ON Semiconductor Corporation $ON Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp decreased its stake in shares of ON Semiconductor Corporation (NASDAQ:ON) by 12.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 470,149 shares of the semiconductor company’s stock after selling 68,366 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.11% of ON Semiconductor worth $23,183,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ON. Norges Bank acquired a new position in shares of ON Semiconductor during the second quarter valued at approximately $228,835,000. Rafferty Asset Management LLC increased its position in shares of ON Semiconductor by 55.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock valued at $305,943,000 after purchasing an additional 2,072,125 shares during the period. M&G PLC raised its stake in shares of ON Semiconductor by 164.2% in the 2nd quarter. M&G PLC now owns 2,459,104 shares of the semiconductor company’s stock worth $127,873,000 after buying an additional 1,528,311 shares in the last quarter. Alliancebernstein L.P. lifted its holdings in shares of ON Semiconductor by 312.8% in the second quarter. Alliancebernstein L.P. now owns 2,011,077 shares of the semiconductor company’s stock valued at $105,401,000 after buying an additional 1,523,866 shares during the period. Finally, Ameriprise Financial Inc. boosted its stake in ON Semiconductor by 7.7% during the second quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company’s stock valued at $639,716,000 after buying an additional 877,533 shares in the last quarter. 97.70% of the stock is currently owned by institutional investors.

Insider Buying and Selling at ON Semiconductor

In related news, CFO Trent Thad sold 20,000 shares of ON Semiconductor 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 completion of the sale, the chief financial officer owned 379,448 shares of the company’s stock, valued at approximately $20,888,612.40. The trade was a 5.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.31% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on ON shares. Exane BNP Paribas raised shares of ON Semiconductor from a “strong sell” rating to a “hold” rating in a research note on Thursday. Cantor Fitzgerald restated a “neutral” rating on shares of ON Semiconductor in a research report on Tuesday, December 16th. Evercore ISI reaffirmed an “outperform” rating on shares of ON Semiconductor in a report on Wednesday, January 7th. Truist Financial raised their price objective on ON Semiconductor from $51.00 to $57.00 and gave the stock a “hold” rating in a research note on Friday, December 19th. Finally, Stifel Nicolaus lifted their target price on ON Semiconductor from $50.00 to $60.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Thirteen research analysts have rated the stock with a Buy rating and seventeen have issued a Hold rating to the stock. Based on data from MarketBeat.com, ON Semiconductor has an average rating of “Hold” and an average target price of $61.30.

Trending Headlines about ON Semiconductor

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

• Positive Sentiment: Recent quarterly beat and forward guide — ON posted an EPS beat on its last report and set Q4 FY2025 guidance of $0.57–$0.67, giving some fundamentals support to the share price. (Company Q3/FY2025 results summarized in background provided)
• Neutral Sentiment: Higher investor attention could drive short?term volatility — Zacks flags ON as a heavily searched stock, which often increases trading activity and short?term price swings. Read More.
• Neutral Sentiment: Sector M&A and chip?supply headlines are in focus — IonQ’s $1.8B SkyWater deal and other chip supply moves keep semiconductors in the headlines; these developments can shift sentiment across peers (benefit/impact depends on technology overlap and customer exposure). Read More.
• Negative Sentiment: Revenue weakness and high valuation — ON’s last quarter showed revenue down ~12% year?over?year despite the EPS beat; the stock trades at a high P/E (~79) versus historical norms, which can prompt profit?taking if growth expectations slip.
• Negative Sentiment: Price extended above moving averages with lighter volume — shares are trading above both the 50?day ($55.14) and 200?day ($52.77) averages and near the 1?year high, but today’s volume is below average (6.1M vs. ~8.9M). That setup often leads to pullbacks as traders reduce exposure.

ON Semiconductor Stock Performance

Shares of ON stock opened at $61.13 on Tuesday. ON Semiconductor Corporation has a fifty-two week low of $31.04 and a fifty-two week high of $65.77. The stock’s 50-day moving average is $55.45 and its two-hundred day moving average is $52.79. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.23 and a quick ratio of 3.54. The firm has a market cap of $24.60 billion, a P/E ratio of 79.39, a PEG ratio of 2.69 and a beta of 1.55.

ON Semiconductor (NASDAQ:ON) last announced 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 business 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 firm’s quarterly revenue was down 12.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.99 EPS. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. Analysts predict that ON Semiconductor Corporation will post 2.6 earnings per share for the current fiscal year.

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

About ON Semiconductor

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.