WINTON GROUP Ltd Takes $1.73 Million Position in onsemi $ON

WINTON GROUP Ltd purchased a new stake in shares of onsemi (NASDAQ:ON) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 31,856 shares of the semiconductor company’s stock, valued at approximately $1,725,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. CVA Family Office LLC boosted its position in onsemi by 83.7% in the 4th quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 215 shares during the last quarter. Root Financial Partners LLC increased its position in shares of onsemi by 42.1% during the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 149 shares during the last quarter. Darwin Wealth Management LLC acquired a new position in shares of onsemi in the second quarter worth about $32,000. Deseret Mutual Benefit Administrators boosted its holdings in onsemi by 28.2% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 728 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 160 shares during the last quarter. Finally, Close Asset Management Ltd purchased a new position in onsemi in the third quarter valued at about $38,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on ON shares. Evercore restated an “outperform” rating on shares of onsemi in a report on Tuesday, May 5th. Zacks Research upgraded onsemi from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, May 6th. Barclays raised their price target on shares of onsemi from $75.00 to $100.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. Robert W. Baird upped their price target on shares of onsemi from $56.00 to $100.00 and gave the company a “neutral” rating in a report on Tuesday, May 5th. Finally, Rosenblatt Securities increased their price objective on shares of onsemi from $60.00 to $85.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $92.00.

Key onsemi News

Here are the key news stories impacting onsemi this week:

• Positive Sentiment: onsemi launched its industry-first Elite Pairing Studio, an online design tool that helps engineers optimize SiC MOSFET and gate driver pairings for applications like AI data centers, electric vehicles, and industrial systems. The tool could deepen customer engagement, speed design cycles, and support broader adoption of onsemi’s power products. Article Title
• Neutral Sentiment: Another report highlighted onsemi’s new online tool to simplify power electronics design, adding visibility around the company’s product innovation but not providing direct evidence of sales impact yet. Article Title
• Neutral Sentiment: A separate item noted that a camera product from Vadzo Imaging uses onsemi’s AR0235 sensor, underscoring continued ecosystem adoption of onsemi components. Article Title

onsemi Trading Up 3.1%

NASDAQ:ON opened at $120.90 on Tuesday. The company has a market cap of $47.38 billion, a PE ratio of 85.75, a P/E/G ratio of 1.04 and a beta of 1.97. The business’s 50 day moving average is $96.22 and its two-hundred day moving average is $72.47. The company has a quick ratio of 3.14, a current ratio of 4.87 and a debt-to-equity ratio of 0.41. onsemi has a 52 week low of $44.56 and a 52 week high of $134.92.

onsemi (NASDAQ:ON) last issued its quarterly earnings results on Monday, May 4th. The semiconductor company reported $0.64 earnings per share for the quarter, beating analysts’ consensus estimates of $0.61 by $0.03. The business had revenue of $1.51 billion during the quarter, compared to the consensus estimate of $1.49 billion. onsemi had a return on equity of 12.79% and a net margin of 9.46%.The business’s quarterly revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.55 EPS. onsemi has set its Q2 2026 guidance at 0.650-0.770 EPS. On average, analysts predict that onsemi will post 3.09 EPS for the current year.

Insider Buying and Selling at onsemi

In other news, CFO Trent Thad sold 30,000 shares of onsemi stock in a transaction dated 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 transaction, the chief financial officer directly owned 301,194 shares of the company’s stock, valued at approximately $28,011,042. The trade was a 9.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sudhir Gopalswamy sold 6,114 shares of the firm’s stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $58.67, for a total transaction of $358,708.38. Following the completion of the transaction, the insider directly owned 173,943 shares in the company, valued at $10,205,235.81. This represents a 3.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 66,114 shares of company stock valued at $5,548,708. 0.35% of the stock is owned by insiders.

onsemi Company 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.