Graphene Investments SAS Decreases Holdings in onsemi $ON

Graphene Investments SAS lowered its holdings in onsemi (NASDAQ:ON) by 14.2% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 47,900 shares of the semiconductor company’s stock after selling 7,900 shares during the quarter. onsemi comprises 2.0% of Graphene Investments SAS’s investment portfolio, making the stock its 28th biggest holding. Graphene Investments SAS’s holdings in onsemi were worth $2,966,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. CVA Family Office LLC boosted its holdings in onsemi by 83.7% in the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 215 shares in the last quarter. Root Financial Partners LLC lifted its position in shares of onsemi by 42.1% during the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after buying an additional 149 shares during the last quarter. DV Equities LLC acquired a new position in shares of onsemi in the 4th quarter valued at $30,000. SHP Wealth Management purchased a new position in shares of onsemi in the 4th quarter valued at $32,000. Finally, Summit Securities Group LLC grew its position in shares of onsemi by 346.3% in the 4th quarter. Summit Securities Group LLC now owns 598 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 464 shares during the last quarter. Institutional investors and hedge funds own 97.70% of the company’s stock.

onsemi News Summary

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: Analysts remain constructive on onsemi’s longer-term earnings outlook, with KeyCorp recently raising estimates for FY2026 and FY2027, suggesting confidence in the company’s growth trajectory and margin potential.
• Positive Sentiment: Recent commentary has highlighted onsemi’s exposure to higher-growth areas such as EV power management, image sensing, and AI datacenter demand, which supports the investment case.
• Neutral Sentiment: onsemi confirmed it will release Q2 2026 results after the market close on August 3 and host a conference call the same day, keeping attention focused on upcoming earnings rather than new operational news. onsemi to Announce Second Quarter Financial Results
• Neutral Sentiment: KeyCorp published updated earnings estimates for onsemi, lifting FY2027 EPS expectations well above the current-year consensus, which signals optimism but no immediate fundamental change. onsemi stock page
• Negative Sentiment: Pomerantz LLP announced an investor investigation into onsemi, which can create overhang and pressure the shares despite limited details so far. Investor Alert: Pomerantz Law Firm Investigates Claims On Behalf of Investors of ON Semiconductor Corporation – ON

Insider Activity

In related news, CFO Trent Thad sold 30,000 shares of the business’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 owned 301,194 shares in the company, valued at $28,011,042. The trade was a 9.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.35% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on ON shares. Bank of America lifted their price target on shares of onsemi from $115.00 to $138.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of onsemi in a report on Tuesday, May 5th. Wall Street Zen upgraded onsemi from a “hold” rating to a “buy” rating in a research report on Monday, April 13th. Mizuho reduced their target price on onsemi from $150.00 to $125.00 and set an “outperform” rating for the company in a report on Wednesday, July 1st. Finally, Rosenblatt Securities upped their target price on onsemi from $60.00 to $85.00 and gave the company a “neutral” rating in a research report on Tuesday, May 5th. Fourteen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, onsemi presently has an average rating of “Hold” and a consensus target price of $102.64.

onsemi Stock Down 4.8%

ON stock opened at $88.12 on Friday. The company has a market cap of $34.53 billion, a price-to-earnings ratio of 62.50, a price-to-earnings-growth ratio of 0.82 and a beta of 2.01. The company has a fifty day moving average price of $110.22 and a 200 day moving average price of $82.70. The company has a debt-to-equity ratio of 0.41, a current ratio of 4.87 and a quick ratio of 3.14. onsemi has a 12 month low of $44.56 and a 12 month high of $134.92.

onsemi (NASDAQ:ON) last issued its quarterly earnings data on Monday, May 4th. The semiconductor company reported $0.64 earnings per share (EPS) for the quarter, topping 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 company had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.49 billion. During the same period last year, the firm posted $0.55 EPS. onsemi’s revenue for the quarter was up 4.7% on a year-over-year basis. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Sell-side analysts expect that onsemi will post 3.1 earnings per share for the current year.

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.