Natixis Advisors LLC Increases Position in ON Semiconductor Corporation $ON

Natixis Advisors LLC increased its position in shares of ON Semiconductor Corporation (NASDAQ:ON) by 4.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 239,653 shares of the semiconductor company’s stock after purchasing an additional 9,276 shares during the period. Natixis Advisors LLC owned 0.06% of ON Semiconductor worth $11,817,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Korea Investment CORP increased its stake in ON Semiconductor by 3.6% in the 3rd quarter. Korea Investment CORP now owns 306,090 shares of the semiconductor company’s stock worth $15,093,000 after buying an additional 10,643 shares in the last quarter. Blair William & Co. IL boosted its stake in shares of ON Semiconductor by 9.4% in the third quarter. Blair William & Co. IL now owns 5,763 shares of the semiconductor company’s stock worth $284,000 after acquiring an additional 497 shares during the period. Talos Eurisko Asset Management LP bought a new position in shares of ON Semiconductor in the third quarter worth about $4,778,000. Cresset Asset Management LLC grew its position in shares of ON Semiconductor by 29.6% during the third quarter. Cresset Asset Management LLC now owns 13,134 shares of the semiconductor company’s stock worth $648,000 after purchasing an additional 2,997 shares in the last quarter. Finally, Legato Capital Management LLC raised its stake in ON Semiconductor by 3.3% during the 3rd quarter. Legato Capital Management LLC now owns 62,000 shares of the semiconductor company’s stock valued at $3,057,000 after purchasing an additional 2,000 shares during the period. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on ON shares. Barclays initiated coverage on ON Semiconductor in a report on Thursday, February 12th. They issued an “equal weight” rating and a $75.00 price target on the stock. BNP Paribas Exane upgraded shares of ON Semiconductor from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. Bank of America boosted their target price on shares of ON Semiconductor from $60.00 to $65.00 and gave the stock a “neutral” rating in a report on Wednesday, January 21st. Piper Sandler upped their target price on shares of ON Semiconductor from $65.00 to $75.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Finally, Needham & Company LLC raised their target price on shares of ON Semiconductor from $68.00 to $72.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Twelve investment analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $64.19.

Insider Buying and Selling at ON Semiconductor

In other news, CEO Hassane El-Khoury sold 20,000 shares of the company’s 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 sale, the chief executive officer directly owned 1,015,610 shares in the company, valued at approximately $74,159,842.20. This represents a 1.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Trent Thad sold 60,000 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $71.22, for a total transaction of $4,273,200.00. Following the completion of the transaction, the chief financial officer directly owned 339,460 shares of the company’s stock, valued at approximately $24,176,341.20. The trade was a 15.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.31% of the stock is owned by company insiders.

Key ON Semiconductor News

Here are the key news stories impacting ON Semiconductor this week:

• Positive Sentiment: Q4 EPS beat estimates (reported $0.64 vs. $0.62 consensus) and management provided a Q1 2026 EPS guide range (0.560–0.660), which helps limit downside from the print. Here’s Why ON Semiconductor Corp. (ON) Fell More Than Broader Market
• Positive Sentiment: Balance-sheet strength and liquidity metrics are favorable (high quick/current ratios and modest leverage), which reduces short-term financial risk and supports stability through a cyclic semiconductor cycle.
• Neutral Sentiment: Analyst coverage remains mixed-to-positive — some firms are constructive on the long-term story while others are cautious on near-term demand; that keeps volatility likely but provides a base of buy-side interest. Is ON Semiconductor Stock Outperforming the Dow?
• Negative Sentiment: Leadership change in the Power Solutions group: Group President Simon Keeton resigned from officer roles and will transition out by June 30, raising near-term execution and continuity concerns for a key growth division (power and automotive). ON Semiconductor Announces Leadership Transition in Power Solutions
• Negative Sentiment: Revenue weakness: quarterly revenue declined year-over-year (roughly an 11% drop), which alongside the earnings reaction has pressured the stock since the release. Why Is ON Semiconductor Corp. (ON) Down 11.6% Since Last Earnings Report?
• Negative Sentiment: Market reaction: commentators note the stock has traded down materially since the earnings release, amplifying intraday downside as investors reprice growth expectations and near-term demand risks. Here’s Why ON Semiconductor Corp. (ON) Fell More Than Broader Market

ON Semiconductor Stock Performance

NASDAQ:ON opened at $57.69 on Friday. The company has a market cap of $22.73 billion, a price-to-earnings ratio of 169.68, a PEG ratio of 0.63 and a beta of 1.52. ON Semiconductor Corporation has a 1 year low of $31.04 and a 1 year high of $73.76. The stock’s 50 day simple moving average is $63.60 and its two-hundred day simple moving average is $55.31. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.52 and a quick ratio of 2.98.

ON Semiconductor (NASDAQ:ON) last posted its 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. ON Semiconductor had a return on equity of 12.22% and a net margin of 2.02%.The firm had revenue of $1.53 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the prior year, the company earned $0.95 EPS. The company’s quarterly revenue 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, equities analysts anticipate that ON Semiconductor Corporation will post 2.6 earnings per share for the current fiscal year.

ON Semiconductor announced that its board has initiated a stock repurchase plan on Tuesday, November 18th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the semiconductor company to purchase up to 32.7% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its shares are undervalued.

ON Semiconductor Company Profile

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.