure sentiment. CFO Trent Thad SEC filing CEO Hassane El‑Khoury SEC filing
• Negative Sentiment: Top-line pressure and risk disclosures remain: revenue is still below year-ago levels and management flagged strategic/legal/cyber risks related to AI integration — these keep execution risk elevated while the market awaits durable revenue recovery. Q4 2025 earnings call transcript

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.