Raiffeisen Bank International AG Acquires 9,043 Shares of ON Semiconductor Corporation $ON

Raiffeisen Bank International AG boosted its holdings in ON Semiconductor Corporation (NASDAQ:ON) by 5.6% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 169,961 shares of the semiconductor company’s stock after purchasing an additional 9,043 shares during the quarter. Raiffeisen Bank International AG’s holdings in ON Semiconductor were worth $8,457,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Vanguard Group Inc. grew its stake in shares of ON Semiconductor by 0.5% in the 2nd quarter. Vanguard Group Inc. now owns 51,367,704 shares of the semiconductor company’s stock worth $2,692,181,000 after buying an additional 243,238 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in ON Semiconductor by 7.7% in the second quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company’s stock worth $639,716,000 after acquiring an additional 877,533 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of ON Semiconductor by 0.7% in the second quarter. Geode Capital Management LLC now owns 11,296,301 shares of the semiconductor company’s stock worth $590,383,000 after acquiring an additional 77,795 shares during the last quarter. Allspring Global Investments Holdings LLC grew its stake in shares of ON Semiconductor by 0.9% in the third quarter. Allspring Global Investments Holdings LLC now owns 5,889,080 shares of the semiconductor company’s stock worth $284,737,000 after acquiring an additional 53,748 shares during the last quarter. Finally, Rafferty Asset Management LLC increased its holdings in shares of ON Semiconductor by 55.0% during the second quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock valued at $305,943,000 after acquiring an additional 2,072,125 shares in the last quarter. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at ON Semiconductor

In other ON Semiconductor news, CFO Trent Thad sold 60,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 339,460 shares of the company’s stock, valued at approximately $24,176,341.20. This trade represents a 15.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Hassane El-Khoury sold 20,000 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 1,015,610 shares of the company’s stock, valued at $74,159,842.20. The trade was a 1.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders 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 corporate insiders.

Wall Street Analysts Forecast Growth

ON has been the topic of a number of analyst reports. Citigroup upped their price target on shares of ON Semiconductor from $66.00 to $68.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Weiss Ratings cut shares of ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, January 30th. Cantor Fitzgerald reiterated a “neutral” rating and issued a $60.00 target price on shares of ON Semiconductor in a research note on Tuesday, February 10th. Stifel Nicolaus increased their price target on shares of ON Semiconductor from $50.00 to $60.00 and gave the company a “hold” rating in a report on Friday, January 16th. Finally, Benchmark downgraded shares of ON Semiconductor from a “buy” rating to a “hold” rating in a research report on Tuesday, February 10th. Twelve research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, ON Semiconductor presently has an average rating of “Hold” and an average target price of $64.19.

ON Semiconductor Stock Performance

Shares of ON stock opened at $69.11 on Friday. The company has a quick ratio of 2.98, a current ratio of 4.52 and a debt-to-equity ratio of 0.39. The company has a 50 day moving average price of $61.14 and a 200-day moving average price of $53.93. ON Semiconductor Corporation has a 52 week low of $31.04 and a 52 week high of $73.76. The firm has a market capitalization of $27.23 billion, a PE ratio of 203.27, a P/E/G ratio of 0.73 and a beta of 1.56.

ON Semiconductor (NASDAQ:ON) last issued its earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share (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 company had revenue of $1.53 billion for the quarter, compared to analysts’ expectations of $1.54 billion. During the same quarter last year, the company posted $0.95 earnings per share. The firm’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, equities research analysts expect that ON Semiconductor Corporation will post 2.6 earnings per share for the current year.

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

ON Semiconductor News Roundup

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 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.