Slow Capital Inc. Grows Holdings in ON Semiconductor Corporation $ON

Slow Capital Inc. lifted its stake in ON Semiconductor Corporation (NASDAQ:ON) by 6.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 136,821 shares of the semiconductor company’s stock after acquiring an additional 8,215 shares during the quarter. Slow Capital Inc.’s holdings in ON Semiconductor were worth $7,409,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. CWM LLC raised its position in ON Semiconductor by 16.5% in the fourth quarter. CWM LLC now owns 14,413 shares of the semiconductor company’s stock valued at $780,000 after purchasing an additional 2,038 shares during the period. KBC Group NV boosted its position in shares of ON Semiconductor by 2.1% during the fourth quarter. KBC Group NV now owns 179,424 shares of the semiconductor company’s stock worth $9,716,000 after buying an additional 3,624 shares during the period. Generali Investments Towarzystwo Funduszy Inwestycyjnych grew its stake in shares of ON Semiconductor by 2,670.6% in the fourth quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 47,100 shares of the semiconductor company’s stock valued at $2,550,000 after buying an additional 45,400 shares in the last quarter. Farther Finance Advisors LLC grew its stake in shares of ON Semiconductor by 29.1% in the fourth quarter. Farther Finance Advisors LLC now owns 7,618 shares of the semiconductor company’s stock valued at $413,000 after buying an additional 1,715 shares in the last quarter. Finally, Sage Mountain Advisors LLC purchased a new stake in shares of ON Semiconductor in the 4th quarter valued at $224,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Trending Headlines about ON Semiconductor

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

• Positive Sentiment: Bank of America upgraded ON to Buy, highlighting the company’s AI‑oriented product pipeline, strength in power semiconductors for automotive/industrial markets and a renewed capital‑return story (including an aggressive $6B buyback) — this upgrade is the primary catalyst behind the rally. Read More.
• Positive Sentiment: Market write‑ups and coverage amplified the upgrade (multiple outlets noted the call), extending a multi‑day rally as momentum traders and funds increase exposure on the bullish analyst view. Read More.
• Positive Sentiment: Unusually large options activity: a big increase in call buying and elevated options volume points to speculative and institutional bullish bets that can amplify upside in the short term. That elevated derivative flow accompanied heavy stock trading volume today. Read More.
• Neutral Sentiment: onsemi scheduled Q1 results for release after the close on May 4 — the report and guidance could either sustain the rally (if results/guidance are constructive) or trigger a re‑price if they disappoint. Investors are positioning ahead of that event. Read More.
• Negative Sentiment: Insider selling has been active (multiple recent sales by senior executives) and ON’s most recent quarter showed year‑over‑year revenue decline; those fundamentals and insider flows are reminders that the rally is driven in part by sentiment and capital returns rather than recent top‑line acceleration. Read More.
• Negative Sentiment: Valuation and execution risk: ON’s forward valuation is rich relative to its recent revenue trend (market P/E expanded on the rally), and leadership changes noted in coverage add short‑term execution uncertainty. That increases downside risk if results or guidance miss expectations. Read More.

ON Semiconductor Stock Up 10.4%

Shares of ON Semiconductor stock opened at $79.93 on Friday. The company has a quick ratio of 2.98, a current ratio of 4.52 and a debt-to-equity ratio of 0.39. ON Semiconductor Corporation has a 52-week low of $33.20 and a 52-week high of $80.50. The company has a market capitalization of $31.44 billion, a P/E ratio of 235.10, a P/E/G ratio of 0.73 and a beta of 1.53. The company has a 50 day moving average of $64.97 and a 200 day moving average of $57.75.

ON Semiconductor (NASDAQ:ON) last announced its quarterly earnings data on Monday, February 9th. The semiconductor company reported $0.64 EPS for the quarter, beating 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 company had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the prior year, the firm posted $0.95 EPS. The company’s quarterly revenue was down 11.2% compared to the same quarter last year. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. As a group, research analysts forecast that ON Semiconductor Corporation will post 2.6 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Citigroup increased their target price on ON Semiconductor from $66.00 to $68.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th. Cantor Fitzgerald reiterated a “neutral” rating and set a $60.00 price target on shares of ON Semiconductor in a research note on Tuesday, February 10th. Piper Sandler increased their price target on shares of ON Semiconductor from $65.00 to $75.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Stifel Nicolaus raised their price objective on shares of ON Semiconductor from $50.00 to $60.00 and gave the company a “hold” rating in a research note on Friday, January 16th. Finally, Barclays initiated coverage on shares of ON Semiconductor in a report on Thursday, February 12th. They issued an “equal weight” rating and a $75.00 price objective for the company. Thirteen investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $64.96.

Insider Activity at ON Semiconductor

In other ON Semiconductor news, CEO Hassane El-Khoury sold 20,000 shares of ON Semiconductor stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the completion of the sale, the chief executive officer directly owned 1,015,610 shares of the company’s stock, valued at $74,159,842.20. The trade was a 1.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Sudhir Gopalswamy sold 6,114 shares of the company’s stock in a transaction dated Friday, March 13th. The stock was 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. This represents a 3.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 86,114 shares of company stock valued at $6,092,308 over the last quarter. 0.35% of the stock is owned by insiders.

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.