Generali Investments Towarzystwo Funduszy Inwestycyjnych grew its stake in shares of ON Semiconductor Corporation (NASDAQ:ON - Free Report) by 2,670.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 47,100 shares of the semiconductor company's stock after acquiring an additional 45,400 shares during the period. ON Semiconductor comprises about 1.2% of Generali Investments Towarzystwo Funduszy Inwestycyjnych's portfolio, making the stock its 25th largest holding. Generali Investments Towarzystwo Funduszy Inwestycyjnych's holdings in ON Semiconductor were worth $2,550,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds also recently modified their holdings of ON. Cromwell Holdings LLC lifted its holdings in shares of ON Semiconductor by 17.4% in the fourth quarter. Cromwell Holdings LLC now owns 1,312 shares of the semiconductor company's stock valued at $71,000 after purchasing an additional 194 shares in the last quarter. Westside Investment Management Inc. lifted its holdings in shares of ON Semiconductor by 9.3% in the fourth quarter. Westside Investment Management Inc. now owns 2,360 shares of the semiconductor company's stock valued at $128,000 after purchasing an additional 200 shares in the last quarter. Versant Capital Management Inc lifted its holdings in shares of ON Semiconductor by 4.9% in the third quarter. Versant Capital Management Inc now owns 4,264 shares of the semiconductor company's stock valued at $210,000 after purchasing an additional 201 shares in the last quarter. UMB Bank n.a. lifted its holdings in shares of ON Semiconductor by 4.1% in the third quarter. UMB Bank n.a. now owns 5,334 shares of the semiconductor company's stock valued at $263,000 after purchasing an additional 211 shares in the last quarter. Finally, NorthCrest Asset Manangement LLC lifted its holdings in shares of ON Semiconductor by 1.9% in the fourth quarter. NorthCrest Asset Manangement LLC now owns 11,475 shares of the semiconductor company's stock valued at $673,000 after purchasing an additional 212 shares in the last quarter. Institutional investors and hedge funds own 97.70% of the company's stock.
ON Semiconductor Trading Up 0.5%
NASDAQ ON opened at $72.43 on Thursday. ON Semiconductor Corporation has a 1-year low of $32.85 and a 1-year high of $73.76. The company has a current ratio of 4.52, a quick ratio of 2.98 and a debt-to-equity ratio of 0.39. The company has a market capitalization of $28.49 billion, a PE ratio of 213.04, a price-to-earnings-growth ratio of 0.73 and a beta of 1.53. The firm's fifty day simple moving average is $64.64 and its 200-day simple moving average is $57.60.
ON Semiconductor (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, topping analysts' consensus estimates of $0.62 by $0.02. ON Semiconductor had a net margin of 2.02% and a return on equity of 12.22%. The business had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the prior year, the business posted $0.95 earnings per share. ON Semiconductor's revenue for the quarter was down 11.2% compared to the same quarter last year. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. As a group, sell-side analysts anticipate that ON Semiconductor Corporation will post 2.6 earnings per share for the current fiscal year.
Analyst Ratings Changes
A number of research firms have recently issued reports on ON. Citigroup increased their target price on ON Semiconductor from $66.00 to $68.00 and gave the company a "neutral" rating in a report on Tuesday, February 10th. Rosenblatt Securities increased their target price on ON Semiconductor from $50.00 to $60.00 and gave the company a "neutral" rating in a report on Tuesday, February 10th. Craig Hallum restated a "hold" rating on shares of ON Semiconductor in a report on Tuesday, February 10th. TD Cowen restated a "buy" rating on shares of ON Semiconductor in a report on Tuesday, February 10th. Finally, B. Riley Financial increased their target price on ON Semiconductor from $54.00 to $58.00 and gave the company a "neutral" rating in a report on Tuesday, January 20th. Thirteen investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average target price of $64.96.
Check Out Our Latest Stock Analysis on ON
Insider Transactions at ON Semiconductor
In other news, CFO Trent Thad sold 60,000 shares of the company's stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $71.22, for a total value of $4,273,200.00. Following the transaction, the chief financial officer directly owned 339,460 shares of the company's stock, valued at approximately $24,176,341.20. This represents a 15.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Hassane El-Khoury sold 20,000 shares of the company's stock in a transaction on Thursday, February 12th. The stock was 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 directly owned 1,015,610 shares in the company, valued at $74,159,842.20. This trade represents a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 86,114 shares of company stock valued at $6,092,308. 0.35% of the stock is owned by insiders.
Key Headlines Impacting ON Semiconductor
Here are the key news stories impacting ON Semiconductor this week:
- Positive Sentiment: Bank of America upgraded ON to a Buy, which supports near-term demand for shares and likely helped today's upside. Bank of America Upgrades ON Semiconductor to Buy
- Positive Sentiment: Quarterly EPS beat — ON reported $0.64 EPS (vs. ~$0.62 consensus) and issued Q1 2026 EPS guidance of $0.560–$0.660, giving investors a clearer near-term earnings range to model. (Company results and guidance underlie recent investor interest.) ON Semiconductor profile and results
- Neutral Sentiment: Technicals / momentum: ON is trading near its 1‑year high and above its 50- and 200‑day moving averages, attracting momentum traders but increasing the potential for short‑term profit‑taking. ON Semiconductor technical snapshot
- Negative Sentiment: Revenue weakness: quarterly revenue fell ~11.2% year‑over‑year and missed the consensus by a small amount — a reminder that demand softness persists in parts of the semiconductor end‑market. Q4 results and revenue details
- Negative Sentiment: Valuation risk: trailing P/E is elevated (reported ~213), which increases sensitivity to any earnings misses or weaker forward guidance; investors should weigh growth assumptions embedded in the stock. ON valuation metrics
About ON Semiconductor
(
Free Report)
ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.
ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.
Further Reading
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