Robeco Schweiz AG Sells 110,376 Shares of ON Semiconductor Corporation $ON

Robeco Schweiz AG decreased its position in ON Semiconductor Corporation (NASDAQ:ON) by 7.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,326,268 shares of the semiconductor company’s stock after selling 110,376 shares during the quarter. ON Semiconductor makes up 1.5% of Robeco Schweiz AG’s investment portfolio, making the stock its 26th largest position. Robeco Schweiz AG’s holdings in ON Semiconductor were worth $65,398,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Quent Capital LLC purchased a new position in ON Semiconductor during the 3rd quarter valued at about $28,000. Nordea Investment Management AB grew its position in shares of ON Semiconductor by 8.0% in the 3rd quarter. Nordea Investment Management AB now owns 39,525 shares of the semiconductor company’s stock worth $1,939,000 after buying an additional 2,935 shares during the last quarter. Tokio Marine Asset Management Co. Ltd. increased its stake in shares of ON Semiconductor by 10.8% during the third quarter. Tokio Marine Asset Management Co. Ltd. now owns 15,462 shares of the semiconductor company’s stock valued at $762,000 after buying an additional 1,511 shares during the period. First Horizon Corp bought a new position in shares of ON Semiconductor during the third quarter valued at approximately $33,000. Finally, Tema Etfs LLC raised its holdings in shares of ON Semiconductor by 79.1% during the third quarter. Tema Etfs LLC now owns 38,069 shares of the semiconductor company’s stock valued at $1,877,000 after acquiring an additional 16,811 shares in the last quarter. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

ON Semiconductor Stock Up 1.1%

Shares of NASDAQ ON opened at $59.41 on Wednesday. ON Semiconductor Corporation has a 52-week low of $31.04 and a 52-week high of $63.63. The firm has a market capitalization of $23.91 billion, a price-to-earnings ratio of 77.16, a PEG ratio of 2.55 and a beta of 1.55. The stock has a 50 day moving average price of $53.11 and a 200 day moving average price of $52.46. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.54 and a current ratio of 5.23.

ON Semiconductor (NASDAQ:ON) last released its quarterly earnings data on Monday, November 3rd. The semiconductor company reported $0.63 earnings per share for the quarter, topping analysts’ consensus estimates of $0.59 by $0.04. ON Semiconductor had a net margin of 5.16% and a return on equity of 13.60%. The company had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the firm earned $0.99 earnings per share. The firm’s revenue for the quarter was down 12.0% compared to the same quarter last year. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. Sell-side analysts expect that ON Semiconductor Corporation will post 2.6 earnings per share for the current year.

ON Semiconductor announced that its Board of Directors has approved a stock repurchase plan on Tuesday, November 18th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the semiconductor company to buy up to 32.7% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Analyst Ratings Changes

ON has been the subject of a number of research reports. Benchmark reissued a “buy” rating on shares of ON Semiconductor in a research note on Tuesday, November 4th. Rosenblatt Securities reissued a “neutral” rating and issued a $50.00 target price on shares of ON Semiconductor in a report on Tuesday, November 4th. UBS Group increased their price objective on shares of ON Semiconductor from $50.00 to $55.00 and gave the stock a “neutral” rating in a research note on Monday, October 27th. TD Cowen upped their price objective on ON Semiconductor from $55.00 to $60.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. Finally, Morgan Stanley increased their target price on shares of ON Semiconductor from $55.00 to $56.00 and gave the stock an “equal weight” rating in a report on Monday, November 24th. Fifteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $59.56.

Insiders Place Their Bets

In other news, CFO Trent Thad sold 20,000 shares of ON Semiconductor stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $55.05, for a total value of $1,101,000.00. Following the transaction, the chief financial officer directly owned 379,448 shares in the company, valued at approximately $20,888,612.40. This trade represents a 5.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.31% of the stock is currently owned by corporate insiders.

Key Stories Impacting ON Semiconductor

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

• Positive Sentiment: Zacks highlights increased investor interest in ON, which can attract short-term flows and liquidity as the name trends across screens. Here is What to Know Beyond Why ON Semiconductor Corporation (ON) is a Trending Stock
• Neutral Sentiment: A short-interest data point in the tape appears inconsistent (reported increase but zero shares), suggesting noisy data rather than a clear crowding signal — not actionable until verified by an exchange short-interest release.
• Negative Sentiment: Barchart’s earnings preview flags an expected double-digit decline in ON’s upcoming quarter profit; with prior Q3 showing revenue down ~12% YoY despite an EPS beat, disappointing Q4 results or cautious guidance would likely pressure the stock ahead of the report. ON Semiconductor’s Quarterly Earnings Preview: What You Need to Know

About ON Semiconductor

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.