Key Points
- ON Semiconductor CEO Hassane El‑Khoury sold 20,000 shares on Feb. 12 at an average price of $73.02 for about $1.46M, reducing his stake roughly 1.93% to ~1,015,610 shares; the CFO also sold 60,000 shares the same week.
- The company beat Q4 EPS estimates ($0.64 vs. $0.62) while revenue fell 11.2% year‑over‑year, gave Q1 2026 guidance of $0.560–0.660 EPS, and the board authorized a $6.0 billion share repurchase (up to ~32.7% of shares).
- Analyst sentiment is mixed — MarketBeat reports an average "Hold" rating with a $64.19 target, even as institutional ownership is very high (97.7%) and the stock trades near its one‑year high (~$73.63).
ON Semiconductor Corporation (NASDAQ:ON - Get Free Report) CEO Hassane El-Khoury sold 20,000 shares of ON Semiconductor stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the transaction, the chief executive officer directly owned 1,015,610 shares of the company's stock, valued at approximately $74,159,842.20. This trade represents a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
ON Semiconductor Stock Performance
Shares of NASDAQ ON opened at $70.63 on Friday. The company has a market capitalization of $27.83 billion, a PE ratio of 207.74, a price-to-earnings-growth ratio of 0.76 and a beta of 1.56. The company has a debt-to-equity ratio of 0.39, a quick ratio of 3.54 and a current ratio of 4.52. The company's fifty day moving average price is $59.30 and its 200 day moving average price is $53.32. ON Semiconductor Corporation has a 1 year low of $31.04 and a 1 year high of $73.63.
ON Semiconductor (NASDAQ:ON - Get Free Report) last released its quarterly earnings data on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, beating analysts' consensus estimates of $0.62 by $0.02. ON Semiconductor had a net margin of 2.02% and a return on equity of 12.22%. The company had revenue of $1.53 billion during the quarter, compared to analysts' expectations of $1.54 billion. During the same quarter in the previous year, the company earned $0.95 earnings per share. The firm's revenue for the quarter was down 11.2% on a year-over-year basis. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. On average, research analysts predict that ON Semiconductor Corporation will post 2.6 earnings per share for the current year.
ON Semiconductor declared that its board has authorized a share repurchase program on Tuesday, November 18th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the semiconductor company to reacquire up to 32.7% of its shares through open market purchases. Shares repurchase programs are often a sign that the company's management believes its stock is undervalued.
Institutional Investors Weigh In On ON Semiconductor
A number of hedge funds have recently modified their holdings of the business. Vanguard Group Inc. boosted its position in ON Semiconductor by 0.5% during the second quarter. Vanguard Group Inc. now owns 51,367,704 shares of the semiconductor company's stock worth $2,692,181,000 after acquiring an additional 243,238 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in ON Semiconductor by 7.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company's stock worth $639,716,000 after purchasing an additional 877,533 shares in the last quarter. Geode Capital Management LLC lifted its stake in ON Semiconductor by 0.7% in the 2nd quarter. Geode Capital Management LLC now owns 11,296,301 shares of the semiconductor company's stock worth $590,383,000 after purchasing an additional 77,795 shares in the last quarter. Allspring Global Investments Holdings LLC boosted its holdings in shares of ON Semiconductor by 8.1% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 6,363,805 shares of the semiconductor company's stock worth $360,828,000 after purchasing an additional 474,725 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of ON Semiconductor in the fourth quarter valued at approximately $330,885,000. 97.70% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting ON Semiconductor
Here are the key news stories impacting ON Semiconductor this week:
- Positive Sentiment: Q4 results, record free cash flow and a large buyback program underpin the bullish case — management beat EPS expectations, highlighted record FCF and the board authorized an additional $6 billion in buybacks (supporting share returns and potential supply reduction). Onsemi Is Near a Breakout—And Free Cash Flow Could Fuel It
- Positive Sentiment: Several analyst houses raised targets or reiterated conviction after the quarter (JPMorgan, Truist, Rosenblatt raised targets), which can attract momentum buyers and institutional support. JPMorgan Increases ON Semiconductor Price Target to $70
- Neutral Sentiment: Barclays initiated coverage with an Equalweight rating — a neutral institutional entry that adds liquidity/coverage but doesn't signal strong directional conviction. Barclays initiates ON Semiconductor coverage
- Neutral Sentiment: Analyst commentary is mixed overall — some price-target raises and upbeat takeaways on recovery and margins, while a handful of shops trimmed ratings/targets. That creates two-sided analyst flow and keeps the story market-sensitive. Seeking Alpha: ON Semiconductor - Reiterate Buy Upon Correction
- Negative Sentiment: Insider selling by top executives: CFO Trent Thad sold 60,000 shares (~$4.27M) and CEO Hassane El‑Khoury sold 20,000 shares (~$1.46M) this week — sizable insider disposals can signal personal liquidity or reduce near-term conviction and may pressure sentiment. CFO Trent Thad SEC filing CEO Hassane El‑Khoury SEC filing
- Negative Sentiment: Top-line pressure and risk disclosures remain: revenue is still below year-ago levels and management flagged strategic/legal/cyber risks related to AI integration — these keep execution risk elevated while the market awaits durable revenue recovery. Q4 2025 earnings call transcript
Analysts Set New Price Targets
ON has been the subject of a number of recent analyst reports. TD Cowen restated a "buy" rating on shares of ON Semiconductor in a research report on Tuesday. Williams Trading set a $60.00 price target on shares of ON Semiconductor in a report on Tuesday, November 4th. Barclays set a $75.00 price objective on shares of ON Semiconductor and gave the company an "equal weight" rating in a report on Thursday. JPMorgan Chase & Co. boosted their target price on shares of ON Semiconductor from $56.00 to $70.00 and gave the stock a "neutral" rating in a research note on Tuesday. Finally, Evercore reaffirmed an "outperform" rating on shares of ON Semiconductor in a research note on Wednesday, January 7th. Twelve research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Hold" and an average price target of $64.19.
View Our Latest Stock Analysis on ON
About ON Semiconductor
(
Get Free Report)
ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.
ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.
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