Natixis Advisors LLC Buys 9,276 Shares of ON Semiconductor Corporation $ON

Natixis Advisors LLC boosted its stake in shares of ON Semiconductor Corporation (NASDAQ:ON) by 4.0% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 239,653 shares of the semiconductor company’s stock after buying an additional 9,276 shares during the quarter. Natixis Advisors LLC’s holdings in ON Semiconductor were worth $11,817,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Korea Investment CORP boosted its stake in ON Semiconductor by 3.6% during the third quarter. Korea Investment CORP now owns 306,090 shares of the semiconductor company’s stock worth $15,093,000 after buying an additional 10,643 shares during the period. Blair William & Co. IL raised its stake in shares of ON Semiconductor by 9.4% in the third quarter. Blair William & Co. IL now owns 5,763 shares of the semiconductor company’s stock valued at $284,000 after acquiring an additional 497 shares during the period. Talos Eurisko Asset Management LP bought a new stake in shares of ON Semiconductor in the 3rd quarter worth about $4,778,000. Cresset Asset Management LLC lifted its holdings in shares of ON Semiconductor by 29.6% in the 3rd quarter. Cresset Asset Management LLC now owns 13,134 shares of the semiconductor company’s stock worth $648,000 after acquiring an additional 2,997 shares during the last quarter. Finally, Legato Capital Management LLC boosted its stake in shares of ON Semiconductor by 3.3% during the 3rd quarter. Legato Capital Management LLC now owns 62,000 shares of the semiconductor company’s stock worth $3,057,000 after purchasing an additional 2,000 shares during the period. 97.70% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Hassane El-Khoury sold 20,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $73.02, for a total value of $1,460,400.00. Following the transaction, the chief executive officer owned 1,015,610 shares of the company’s stock, valued at $74,159,842.20. This represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Trent Thad sold 60,000 shares of the firm’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 transaction, the chief financial officer owned 339,460 shares in the company, valued at $24,176,341.20. The trade was a 15.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.31% of the stock is currently owned by insiders.

Key ON Semiconductor News

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

• Positive Sentiment: Q4 EPS beat estimates (reported $0.64 vs. $0.62 consensus) and management provided a Q1 2026 EPS guide range (0.560–0.660), which helps limit downside from the print. Here’s Why ON Semiconductor Corp. (ON) Fell More Than Broader Market
• Positive Sentiment: Balance-sheet strength and liquidity metrics are favorable (high quick/current ratios and modest leverage), which reduces short-term financial risk and supports stability through a cyclic semiconductor cycle.
• Neutral Sentiment: Analyst coverage remains mixed-to-positive — some firms are constructive on the long-term story while others are cautious on near-term demand; that keeps volatility likely but provides a base of buy-side interest. Is ON Semiconductor Stock Outperforming the Dow?
• Negative Sentiment: Leadership change in the Power Solutions group: Group President Simon Keeton resigned from officer roles and will transition out by June 30, raising near-term execution and continuity concerns for a key growth division (power and automotive). ON Semiconductor Announces Leadership Transition in Power Solutions
• Negative Sentiment: Revenue weakness: quarterly revenue declined year-over-year (roughly an 11% drop), which alongside the earnings reaction has pressured the stock since the release. Why Is ON Semiconductor Corp. (ON) Down 11.6% Since Last Earnings Report?
• Negative Sentiment: Market reaction: commentators note the stock has traded down materially since the earnings release, amplifying intraday downside as investors reprice growth expectations and near-term demand risks. Here’s Why ON Semiconductor Corp. (ON) Fell More Than Broader Market

Wall Street Analyst Weigh In

ON has been the topic of several analyst reports. Piper Sandler upped their price target on shares of ON Semiconductor from $65.00 to $75.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. 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 note on Tuesday, February 10th. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $60.00 target price on shares of ON Semiconductor in a research note on Tuesday, February 10th. Citigroup increased their price target on ON Semiconductor from $66.00 to $68.00 and gave the stock a “neutral” rating in a report on Tuesday, February 10th. Finally, Wall Street Zen raised ON Semiconductor from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Twelve equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $64.19.

ON Semiconductor Trading Down 2.6%

Shares of ON opened at $57.69 on Friday. The firm has a market capitalization of $22.73 billion, a price-to-earnings ratio of 169.68, a PEG ratio of 0.63 and a beta of 1.52. 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 Corporation has a 1-year low of $31.04 and a 1-year high of $73.76. The company has a 50-day moving average of $63.60 and a 200 day moving average of $55.31.

ON Semiconductor (NASDAQ:ON) last issued its earnings results on Monday, February 9th. The semiconductor company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates of $0.62 by $0.02. The business had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. ON Semiconductor had a net margin of 2.02% and a return on equity of 12.22%. The company’s revenue for the quarter was down 11.2% compared to the same quarter last year. During the same period in the prior 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 expect that ON Semiconductor Corporation will post 2.6 EPS for the current year.

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

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.