Three Seasons Wealth LLC Takes Position in onsemi $ON

Three Seasons Wealth LLC acquired a new position in shares of onsemi (NASDAQ:ON) in the second quarter, Holdings Channel reports. The fund acquired 8,910 shares of the semiconductor company’s stock, valued at approximately $842,000.

Several other institutional investors have also made changes to their positions in ON. Raiffeisen Bank International AG increased its stake in onsemi by 2.6% in the second quarter. Raiffeisen Bank International AG now owns 154,196 shares of the semiconductor company’s stock valued at $13,657,000 after acquiring an additional 3,940 shares during the period. Knollwood Investment Advisory LLC raised its position in onsemi by 36.6% in the second quarter. Knollwood Investment Advisory LLC now owns 20,873 shares of the semiconductor company’s stock worth $1,973,000 after purchasing an additional 5,595 shares in the last quarter. Concurrent Investment Advisors LLC lifted its stake in onsemi by 21.1% during the second quarter. Concurrent Investment Advisors LLC now owns 7,394 shares of the semiconductor company’s stock worth $699,000 after purchasing an additional 1,286 shares during the period. AXQ Capital LP bought a new position in onsemi during the second quarter worth about $2,505,000. Finally, iSAM Funds UK Ltd acquired a new stake in onsemi during the second quarter valued at approximately $255,000. 97.70% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: A Seeking Alpha analysis identified onsemi as a leading way to gain exposure to the emerging physical-AI market, highlighting its power-management and intelligent-sensing technologies as potential beneficiaries of broader automation and robotics adoption. Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick
• Positive Sentiment: A Forbes technical analysis said the recent pullback has brought onsemi’s bullish trendline into focus, suggesting the stock may be approaching a potentially important support area for momentum-oriented investors. ON Semiconductor Stock’s Pullback Puts Bullish Trendline In Focus
• Positive Sentiment: Vadzo Imaging validated camera products using onsemi image sensors, including the AR2020 and AR0234, with NVIDIA Jetson platforms. The announcements provide incremental evidence of onsemi’s sensor technology being used in industrial vision and edge-AI applications, although they do not represent disclosed revenue guidance. Vadzo Imaging Validates Bolt-2020CRH Onsemi Camera
• Neutral Sentiment: Wells Fargo lowered its price target for onsemi to $95 from $110 while maintaining an Overweight rating. The target reduction signals more cautious expectations, but the continued bullish rating indicates the analyst still sees meaningful upside from current levels. Wells Fargo Adjusts Price Target on ON Semiconductor

onsemi Trading Up 1.0%

ON opened at $74.38 on Friday. The firm has a market cap of $28.96 billion, a PE ratio of 47.68, a price-to-earnings-growth ratio of 0.60 and a beta of 2.00. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46. The firm’s fifty day moving average is $83.54 and its two-hundred day moving average is $87.18.

onsemi (NASDAQ:ON) last announced its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.72 by $0.02. The firm had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.59 billion. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The business’s revenue was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.53 earnings per share. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Equities research analysts anticipate that onsemi will post 3.23 EPS for the current year.

Analyst Upgrades and Downgrades

ON has been the topic of several analyst reports. Bank of America upped their price objective on onsemi from $115.00 to $138.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Stifel Nicolaus boosted their price target on onsemi from $90.00 to $107.00 and gave the company a “hold” rating in a research note on Wednesday, June 24th. Truist Financial set a $40.00 price target on onsemi in a research report on Wednesday, August 12th. UBS Group reiterated a “neutral” rating and set a $95.00 price objective on shares of onsemi in a research note on Monday, June 29th. Finally, Wells Fargo & Company cut their target price on shares of onsemi from $110.00 to $95.00 and set an “overweight” rating for the company in a research note on Thursday. Fifteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $96.44.

onsemi Company Profile

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.