Tredje AP fonden Sells 19,046 Shares of ON Semiconductor Corporation $ON

Tredje AP fonden lowered its holdings in ON Semiconductor Corporation (NASDAQ:ON) by 27.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 51,490 shares of the semiconductor company’s stock after selling 19,046 shares during the quarter. Tredje AP fonden’s holdings in ON Semiconductor were worth $2,539,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of ON. Private Trust Co. NA grew its stake 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 acquiring an additional 220 shares during the last quarter. Quent Capital LLC acquired a new stake in ON Semiconductor in the 3rd quarter worth $28,000. Migdal Insurance & Financial Holdings Ltd. grew its position in ON Semiconductor by 68.7% in the 3rd 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 last quarter. Deseret Mutual Benefit Administrators increased 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 during the period. Finally, Rexford Capital Inc. acquired a new position in shares of ON Semiconductor during the second quarter valued at about $31,000. 97.70% of the stock is currently owned by institutional investors and hedge funds.

More ON Semiconductor News

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

• Positive Sentiment: Q4 earnings slightly beat expectations and management gave Q1 EPS guidance (0.560–0.660), helping justify the rally; the company reported $0.64 EPS vs. a $0.62 consensus. MarketBeat ON summary
• Positive Sentiment: Strong liquidity and conservative leverage: quick ratio ~2.98, current ratio ~4.52 and debt/equity ~0.39—gives ON flexibility to invest, fund growth or withstand cyclicality.
• Positive Sentiment: Technical momentum supports upside: price sits above both the 50-day (~$60.86) and 200-day (~$53.79) moving averages and is trading near its 52-week range high — a bullish setup that attracts momentum buyers.
• Neutral Sentiment: Trading volume is below the stock’s recent average (today ~5.27M vs. avg ~9.92M), so the move may lack conviction until higher-volume follow-through occurs.
• Negative Sentiment: Top-line pressure and margin compression: quarterly revenue missed estimates and was down ~11% year‑over‑year; net margin remains thin (~2.02%), increasing sensitivity to execution.
• Negative Sentiment: Rich near-term valuation: trailing P/E is elevated (~203) which raises expectations for continued strong earnings growth—any slip in execution could prompt a sharper pullback.

ON Semiconductor Price Performance

Shares of ON stock opened at $69.11 on Friday. The stock’s fifty day simple moving average is $61.14 and its 200 day simple moving average is $53.98. ON Semiconductor Corporation has a one year low of $31.04 and a one year high of $73.76. The firm has a market cap of $27.23 billion, a price-to-earnings ratio of 203.27, a P/E/G ratio of 0.74 and a beta of 1.56. 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 issued its earnings results on Monday, February 9th. The semiconductor company reported $0.64 EPS for the quarter, beating 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 company had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. During the same quarter in the previous year, the company earned $0.95 EPS. The firm’s revenue for the quarter was down 11.2% compared to the same quarter last year. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. On average, analysts expect that ON Semiconductor Corporation will post 2.6 earnings per share for the current fiscal year.

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

Insider Transactions at ON Semiconductor

In other news, CEO Hassane El-Khoury sold 20,000 shares of ON Semiconductor stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $73.02, for a total value 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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 value of $4,273,200.00. Following the sale, the chief financial officer owned 339,460 shares in the company, valued at approximately $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. Over the last 90 days, insiders sold 100,000 shares of company stock worth $6,834,600. Company insiders own 0.31% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. B. Riley Financial lifted their target price on ON Semiconductor from $54.00 to $58.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. UBS Group restated a “neutral” rating on shares of ON Semiconductor in a research report on Monday, February 2nd. KeyCorp upped their target price on ON Semiconductor from $65.00 to $75.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Wells Fargo & Company lifted their price target on shares of ON Semiconductor from $70.00 to $72.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. Finally, Craig Hallum restated a “hold” rating on shares of ON Semiconductor in a research note on Tuesday, February 10th. Twelve equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $64.19.

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.