8,910 Shares in onsemi $ON Bought by Three Seasons Wealth LLC

Three Seasons Wealth LLC bought a new position in shares of onsemi (NASDAQ:ON) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 8,910 shares of the semiconductor company’s stock, valued at approximately $842,000.

Other large investors also recently made changes to their positions in the company. Root Financial Partners LLC lifted its holdings in onsemi by 42.1% in the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 149 shares during the last quarter. DV Equities LLC bought a new position in shares of onsemi in the fourth quarter valued at approximately $30,000. Darwin Wealth Management LLC acquired a new stake in shares of onsemi in the second quarter worth $32,000. Summit Securities Group LLC boosted its holdings in shares of onsemi by 346.3% during the 4th quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock worth $32,000 after buying an additional 464 shares during the period. Finally, SHP Wealth Management bought a new stake in shares of onsemi during the 4th quarter worth $32,000. Institutional investors own 97.70% of the company’s stock.

Analysts Set New Price Targets

ON has been the topic of several recent analyst reports. Sanford C. Bernstein reiterated an “outperform” rating and issued a $62.00 target price on shares of onsemi in a report on Wednesday, August 12th. Citigroup decreased their price target on shares of onsemi from $120.00 to $98.00 and set a “neutral” rating for the company in a report on Wednesday, August 5th. Needham & Company LLC dropped their price objective on onsemi from $130.00 to $116.00 and set a “buy” rating on the stock in a research note on Tuesday, August 4th. B. Riley Financial dropped their price objective on onsemi from $135.00 to $127.00 and set a “buy” rating on the stock in a research note on Tuesday, August 4th. Finally, Bank of America increased their target price on onsemi from $115.00 to $138.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Fifteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $96.44.

onsemi Stock Performance

NASDAQ:ON opened at $74.38 on Friday. The firm’s 50-day moving average is $83.54 and its 200-day moving average is $87.18. The company has a market cap of $28.96 billion, a price-to-earnings ratio of 47.68, a PEG ratio of 0.60 and a beta of 2.00. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46. onsemi has a 52-week low of $44.56 and a 52-week high of $134.92.

onsemi (NASDAQ:ON) last released its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.02. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The business had revenue of $1.60 billion during the quarter, compared to analysts’ expectations of $1.59 billion. During the same quarter last year, the company earned $0.53 earnings per share. The firm’s revenue was up 9.2% on a year-over-year basis. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Equities research analysts anticipate that onsemi will post 3.23 earnings per share for the current year.

Key Headlines Impacting onsemi

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: A Seeking Alpha analysis identified onsemi as a leading way to gain exposure to the emerging physical-AI market, highlighting its power-management and intelligent-sensing technologies as potential beneficiaries of broader automation and robotics adoption. Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick
• Positive Sentiment: A Forbes technical analysis said the recent pullback has brought onsemi’s bullish trendline into focus, suggesting the stock may be approaching a potentially important support area for momentum-oriented investors. ON Semiconductor Stock’s Pullback Puts Bullish Trendline In Focus
• Positive Sentiment: Vadzo Imaging validated camera products using onsemi image sensors, including the AR2020 and AR0234, with NVIDIA Jetson platforms. The announcements provide incremental evidence of onsemi’s sensor technology being used in industrial vision and edge-AI applications, although they do not represent disclosed revenue guidance. Vadzo Imaging Validates Bolt-2020CRH Onsemi Camera
• Neutral Sentiment: Wells Fargo lowered its price target for onsemi to $95 from $110 while maintaining an Overweight rating. The target reduction signals more cautious expectations, but the continued bullish rating indicates the analyst still sees meaningful upside from current levels. Wells Fargo Adjusts Price Target on ON Semiconductor

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.