onsemi $ON Shares Acquired by Venturi Wealth Management LLC

Venturi Wealth Management LLC grew its stake in shares of onsemi (NASDAQ:ON) by 194.5% during the first quarter, Holdings Channel reports. The institutional investor owned 13,663 shares of the semiconductor company’s stock after acquiring an additional 9,023 shares during the period. Venturi Wealth Management LLC’s holdings in onsemi were worth $846,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Norges Bank bought a new stake in onsemi during the fourth quarter worth approximately $330,885,000. Two Sigma Investments LP raised its stake in shares of onsemi by 636.1% in the 3rd quarter. Two Sigma Investments LP now owns 3,749,751 shares of the semiconductor company’s stock worth $184,900,000 after buying an additional 3,240,375 shares in the last quarter. Rafferty Asset Management LLC lifted its holdings in shares of onsemi by 55.0% in the second quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock valued at $305,943,000 after buying an additional 2,072,125 shares during the period. Marshall Wace LLP boosted its stake in onsemi by 23,784.8% during the fourth quarter. Marshall Wace LLP now owns 1,716,122 shares of the semiconductor company’s stock valued at $92,928,000 after buying an additional 1,708,937 shares in the last quarter. Finally, Alliancebernstein L.P. grew its holdings in onsemi by 312.8% during the second quarter. Alliancebernstein L.P. now owns 2,011,077 shares of the semiconductor company’s stock worth $105,401,000 after acquiring an additional 1,523,866 shares during the period. 97.70% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on ON shares. Morgan Stanley raised their price objective on shares of onsemi from $85.00 to $87.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 5th. Rosenblatt Securities raised their price objective on onsemi from $60.00 to $85.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 5th. Barclays lifted their target price on onsemi from $75.00 to $100.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 6th. Mizuho increased their price target on onsemi from $130.00 to $150.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. Finally, Wells Fargo & Company boosted their price objective on onsemi from $115.00 to $140.00 and gave the stock an “overweight” rating in a report on Tuesday, June 9th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $102.35.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Negative Sentiment: The Synaptics deal is onsemi’s largest acquisition ever, and the market is worried about valuation, integration risk, and whether the benefits will justify the price. The $7 Billion Reason ON Semiconductor Stock Is Down Today
• Negative Sentiment: Because the transaction is all stock, existing shareholders face dilution, and some analysts said the deal adds complexity to an already complicated business model. ON Semi tanks 20% following Synaptics deal as CEO defends core business
• Neutral Sentiment: Management says the acquisition expands onsemi’s addressable market, strengthens its edge-AI and connectivity portfolio, and should be accretive to non-GAAP EPS within about 18 months if synergies are realized. onsemi to Acquire Synaptics to Enable the Next Generation of Intelligent Systems for Physical AI
• Neutral Sentiment: Separately, onsemi recently updated Q2 2026 guidance with EPS and revenue ranges that were roughly in line to slightly below expectations, which may be adding to investor caution. Why Is ON Semiconductor Stock Falling On Friday?

onsemi Stock Performance

ON stock opened at $90.65 on Friday. The firm has a 50 day simple moving average of $110.67 and a 200 day simple moving average of $78.83. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92. The stock has a market cap of $35.53 billion, a P/E ratio of 64.29, a P/E/G ratio of 0.81 and a beta of 1.97. The company has a debt-to-equity ratio of 0.41, a quick ratio of 3.14 and a current ratio of 4.87.

onsemi (NASDAQ:ON) last released its earnings results 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 net margin of 9.46% and a return on equity of 12.79%. The company had revenue of $1.51 billion during the quarter, compared to the consensus estimate of $1.49 billion. During the same quarter in the prior year, the firm earned $0.55 EPS. The company’s revenue was up 4.7% compared to the same quarter last year. 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.

Insider Buying and Selling

In other onsemi news, CFO Trent Thad sold 30,000 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $93.00, for a total value of $2,790,000.00. Following the transaction, the chief financial officer owned 301,194 shares in the company, valued at $28,011,042. The trade was a 9.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is owned by company insiders.

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.