Polianta Ltd Buys Shares of 28,800 ON Semiconductor Corporation $ON

by · The Markets Daily

Polianta Ltd purchased a new position in shares of ON Semiconductor Corporation (NASDAQ:ON – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 28,800 shares of the semiconductor company’s stock, valued at approximately $1,420,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Moody National Bank Trust Division boosted its holdings in ON Semiconductor by 1.5% in the second quarter. Moody National Bank Trust Division now owns 11,404 shares of the semiconductor company’s stock worth $598,000 after purchasing an additional 169 shares in the last quarter. Freedom Investment Management Inc. lifted its position in shares of ON Semiconductor by 2.6% in the second quarter. Freedom Investment Management Inc. now owns 7,853 shares of the semiconductor company’s stock worth $412,000 after buying an additional 196 shares during the last quarter. Private Trust Co. NA boosted its stake in shares of ON Semiconductor by 72.8% during the 3rd quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 220 shares in the last quarter. New York Life Investment Management LLC increased its holdings in shares of ON Semiconductor by 0.4% during the 2nd quarter. New York Life Investment Management LLC now owns 62,678 shares of the semiconductor company’s stock valued at $3,285,000 after acquiring an additional 221 shares during the last quarter. Finally, Sowell Financial Services LLC increased its holdings in shares of ON Semiconductor by 4.1% during the 2nd quarter. Sowell Financial Services LLC now owns 5,668 shares of the semiconductor company’s stock valued at $297,000 after acquiring an additional 223 shares during the last quarter. Institutional investors own 97.70% of the company’s stock.

Insiders Place Their Bets

In other ON Semiconductor news, CFO Trent Thad sold 20,000 shares of the business’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $55.05, for a total value of $1,101,000.00. Following the sale, the chief financial officer owned 379,448 shares of the company’s stock, valued at $20,888,612.40. The trade was a 5.01% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.31% of the stock is owned by corporate insiders.

ON Semiconductor Stock Down 1.0%

Shares of ON opened at $55.15 on Friday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.54 and a current ratio of 5.23. The company has a 50-day simple moving average of $51.52 and a 200-day simple moving average of $52.03. ON Semiconductor Corporation has a 52 week low of $31.04 and a 52 week high of $67.95. The firm has a market capitalization of $22.19 billion, a P/E ratio of 71.62, a P/E/G ratio of 2.94 and a beta of 1.57.

ON Semiconductor (NASDAQ:ON – Get Free Report) last posted its quarterly earnings results on Monday, November 3rd. The semiconductor company reported $0.63 EPS for the quarter, beating the consensus estimate of $0.59 by $0.04. The firm had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.52 billion. ON Semiconductor had a return on equity of 13.60% and a net margin of 5.16%.The company’s revenue for the quarter was down 12.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.99 EPS. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. On average, equities research analysts expect that ON Semiconductor Corporation will post 2.6 earnings per share for the current year.

ON Semiconductor announced that its board has authorized a stock repurchase plan on Tuesday, November 18th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the semiconductor company to purchase up to 32.7% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

More ON Semiconductor News

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

  • Positive Sentiment: Q3 results and guidance: ON beat Q3 EPS estimates (reported $0.63 vs. $0.59 est.) and revenue was roughly in line with expectations, and management provided Q4 EPS guidance of $0.570–$0.670 — evidence the company is still generating profitability despite a revenue slowdown. This supports the case that near-term fundamentals aren’t deteriorating sharply.
  • Neutral Sentiment: Balance sheet and valuation mix: ON has a strong liquidity profile (current ratio ~5.2, quick ratio ~3.5) and moderate leverage (D/E ~0.43), which reduces downside risk. Offsetting that, the stock trades at a high P/E (~71.6) and PEG (~2.94), implying high expectations for future growth; that makes shares sensitive to any growth misses.
  • Neutral Sentiment: Technical context: The stock is trading above its 50-day (~$51.52) and 200-day (~$52.03) moving averages, which is constructive technically but could invite profit-taking after the recent run-up.
  • Negative Sentiment: Underperformance vs. peers: MarketWatch flagged ON underperforming competitors in recent trading, which can prompt momentum-driven selling from funds and short-term traders that rotate into stronger semiconductor names. ON Semiconductor Corp. stock underperforms Wednesday
  • Negative Sentiment: Short-interest report flagged an increase in December short interest, though the published data appears inconsistent (zero shares and NaN changes reported), suggesting either rising bearish positioning or a data glitch; either way, headlines about higher short interest can pressure the stock until clarified.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. TD Cowen boosted their target price on ON Semiconductor from $55.00 to $60.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Truist Financial lifted their price target on shares of ON Semiconductor from $51.00 to $57.00 and gave the company a “hold” rating in a research report on Friday, December 19th. Cfra restated a “buy” rating and issued a $64.00 price objective on shares of ON Semiconductor in a research note on Tuesday, November 4th. UBS Group upped their price objective on shares of ON Semiconductor from $50.00 to $55.00 and gave the stock a “neutral” rating in a report on Monday, October 27th. Finally, Robert W. Baird lifted their target price on shares of ON Semiconductor from $48.00 to $56.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $59.35.

Get Our Latest Analysis on ON

About ON Semiconductor

(Free Report)

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.

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