onsemi $ON Stock Acquired by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lifted its position in onsemi (NASDAQ:ON) by 78.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 472,836 shares of the semiconductor company’s stock after buying an additional 207,628 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in onsemi were worth $36,347,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in ON. Janus Henderson Group PLC increased its position in shares of onsemi by 10.9% during the first quarter. Janus Henderson Group PLC now owns 13,700,884 shares of the semiconductor company’s stock valued at $848,392,000 after acquiring an additional 1,345,894 shares in the last quarter. Van ECK Associates Corp raised its holdings in onsemi by 16.6% in the 2nd quarter. Van ECK Associates Corp now owns 5,143,343 shares of the semiconductor company’s stock worth $486,252,000 after acquiring an additional 731,540 shares during the last quarter. Pictet Asset Management Holding SA raised its holdings in onsemi by 15.5% in the 1st quarter. Pictet Asset Management Holding SA now owns 4,597,886 shares of the semiconductor company’s stock worth $284,495,000 after acquiring an additional 615,905 shares during the last quarter. Assenagon Asset Management S.A. lifted its position in onsemi by 74.8% in the 2nd quarter. Assenagon Asset Management S.A. now owns 2,807,808 shares of the semiconductor company’s stock valued at $265,450,000 after acquiring an additional 1,201,534 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in onsemi by 6.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,442,177 shares of the semiconductor company’s stock valued at $212,997,000 after acquiring an additional 207,587 shares in the last quarter. Hedge funds and other institutional investors own 97.70% of the company’s stock.

onsemi Stock Performance

ON opened at $73.23 on Friday. onsemi has a 12-month low of $44.56 and a 12-month high of $134.92. The company’s 50 day moving average is $75.22 and its 200 day moving average is $90.26. The company has a current ratio of 3.46, a quick ratio of 2.49 and a debt-to-equity ratio of 0.51. The company has a market cap of $28.51 billion, a price-to-earnings ratio of 46.94, a PEG ratio of 0.63 and a beta of 2.05.

onsemi (NASDAQ:ON) last posted its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.74 EPS for the quarter, topping the consensus estimate of $0.72 by $0.02. onsemi had a return on equity of 14.06% and a net margin of 10.17%. The firm had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.59 billion. During the same period in the prior year, the business posted $0.53 EPS. onsemi’s revenue was up 9.2% on a year-over-year basis. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. On average, equities research analysts predict that onsemi will post 3.21 EPS for the current year.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi received a major design win with Sungrow, which selected the company’s EliteSiC hybrid power modules and high-density power integrated modules for its PowerTitan 3.0 utility-scale energy-storage platform. The adoption supports the long-term growth case for onsemi’s silicon-carbide technology in grid storage and power-conversion applications. Can Analyst Optimism Change The Bull Case For ON Semiconductor
• Positive Sentiment: A separate investment analysis highlighted onsemi’s exposure to power semiconductors used in artificial-intelligence data centers, electric vehicles and grid-storage systems. The company’s depressed valuation and potential recovery in these end markets could provide upside if demand improves through 2027. One Semiconductor Stock That Could Surprise Investors in 2027
• Neutral Sentiment: Stifel raised its price target for onsemi to $80, although the target remains close to the stock’s recent trading range and offers limited near-term support compared with longer-term bullish targets. Stifel raises target for ON Semiconductor stock to USD 80
• Negative Sentiment: B. Riley cut its onsemi price target from $127 to $105 while maintaining a Buy rating. The reduction signals lower near-term expectations, even though the revised target still implies substantial upside from recent levels. B. Riley lowers onsemi price target
• Negative Sentiment: TD Cowen also lowered its target for onsemi, adding to investor concerns about semiconductor demand, earnings visibility and valuation. The stock is particularly sensitive to these revisions because of its high beta and its significant decline from its 52-week high. onsemi stock gets price target reduction from TD Cowen

Insider Activity

In other news, insider Sudhir Gopalswamy sold 15,578 shares of the firm’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the sale, the insider directly owned 158,177 shares in the company, valued at $12,654,160. This trade represents a 8.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have commented on the company. Sanford C. Bernstein reiterated an “outperform” rating and set a $62.00 target price on shares of onsemi in a research note on Wednesday, August 12th. Seaport Research Partners started coverage on onsemi in a research report on Tuesday, September 22nd. They set a “buy” rating and a $100.00 price objective on the stock. Citigroup dropped their price objective on onsemi from $120.00 to $98.00 and set a “neutral” rating on the stock in a research report on Wednesday, August 5th. Needham & Company LLC reiterated a “buy” rating and issued a $116.00 price objective on shares of onsemi in a report on Friday, October 2nd. Finally, Stifel Nicolaus boosted their target price on onsemi from $75.00 to $80.00 and gave the stock a “hold” rating in a research report on Monday, October 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and sixteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $92.68.

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.