SG Americas Securities LLC Raises Stock Position in ON Semiconductor Corporation $ON

SG Americas Securities LLC grew its stake in shares of ON Semiconductor Corporation (NASDAQ:ON) by 103.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 988,337 shares of the semiconductor company’s stock after acquiring an additional 502,833 shares during the period. SG Americas Securities LLC owned about 0.25% of ON Semiconductor worth $53,518,000 at the end of the most recent quarter.

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

Insider Buying and Selling

In other ON Semiconductor news, insider Sudhir Gopalswamy sold 6,114 shares of ON Semiconductor stock in a transaction on Friday, March 13th. The shares were sold at an average price of $58.67, for a total value of $358,708.38. Following the transaction, the insider directly owned 173,943 shares of the company’s stock, valued at approximately $10,205,235.81. The trade was a 3.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Hassane El-Khoury sold 20,000 shares of the company’s 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 transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 86,114 shares of company stock worth $6,092,308 in the last 90 days. 0.31% of the stock is owned by corporate insiders.

Trending Headlines about ON Semiconductor

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

• Positive Sentiment: Quarterly EPS slightly beat estimates (Q4 EPS $0.64 vs. consensus $0.62), showing some operating resilience despite softer revenue. This EPS beat supports the bullish near‑term narrative for the stock.
• Positive Sentiment: Management has authorized a sizable share buyback (a $6 billion repurchase program running through 2028), which provides a technical and cash‑return tailwind that can support the stock when the company repurchases shares. onsemi shares rise 3.5% as buyback support and strategy updates keep sentiment constructive
• Neutral Sentiment: Management is executing a strategic streamlining (exiting non‑core revenue while reallocating resources to silicon carbide and advanced analog). That raises medium/long‑term growth potential but may depress near‑term top‑line visibility.
• Neutral Sentiment: Broader semiconductor sector rotation into liquid, high‑quality chip names is lifting ON as investors re‑allocate into the group; this is sentiment‑driven rather than company‑specific.
• Negative Sentiment: Revenue pressure: quarterly revenue declined ~11% year‑over‑year and the company’s net margin remains thin (reported net margin ~2.0%), highlighting near‑term demand weakness that could limit upside if the cycle does not recover.
• Negative Sentiment: Insider selling has been active (multiple officer/director sales reported in recent months), which investors may view as a negative signal for insider conviction. onsemi shares rise 3.5% as buyback support and strategy updates keep sentiment constructive

ON Semiconductor Price Performance

Shares of ON stock opened at $62.34 on Wednesday. ON Semiconductor Corporation has a 1-year low of $31.04 and a 1-year high of $73.76. The stock’s 50-day moving average is $63.61 and its 200 day moving average is $55.97. The company has a market cap of $24.56 billion, a P/E ratio of 183.36, a PEG ratio of 0.64 and a beta of 1.52. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.52 and a quick ratio of 2.98.

ON Semiconductor (NASDAQ:ON) last announced its earnings results on Monday, February 9th. The semiconductor company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the previous year, the company posted $0.95 earnings per share. The firm’s 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. Research analysts predict that ON Semiconductor Corporation will post 2.6 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on ON shares. Evercore restated an “outperform” rating on shares of ON Semiconductor in a research note on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ON Semiconductor in a report on Tuesday, February 10th. BNP Paribas Exane raised shares of ON Semiconductor from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. KeyCorp boosted their price target on shares of ON Semiconductor from $65.00 to $75.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Finally, Mizuho lowered 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. Twelve analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target 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.