F&V Capital Management LLC Purchases Shares of 278,390 ON Semiconductor Corporation $ON

F&V Capital Management LLC acquired a new position in ON Semiconductor Corporation (NASDAQ:ON) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 278,390 shares of the semiconductor company’s stock, valued at approximately $15,075,000. ON Semiconductor accounts for 2.2% of F&V Capital Management LLC’s holdings, making the stock its 18th biggest position. F&V Capital Management LLC owned approximately 0.07% of ON Semiconductor at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Nisa Investment Advisors LLC lifted its stake in ON Semiconductor by 12.5% in the fourth quarter. Nisa Investment Advisors LLC now owns 43,055 shares of the semiconductor company’s stock worth $2,331,000 after acquiring an additional 4,782 shares during the period. Allspring Global Investments Holdings LLC raised its holdings in ON Semiconductor by 8.1% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 6,363,805 shares of the semiconductor company’s stock worth $360,828,000 after purchasing an additional 474,725 shares in the last quarter. Brookstone Capital Management bought a new position in ON Semiconductor in the 4th quarter worth $202,000. Mn Services Vermogensbeheer B.V. lifted its position in shares of ON Semiconductor by 5.9% in the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 166,720 shares of the semiconductor company’s stock worth $9,028,000 after purchasing an additional 9,320 shares during the period. Finally, Clarius Group LLC purchased a new stake in shares of ON Semiconductor in the 4th quarter worth about $207,000. 97.70% of the stock is owned by hedge funds and other institutional investors.

ON Semiconductor News Summary

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

• Positive Sentiment: Design win: onsemi landed a multi‑platform design win with Sineng Electric — its latest hybrid power integrated modules (FS7 IGBTs + EliteSiC) will be used in Sineng’s 430 kW energy‑storage systems and 320 kW solar string inverters, promising small efficiency gains, higher power density and lower losses that can scale to utility deployments. This is a direct revenue and product‑momentum catalyst for ON. onsemi Powers Sineng Electric’s Advanced Solar and Energy Storage Solutions
• Positive Sentiment: Sector rally / trading momentum: ON benefited from a broader semiconductor rally after big industry moves (including Nvidia’s strategic actions and investor enthusiasm for power/AI supply‑chains). Several market writeups noted onsemi outperformed peers on strong trading days, lifting intraday demand for the stock. Microchip, Monolithic Power Systems, onsemi, Vishay Intertechnology, and Amtech Shares Are Soaring
• Neutral Sentiment: Executive profile / PR: A recent profile of CEO Hassane El‑Khoury highlights leadership and strategy execution at onsemi, which supports investor confidence in management but is more of a reputational/longer‑term positive than an immediate financial catalyst. Hassane El‑Khoury: Immigrant Success Story, Semiconductor Visionary, and President and CEO of Onsemi
• Negative Sentiment: Insider selling/ownership activity: recent disclosures show multiple insider sales and a pattern of executive share sales over recent months. Heavy insider selling can be a headwind for sentiment and may cap upside until buyers absorb supply or insiders’ motives are clarified. Quiver Quantitative: onsemi partner & insider activity summary

ON Semiconductor Stock Up 0.5%

Shares of ON Semiconductor stock opened at $62.20 on Thursday. ON Semiconductor Corporation has a 1 year low of $31.04 and a 1 year high of $73.76. The firm has a market cap of $24.51 billion, a price-to-earnings ratio of 182.95, a PEG ratio of 0.66 and a beta of 1.52. The company has a 50-day moving average of $63.56 and a 200 day moving average of $56.41. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.52 and a quick ratio of 2.98.

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

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Rosenblatt Securities boosted their price target on shares of ON Semiconductor from $50.00 to $60.00 and gave the company a “neutral” rating in a research report on Tuesday, February 10th. BNP Paribas Exane upgraded shares of ON Semiconductor from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. TD Cowen reaffirmed a “buy” rating on shares of ON Semiconductor in a research report on Tuesday, February 10th. Weiss Ratings downgraded ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, January 30th. Finally, Wells Fargo & Company increased their target price on ON Semiconductor from $70.00 to $72.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Twelve 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’s stock. According to data from MarketBeat, ON Semiconductor currently has a consensus rating of “Hold” and a consensus target price of $64.19.

Insider Transactions at ON Semiconductor

In other ON Semiconductor news, CEO Hassane El-Khoury sold 20,000 shares of ON Semiconductor 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 completion of the transaction, the chief executive officer owned 1,015,610 shares in the company, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Trent Thad sold 60,000 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $71.22, for a total value of $4,273,200.00. Following the completion of the sale, the chief financial officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 86,114 shares of company stock valued at $6,092,308 in the last ninety days. 0.31% of the stock is currently owned by corporate insiders.

About ON Semiconductor

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.