Cloverfields Capital Group LP Acquires New Stake in onsemi $ON

Cloverfields Capital Group LP acquired a new stake in shares of onsemi (NASDAQ:ON) in the 1st quarter, HoldingsChannel reports. The institutional investor acquired 54,831 shares of the semiconductor company’s stock, valued at approximately $3,395,000.

A number of other large investors have also bought and sold shares of ON. CVA Family Office LLC raised its stake in shares of onsemi by 83.7% in the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 215 shares during the period. Root Financial Partners LLC increased its holdings in onsemi by 42.1% in the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 149 shares during the last quarter. DV Equities LLC purchased a new stake in onsemi in the 4th quarter worth about $30,000. SHP Wealth Management bought a new stake in onsemi in the 4th quarter valued at about $32,000. Finally, Summit Securities Group LLC raised its stake in onsemi by 346.3% in the 4th quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock valued at $32,000 after acquiring an additional 464 shares during the period. 97.70% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on ON. Barclays increased their target price on shares of onsemi from $75.00 to $100.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. Jefferies Financial Group boosted their price target on shares of onsemi from $73.00 to $115.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Citigroup upped their price target on shares of onsemi from $100.00 to $120.00 and gave the company a “neutral” rating in a research note on Monday, June 15th. Wall Street Zen raised shares of onsemi from a “hold” rating to a “buy” rating in a report on Monday, April 13th. Finally, Morgan Stanley lifted their price objective on shares of onsemi from $85.00 to $87.00 and gave the company an “equal weight” rating in a research note on Tuesday, May 5th. Fourteen research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, onsemi currently has a consensus rating of “Hold” and an average price target of $102.24.

Key Stories Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Neutral Sentiment: Pomerantz LLP announced an investigation into potential claims involving onsemi (ON), creating headline risk for the stock. Investor Alert: Pomerantz Law Firm Investigates Claims On Behalf of Investors of ON Semiconductor Corporation – ON
• Neutral Sentiment: onsemi’s upcoming Q2 2026 earnings release on Aug. 3 means investors are waiting for a fresh business update, which can leave the shares more sensitive to sector moves in the meantime.
• Negative Sentiment: Semiconductor stocks were broadly weaker after a major peer posted a softer-than-expected outlook, pressuring the group and dragging onsemi (ON) lower with it.
• Negative Sentiment: Investor concern remains around onsemi’s planned all-stock Synaptics acquisition, as the deal adds execution and integration risk to the story.

onsemi Stock Down 2.4%

Shares of NASDAQ ON opened at $90.13 on Friday. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92. The business has a 50-day simple moving average of $108.20 and a two-hundred day simple moving average of $83.93. The company has a quick ratio of 3.14, a current ratio of 4.87 and a debt-to-equity ratio of 0.41. The company has a market cap of $35.32 billion, a P/E ratio of 63.92, a P/E/G ratio of 1.02 and a beta of 2.01.

onsemi (NASDAQ:ON) last announced its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.03. onsemi had a return on equity of 12.79% and a net margin of 9.46%.The firm had revenue of $1.51 billion for the quarter, compared to analysts’ expectations of $1.49 billion. During the same period in the prior year, the business posted $0.55 earnings per share. The company’s revenue was up 4.7% on a year-over-year basis. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Research analysts anticipate that onsemi will post 3.09 earnings per share for the current fiscal year.

onsemi 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.