Banque Cantonale Vaudoise Reduces Stock Holdings in onsemi $ON

Banque Cantonale Vaudoise lessened its position in shares of onsemi (NASDAQ:ON) by 34.2% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 22,845 shares of the semiconductor company’s stock after selling 11,896 shares during the quarter. Banque Cantonale Vaudoise’s holdings in onsemi were worth $1,414,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Ameriprise Financial Inc. increased its holdings in onsemi by 7.7% during the 2nd 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 in the last quarter. Allspring Global Investments Holdings LLC grew its position in shares of onsemi by 8.1% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 6,363,805 shares of the semiconductor company’s stock valued at $360,828,000 after purchasing an additional 474,725 shares during the last quarter. Norges Bank purchased a new position in shares of onsemi during the 4th quarter worth approximately $330,885,000. Rafferty Asset Management LLC raised its position in shares of onsemi by 55.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock worth $305,943,000 after purchasing an additional 2,072,125 shares during the last quarter. Finally, Capital International Investors raised its position in shares of onsemi by 0.5% during the 3rd quarter. Capital International Investors now owns 4,249,967 shares of the semiconductor company’s stock worth $209,566,000 after purchasing an additional 22,699 shares during the last quarter. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Negative Sentiment: The Synaptics deal is onsemi’s largest acquisition ever, and the market is worried about valuation, integration risk, and whether the benefits will justify the price. The $7 Billion Reason ON Semiconductor Stock Is Down Today
• Negative Sentiment: Because the transaction is all stock, existing shareholders face dilution, and some analysts said the deal adds complexity to an already complicated business model. ON Semi tanks 20% following Synaptics deal as CEO defends core business
• Neutral Sentiment: Management says the acquisition expands onsemi’s addressable market, strengthens its edge-AI and connectivity portfolio, and should be accretive to non-GAAP EPS within about 18 months if synergies are realized. onsemi to Acquire Synaptics to Enable the Next Generation of Intelligent Systems for Physical AI
• Neutral Sentiment: Separately, onsemi recently updated Q2 2026 guidance with EPS and revenue ranges that were roughly in line to slightly below expectations, which may be adding to investor caution. Why Is ON Semiconductor Stock Falling On Friday?

Insider Buying and Selling

In other news, CFO Trent Thad sold 30,000 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $93.00, for a total value of $2,790,000.00. Following the transaction, the chief financial officer directly owned 301,194 shares in the company, valued at $28,011,042. This trade represents a 9.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is owned by corporate insiders.

onsemi Stock Down 23.7%

Shares of ON opened at $90.65 on Friday. onsemi has a fifty-two week low of $44.56 and a fifty-two week high of $134.92. The company’s fifty day moving average is $110.67 and its two-hundred day moving average is $78.83. The firm has a market cap of $35.53 billion, a PE ratio of 64.29, a price-to-earnings-growth ratio of 1.06 and a beta of 1.97. 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 issued its earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $1.49 billion. During the same period last year, the company posted $0.55 EPS. The business’s quarterly revenue was up 4.7% on a year-over-year basis. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Analysts forecast that onsemi will post 3.09 earnings per share for the current year.

Wall Street Analyst Weigh In

ON has been the topic of a number of analyst reports. Morgan Stanley increased their target price on onsemi from $85.00 to $87.00 and gave the company an “equal weight” rating in a report on Tuesday, May 5th. Bank of America boosted their price target on onsemi from $115.00 to $138.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Mizuho upped their price objective on onsemi from $130.00 to $150.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. Rosenblatt Securities increased their price objective on onsemi from $60.00 to $85.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. Finally, Robert W. Baird lifted their price objective on onsemi from $56.00 to $100.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $102.35.

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.