ON Semiconductor (NASDAQ:ON) CEO Hassane El-Khoury Sells 20,000 Shares of Stock

ON Semiconductor Corporation (NASDAQ:ON) CEO Hassane El-Khoury sold 20,000 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 1,015,610 shares of the company’s stock, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

ON Semiconductor Stock Down 0.8%

Shares of ON Semiconductor stock opened at $70.63 on Friday. ON Semiconductor Corporation has a 52-week low of $31.04 and a 52-week high of $73.63. The firm’s 50 day moving average price is $59.30 and its 200-day moving average price is $53.32. The company has a quick ratio of 3.54, a current ratio of 4.52 and a debt-to-equity ratio of 0.39. The company has a market cap of $27.83 billion, a P/E ratio of 207.74, a PEG ratio of 0.76 and a beta of 1.56.

ON Semiconductor (NASDAQ:ON) last announced its earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $1.54 billion. During the same period last year, the firm earned $0.95 earnings per share. ON Semiconductor’s revenue was down 11.2% compared to the same quarter last year. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. On average, sell-side analysts predict that ON Semiconductor Corporation will post 2.6 EPS for the current fiscal year.

ON Semiconductor announced that its board has authorized a share buyback program on Tuesday, November 18th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the semiconductor company to buy up to 32.7% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Wall Street Analysts Forecast Growth

ON has been the subject of several recent analyst reports. Mizuho lowered their price target on ON Semiconductor from $72.00 to $70.00 and set an “outperform” rating for the company in a report on Tuesday. Weiss Ratings lowered shares of ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, January 30th. UBS Group reissued a “neutral” rating on shares of ON Semiconductor in a research report on Monday, February 2nd. Citigroup raised their price target on shares of ON Semiconductor from $66.00 to $68.00 and gave the stock a “neutral” rating in a report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of ON Semiconductor in a report on Tuesday. Twelve equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $64.19.

Institutional Trading of ON Semiconductor

A number of hedge funds and other institutional investors have recently made changes to their positions in ON. AQR Capital Management LLC boosted its holdings in ON Semiconductor by 187.9% in the first quarter. AQR Capital Management LLC now owns 121,357 shares of the semiconductor company’s stock valued at $4,863,000 after purchasing an additional 79,206 shares during the last quarter. Geneos Wealth Management Inc. raised its stake in shares of ON Semiconductor by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock valued at $54,000 after buying an additional 507 shares during the last quarter. Blair William & Co. IL acquired a new position in shares of ON Semiconductor in the 2nd quarter valued at about $276,000. Callan Family Office LLC purchased a new stake in shares of ON Semiconductor in the second quarter worth about $573,000. Finally, Vanguard Personalized Indexing Management LLC boosted its stake in shares of ON Semiconductor by 15.9% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 63,035 shares of the semiconductor company’s stock worth $3,304,000 after buying an additional 8,671 shares during the last quarter. Institutional investors and hedge funds own 97.70% of the company’s stock.

Key ON Semiconductor News

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

ON Semiconductor Company Profile

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.