15,938 onsemi $ON Shares Sold by Inspire Investing LLC

Key Points

• Inspire Investing reduced its onsemi position by 19%, selling 15,938 shares in the third quarter and retaining 68,060 shares valued at approximately $5.23 million. Institutional investors collectively own 97.7% of the company.
• onsemi reported quarterly revenue of $1.60 billion and adjusted EPS of $0.74, exceeding analyst expectations, while revenue increased 9.2% year over year. The company guided for third-quarter 2026 EPS of $0.81–$0.93.
• Analyst sentiment remains moderately bullish, with a consensus “Moderate Buy” rating and average price target of $92.68, although several firms have recently lowered their targets. The stock opened at $72.25, well below its 52-week high of $134.92.

Inspire Investing LLC decreased its holdings in onsemi (NASDAQ:ON - Free Report) by 19.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 68,060 shares of the semiconductor company's stock after selling 15,938 shares during the period. Inspire Investing LLC's holdings in onsemi were worth $5,232,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Yousif Capital Management LLC increased its holdings in shares of onsemi by 2.8% in the third quarter. Yousif Capital Management LLC now owns 39,256 shares of the semiconductor company's stock valued at $3,018,000 after purchasing an additional 1,056 shares during the last quarter. Brookstone Capital Management lifted its stake in shares of onsemi by 5.6% during the 3rd quarter. Brookstone Capital Management now owns 5,318 shares of the semiconductor company's stock worth $409,000 after buying an additional 284 shares during the last quarter. SBI Securities Co. Ltd. lifted its stake in shares of onsemi by 167.4% during the 3rd quarter. SBI Securities Co. Ltd. now owns 8,502 shares of the semiconductor company's stock worth $654,000 after buying an additional 5,323 shares during the last quarter. Crossmark Global Holdings Inc. lifted its stake in shares of onsemi by 115.1% during the 3rd quarter. Crossmark Global Holdings Inc. now owns 30,277 shares of the semiconductor company's stock worth $2,327,000 after buying an additional 16,201 shares during the last quarter. Finally, Quadrant Capital Group LLC boosted its holdings in shares of onsemi by 2.5% during the 3rd quarter. Quadrant Capital Group LLC now owns 12,640 shares of the semiconductor company's stock worth $969,000 after buying an additional 311 shares during the period. Institutional investors own 97.70% of the company's stock.

onsemi Price Performance

onsemi stock opened at $72.25 on Friday. The firm has a market cap of $28.13 billion, a PE ratio of 46.31, a price-to-earnings-growth ratio of 0.60 and a beta of 2.05. The company has a debt-to-equity ratio of 0.51, a current ratio of 3.46 and a quick ratio of 2.49. The stock's fifty day moving average price is $75.02 and its two-hundred day moving average price is $90.13. onsemi has a one year low of $44.56 and a one year high of $134.92.

onsemi (NASDAQ:ON - Get Free Report) last released its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share (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 company had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.59 billion. During the same period in the prior year, the firm posted $0.53 EPS. onsemi's quarterly revenue was up 9.2% on a year-over-year basis. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. As a group, research analysts expect that onsemi will post 3.21 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

ON has been the topic of a number of research reports. Cantor Fitzgerald decreased their price target on shares of onsemi from $110.00 to $90.00 and set a "neutral" rating on the stock in a research note on Thursday, September 17th. Needham & Company LLC restated a "buy" rating and set a $116.00 price objective on shares of onsemi in a report on Friday, October 2nd. Evercore restated an "outperform" rating and set a $137.00 price objective on shares of onsemi in a report on Friday, June 26th. Seaport Research Partners began coverage on onsemi in a research report on Tuesday, September 22nd. They issued a "buy" rating and a $100.00 target price on the stock. Finally, Weiss Ratings upgraded onsemi from a "sell (d+)" rating to a "hold (c)" rating in a research note on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and sixteen have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $92.68.

Insiders Place Their Bets

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

Key Headlines Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi’s silicon-carbide technology was selected by Sungrow for its PowerTitan 3.0 utility-scale energy-storage platform, supporting power-conversion systems of up to 450 kW. The win strengthens onsemi’s position in the growing battery-storage and power-efficiency markets. Can Analyst Optimism Change The Bull Case For ON Semiconductor
• Positive Sentiment: B. Riley maintained a “Buy” rating while lowering its price target from $127 to $105. Although the reduction signals more conservative expectations, the revised target still implies substantial upside from the stock’s referenced price. B. Riley Stock Recommendations
• Neutral Sentiment: Recent product announcements featuring onsemi image sensors, including the AR0521 and AR0234, indicate ongoing use of the company’s components in surveillance and pedestrian-safety cameras, but the releases do not provide material details on revenue or order size. Vadzo Imaging Positions Falcon-521CRS
• Negative Sentiment: Analyst target reductions—including B. Riley’s cut and a separate TD Cowen reduction—are weighing on sentiment by implying that the recovery outlook and near-term semiconductor demand may be weaker than previously expected. onsemi Stock Gets Price Target Reduction from TD Cowen

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.

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