VCI Wealth Management LLC Cuts Position in onsemi $ON

VCI Wealth Management LLC reduced its position in onsemi (NASDAQ:ON) by 45.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,873 shares of the semiconductor company’s stock after selling 10,691 shares during the period. VCI Wealth Management LLC’s holdings in onsemi were worth $797,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. AQR Capital Management LLC grew its stake in onsemi by 187.9% during the first quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company’s stock worth $4,863,000 after buying an additional 79,206 shares during the period. Geneos Wealth Management Inc. lifted its stake in shares of onsemi by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock worth $54,000 after purchasing an additional 507 shares in the last quarter. Brown Advisory Inc. acquired a new position in shares of onsemi during the second quarter worth about $201,000. Cresset Asset Management LLC boosted its position in shares of onsemi by 24.8% in the second quarter. Cresset Asset Management LLC now owns 10,137 shares of the semiconductor company’s stock worth $531,000 after buying an additional 2,016 shares during the period. Finally, Cerity Partners LLC boosted its position in shares of onsemi by 108.0% in the second quarter. Cerity Partners LLC now owns 31,646 shares of the semiconductor company’s stock worth $1,659,000 after buying an additional 16,435 shares during the period. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Barclays raised their target price on onsemi from $75.00 to $100.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. UBS Group set a $110.00 price objective on shares of onsemi in a research report on Friday. Citigroup lifted their price objective on shares of onsemi from $100.00 to $120.00 and gave the company a “neutral” rating in a research note on Monday, June 15th. Mizuho boosted their target price on shares of onsemi from $130.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of onsemi in a research note on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, onsemi has a consensus rating of “Hold” and a consensus target price of $102.35.

Trending Headlines about onsemi

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?

onsemi Trading Down 23.7%

Shares of ON opened at $90.65 on Friday. onsemi has a one year low of $44.56 and a one year high of $134.92. The stock has a 50-day moving average price of $110.67 and a 200 day moving average price of $78.83. The company has a debt-to-equity ratio of 0.41, a quick ratio of 3.14 and a current ratio of 4.87. The company has a market capitalization of $35.53 billion, a P/E ratio of 64.29, a P/E/G ratio of 1.06 and a beta of 1.97.

onsemi (NASDAQ:ON) last posted 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 return on equity of 12.79% and a net margin of 9.46%.The company had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.49 billion. During the same period in the previous year, the business earned $0.55 EPS. onsemi’s revenue for the quarter was up 4.7% compared to the same quarter last year. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. Sell-side analysts forecast that onsemi will post 3.09 EPS for the current fiscal year.

Insider Activity

In related news, CFO Trent Thad sold 30,000 shares of onsemi stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $93.00, for a total value of $2,790,000.00. Following the completion of the sale, the chief financial officer owned 301,194 shares in the company, valued at approximately $28,011,042. The trade was a 9.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.35% of the company’s stock.

onsemi 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.