OMERS ADMINISTRATION Corp Has $1.88 Million Holdings in onsemi $ON

OMERS ADMINISTRATION Corp grew its holdings in onsemi (NASDAQ:ON) by 97.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,402 shares of the semiconductor company’s stock after purchasing an additional 14,983 shares during the period. OMERS ADMINISTRATION Corp’s holdings in onsemi were worth $1,882,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of ON. Kestra Private Wealth Services LLC boosted its position in onsemi by 2.8% during the 1st quarter. Kestra Private Wealth Services LLC now owns 4,554 shares of the semiconductor company’s stock worth $282,000 after acquiring an additional 125 shares during the period. Apollon Wealth Management LLC lifted its position in shares of onsemi by 1.8% in the first quarter. Apollon Wealth Management LLC now owns 7,130 shares of the semiconductor company’s stock worth $441,000 after purchasing an additional 127 shares in the last quarter. Evexia Wealth LLC lifted its position in shares of onsemi by 1.1% in the first quarter. Evexia Wealth LLC now owns 13,328 shares of the semiconductor company’s stock worth $825,000 after purchasing an additional 142 shares in the last quarter. Root Financial Partners LLC boosted its holdings in shares of onsemi by 42.1% during the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 149 shares during the period. Finally, V Square Quantitative Management LLC boosted its holdings in shares of onsemi by 2.7% during the first quarter. V Square Quantitative Management LLC now owns 5,946 shares of the semiconductor company’s stock worth $368,000 after purchasing an additional 157 shares during the period. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on ON shares. Roth Capital restated a “buy” rating on shares of onsemi in a report on Tuesday, May 5th. Mizuho dropped their target price on onsemi from $150.00 to $125.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 1st. Wells Fargo & Company cut their price objective on shares of onsemi from $140.00 to $130.00 and set an “overweight” rating on the stock in a research report on Monday, July 20th. Citigroup lifted their price target on shares of onsemi from $100.00 to $120.00 and gave the company a “neutral” rating in a research report on Monday, June 15th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of onsemi in a research note on Friday, July 24th. Fourteen research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $102.24.

onsemi Stock Performance

ON stock opened at $78.86 on Thursday. The company has a market cap of $30.91 billion, a P/E ratio of 55.93, a price-to-earnings-growth ratio of 0.93 and a beta of 2.01. onsemi has a twelve month low of $44.56 and a twelve month high of $134.92. The business’s fifty day moving average is $106.20 and its 200-day moving average is $84.61. The company has a quick ratio of 3.14, a current ratio of 4.87 and a debt-to-equity ratio of 0.41.

onsemi (NASDAQ:ON) last posted its earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.61 by $0.03. onsemi had a return on equity of 12.79% and a net margin of 9.46%.The business had revenue of $1.51 billion during the quarter, compared to analysts’ expectations of $1.49 billion. During the same period in the prior year, the business earned $0.55 EPS. onsemi’s revenue for the quarter was up 4.7% compared to the same quarter last year. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Equities research analysts forecast that onsemi will post 3.09 EPS for the current year.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Investor commentary continues to identify onsemi as a potential beneficiary of long-term artificial-intelligence infrastructure and “physical AI” trends, including demand for power-management and sensing chips. This supports the company’s longer-term growth narrative. Why ON Semiconductor May Be the Better AI Infrastructure Stock
• Positive Sentiment: Vadzo selected onsemi’s AR0521 image sensor for a driver-monitoring system camera designed to capture both driver-facing and road-facing video in commercial fleets. The design win could provide incremental visibility for onsemi’s automotive sensing business, although financial impact was not disclosed. Vadzo Positions Onsemi AR0521 as a Driver Monitoring System Camera
• Neutral Sentiment: Analysts and investors are focused on onsemi’s upcoming second-quarter 2026 earnings report and operating metrics beyond revenue and EPS. The company previously reported quarterly revenue of $1.51 billion and EPS of $0.64, while issuing second-quarter EPS guidance of $0.65 to $0.77. Exploring Analyst Estimates for ON Semiconductor Q2 Earnings
• Negative Sentiment: onsemi was swept lower with other semiconductor stocks as investors grew more concerned about Chinese competition, elevated AI-related chip valuations and whether hyperscalers’ heavy infrastructure spending can remain sustainable. These concerns are weighing on expectations for future demand, even as recent industry results have been strong. Semiconductor Shares Plummet Amid China Competition and AI Demand Concerns

About onsemi

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions.