Capital International Investors Acquires 22,699 Shares of ON Semiconductor Corporation $ON

Capital International Investors increased its holdings in ON Semiconductor Corporation (NASDAQ:ON) by 0.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,249,967 shares of the semiconductor company’s stock after buying an additional 22,699 shares during the period. Capital International Investors owned 1.06% of ON Semiconductor worth $209,566,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in the stock. Versant Capital Management Inc raised its holdings in ON Semiconductor by 4.9% in the 3rd quarter. Versant Capital Management Inc now owns 4,264 shares of the semiconductor company’s stock valued at $210,000 after acquiring an additional 201 shares in the last quarter. UMB Bank n.a. grew its holdings in shares of ON Semiconductor by 4.1% during the 3rd quarter. UMB Bank n.a. now owns 5,334 shares of the semiconductor company’s stock worth $263,000 after purchasing an additional 211 shares in the last quarter. Deseret Mutual Benefit Administrators grew its holdings 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 purchasing an additional 218 shares in the last quarter. Private Trust Co. NA increased its position in shares of ON Semiconductor by 72.8% in 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. Finally, Migdal Insurance & Financial Holdings Ltd. increased 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 worth $28,000 after purchasing an additional 235 shares during the period. 97.70% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Bank of America upped their price objective on shares of ON Semiconductor from $60.00 to $65.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 21st. Wells Fargo & Company boosted their target price on shares of ON Semiconductor from $70.00 to $72.00 and gave the company an “overweight” rating in a research report on Tuesday, February 10th. UBS Group reaffirmed a “neutral” rating on shares of ON Semiconductor in a report on Monday, February 2nd. Stifel Nicolaus increased their price target on shares of ON Semiconductor from $50.00 to $60.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Finally, Weiss Ratings cut shares of ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, January 30th. Twelve equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, ON Semiconductor presently has a consensus rating of “Hold” and an average price target of $64.19.

Insider Activity at ON Semiconductor

In other ON Semiconductor news, CFO Trent Thad sold 60,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $71.22, for a total value 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 trade represents a 15.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 stock was sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the sale, the chief executive officer directly owned 1,015,610 shares in the company, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.31% of the company’s stock.

ON Semiconductor Stock Performance

NASDAQ:ON opened at $59.23 on Thursday. The stock’s 50-day simple moving average is $63.53 and its 200 day simple moving average is $55.29. The firm has a market capitalization of $23.34 billion, a PE ratio of 174.21, a price-to-earnings-growth ratio of 0.63 and a beta of 1.52. The company has a quick ratio of 2.98, a current ratio of 4.52 and a debt-to-equity ratio of 0.39. ON Semiconductor Corporation has a twelve month low of $31.04 and a twelve month high of $73.76.

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

ON Semiconductor announced that its board has authorized a stock buyback plan on Tuesday, November 18th that permits the company to buyback $6.00 billion in outstanding shares. This buyback authorization permits the semiconductor company to reacquire up to 32.7% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its stock is undervalued.

ON Semiconductor News Roundup

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

• Positive Sentiment: Q4 EPS slightly beat estimates — ON reported $0.64 a share vs. a $0.62 consensus, which cushions downside by showing margin resilience despite falling sales. This is the main constructive data point from the quarterly release. Zacks: Why Is ON Semiconductor Corp. Down?
• Neutral Sentiment: Leadership change in Power Solutions — ON disclosed a transition involving Simon Keeton (Group President). Management moves can create short-term uncertainty but are not yet described as a strategic pivot; investors will watch replacement timing and messaging on the division’s roadmap. TipRanks: ON Semiconductor leadership transition
• Neutral Sentiment: Sector dynamics: competitors with AI/data-center focused power products (e.g., Navitas) are drawing investor interest — that rotation can divert capital from diversified suppliers like ON or highlight opportunities for ON to push into higher-growth power segments. Monitor product / win announcements and margin mix. Fool: Navitas AI data center platforms
• Negative Sentiment: Analyst caution and price reaction — coverage pieces note ON is down materially since the earnings release (~11.6%) as revenue missed expectations, y/y sales declined (~11% reported), and Q1 guidance (EPS 0.56–0.66) leaves room for downside. High valuation metrics (elevated P/E) make the name sensitive to small execution misses. Expect near-term analyst revisions and volatile trading until clarity on demand and margins returns. Yahoo Finance: Why Is ON Semiconductor Down?

ON Semiconductor 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.