Global Retirement Partners LLC Reduces Position in onsemi $ON

Global Retirement Partners LLC lessened its stake in shares of onsemi (NASDAQ:ON) by 57.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 6,014 shares of the semiconductor company’s stock after selling 8,208 shares during the period. Global Retirement Partners LLC’s holdings in onsemi were worth $326,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. CVA Family Office LLC grew its position in onsemi by 83.7% during the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 215 shares during the last quarter. Darwin Wealth Management LLC purchased a new stake in onsemi during the 2nd quarter worth approximately $32,000. Close Asset Management Ltd purchased a new stake in onsemi during the 3rd quarter worth approximately $38,000. Migdal Insurance & Financial Holdings Ltd. grew its position in onsemi by 41.4% during the 4th quarter. Migdal Insurance & Financial Holdings Ltd. now owns 816 shares of the semiconductor company’s stock worth $44,000 after purchasing an additional 239 shares during the last quarter. Finally, Flagship Harbor Advisors LLC purchased a new stake in onsemi during the 4th quarter worth approximately $47,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

onsemi Stock Performance

Shares of NASDAQ ON opened at $120.62 on Friday. The company has a current ratio of 4.87, a quick ratio of 3.14 and a debt-to-equity ratio of 0.41. The company has a 50 day simple moving average of $88.44 and a two-hundred day simple moving average of $69.03. onsemi has a 12 month low of $41.49 and a 12 month high of $129.13. The stock has a market cap of $47.27 billion, a price-to-earnings ratio of 85.55, a PEG ratio of 1.10 and a beta of 1.94.

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, beating the consensus estimate of $0.61 by $0.03. onsemi had a net margin of 9.46% and a return on equity of 12.79%. The firm had revenue of $1.51 billion during the quarter, compared to analysts’ expectations of $1.49 billion. During the same period in the previous year, the business posted $0.55 EPS. The business’s revenue was up 4.7% compared to the same quarter last year. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. As a group, analysts predict that onsemi will post 3.09 earnings per share for the current year.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Recent analyst coverage has stayed constructive, with Mizuho raising its price target on onsemi to $150 and maintaining an outperform rating, implying meaningful upside from current levels.
• Positive Sentiment: Several recent articles highlighted onsemi as a potential beneficiary of the AI and power-management semiconductor cycle, with commentary pointing to improving gross margins and stronger utilization from its Fab Right strategy.
• Positive Sentiment: A new leveraged ETF launch tied to onsemi also signals rising trading interest and broader speculation around the name.
• Neutral Sentiment: Onsemi’s latest earnings were solid, with revenue and EPS both slightly ahead of expectations and Q2 guidance calling for continued growth, but the report is not fresh enough to be the day’s main stock-moving event.
• Neutral Sentiment: A short-interest update showed essentially no meaningful short interest, so the move does not appear to be driven by a squeeze or bearish positioning change.
• Neutral Sentiment: Recent stock commentary from third-party outlets has been largely thematic, focusing on AI semiconductor demand rather than a new fundamental development at onsemi.

Wall Street Analyst Weigh In

Several brokerages have commented on ON. JPMorgan Chase & Co. lifted their price objective on shares of onsemi from $70.00 to $100.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. Citigroup lifted their price objective on shares of onsemi from $68.00 to $100.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Cantor Fitzgerald lifted their price objective on shares of onsemi from $95.00 to $100.00 and gave the company a “neutral” rating in a research note on Wednesday, May 13th. Rosenblatt Securities lifted their price objective on shares of onsemi from $60.00 to $85.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. Finally, Roth Mkm restated a “buy” rating on shares of onsemi in a research note on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $92.00.

Insider Buying and Selling at onsemi

In related news, insider Sudhir Gopalswamy sold 6,114 shares of the business’s 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 completion of the transaction, the insider directly owned 173,943 shares in the company, valued at $10,205,235.81. The trade was a 3.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Trent Thad sold 30,000 shares of the business’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $93.00, for a total transaction of $2,790,000.00. Following the completion of the transaction, the chief financial officer owned 301,194 shares of the company’s stock, valued at approximately $28,011,042. This represents a 9.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 66,114 shares of company stock valued at $5,548,708. Company insiders own 0.35% of the company’s stock.

onsemi Company Profile

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.