SG Americas Securities LLC Sells 103,001 Shares of onsemi $ON

SG Americas Securities LLC lowered its position in onsemi (NASDAQ:ON) by 10.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 885,336 shares of the semiconductor company’s stock after selling 103,001 shares during the quarter. SG Americas Securities LLC’s holdings in onsemi were worth $54,820,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. CVA Family Office LLC increased its stake in shares of onsemi by 83.7% during the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 215 shares during the last quarter. Root Financial Partners LLC lifted its stake in onsemi by 42.1% in the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 149 shares during the last quarter. DV Equities LLC acquired a new stake in onsemi in the 4th quarter valued at about $30,000. SHP Wealth Management bought a new position in onsemi during the fourth quarter worth about $32,000. Finally, Summit Securities Group LLC grew its holdings in onsemi by 346.3% during the fourth quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 464 shares during the period. Institutional investors own 97.70% of the company’s stock.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi launched its GaNEXUS power portfolio for AI data centers and robotics, reinforcing its growth story in high-demand power management markets.
• Positive Sentiment: Wells Fargo reiterated an Overweight rating and raised its price target to $140 from $115, citing the emerging “physical AI” opportunity.
• Positive Sentiment: Zacks noted that investors have been paying close attention to ON, suggesting rising market interest ahead of further catalysts.
• Positive Sentiment: onsemi’s recent earnings beat and raised guidance continue to support confidence in operating momentum and execution.
• Neutral Sentiment: Broader market commentary has also compared onsemi to a potential long-term beneficiary of AI inference and data-center spending, but this remains a thematic view rather than a company-specific update.

Wall Street Analyst Weigh In

Several research firms have issued reports on ON. Zacks Research upgraded onsemi from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, May 6th. Evercore reiterated an “outperform” rating on shares of onsemi in a research note on Tuesday, May 5th. Citigroup boosted their target price on onsemi from $100.00 to $120.00 and gave the stock a “neutral” rating in a report on Monday, June 15th. Susquehanna increased their price target on onsemi from $100.00 to $120.00 and gave the company a “positive” rating in a research note on Tuesday, May 5th. Finally, Roth Mkm reaffirmed a “buy” rating on shares of onsemi in a report on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.68.

Insiders Place Their Bets

In related news, CFO Trent Thad sold 30,000 shares of onsemi stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $93.00, for a total transaction of $2,790,000.00. Following the completion of the sale, the chief financial officer directly owned 301,194 shares of the company’s stock, valued at approximately $28,011,042. This trade represents a 9.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.35% of the company’s stock.

onsemi Stock Up 8.2%

onsemi stock opened at $131.55 on Tuesday. The company’s 50-day moving average price is $107.52 and its two-hundred day moving average price is $77.45. 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 stock has a market cap of $51.55 billion, a P/E ratio of 93.30, a P/E/G ratio of 1.08 and a beta of 1.97. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92.

onsemi (NASDAQ:ON) last issued its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.61 by $0.03. onsemi had a return on equity of 12.79% and a net margin of 9.46%.The company had revenue of $1.51 billion during the quarter, compared to analysts’ expectations of $1.49 billion. During the same quarter in the previous year, the company posted $0.55 earnings per share. The business’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. As a group, analysts expect that onsemi will post 3.09 EPS for the current 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.