PFA Pension Forsikringsaktieselskab Makes New Investment in onsemi $ON

Key Points

• PFA Pension Forsikringsaktieselskab bought a new position in onsemi, acquiring 316,012 shares valued at about $17.14 million, roughly 0.08% of the company at quarter-end.
• Q4 results and guidance: onsemi reported $0.64 EPS (vs. $0.62 consensus) and $1.53B revenue (down 11.2% YoY and slightly below estimates), and set Q1 2026 guidance of $0.56–$0.66 with analysts forecasting ~2.9 EPS for the year.
• Insider and institutional positioning: insiders sold 146,114 shares (~$11.28M) over the last quarter (including the CEO), institutional ownership is ~97.7%, and the consensus analyst rating is a "Hold" with a $67.15 target.

PFA Pension Forsikringsaktieselskab bought a new position in shares of onsemi (NASDAQ:ON - Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 316,012 shares of the semiconductor company's stock, valued at approximately $17,141,000. PFA Pension Forsikringsaktieselskab owned approximately 0.08% of onsemi at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. CVA Family Office LLC lifted its holdings in onsemi by 83.7% during the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company's stock worth $26,000 after acquiring an additional 215 shares in the last quarter. Quent Capital LLC bought a new position in onsemi during the third quarter worth about $28,000. Migdal Insurance & Financial Holdings Ltd. lifted its holdings in onsemi by 68.7% during the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 235 shares in the last quarter. Deseret Mutual Benefit Administrators lifted its holdings in onsemi by 62.3% during the third quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 218 shares in the last quarter. Finally, Darwin Wealth Management LLC bought a new position in onsemi during the second quarter worth about $32,000. 97.70% of the stock is currently owned by institutional investors.

onsemi Stock Performance

Shares of onsemi stock opened at $103.05 on Monday. The firm has a market cap of $40.53 billion, a price-to-earnings ratio of 303.10, a price-to-earnings-growth ratio of 1.05 and a beta of 1.94. The stock's 50-day moving average is $69.72 and its 200-day moving average is $60.97. onsemi has a one year low of $37.19 and a one 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.

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

More onsemi News

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

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. KeyCorp lifted their target price on onsemi from $65.00 to $75.00 and gave the stock an "overweight" rating in a report on Tuesday, February 10th. Citigroup lifted their target price on onsemi from $66.00 to $68.00 and gave the stock a "neutral" rating in a report on Tuesday, February 10th. Piper Sandler lifted their target price on onsemi from $65.00 to $75.00 and gave the stock an "overweight" rating in a report on Tuesday, February 10th. Truist Financial boosted their price target on onsemi from $57.00 to $66.00 and gave the company a "hold" rating in a report on Tuesday, February 10th. Finally, Weiss Ratings restated a "sell (d+)" rating on shares of onsemi in a report on Wednesday. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, onsemi currently has an average rating of "Hold" and a consensus target price of $67.15.

Insider Activity at onsemi

In related news, CEO Hassane El-Khoury sold 20,000 shares of onsemi stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $73.02, for a total value of $1,460,400.00. Following the sale, the chief executive officer owned 1,015,610 shares of the company's stock, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Sudhir Gopalswamy sold 6,114 shares of onsemi stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $58.67, for a total value of $358,708.38. Following the completion of the sale, the insider directly owned 173,943 shares in the company, valued at approximately $10,205,235.81. This represents a 3.40% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 146,114 shares of company stock valued at $11,282,308. 0.35% of the stock is owned by insiders.

About onsemi

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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