Key Points
- CFO Trent Thad sold 30,000 ON Semiconductor shares on April 16 at an average price of $80 under a pre‑arranged Rule 10b5‑1 plan, trimming his stake by 8.31% to 331,194 shares (≈$26.5M); he previously sold 60,000 shares in February.
- Despite a Bank of America upgrade and elevated call‑option activity boosting short‑term sentiment, ON faces operational headwinds—revenue was down 11.2% YoY, the stock trades at a high P/E (~244) with a consensus "Hold" rating, and investors are watching the May 4 Q1 report as a near‑term catalyst.
ON Semiconductor Corporation (NASDAQ:ON - Get Free Report) CFO Trent Thad sold 30,000 shares of the business's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $80.00, for a total value of $2,400,000.00. Following the completion of the transaction, the chief financial officer owned 331,194 shares in the company, valued at $26,495,520. The trade was a 8.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Trent Thad also recently made the following trade(s):
- On Thursday, February 12th, Trent Thad sold 60,000 shares of ON Semiconductor stock. The shares were sold at an average price of $71.22, for a total value of $4,273,200.00.
ON Semiconductor Price Performance
Shares of ON Semiconductor stock opened at $83.01 on Friday. The stock's 50-day simple moving average is $65.33 and its 200-day simple moving average is $57.99. ON Semiconductor Corporation has a 52 week low of $33.20 and a 52 week high of $83.52. The company has a market capitalization of $32.65 billion, a price-to-earnings ratio of 244.15, a PEG ratio of 0.80 and a beta of 1.53. The company has a quick ratio of 2.98, a current ratio of 4.52 and a debt-to-equity ratio of 0.39.
ON Semiconductor (NASDAQ:ON - Get Free Report) last announced its quarterly earnings data on Monday, February 9th. The semiconductor company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.62 by $0.02. ON Semiconductor had a return on equity of 12.22% and a net margin of 2.02%.The business had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the previous year, the business earned $0.95 earnings per share. The business's revenue was down 11.2% on a year-over-year basis. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. As a group, analysts expect that ON Semiconductor Corporation will post 2.6 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
Hedge funds have recently modified their holdings of the business. CVA Family Office LLC grew its stake in shares of ON Semiconductor by 83.7% during the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company's stock valued at $26,000 after buying an additional 215 shares during the last quarter. Root Financial Partners LLC grew its stake in shares of ON Semiconductor by 42.1% during the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company's stock valued at $27,000 after buying an additional 149 shares during the last quarter. Private Trust Co. NA grew its stake in shares of ON Semiconductor by 72.8% during the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company's stock valued at $26,000 after buying an additional 220 shares during the last quarter. DV Equities LLC bought a new position in ON Semiconductor in the fourth quarter worth approximately $30,000. Finally, Deseret Mutual Benefit Administrators grew its stake in ON Semiconductor by 62.3% in the third quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 218 shares in the last quarter. Institutional investors own 97.70% of the company's stock.
Analyst Upgrades and Downgrades
Several equities analysts have recently commented on the company. B. Riley Financial boosted their price objective on ON Semiconductor from $54.00 to $58.00 and gave the company a "neutral" rating in a research report on Tuesday, January 20th. Citigroup boosted their target price on ON Semiconductor from $66.00 to $68.00 and gave the stock a "neutral" rating in a research report on Tuesday, February 10th. UBS Group reiterated a "neutral" rating on shares of ON Semiconductor in a research report on Monday, February 2nd. Benchmark downgraded ON Semiconductor from a "buy" rating to a "hold" rating in a research report on Tuesday, February 10th. Finally, Barclays started coverage on ON Semiconductor in a research report on Thursday, February 12th. They issued an "equal weight" rating and a $75.00 target price on the stock. Thirteen investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, ON Semiconductor presently has an average rating of "Hold" and a consensus target price of $64.96.
Get Our Latest Stock Analysis on ON
Key Headlines Impacting ON Semiconductor
Here are the key news stories impacting ON Semiconductor this week:
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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