Boston Trust Walden Corp has added 871,786 shares of $ON to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds’ holdings for the 03-31-2026 report period. You can see the fund’s full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ON.
ON SEMICONDUCTOR Hedge Fund Activity
We have seen 342 institutional investors add shares of ON SEMICONDUCTOR stock to their portfolio, and 406 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SLATE PATH CAPITAL LP added 10,480,200 shares (+inf%) to their portfolio in Q4 2025, for an estimated $567,502,830
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 10,138,199 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $548,983,475
- JPMORGAN CHASE & CO removed 7,372,836 shares (-48.8%) from their portfolio in Q4 2025, for an estimated $399,239,069
- CAPITAL INTERNATIONAL INVESTORS removed 4,249,967 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $230,135,713
- WORLDQUANT MILLENNIUM ADVISORS LLC removed 3,014,718 shares (-97.3%) from their portfolio in Q4 2025, for an estimated $163,246,979
- JANUS HENDERSON GROUP PLC removed 2,847,757 shares (-18.7%) from their portfolio in Q4 2025, for an estimated $154,206,041
- AMERIPRISE FINANCIAL INC removed 2,572,015 shares (-29.5%) from their portfolio in Q4 2025, for an estimated $139,274,612
To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
ON SEMICONDUCTOR Insider Trading Activity
ON SEMICONDUCTOR insiders have traded $ON stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $ON stock by insiders over the last 6 months:
- TRENT THAD (Exec VP & CFO) has made 0 purchases and 6 sales selling 110,000 shares for an estimated $7,773,947.
- SIMON KEETON (Group President, PSG) has made 0 purchases and 3 sales selling 69,860 shares for an estimated $4,675,757.
- HASSANE EL-KHOURY (CEO & President) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $1,460,414.
- SUDHIR GOPALSWAMY (Group President, AMG & ISG) sold 6,114 shares for an estimated $358,708
To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
ON SEMICONDUCTOR Analyst Ratings
Wall Street analysts have issued reports on $ON in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a “Buy” rating on 11/04/2025
To track analyst ratings and price targets for ON SEMICONDUCTOR, check out Quiver Quantitative’s $ON forecast page.
ON SEMICONDUCTOR Price Targets
Multiple analysts have issued price targets for $ON recently. We have seen 19 analysts offer price targets for $ON in the last 6 months, with a median target of $66.0.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $85.0 on 04/13/2026
- Tom O’Malley from Barclays set a target price of $75.0 on 02/13/2026
- Kevin Cassidy from Rosenblatt set a target price of $60.0 on 02/10/2026
- N. Quinn Bolton from Needham set a target price of $72.0 on 02/10/2026
- Joe Quatrochi from Wells Fargo set a target price of $72.0 on 02/10/2026
- John Vinh from Keybanc set a target price of $75.0 on 02/10/2026
- Vijay Rakesh from Mizuho set a target price of $70.0 on 02/10/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative’s $ON ticker page for more data.