Polianta Ltd Makes New Investment in ON Semiconductor Corporation $ON

Polianta Ltd bought a new position in ON Semiconductor Corporation (NASDAQ:ON) during the 3rd quarter, HoldingsChannel reports. The fund bought 28,800 shares of the semiconductor company’s stock, valued at approximately $1,420,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Atwood & Palmer Inc. raised its stake in shares of ON Semiconductor by 0.5% in the third quarter. Atwood & Palmer Inc. now owns 302,204 shares of the semiconductor company’s stock valued at $14,902,000 after acquiring an additional 1,361 shares during the last quarter. Private Trust Co. NA raised its position in ON Semiconductor by 72.8% in the 3rd quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 220 shares during the last quarter. Net Worth Advisory Group raised its position in ON Semiconductor by 38.9% in the 3rd quarter. Net Worth Advisory Group now owns 8,287 shares of the semiconductor company’s stock valued at $409,000 after purchasing an additional 2,320 shares during the last quarter. Patton Fund Management Inc. bought a new stake in shares of ON Semiconductor during the third quarter worth $228,000. Finally, HBK Sorce Advisory LLC acquired a new stake in shares of ON Semiconductor in the third quarter valued at $298,000. 97.70% of the stock is currently owned by institutional investors and hedge funds.

ON Semiconductor Trading Down 1.0%

NASDAQ ON opened at $55.15 on Friday. The company has a current ratio of 5.23, a quick ratio of 3.54 and a debt-to-equity ratio of 0.43. ON Semiconductor Corporation has a 12 month low of $31.04 and a 12 month high of $67.95. The company has a market capitalization of $22.19 billion, a PE ratio of 71.62, a P/E/G ratio of 2.94 and a beta of 1.57. The stock has a 50-day simple moving average of $51.52 and a 200 day simple moving average of $52.03.

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

ON Semiconductor declared that its Board of Directors has initiated a stock buyback plan on Tuesday, November 18th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the semiconductor company to repurchase up to 32.7% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Insider Activity

In related news, CFO Trent Thad sold 20,000 shares of the company’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 completion of the sale, the chief financial officer owned 379,448 shares in the company, valued at $20,888,612.40. This represents a 5.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.31% of the stock is owned by company insiders.

Key Stores Impacting ON Semiconductor

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.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Bank of America reduced their price target on shares of ON Semiconductor from $56.00 to $52.00 and set a “neutral” rating on the stock in a research report on Friday, September 5th. Morgan Stanley upped their target price on shares of ON Semiconductor from $55.00 to $56.00 and gave the stock an “equal weight” rating in a research report on Monday, November 24th. UBS Group raised their price target on shares of ON Semiconductor from $50.00 to $55.00 and gave the company a “neutral” rating in a report on Monday, October 27th. Benchmark reiterated a “buy” rating on shares of ON Semiconductor in a research report on Tuesday, November 4th. Finally, Cfra reiterated a “buy” rating and issued a $64.00 price target on shares of ON Semiconductor in a report on Tuesday, November 4th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $59.35.

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.