ON Semiconductor Corporation (NASDAQ:ON) Receives $64.19 Average PT from Analysts

ON Semiconductor Corporation (NASDAQ:ON) has been assigned an average rating of “Hold” from the thirty research firms that are currently covering the company, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, seventeen have given a hold recommendation and twelve have given a buy recommendation to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $64.1923.

Several analysts have recently weighed in on the stock. 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. Evercore reissued an “outperform” rating on shares of ON Semiconductor in a research report on Wednesday, January 7th. KeyCorp lifted their price objective on ON Semiconductor from $65.00 to $75.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Wall Street Zen lowered ON Semiconductor from a “buy” rating to a “hold” rating in a research note on Sunday. Finally, Benchmark cut ON Semiconductor from a “buy” rating to a “hold” rating in a report on Tuesday, February 10th.

Insiders Place Their Bets

In other news, CEO Hassane El-Khoury sold 20,000 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $73.02, for a total value of $1,460,400.00. Following the sale, the chief executive officer owned 1,015,610 shares in the company, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Trent Thad sold 60,000 shares of the company’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $71.22, for a total transaction of $4,273,200.00. Following the completion of the sale, the chief financial officer directly owned 339,460 shares in the company, valued at approximately $24,176,341.20. The trade was a 15.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.31% of the company’s stock.

Hedge Funds Weigh In On ON Semiconductor

Institutional investors have recently added to or reduced their stakes in the company. Corient Private Wealth LLC boosted its position in ON Semiconductor by 18.2% in the fourth quarter. Corient Private Wealth LLC now owns 96,120 shares of the semiconductor company’s stock valued at $5,205,000 after buying an additional 14,776 shares in the last quarter. Pure Financial Advisors LLC acquired a new stake in shares of ON Semiconductor during the fourth quarter worth approximately $213,000. SHP Wealth Management acquired a new stake in shares of ON Semiconductor during the fourth quarter worth approximately $32,000. Kera Capital Partners Inc. raised its stake in shares of ON Semiconductor by 14.3% in the fourth quarter. Kera Capital Partners Inc. now owns 7,391 shares of the semiconductor company’s stock valued at $443,000 after acquiring an additional 922 shares during the last quarter. Finally, Compound Planning Inc. acquired a new position in shares of ON Semiconductor in the 4th quarter worth approximately $247,000. 97.70% of the stock is owned by institutional investors.

ON Semiconductor Stock Performance

Shares of NASDAQ ON opened at $58.55 on Friday. The firm has a market capitalization of $23.07 billion, a price-to-earnings ratio of 172.21, a PEG ratio of 0.62 and a beta of 1.52. ON Semiconductor has a one year low of $31.04 and a one year high of $73.76. The business has a fifty day simple moving average of $63.64 and a 200 day simple moving average of $55.42. The company has a current ratio of 4.52, a quick ratio of 2.98 and a debt-to-equity ratio of 0.39.

ON Semiconductor (NASDAQ:ON) last posted its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, topping 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 firm had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. During the same quarter in the previous year, the company earned $0.95 earnings per share. The business’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. Sell-side analysts expect that ON Semiconductor will post 2.6 EPS for the current year.

ON Semiconductor announced that its Board of Directors has approved a stock buyback plan on Tuesday, November 18th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the semiconductor company to reacquire up to 32.7% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

ON Semiconductor News Roundup

Here are the key news stories impacting ON Semiconductor this week:

• Positive Sentiment: Q4 results contained an earnings beat and management provided Q1 EPS guidance, which supports near-term expectations for profitability and gives a baseline for investors to model recovery. Here’s Why ON Semiconductor Corp. (ON) Fell More Than Broader Market
• Neutral Sentiment: Street coverage is mixed-to-cautious: the consensus analyst stance is around “Hold,” which limits upside from upgrades but reduces the likelihood of aggressive downgrades right away. ON Semiconductor Receives Average Recommendation of “Hold”
• Negative Sentiment: Leadership change in a core growth business — Simon Keeton’s resignation from officer roles in the Power Solutions Group — has raised execution and continuity concerns for ON’s automotive/energy-efficient power roadmap, putting pressure on the stock. Did a Key Power Unit Leadership Exit Just Shift ON Semiconductor’s (ON) Investment Narrative?
• Negative Sentiment: Underlying revenue trends are weak (quarterly revenue declined year-over-year and missed Street expectations), and several articles note the stock’s pullback since earnings — these fundamentals and investor skepticism are the main reasons for recent downside pressure. Why Is ON Semiconductor Corp. (ON) Down 11.6% Since Last Earnings Report?

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.