207,628 onsemi $ON Shares Purchased by Robeco Institutional Asset Management B.V.

Posted by Francis Steltz on Oct 23rd, 2026

Robeco Institutional Asset Management B.V. increased its holdings in onsemi (NASDAQ:ON – Free Report) by 78.3% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 472,836 shares of the semiconductor company’s stock after buying an additional 207,628 shares during the period. Robeco Institutional Asset Management B.V. owned 0.12% of onsemi worth $36,347,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the company. Janus Henderson Group PLC raised its stake in shares of onsemi by 10.9% during the first quarter. Janus Henderson Group PLC now owns 13,700,884 shares of the semiconductor company’s stock worth $848,392,000 after acquiring an additional 1,345,894 shares in the last quarter. Van ECK Associates Corp raised its holdings in shares of onsemi by 16.6% during the second quarter. Van ECK Associates Corp now owns 5,143,343 shares of the semiconductor company’s stock valued at $486,252,000 after acquiring an additional 731,540 shares in the last quarter. Pictet Asset Management Holding SA raised its holdings in shares of onsemi by 15.5% during the first quarter. Pictet Asset Management Holding SA now owns 4,597,886 shares of the semiconductor company’s stock valued at $284,495,000 after acquiring an additional 615,905 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in onsemi by 6.4% in the first quarter. Dimensional Fund Advisors LP now owns 3,442,177 shares of the semiconductor company’s stock valued at $212,997,000 after acquiring an additional 207,587 shares in the last quarter. Finally, Assenagon Asset Management S.A. increased its position in onsemi by 7.8% during the 3rd quarter. Assenagon Asset Management S.A. now owns 3,026,628 shares of the semiconductor company’s stock valued at $232,657,000 after purchasing an additional 218,820 shares during the period. Institutional investors own 97.70% of the company’s stock.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

Positive Sentiment: onsemi received a major design win with Sungrow, which selected the company’s EliteSiC hybrid power modules and high-density power integrated modules for its PowerTitan 3.0 utility-scale energy-storage platform. The adoption supports the long-term growth case for onsemi’s silicon-carbide technology in grid storage and power-conversion applications. Can Analyst Optimism Change The Bull Case For ON Semiconductor
Positive Sentiment: A separate investment analysis highlighted onsemi’s exposure to power semiconductors used in artificial-intelligence data centers, electric vehicles and grid-storage systems. The company’s depressed valuation and potential recovery in these end markets could provide upside if demand improves through 2027. One Semiconductor Stock That Could Surprise Investors in 2027
Neutral Sentiment: Stifel raised its price target for onsemi to $80, although the target remains close to the stock’s recent trading range and offers limited near-term support compared with longer-term bullish targets. Stifel raises target for ON Semiconductor stock to USD 80
Negative Sentiment: B. Riley cut its onsemi price target from $127 to $105 while maintaining a Buy rating. The reduction signals lower near-term expectations, even though the revised target still implies substantial upside from recent levels. B. Riley lowers onsemi price target
Negative Sentiment: TD Cowen also lowered its target for onsemi, adding to investor concerns about semiconductor demand, earnings visibility and valuation. The stock is particularly sensitive to these revisions because of its high beta and its significant decline from its 52-week high. onsemi stock gets price target reduction from TD Cowen

onsemi Price Performance

ON stock opened at $73.23 on Friday. The firm has a 50 day moving average price of $75.22 and a 200-day moving average price of $90.26. onsemi has a 52-week low of $44.56 and a 52-week high of $134.92. The firm has a market capitalization of $28.51 billion, a price-to-earnings ratio of 46.94, a PEG ratio of 0.63 and a beta of 2.05. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46.

onsemi (NASDAQ:ON – Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The semiconductor company reported $0.74 EPS for the quarter, topping analysts’ consensus estimates of $0.72 by $0.02. The firm had revenue of $1.60 billion for the quarter, compared to analysts’ expectations of $1.59 billion. onsemi had a return on equity of 14.06% and a net margin of 10.17%. The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.53 EPS. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Equities research analysts forecast that onsemi will post 3.21 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have commented on ON. Cantor Fitzgerald decreased their price objective on shares of onsemi from $110.00 to $90.00 and set a “neutral” rating for the company in a report on Thursday, September 17th. Robert W. Baird increased their price target on shares of onsemi from $100.00 to $108.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 4th. Wells Fargo & Company raised their price objective on shares of onsemi from $85.00 to $100.00 and gave the stock an “overweight” rating in a report on Friday, October 2nd. Zacks Research cut onsemi from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $116.00 target price on shares of onsemi in a report on Friday, October 2nd. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and sixteen have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $92.68.

Check Out Our Latest Analysis on ON

Insider Transactions at onsemi

In other onsemi news, insider Sudhir Gopalswamy sold 15,578 shares of the business’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $80.00, for a total value of $1,246,240.00. Following the sale, the insider directly owned 158,177 shares of the company’s stock, valued at approximately $12,654,160. The trade was a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.35% of the company’s stock.

onsemi Profile

(Free Report)

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.