onsemi (NASDAQ:ON) Insider Sells $1,246,240.00 in Stock

onsemi (NASDAQ:ON) insider Sudhir Gopalswamy sold 15,578 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $80.00, for a total transaction of $1,246,240.00. Following the completion of the transaction, the insider directly owned 158,177 shares of the company’s stock, valued at approximately $12,654,160. The trade was a 8.97% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

onsemi Stock Performance

Shares of ON stock opened at $84.89 on Monday. onsemi has a fifty-two week low of $44.56 and a fifty-two week high of $134.92. The company has a 50 day moving average price of $76.40 and a 200 day moving average price of $88.61. The stock has a market capitalization of $33.05 billion, a P/E ratio of 54.42, a price-to-earnings-growth ratio of 0.70 and a beta of 2.05. The company has a debt-to-equity ratio of 0.51, a quick ratio of 2.49 and a current ratio of 3.46.

onsemi (NASDAQ:ON) last released its earnings results on Monday, August 3rd. The semiconductor company reported $0.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.72 by $0.02. The company had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.59 billion. onsemi had a net margin of 10.17% and a return on equity of 14.06%. The firm’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.53 EPS. onsemi has set its Q3 2026 guidance at 0.810-0.930 EPS. Equities research analysts predict that onsemi will post 3.2 EPS for the current fiscal year.

onsemi News Roundup

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: More favorable Synaptics deal terms: onsemi and Synaptics amended their merger agreement after Synaptics received an unsolicited competing proposal. The transaction is now an all-cash offer of $123 per Synaptics share, valuing the deal at approximately $5.7 billion versus roughly $7 billion under the previous all-stock structure. The lower purchase price removes expected share dilution and is projected to be immediately accretive to onsemi’s non-GAAP earnings per share. onsemi and Synaptics Announce Revised Merger Agreement
• Positive Sentiment: Analysts raised valuation expectations: Bank of America said the revised transaction could produce a larger earnings benefit than initially expected, while UBS characterized the deal as immediately accretive. Wells Fargo raised its onsemi price target to $100 from $85 and assigned an Overweight rating; Needham reaffirmed a Buy rating with a $116 target. ON Semiconductor’s revised Synaptics deal improves earnings outlook, says BofA
• Positive Sentiment: Positive trading signals: Call-option activity was unusually strong, with traders purchasing 28,912 calls—about 36% above average volume—suggesting increased bullish positioning. The stock also benefited from broad strength in technology shares.
• Neutral Sentiment: Strategic upside remains dependent on execution: Management cited additional revenue opportunities, potential annual run-rate synergies and plans to bring some Synaptics production in-house. These benefits could improve the combined company’s growth profile, but they remain subject to deal completion and integration.
• Negative Sentiment: Insider selling adds a modest cautionary signal: Director Sudhir Gopalswamy sold 15,578 shares for approximately $1.25 million, reducing his position by 8.97%. The transaction was conducted under a pre-arranged Rule 10b5-1 trading plan, which reduces its significance as a discretionary bearish signal.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in ON. CX Institutional raised its position in shares of onsemi by 8.5% during the 3rd quarter. CX Institutional now owns 9,170 shares of the semiconductor company’s stock worth $705,000 after acquiring an additional 719 shares in the last quarter. Andra AP fonden acquired a new position in onsemi in the second quarter valued at $2,704,000. Sequoia Financial Advisors LLC boosted its stake in onsemi by 1.7% in the second quarter. Sequoia Financial Advisors LLC now owns 20,170 shares of the semiconductor company’s stock valued at $1,907,000 after acquiring an additional 344 shares in the last quarter. Arlington Capital Management Inc. purchased a new position in shares of onsemi during the second quarter worth about $246,000. Finally, WINTON GROUP Ltd purchased a new position in shares of onsemi during the second quarter worth about $293,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Wall Street Analysts Forecast Growth

ON has been the topic of several recent research reports. Robert W. Baird upped their price target on onsemi from $100.00 to $108.00 and gave the stock a “neutral” rating in a report on Tuesday, August 4th. TD Cowen lowered their price objective on onsemi from $110.00 to $95.00 and set a “buy” rating for the company in a research report on Monday, July 13th. Cantor Fitzgerald cut their target price on shares of onsemi from $110.00 to $90.00 and set a “neutral” rating on the stock in a research note on Thursday, September 17th. UBS Group reiterated a “neutral” rating on shares of onsemi in a research note on Thursday, September 17th. Finally, Truist Financial lowered their price target on shares of onsemi from $91.00 to $75.00 and set a “hold” rating for the company in a report on Friday, September 18th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $95.36.

About onsemi

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.