J. Safra Sarasin Holding AG Sells 9,336 Shares of ON Semiconductor Corporation $ON

J. Safra Sarasin Holding AG cut its position in ON Semiconductor Corporation (NASDAQ:ON) by 34.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,690 shares of the semiconductor company’s stock after selling 9,336 shares during the period. J. Safra Sarasin Holding AG’s holdings in ON Semiconductor were worth $958,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in ON. Ameriprise Financial Inc. raised its stake in shares of ON Semiconductor by 7.7% in the second quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company’s stock valued at $639,716,000 after acquiring an additional 877,533 shares during the last quarter. Allspring Global Investments Holdings LLC grew its position in ON Semiconductor by 0.9% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 5,889,080 shares of the semiconductor company’s stock worth $284,737,000 after acquiring an additional 53,748 shares during the last quarter. Rafferty Asset Management LLC increased its holdings in ON Semiconductor by 55.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock valued at $305,943,000 after purchasing an additional 2,072,125 shares in the last quarter. Capital International Investors increased its holdings in ON Semiconductor by 0.5% during the 3rd quarter. Capital International Investors now owns 4,249,967 shares of the semiconductor company’s stock valued at $209,566,000 after purchasing an additional 22,699 shares in the last quarter. Finally, Two Sigma Investments LP raised its position in ON Semiconductor by 636.1% in the 3rd quarter. Two Sigma Investments LP now owns 3,749,751 shares of the semiconductor company’s stock valued at $184,900,000 after purchasing an additional 3,240,375 shares during the last quarter. 97.70% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, CFO Trent Thad sold 60,000 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $71.22, for a total value of $4,273,200.00. Following the transaction, the chief financial officer owned 339,460 shares of the company’s stock, valued at approximately $24,176,341.20. This trade represents a 15.02% decrease in their position. The sale was disclosed in a document filed 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 stock was sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the sale, the chief executive officer owned 1,015,610 shares of the company’s stock, valued at approximately $74,159,842.20. This represents a 1.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 86,114 shares of company stock worth $6,092,308 over the last three months. 0.31% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities analysts have commented on ON shares. Wall Street Zen raised ON Semiconductor from a “hold” rating to a “buy” rating in a research note on Saturday, March 28th. JPMorgan Chase & Co. raised their target price on ON Semiconductor from $56.00 to $70.00 and gave the company a “neutral” rating in a research note on Tuesday, February 10th. Needham & Company LLC lifted their price target on ON Semiconductor from $68.00 to $72.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ON Semiconductor in a research report on Tuesday, February 10th. Finally, 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 report on Friday, January 16th. Twelve research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $64.19.

ON Semiconductor Stock Up 0.5%

Shares of ON opened at $62.20 on Thursday. The business’s fifty day moving average price is $63.56 and its two-hundred day moving average price is $56.41. The firm has a market capitalization of $24.51 billion, a price-to-earnings ratio of 182.95, a PEG ratio of 0.66 and a beta of 1.52. ON Semiconductor Corporation has a 52 week low of $31.04 and a 52 week high of $73.76. The company has a debt-to-equity ratio of 0.39, a quick ratio of 2.98 and a current ratio of 4.52.

ON Semiconductor (NASDAQ:ON) last released its earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, topping 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 company had revenue of $1.53 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same quarter in the previous year, the company posted $0.95 earnings per share. The firm’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 predict that ON Semiconductor Corporation will post 2.6 earnings per share for the current year.

Key Stories Impacting ON Semiconductor

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

• Positive Sentiment: Design win: onsemi landed a multi‑platform design win with Sineng Electric — its latest hybrid power integrated modules (FS7 IGBTs + EliteSiC) will be used in Sineng’s 430 kW energy‑storage systems and 320 kW solar string inverters, promising small efficiency gains, higher power density and lower losses that can scale to utility deployments. This is a direct revenue and product‑momentum catalyst for ON. onsemi Powers Sineng Electric’s Advanced Solar and Energy Storage Solutions
• Positive Sentiment: Sector rally / trading momentum: ON benefited from a broader semiconductor rally after big industry moves (including Nvidia’s strategic actions and investor enthusiasm for power/AI supply‑chains). Several market writeups noted onsemi outperformed peers on strong trading days, lifting intraday demand for the stock. Microchip, Monolithic Power Systems, onsemi, Vishay Intertechnology, and Amtech Shares Are Soaring
• Neutral Sentiment: Executive profile / PR: A recent profile of CEO Hassane El‑Khoury highlights leadership and strategy execution at onsemi, which supports investor confidence in management but is more of a reputational/longer‑term positive than an immediate financial catalyst. Hassane El‑Khoury: Immigrant Success Story, Semiconductor Visionary, and President and CEO of Onsemi
• Negative Sentiment: Insider selling/ownership activity: recent disclosures show multiple insider sales and a pattern of executive share sales over recent months. Heavy insider selling can be a headwind for sentiment and may cap upside until buyers absorb supply or insiders’ motives are clarified. Quiver Quantitative: onsemi partner & insider activity summary

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.