Mn Services Vermogensbeheer B.V. Boosts Stake in ON Semiconductor Corporation $ON

Mn Services Vermogensbeheer B.V. raised its stake in shares of ON Semiconductor Corporation (NASDAQ:ON) by 5.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 166,720 shares of the semiconductor company’s stock after buying an additional 9,320 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in ON Semiconductor were worth $9,028,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the stock. AQR Capital Management LLC boosted its stake in shares of ON Semiconductor by 187.9% during the first quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company’s stock valued at $4,863,000 after acquiring an additional 79,206 shares during the last quarter. Geneos Wealth Management Inc. increased its position in ON Semiconductor by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock worth $54,000 after purchasing an additional 507 shares in the last quarter. Quadrant Capital Group LLC raised its stake in ON Semiconductor by 69.8% in the 2nd quarter. Quadrant Capital Group LLC now owns 9,160 shares of the semiconductor company’s stock valued at $480,000 after purchasing an additional 3,767 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in ON Semiconductor by 6.1% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 11,661 shares of the semiconductor company’s stock valued at $611,000 after purchasing an additional 667 shares in the last quarter. Finally, Mackenzie Financial Corp lifted its holdings in ON Semiconductor by 2.1% in the 2nd quarter. Mackenzie Financial Corp now owns 63,040 shares of the semiconductor company’s stock valued at $3,304,000 after purchasing an additional 1,321 shares in the last quarter. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Key Stories Impacting ON Semiconductor

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

• Positive Sentiment: Design win: onsemi landed a multi‑platform design win with Sineng Electric — its latest hybrid power integrated modules (FS7 IGBTs + EliteSiC) will be used in Sineng’s 430 kW energy‑storage systems and 320 kW solar string inverters, promising small efficiency gains, higher power density and lower losses that can scale to utility deployments. This is a direct revenue and product‑momentum catalyst for ON. onsemi Powers Sineng Electric’s Advanced Solar and Energy Storage Solutions
• Positive Sentiment: Sector rally / trading momentum: ON benefited from a broader semiconductor rally after big industry moves (including Nvidia’s strategic actions and investor enthusiasm for power/AI supply‑chains). Several market writeups noted onsemi outperformed peers on strong trading days, lifting intraday demand for the stock. Microchip, Monolithic Power Systems, onsemi, Vishay Intertechnology, and Amtech Shares Are Soaring
• Neutral Sentiment: Executive profile / PR: A recent profile of CEO Hassane El‑Khoury highlights leadership and strategy execution at onsemi, which supports investor confidence in management but is more of a reputational/longer‑term positive than an immediate financial catalyst. Hassane El‑Khoury: Immigrant Success Story, Semiconductor Visionary, and President and CEO of Onsemi
• Negative Sentiment: Insider selling/ownership activity: recent disclosures show multiple insider sales and a pattern of executive share sales over recent months. Heavy insider selling can be a headwind for sentiment and may cap upside until buyers absorb supply or insiders’ motives are clarified. Quiver Quantitative: onsemi partner & insider activity summary

Insiders Place Their Bets

In other news, CFO Trent Thad sold 60,000 shares of the company’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 directly owned 339,460 shares in the company, valued at $24,176,341.20. This represents a 15.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Hassane El-Khoury sold 20,000 shares of the stock in a transaction on 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 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. Insiders have sold a total of 86,114 shares of company stock valued at $6,092,308 over the last quarter. Company insiders own 0.31% of the company’s stock.

ON Semiconductor Trading Up 0.5%

NASDAQ ON opened at $62.20 on Thursday. ON Semiconductor Corporation has a 12 month low of $31.04 and a 12 month high of $73.76. The company has a 50-day moving average of $63.56 and a 200-day moving average of $56.41. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.52 and a quick ratio of 2.98. The company has a market cap of $24.51 billion, a P/E ratio of 182.95, a P/E/G ratio of 0.66 and a beta of 1.52.

ON Semiconductor (NASDAQ:ON) last released its earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $1.54 billion. During the same period last year, the company earned $0.95 earnings per share. The company’s quarterly revenue was down 11.2% on a year-over-year basis. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. As a group, equities analysts predict that ON Semiconductor Corporation will post 2.6 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Benchmark downgraded shares of ON Semiconductor from a “buy” rating to a “hold” rating in a report on Tuesday, February 10th. B. Riley Financial upped their price objective on shares of ON Semiconductor from $54.00 to $58.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. Wells Fargo & Company raised their target price on shares of ON Semiconductor from $70.00 to $72.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $60.00 target price on shares of ON Semiconductor in a research note on Tuesday, February 10th. Finally, 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 for the company. 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. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $64.19.

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.