Schroder Investment Management Group Sells 106,189 Shares of ON Semiconductor Corporation $ON

Schroder Investment Management Group reduced its stake in ON Semiconductor Corporation (NASDAQ:ON) by 11.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 823,149 shares of the semiconductor company’s stock after selling 106,189 shares during the quarter. Schroder Investment Management Group’s holdings in ON Semiconductor were worth $40,960,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Private Trust Co. NA grew its holdings in ON Semiconductor by 72.8% during the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 220 shares during the period. Quent Capital LLC purchased a new stake in ON Semiconductor in the third quarter worth about $28,000. Migdal Insurance & Financial Holdings Ltd. raised its stake in shares of ON Semiconductor by 68.7% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company’s stock worth $28,000 after buying an additional 235 shares during the period. Deseret Mutual Benefit Administrators lifted its position in shares of ON Semiconductor by 62.3% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 218 shares in the last quarter. Finally, Rexford Capital Inc. purchased a new position in shares of ON Semiconductor during the 2nd quarter valued at about $31,000. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

ON Semiconductor Stock Performance

NASDAQ:ON opened at $59.23 on Thursday. The stock has a 50-day moving average price of $63.53 and a 200 day moving average price of $55.29. The company has a current ratio of 4.52, a quick ratio of 2.98 and a debt-to-equity ratio of 0.39. ON Semiconductor Corporation has a 12-month low of $31.04 and a 12-month high of $73.76. The stock has a market capitalization of $23.34 billion, a P/E ratio of 174.21, a P/E/G ratio of 0.63 and a beta of 1.52.

ON Semiconductor (NASDAQ:ON) last posted its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, topping the consensus estimate of $0.62 by $0.02. ON Semiconductor had a return on equity of 12.22% and a net margin of 2.02%.The business 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 posted $0.95 EPS. The firm’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. Equities research analysts forecast that ON Semiconductor Corporation will post 2.6 EPS for the current fiscal year.

ON Semiconductor announced that its Board of Directors has initiated a stock buyback program on Tuesday, November 18th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the semiconductor company to repurchase up to 32.7% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on ON. Weiss Ratings lowered shares of ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, January 30th. TD Cowen reaffirmed a “buy” rating on shares of ON Semiconductor in a report on Tuesday, February 10th. Mizuho dropped their price target on shares of ON Semiconductor from $72.00 to $70.00 and set an “outperform” rating for the company in a research report on Tuesday, February 10th. Benchmark cut shares of ON Semiconductor from a “buy” rating to a “hold” rating in a research note on Tuesday, February 10th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ON Semiconductor in a research report on Tuesday, February 10th. Twelve analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $64.19.

Insider Buying and Selling at ON Semiconductor

In other ON Semiconductor news, CEO Hassane El-Khoury sold 20,000 shares of ON Semiconductor stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $73.02, for a total value 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. The trade was a 1.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Trent Thad sold 60,000 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $71.22, for a total transaction of $4,273,200.00. Following the completion of the sale, the chief financial officer owned 339,460 shares in the company, valued at approximately $24,176,341.20. The trade was a 15.02% decrease in their position. The SEC filing for this sale provides additional information. 0.31% of the stock is currently owned by insiders.

Key Stories Impacting ON Semiconductor

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

• Positive Sentiment: Q4 EPS slightly beat estimates — ON reported $0.64 a share vs. a $0.62 consensus, which cushions downside by showing margin resilience despite falling sales. This is the main constructive data point from the quarterly release. Zacks: Why Is ON Semiconductor Corp. Down?
• Neutral Sentiment: Leadership change in Power Solutions — ON disclosed a transition involving Simon Keeton (Group President). Management moves can create short-term uncertainty but are not yet described as a strategic pivot; investors will watch replacement timing and messaging on the division’s roadmap. TipRanks: ON Semiconductor leadership transition
• Neutral Sentiment: Sector dynamics: competitors with AI/data-center focused power products (e.g., Navitas) are drawing investor interest — that rotation can divert capital from diversified suppliers like ON or highlight opportunities for ON to push into higher-growth power segments. Monitor product / win announcements and margin mix. Fool: Navitas AI data center platforms
• Negative Sentiment: Analyst caution and price reaction — coverage pieces note ON is down materially since the earnings release (~11.6%) as revenue missed expectations, y/y sales declined (~11% reported), and Q1 guidance (EPS 0.56–0.66) leaves room for downside. High valuation metrics (elevated P/E) make the name sensitive to small execution misses. Expect near-term analyst revisions and volatile trading until clarity on demand and margins returns. Yahoo Finance: Why Is ON Semiconductor Down?

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.