ONON On Holding AG

NEUTRAL Impact: 3/10 6-K
Horizon weeks Filed May 28, 2026 Processed 7d 20h ago SEC 0000950103-26-007952
Notable filing: 6-K
Latest settled — T+5d
ONON ▼ -9.16% at T+5d
NEUTRAL call ✗ call lost -9.16% · α vs SPY -6.66% · entry $40.82 → $37.08
Next anchor: T+20d in 13d
Currently $38.58 · -5.49% from $40.82 entry
Entry anchored
May 28, 03:59 PM ET
via Databento tick
T+1d
-2.92%
call -2.92% · α -3.17%
$39.63
settled 15d ago
T+5d
-9.16%
call -9.16% · α -6.66%
$37.08
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

On Holding AG held its 2026 Annual General Meeting on May 28, 2026, where all 12 agenda items were approved by shareholders, including the re-election of all board members, approval of compensation packages (CHF 30M for executive officers in FY2027), and the conversion of 16,250,000 Class B shares into 1,625,000 Class A shares. The filing also includes the updated Articles of Association reflecting the new capital structure and capital band authorizations through May 2028. This is a routine governance filing with no material financial surprises or operational updates.

Actionable Insight

This is a routine AGM results filing with no earnings or operational updates. The Class B-to-Class A share conversion reduces the voting power differential slightly but is immaterial for common stock valuation. Monitor the next quarterly earnings release for revenue and margin trends; the FY2025 loss of CHF 67.9M was already known from the 20-F filing 94 days prior.

Key Facts

  • All 12 AGM agenda items approved by shareholders on May 28, 2026
  • Conversion of 16,250,000 Class B Shares into 1,625,000 Class A Shares approved
  • Maximum aggregate compensation for executive officers for FY2027 approved at CHF 30,000,000
  • Maximum aggregate compensation for non-executive board members approved at CHF 2,000,000
  • Supplementary compensation of CHF 1,329,687 for executive officers for FY2025 approved
  • Capital band for Class A Shares: CHF 28,347,212.40 (lower) to CHF 33,347,212.40 (upper), valid until May 25, 2028
  • Capital band for Class B Shares: CHF 3,186,666.80 (lower) to CHF 3,344,791.80 (upper), valid until May 25, 2028
  • Conditional share capital of up to 6,703,083 Class A shares for board/consultant equity plans
  • All board members re-elected including Co-Chairmen David Allemann and Caspar Coppetti
  • PricewaterhouseCoopers AG re-elected as statutory auditors
  • Loss for FY2025 of KCHF 67,944.0 reduced retained earnings to KCHF 31,505.0

Financial Impact

No new financial results disclosed; FY2025 loss of CHF 67.9M was already reported in the 20-F annual filing. Compensation approvals total CHF 33.3M (CHF 30M executive + CHF 2M board + CHF 1.33M supplementary).

compensationshare_capital_structure

Risk Factors

  • FY2025 net loss of CHF 67.9M indicates ongoing profitability challenges despite revenue growth
  • Capital band authorizations allow up to 25M new Class A shares and 9.5M new Class B shares without further shareholder approval through 2028, creating potential dilution overhang

Market Snapshot

Exchange
NYSE
Sector
Rubber & Plastics Footwear
Analyst Consensus
86% bullish (35 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0000950103-26-007952
Document: dp246675_6k.htm0000950103-26-007952
Document: 0000950103-26-007952-index-headers.html0000950103-26-007952
Document: 0000950103-26-007952-index.html0000950103-26-007952
Document: 0000950103-26-007952.txt0000950103-26-007952
5 reports for ONON
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ONON — sortable, filterable
Type Now
May 28, 2026
15d ago
6-K
NEUTRAL ★ 3/10
$40.82 $37.08▼ −9.16%▼ −6.66%$38.58 (−5.49%)
May 15, 2026
28d ago
Insider Cluster
BULLISH ★ 6/10
$37.26 $39.81▲ +6.84%▲ +5.88%$38.58 (+3.54%)
May 13, 2026
4w ago
144
NEUTRAL ★ 2/10
$36.84 $39.19▲ +6.38%▲ +7.10%$38.58 (+4.72%)
May 12, 2026
4w ago
6-K
BULLISH ★ 8/10
$33.83 $38.10▲ +12.62%▲ +12.54%$38.58 (+14.04%)
Apr 17, 2026
8w ago
6-K
NEUTRAL ★ 3/10
$37.25 $35.93▼ −3.54%▼ −4.46%$38.58 (+3.57%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (52h 23m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access