ON Semiconductor
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
2% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 271
0.36% less ownership
Funds ownership: 98.27% [Q4 2024] → 97.91% (-0.36%) [Q1 2025]
13% less funds holding
Funds holding: 833 [Q4 2024] → 725 (-108) [Q1 2025]
13% less call options, than puts
Call options by funds: $492M | Put options by funds: $566M
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
36% less capital invested
Capital invested by funds: $26.4B [Q4 2024] → $16.8B (-$9.6B) [Q1 2025]
50% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 184
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
16 analyst ratings
Goldman Sachs James Schneider | 0%upside $60 | Neutral Initiated | 10 Jul 2025 |
Keybanc John Vinh | 9%upside $65 | Overweight Maintained | 8 Jul 2025 |
Citigroup Christopher Danely | 0%upside $60 | Neutral Maintained | 7 Jul 2025 |
UBS Pradeep Ramani | 8%downside $55 | Neutral Maintained | 7 Jul 2025 |
Mizuho Vijay Rakesh | 21%upside $72 | Outperform Maintained | 26 Jun 2025 |
Financial journalist opinion
Based on 10 articles about ON published over the past 30 days









