onsemi (ON) is up 5.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be tied to a mix of company-specific and sector factors. This could be because investors are positioning ahead of onsemi’s September 16, 2026 Investor Day, while the company’s recent comments on accelerating AI data-center demand and its broader strategic push have kept sentiment constructive. ([onsemi.com](https://www.onsemi.com/company/events/onsemi-investor-day?utm_source=openai))
Details:
Sources:
onsemi, AP News
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ON Insider Trading Activity
$ON insiders have traded $ON stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 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 3 sales selling 90,000 shares for an estimated $8,190,000.
- 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 insider transaction endpoint.
$ON Hedge Fund Activity
We have seen 543 institutional investors add shares of $ON stock to their portfolio, and 462 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 10,129,250 shares (+inf%) to their portfolio in Q2 2026, for an estimated $957,619,295
- SLATE PATH CAPITAL LP removed 6,529,477 shares (-83.7%) from their portfolio in Q2 2026, for an estimated $617,296,755
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 4,881,237 shares (+inf%) to their portfolio in Q2 2026, for an estimated $461,472,145
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 3,033,710 shares (-49.7%) from their portfolio in Q2 2026, for an estimated $286,806,943
- JANE STREET GROUP, LLC added 2,732,180 shares (+918.1%) to their portfolio in Q2 2026, for an estimated $258,300,297
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,724,303 shares (+inf%) to their portfolio in Q2 2026, for an estimated $257,555,605
- SACHEM HEAD CAPITAL MANAGEMENT LP removed 1,945,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $183,880,300
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 13F endpoint.
$ON Price Targets
Multiple analysts have issued price targets for $ON recently. We have seen 20 analysts offer price targets for $ON in the last 6 months, with a median target of $115.0.
Here are some recent targets:
- Christopher Rolland from Susquehanna set a target price of $150.0 on 07/09/2026
- Vijay Rakesh from Mizuho set a target price of $125.0 on 07/01/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $110.0 on 06/29/2026
- Mark Lipacis from Evercore ISI Group set a target price of $137.0 on 06/26/2026
- N. Quinn Bolton from Needham set a target price of $130.0 on 06/26/2026
- Craig Ellis from B. Riley Securities set a target price of $135.0 on 06/26/2026
- Tore Svanberg from Stifel set a target price of $107.0 on 06/24/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
