Dec 31, 2025 • MarketBeat
NEUTRAL
ON Semiconductor Corporation $ON Shares Sold by Boston Trust Walden Corp
Boston Trust Walden Corp significantly reduced its stake in ON Semiconductor Corporation by 30.5%, selling 76,050 shares and retaining 173,295 shares valued at approximately $8.545 million. Despite this, ON Semiconductor reported strong Q3 earnings, beating estimates and authorizing a substantial $6.0 billion share buyback program. The company faces a mixed analyst outlook with a consensus "Hold" rating, while an executive insider sale was also noted.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Allspring Global Investments Holdings LLC Purchases 53,748 Shares of ON Semiconductor Corporation $ON
Allspring Global Investments Holdings LLC increased its stake in ON Semiconductor Corporation by 0.9% in Q3, acquiring an additional 53,748 shares, bringing its total holdings to 5,889,080 shares valued at approximately $284.7 million. The semiconductor company recently beat Q3 earnings estimates and provided optimistic Q4 guidance, despite facing some negative sentiment regarding its valuation and underperformance compared to competitors. Institutional investors now own 97.7% of the company, and various analysts have issued "Buy" and "Hold" ratings, with a consensus target price of $59.35.
Dec 30, 2025 • CityNews Halifax
NEUTRAL
Lululemon tells employees it’s ‘business as usual’ as founder challenges board
Lululemon Athletica Inc. has assured its employees that it's "business as usual" despite founder Chip Wilson's proxy challenge to the board. Wilson nominated three director candidates, citing a lack of visionary leadership and a failed succession plan following the CEO's resignation announcement. The company, however, stated its confidence in its current board and strategic direction, acknowledging complex market dynamics that have seen its share price drop significantly.
Dec 30, 2025 • Castanet
NEUTRAL
Lululemon tells employees it's 'business as usual' as founder challenges board
Lululemon Athletica Inc. is reassuring employees it's "business as usual" even as founder Chip Wilson challenges the company's board by nominating three director candidates. Wilson expressed a lack of faith in the existing board and its "visionary creative leadership," especially after the CEO's announced departure without a clear succession plan. Lululemon's leadership, however, stands firm, emphasizing confidence in the company's direction despite market complexities and a drop in North American revenue.
Dec 30, 2025 • 富途牛牛
SOMEWHAT-BEARISH
ON Semiconductor Corp. Stock Underperforms Monday When Compared To Competitors
ON Semiconductor Corp. stock underperformed on Monday compared to its competitors. The article mentions Unity Software's recent fourth-quarter financial results, reporting a 35% year-over-year revenue increase to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share. This financial data on Unity Software seems to be included as a comparative data point or a general market update alongside the news about ON Semiconductor.
Dec 29, 2025 • SGB Media Online
NEUTRAL
EXEC: Lululemon Founder Looks to Proxy Fight to Fill Board Seats, New CEO Pick
Lululemon Athletica, Inc. founder Chip Wilson is initiating a proxy fight to appoint three new independent directors to the company's Board, including the former co-CEO of On Holding, a former CMO of ESPN, and a former CEO of Activision. Wilson also proposes declassifying the Board so all directors are elected annually, emphasizing the need for visionary leadership due to what he perceives as a lack of board oversight and a failing succession plan for the outgoing CEO, Calvin McDonald. This move follows activist investor Elliott Management's stake acquisition and their intent to push their own CEO candidate.