ON Semiconductor (ON)

• Market cap: $21.2B
• 1 day: 4.08%
• 5 days: 5.91%
• 1 month: 2.57%
• 3 months: -0.82%
• 6 months: 19.37%
• Year to date: -16.01%
• 1 year: -26.63%
• 5 years: 141.97%
• 10 years: 422.48%
• Sector: Technology
• Industry: Semiconductors

About: Onsemi is a supplier of power semiconductors and sensors focused on the automotive and industrial markets. Onsemi is the second-largest power chipmaker in the world and the largest supplier of image sensors to the automotive market. While the firm used to be highly vertically integrated, it now pursues a hybrid manufacturing strategy for flexible capacity. Onsemi is pivoting to focus on emerging applications like electric vehicles, autonomous vehicles, industrial automation, and renewable energy.

Employees: 26,490

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

77% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 87

67% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]

35% more capital invested

Capital invested by funds: $16.8B [Q1] → $22.7B (+$5.89B) [Q2]

15% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 254

8% more funds holding

Funds holding: 731 [Q1] → 789 (+58) [Q2]

5.48% more ownership

Funds ownership: 98.07% [Q1] → 103.56% (+5.48%) [Q2]

32% less call options, than puts

Call options by funds: $3.93B | Put options by funds: $5.8B

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $49
• Avg. target: $57
• High target: $72

14 analyst ratings

• positive: 6 43%
• neutral: 8 57%
• negative: 0 0%

B of A Securities Vivek Arya	$52	Neutral Maintained	5 Sep 2025
Citigroup Christopher Danely	$54	Neutral Maintained	5 Aug 2025
Truist Securities William Stein	$49	Hold Maintained	5 Aug 2025
Wells Fargo Joe Quatrochi	$62	Overweight Maintained	5 Aug 2025
UBS Pradeep Ramani	$50	Neutral Maintained	5 Aug 2025