Skylands Capital LLC Has $3.72 Million Position in ON Semiconductor Corporation $ON

Skylands Capital LLC lessened its stake in shares of ON Semiconductor Corporation (NASDAQ:ON) by 12.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 75,370 shares of the semiconductor company’s stock after selling 11,150 shares during the period. Skylands Capital LLC’s holdings in ON Semiconductor were worth $3,716,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Freedom Investment Management Inc. boosted its stake in shares of ON Semiconductor by 2.6% during the 2nd quarter. Freedom Investment Management Inc. now owns 7,853 shares of the semiconductor company’s stock worth $412,000 after acquiring an additional 196 shares during the period. Versant Capital Management Inc raised its stake in ON Semiconductor by 4.9% in the 3rd quarter. Versant Capital Management Inc now owns 4,264 shares of the semiconductor company’s stock worth $210,000 after purchasing an additional 201 shares in the last quarter. UMB Bank n.a. raised its position in shares of ON Semiconductor by 4.1% in the third quarter. UMB Bank n.a. now owns 5,334 shares of the semiconductor company’s stock valued at $263,000 after buying an additional 211 shares in the last quarter. Deseret Mutual Benefit Administrators lifted its position in shares of ON Semiconductor by 62.3% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 218 shares during the period. Finally, Private Trust Co. NA lifted its position in ON Semiconductor by 72.8% during the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 220 shares during the period. Institutional investors own 97.70% of the company’s stock.

ON Semiconductor News Roundup

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

• Positive Sentiment: Record free cash flow and a large buyback — onsemi reported a record $1.4B of free cash flow for FY‑2025 and authorized a new up-to-$6B share repurchase program, a tangible capital‑return tailwind that supports the stock. onsemi Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: EPS beat and product momentum — the company beat the non‑GAAP EPS consensus (reported $0.64 vs ~$0.62) and highlighted new vGaN power products plus partnerships (GlobalFoundries, Innoscience) that strengthen its power/GaN roadmap. Those wins support upside if demand improves. onsemi Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analyst reactions mixed but several price‑target raises — some shops raised targets and reiterated the stock’s recovery potential while others stayed cautious; the overall consensus remains mixed/neutral which can keep volatility elevated. ON Semiconductor: Expanding Margins, Strengthening Demand Visibility, and GaN Product Pipeline Support Buy Rating and Higher Price Target
• Neutral Sentiment: Guidance is cautious / in line — onsemi gave Q1 revenue and EPS ranges (Q1 non‑GAAP EPS guidance roughly 0.56–0.66) that imply modest sequential stabilization but not a decisive rebound; investors will watch execution vs. guidance. onsemi Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Revenue decline and segment weakness — Q4 revenue fell ~11% year‑over‑year to ~$1.53B, below some Street expectations; PSG and ISG showed softness and inventory/headwind concerns remain, which pressured sentiment after the print. Chipmaker Onsemi misses quarterly revenue estimates, shares fall
• Negative Sentiment: New risk disclosure on AI integration and ongoing margin pressure — the company flagged strategic, legal and cyber risks tied to AI rollout; gross margins are compressed versus last year, so execution and risk management matter for upside. AI Integration Poses Strategic, Legal, and Cyber Risks for ON Semiconductor

Insider Transactions at ON Semiconductor

In other ON Semiconductor news, CFO Trent Thad sold 20,000 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $55.05, for a total value of $1,101,000.00. Following the transaction, the chief financial officer owned 379,448 shares in the company, valued at approximately $20,888,612.40. This represents a 5.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.31% of the company’s stock.

ON Semiconductor Stock Up 3.4%

Shares of NASDAQ:ON opened at $67.33 on Wednesday. The company has a market capitalization of $27.09 billion, a price-to-earnings ratio of 198.04, a P/E/G ratio of 2.81 and a beta of 1.56. ON Semiconductor Corporation has a 1 year low of $31.04 and a 1 year high of $68.80. The business’s 50-day moving average is $58.70 and its 200-day moving average is $53.07. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.23 and a quick ratio of 3.54.

ON Semiconductor (NASDAQ:ON) last released its quarterly earnings data on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.62 by $0.02. The company had revenue of $1.53 billion during the quarter, compared to analyst estimates of $1.54 billion. ON Semiconductor had a net margin of 2.02% and a return on equity of 12.11%. ON Semiconductor’s revenue for the quarter was down 11.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.95 EPS. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. Equities research analysts predict that ON Semiconductor Corporation will post 2.6 earnings per share for the current year.

ON Semiconductor declared that its Board of Directors has initiated a share repurchase program on Tuesday, November 18th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the semiconductor company to purchase up to 32.7% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

Several equities analysts have recently issued reports on ON shares. B. Riley Financial lifted their price target on ON Semiconductor from $54.00 to $58.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. Craig Hallum reiterated a “hold” rating on shares of ON Semiconductor in a research note on Tuesday. TD Cowen reissued a “buy” rating on shares of ON Semiconductor in a report on Tuesday. Weiss Ratings cut ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, January 30th. Finally, Piper Sandler lifted their price target on ON Semiconductor from $65.00 to $75.00 and gave the company an “overweight” rating in a research note on Tuesday. Twelve investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $63.76.

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.