Danske Bank A S Has $12.29 Million Position in onsemi $ON

Key Points

• Danske Bank A/S boosted its onsemi stake by 6.7% to 227,038 shares — roughly $12.29 million — and institutional investors collectively own about 97.7% of the company.
• Analysts are split: the consensus is a Hold with a $67.15 target, even as several firms raised targets (up to $75), while the stock trades near a one‑year high (~$103) with a very high P/E (~303).
• Insiders have been net sellers recently — including the CEO and CFO and ~146,114 shares worth ~$11.28M sold in the last 90 days — even as onsemi posts positive commercial wins like an expanded EV partnership with Geely and a solar/energy‑storage design win.

Danske Bank A S boosted its holdings in shares of onsemi (NASDAQ:ON - Free Report) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 227,038 shares of the semiconductor company's stock after buying an additional 14,300 shares during the period. Danske Bank A S owned approximately 0.06% of onsemi worth $12,294,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of ON. AQR Capital Management LLC raised its holdings in onsemi by 187.9% during the first quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company's stock worth $4,863,000 after buying an additional 79,206 shares during the last quarter. Geneos Wealth Management Inc. raised its holdings in onsemi by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company's stock worth $54,000 after buying an additional 507 shares during the last quarter. Brown Advisory Inc. acquired a new position in onsemi during the second quarter worth $201,000. Cresset Asset Management LLC raised its holdings in onsemi by 24.8% during the second quarter. Cresset Asset Management LLC now owns 10,137 shares of the semiconductor company's stock worth $531,000 after buying an additional 2,016 shares during the last quarter. Finally, Cerity Partners LLC raised its holdings in onsemi by 108.0% during the second quarter. Cerity Partners LLC now owns 31,646 shares of the semiconductor company's stock worth $1,659,000 after buying an additional 16,435 shares during the last quarter. Institutional investors and hedge funds own 97.70% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Mizuho lowered their price objective on shares of onsemi from $72.00 to $70.00 and set an "outperform" rating on the stock in a report on Tuesday, February 10th. Craig Hallum reiterated a "hold" rating on shares of onsemi in a research note on Tuesday, February 10th. Piper Sandler upped their target price on shares of onsemi from $65.00 to $75.00 and gave the stock an "overweight" rating in a research note on Tuesday, February 10th. Needham & Company LLC upped their target price on shares of onsemi from $68.00 to $72.00 and gave the stock a "buy" rating in a research note on Tuesday, February 10th. Finally, JPMorgan Chase & Co. upped their target price on shares of onsemi from $56.00 to $70.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 10th. Fourteen research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $67.15.

Key Stories Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Expanded EV collaboration with Geely — onsemi and Geely have broadened their electric-vehicle technology partnership, reinforcing onsemi’s exposure to a major automaker and strengthening revenue visibility in the EV powertrain market. Onsemi-Geely EV tech collaboration
• Positive Sentiment: Design win in solar + energy storage — onsemi is powering Sineng Electric’s advanced solar and energy-storage solutions, highlighting traction in renewable energy and grid-edge applications that diversify end markets beyond automotive. Onsemi powers Sineng Electric
• Neutral Sentiment: Positive press on performance and long-term returns — multiple market write-ups (including a 10‑year performance piece and "laps the market" coverage) are drawing investor attention to onsemi’s run; useful for sentiment but not new fundamental guidance. 10-year return piece
• Negative Sentiment: Insider sale by CFO — a public filing shows onsemi’s CFO sold approximately $2.79M of stock on April 30; while routine sales occur, some investors view insider selling as a potential signal to take profits or add volatility. CFO Insider Sale

onsemi Stock Performance

NASDAQ ON opened at $103.05 on Monday. onsemi has a 1 year low of $37.19 and a 1 year high of $103.32. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.52 and a quick ratio of 2.98. The firm has a market cap of $40.53 billion, a price-to-earnings ratio of 303.10, a PEG ratio of 1.05 and a beta of 1.94. The company has a fifty day moving average price of $69.72 and a 200-day moving average price of $60.97.

onsemi (NASDAQ:ON - Get Free Report) last posted its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.62 by $0.02. The company had revenue of $1.53 billion during the quarter, compared to analyst estimates of $1.54 billion. onsemi had a net margin of 2.02% and a return on equity of 12.22%. The firm's revenue for the quarter was down 11.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.95 earnings per share. onsemi has set its Q1 2026 guidance at 0.560-0.660 EPS. As a group, equities research analysts predict that onsemi will post 2.9 EPS for the current fiscal year.

Insider Activity at onsemi

In related news, CEO Hassane El-Khoury sold 20,000 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the completion of the transaction, the chief executive officer owned 1,015,610 shares in the company, valued at approximately $74,159,842.20. This represents a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Sudhir Gopalswamy sold 6,114 shares of the stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $58.67, for a total transaction of $358,708.38. Following the transaction, the insider owned 173,943 shares of the company's stock, valued at approximately $10,205,235.81. The trade was a 3.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 146,114 shares of company stock worth $11,282,308. 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.

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