Brandywine Global Investment Management Adds $32M in ON Semiconductor Corporation ($ON)

Key Points

  • Brandywine Global Investment Management changed its ON Semiconductor Corporation ($ON) stake by 17.5% last quarter, boosting to 1,847,377 shares worth $215.76 million.
  • Wall Street's consensus rating on $ON is Buy and an average price target of $106.31.
  • $ON last traded around $116.79.

Brandywine Global Investment Management increased its position in ON Semiconductor Corporation ($ON) by 17.5% during the most recent quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,847,377 shares of ON Semiconductor Corporation after buying 275,079 shares during the quarter. Brandywine Global Investment Management's holdings in ON Semiconductor Corporation were worth $215.76 million as of its most recent filing.

ON Semiconductor Corporation ($ON) Stock

Last price$116.79
Market cap$45.41B
P/E ratio86.51
Forward P/E27.38
PEG ratio0.39
Beta1.98
52-week low$44.56
52-week high$134.92
50-day MA$101.18
200-day MA$67.12
Current ratio4.87
Quick ratio2.80
Debt-to-equity0.44

ON Semiconductor Corporation Earnings

EPS (ttm)$1.35
Revenue (ttm)$6.06B
Revenue growth4.7%
Net margin9.5%
Return on equity7.5%
Next earningsAug 3, 2026

Analysts Set New Price Targets

ConsensusBuy
Average target$106.31
High target$150.00
Low target$68.00
Analysts covering29

About ON Semiconductor Corporation

ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, short-wave infrared sensors, and other products, as well as photon-counting technologies, including single-photon avalanche diode arrays and silicon photomultiplier devices for depth sensing, factory automation, safety systems, and robotics industries. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.

ExchangeNasdaqGS
SectorTechnology
IndustrySemiconductors
HeadquartersScottsdale, AZ
CEOMr. Hassane S. El-Khoury
Employees22,600

See Also

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