Quantbot Technologies LP Increases Stock Position in ON Semiconductor Corporation $ON

Quantbot Technologies LP raised its stake in shares of ON Semiconductor Corporation (NASDAQ:ON) by 67.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 94,146 shares of the semiconductor company’s stock after buying an additional 37,881 shares during the quarter. Quantbot Technologies LP’s holdings in ON Semiconductor were worth $4,642,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of ON. Private Trust Co. NA lifted its holdings in shares of ON Semiconductor by 72.8% during the 3rd quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 220 shares during the period. Quent Capital LLC acquired a new stake in shares of ON Semiconductor in the third quarter valued at about $28,000. Migdal Insurance & Financial Holdings Ltd. grew its position in ON Semiconductor by 68.7% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 235 shares in the last quarter. Deseret Mutual Benefit Administrators raised its stake in shares of ON Semiconductor by 62.3% during the third quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 218 shares during the period. Finally, Rexford Capital Inc. acquired a new position in shares of ON Semiconductor during the second quarter worth $31,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Insider Buying and Selling at ON Semiconductor

In related news, 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 sale, the chief financial officer owned 339,460 shares in the company, valued at $24,176,341.20. This represents a 15.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Hassane El-Khoury sold 20,000 shares of ON Semiconductor stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 1,015,610 shares of the company’s stock, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 100,000 shares of company stock valued at $6,834,600. 0.31% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Cantor Fitzgerald reiterated a “neutral” rating and issued a $60.00 price objective on shares of ON Semiconductor in a report on Tuesday, February 10th. Stifel Nicolaus boosted their price target on ON Semiconductor from $50.00 to $60.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. KeyCorp raised their price objective on ON Semiconductor from $65.00 to $75.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Wells Fargo & Company lifted their price objective on ON Semiconductor from $70.00 to $72.00 and gave the stock an “overweight” rating in a report on Tuesday, February 10th. Finally, Morgan Stanley increased their target price on ON Semiconductor from $55.00 to $56.00 and gave the company an “equal weight” rating in a research note on Monday, November 24th. Twelve equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $64.19.

ON Semiconductor Trading Down 2.5%

Shares of NASDAQ ON opened at $66.48 on Monday. The company has a quick ratio of 2.98, a current ratio of 4.52 and a debt-to-equity ratio of 0.39. The stock’s 50 day moving average price is $62.56 and its two-hundred day moving average price is $54.73. ON Semiconductor Corporation has a 52-week low of $31.04 and a 52-week high of $73.76. The stock has a market capitalization of $26.19 billion, a P/E ratio of 195.54, a PEG ratio of 0.71 and a beta of 1.52.

ON Semiconductor (NASDAQ:ON) last issued its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share 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 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 previous year, the business earned $0.95 EPS. The business’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. On average, analysts anticipate that ON Semiconductor Corporation will post 2.6 earnings per share for the current fiscal year.

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

Trending Headlines about ON Semiconductor

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

• Positive Sentiment: Q4 beat on EPS and healthy balance sheet — ON reported $0.64 EPS vs. ~$0.62 consensus (a slight beat) and shows strong liquidity (quick ratio ~2.98, current ratio ~4.52, debt/equity ~0.39). That beat and the clean balance sheet support the stock versus a larger downside.
• Neutral Sentiment: Sector context — broader semiconductor index coverage and investor attention on the PHLX Semiconductor Index (SOX) can amplify moves in ON as traders rotate across chip names; refresh on the SOX index and its components here. PHLX Semiconductor Index (SOX): Key Definition and Companies
• Negative Sentiment: Revenue decline and cautious near-term outlook — ON’s revenue fell ~11.2% year-over-year and it missed revenue consensus narrowly while guiding Q1 FY2026 EPS to a range of $0.56–$0.66. The combination of slowing sales, modest revenue miss and cautious guidance prompted profit-taking, especially given a rich valuation (trailing P/E ~195 on current price).

ON Semiconductor 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.