Segall Bryant & Hamill LLC Has $39.44 Million Holdings in Onto Innovation Inc. $ONTO

Segall Bryant & Hamill LLC lifted its position in Onto Innovation Inc. (NYSE:ONTO) by 535.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 305,228 shares of the semiconductor company’s stock after buying an additional 257,189 shares during the quarter. Segall Bryant & Hamill LLC owned about 0.62% of Onto Innovation worth $39,442,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in ONTO. NewEdge Advisors LLC lifted its stake in Onto Innovation by 312.5% in the first quarter. NewEdge Advisors LLC now owns 4,121 shares of the semiconductor company’s stock valued at $500,000 after acquiring an additional 3,122 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in shares of Onto Innovation by 76.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 482,256 shares of the semiconductor company’s stock valued at $58,517,000 after purchasing an additional 208,907 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Onto Innovation by 8.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 163,259 shares of the semiconductor company’s stock valued at $19,810,000 after purchasing an additional 13,175 shares during the period. Nisa Investment Advisors LLC lifted its stake in Onto Innovation by 34.6% in the 2nd quarter. Nisa Investment Advisors LLC now owns 1,362 shares of the semiconductor company’s stock valued at $137,000 after purchasing an additional 350 shares during the last quarter. Finally, Teacher Retirement System of Texas grew its holdings in Onto Innovation by 5.1% during the second quarter. Teacher Retirement System of Texas now owns 21,586 shares of the semiconductor company’s stock worth $2,179,000 after purchasing an additional 1,045 shares during the period. 98.35% of the stock is currently owned by institutional investors and hedge funds.

Onto Innovation Stock Performance

NYSE:ONTO opened at $218.09 on Tuesday. Onto Innovation Inc. has a 52 week low of $85.88 and a 52 week high of $232.49. The firm’s 50-day simple moving average is $200.04 and its 200 day simple moving average is $155.06. The firm has a market cap of $10.84 billion, a price-to-earnings ratio of 78.73, a P/E/G ratio of 1.13 and a beta of 1.47.

Onto Innovation (NYSE:ONTO) last announced its earnings results on Thursday, February 19th. The semiconductor company reported $1.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.28 by ($0.02). Onto Innovation had a return on equity of 12.20% and a net margin of 13.60%.The business had revenue of $266.87 million for the quarter, compared to analyst estimates of $265.78 million. During the same quarter in the previous year, the company earned $1.51 EPS. The business’s revenue for the quarter was up 1.1% on a year-over-year basis. Onto Innovation has set its Q1 2026 guidance at 1.260-1.360 EPS. Sell-side analysts anticipate that Onto Innovation Inc. will post 6.26 EPS for the current year.

Analyst Ratings Changes

Several analysts have issued reports on the company. Cantor Fitzgerald upgraded Onto Innovation from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $170.00 to $275.00 in a research note on Monday, February 16th. Evercore reissued an “outperform” rating and set a $250.00 target price on shares of Onto Innovation in a report on Thursday, February 19th. Jefferies Financial Group restated a “buy” rating and issued a $300.00 price target on shares of Onto Innovation in a research note on Friday, February 20th. Stifel Nicolaus set a $220.00 price target on Onto Innovation in a report on Friday, February 20th. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $265.00 price objective on shares of Onto Innovation in a research report on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Onto Innovation has a consensus rating of “Moderate Buy” and an average price target of $252.50.

Onto Innovation Company Profile

Onto Innovation (NYSE:ONTO) is a global supplier of advanced process control and inspection systems for semiconductor and electronics manufacturers. The company’s solutions span metrology, inspection, defect review and lithography mask repair, helping customers optimize yield, reduce costs and improve device performance. By integrating high-resolution optical and e-beam tools with sophisticated software analytics, Onto Innovation enables wafer, mask and advanced packaging producers to maintain tight process control across leading-edge nodes and specialty applications.

Key products include high-throughput wafer metrology systems, optical and e-beam defect inspection platforms, mask inspection and repair tools, and data-driven software for yield management and process optimization.