What Makes ON Semiconductor (ON) a Resilient Company?
TCW funds, an investment management company, released its “TCW Relative Value Mid Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
On Semiconductor Corp (ON)
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Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Slate Path Capital David Greenspan | 10,480,200 | $567,502,830 | 7.65% | |
| 2. | Two Sigma Advisors John Overdeck And David Siegel | 3,296,301 | $178,494,699 | +28% | 0.35% |
| 3. | Millennium Management Israel Englander | 2,349,378 | $127,218,819 | +5% | 0.05% |
| 4. | 100,000,000 | $119,543,900 | +136% | 8.83% | |
| 5. | D E Shaw D. E. Shaw | 1,921,233 | $104,034,767 | +222% | 0.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.26 | 17,000 | $769,420.00 | 17,000 | 2021-09-07 | Filing | |
| $11.30 | 2,500 | $28,250.00 | 55,028 | 2016-11-10 | Filing | |
| $7.05 | 2,037 | $14,360.85 | 187,417 | 2016-02-12 | Filing | |
| $7.06 | 4,000 | $28,240.00 | 185,380 | 2016-02-12 | Filing | |
| $6.99 | 7,000 | $48,930.00 | 181,380 | 2016-02-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $58.67 | 6,114 | $358,708.38 | 173,943 | 2026-03-13 | Filing | |
| $71.77 | 44,263 | $3,176,759.94 | 198,995 | 2026-02-17 | Filing | |
| $71.56 | 4,597 | $328,938.79 | 243,258 | 2026-02-17 | Filing | |
| $73.02 | 19,900 | $1,453,058.20 | 1,015,610 | 2026-02-12 | Filing | |
| $73.56 | 100 | $7,356.00 | 1,035,510 | 2026-02-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 107,310 | $6,644,635 | 0.04% | |
| 2. | 86,862 | $5,378,495 | 0.07% | |
| 3. | 73,635 | $4,559,479 | 0.05% | |
| 4. | 27,414 | $1,697,475 | 0.05% | |
| 5. | 22,555 | $1,396,606 | 0.07% |
News See All
Mixed Analyst Sentiment Surrounding ON Semiconductor (ON) Amid Leadership Transition
As of March 13, 2026, analysts remain largely mixed on ON Semiconductor Corporation (NASDAQ:ON).
11 Most Oversold Semiconductor Stocks to Buy Now
As geopolitical risks tied to the U.S.-Israel war with Iran escalate, pressure remains visible among semiconductor stocks.
Deutsche Bank Highlights Positive Momentum in ON Semiconductor Corporation (ON) Q4 Performance
TheFly reported on February 13 that Deutsche Bank raised its price target on ON to $75 from $65 and maintained a Buy rating.
12 Most Promising EV Battery Stocks to Buy Now
On February 13, 2026, Reuters cited Benchmark Mineral Intelligence, reporting global EV registrations fell 3% year-over-year to about 1.2 million units in January.
ON Semiconductor Corporation (ON): A Bull Case Theory
We came across a bullish thesis on ON Semiconductor Corporation on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on ON.
Barclays Initiates Coverage of ON Semiconductor Corporation (ON) with an Equal Weight Rating
On February 12, 2026, Barclays analyst Tom O’Malley initiated coverage of ON Semiconductor Corporation (NASDAQ:ON) with an Equal Weight rating and a $75 price target.
12 Best Tech Stocks that Beat Earnings Estimates
Technology stocks have once again been doing what the broader market expects of them: delivering earnings growth. In its economic and market outlook for 2026, Vanguard wrote that “U.S.
ON Semiconductor Corporation (NASDAQ:ON) Q4 2025 Earnings Call Transcript
ON Semiconductor Corporation (NASDAQ:ON) Q4 2025 Earnings Call Transcript February 9, 2026ON Semiconductor Corporation misses on earnings expectations.
PBCM Sold on Semiconductor (ON) Due to Persistent Downturn in EV Demand
Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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