Onto Innovation Inc. $ONTO Stake Lifted by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of Onto Innovation Inc. (NYSE:ONTO) by 4.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 155,253 shares of the semiconductor company’s stock after acquiring an additional 7,271 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.32% of Onto Innovation worth $58,755,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ONTO. Van ECK Associates Corp boosted its stake in Onto Innovation by 1,967.0% during the 2nd quarter. Van ECK Associates Corp now owns 41,588 shares of the semiconductor company’s stock valued at $15,739,000 after purchasing an additional 39,576 shares in the last quarter. Hsbc Holdings PLC raised its stake in shares of Onto Innovation by 39.8% in the 2nd quarter. Hsbc Holdings PLC now owns 6,210 shares of the semiconductor company’s stock worth $2,364,000 after buying an additional 1,769 shares in the last quarter. Empowered Funds LLC bought a new stake in shares of Onto Innovation in the 2nd quarter worth $2,947,000. United Capital Financial Advisors LLC acquired a new stake in shares of Onto Innovation in the second quarter valued at $489,000. Finally, Caitlin John LLC bought a new position in Onto Innovation during the second quarter valued at about $757,000. Institutional investors own 98.35% of the company’s stock.

Onto Innovation News Roundup

Here are the key news stories impacting Onto Innovation this week:

• Positive Sentiment: Analyst estimates increased: Zacks Research raised its “Strong Buy” outlook and lifted EPS forecasts across 2026–2028. Estimates now call for $7.88 in FY2026, $10.88 in FY2027 and $12.22 in FY2028, up from prior forecasts of $6.78, $8.71 and $9.44, respectively. The firm also increased its Q3 2026 estimate to $2.20 from $1.73. The revisions suggest stronger anticipated demand and earnings growth for Onto’s semiconductor-inspection business. MarketBeat Onto Innovation analyst estimates
• Neutral Sentiment: Insider stock sale: Director Lynch sold 1,000 shares for approximately $302,000 on August 21, representing about 27% of his directly held shares before the filing. The sale may raise caution about insider sentiment, although it does not establish that management expects weaker operating results. Onto Innovation director stock sale
• Negative Sentiment: Shareholder investigation announced: Levi & Korsinsky said it is investigating possible breaches of fiduciary duties by certain Onto Innovation officers and directors. The announcement does not allege that wrongdoing has been proven, but it creates legal and governance uncertainty and is the clearest near-term negative catalyst for the stock. Levi and Korsinsky Onto Innovation investigation

Insider Activity at Onto Innovation

In other Onto Innovation news, Director Susan D. Lynch sold 1,000 shares of the firm’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $302.30, for a total value of $302,300.00. Following the completion of the transaction, the director directly owned 2,684 shares in the company, valued at $811,373.20. This trade represents a 27.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.51% of the stock is currently owned by insiders.

Onto Innovation Stock Down 0.6%

Shares of Onto Innovation stock opened at $254.95 on Thursday. The stock’s fifty day moving average is $296.63 and its 200-day moving average is $267.77. The firm has a market capitalization of $12.51 billion, a PE ratio of 95.85, a price-to-earnings-growth ratio of 0.84 and a beta of 1.59. The company has a quick ratio of 8.33, a current ratio of 9.73 and a debt-to-equity ratio of 0.77. Onto Innovation Inc. has a 12-month low of $101.06 and a 12-month high of $386.46.

Onto Innovation (NYSE:ONTO) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.93 earnings per share for the quarter, beating analysts’ consensus estimates of $1.69 by $0.24. The business had revenue of $343.13 million during the quarter, compared to analyst estimates of $325.29 million. Onto Innovation had a return on equity of 13.44% and a net margin of 11.84%.Onto Innovation’s revenue for the quarter was up 35.3% on a year-over-year basis. During the same quarter last year, the company posted $1.25 EPS. Onto Innovation has set its Q3 2026 guidance at 2.180-2.380 EPS. Equities analysts anticipate that Onto Innovation Inc. will post 8.04 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on ONTO. Morgan Stanley reaffirmed an “overweight” rating and set a $383.00 target price on shares of Onto Innovation in a report on Friday, August 7th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Onto Innovation in a report on Friday, June 5th. They issued a “buy” rating and a $350.00 price target for the company. Jefferies Financial Group lifted their price objective on shares of Onto Innovation from $350.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Oppenheimer boosted their target price on shares of Onto Innovation from $370.00 to $450.00 and gave the stock an “outperform” rating in a report on Monday, June 22nd. Finally, Weiss Ratings raised shares of Onto Innovation from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 21st. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $380.30.

Onto Innovation Profile

Onto Innovation (NYSE:ONTO) is a global supplier of advanced process control and inspection systems for semiconductor and electronics manufacturers. The company’s solutions span metrology, inspection, defect review and lithography mask repair, helping customers optimize yield, reduce costs and improve device performance. By integrating high-resolution optical and e-beam tools with sophisticated software analytics, Onto Innovation enables wafer, mask and advanced packaging producers to maintain tight process control across leading-edge nodes and specialty applications.

Key products include high-throughput wafer metrology systems, optical and e-beam defect inspection platforms, mask inspection and repair tools, and data-driven software for yield management and process optimization.