ON Semiconductor (NASDAQ:ON) Issues Q4 2025 Earnings Guidance

ON Semiconductor (NASDAQ:ON) issued an update on its fourth quarter 2025 earnings guidance on Monday morning. The company provided EPS guidance of 0.570-0.670 for the period, compared to the consensus EPS estimate of 0.620. The company issued revenue guidance of $1.5 billion-$1.6 billion, compared to the consensus revenue estimate of $1.5 billion.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on ON shares. Bank of America lowered their price target on shares of ON Semiconductor from $56.00 to $52.00 and set a “neutral” rating on the stock in a research note on Friday, September 5th. Stifel Nicolaus upped their target price on shares of ON Semiconductor from $42.00 to $50.00 and gave the company a “hold” rating in a report on Friday, July 18th. JPMorgan Chase & Co. upped their target price on shares of ON Semiconductor from $48.00 to $56.00 and gave the company a “neutral” rating in a report on Tuesday, August 5th. Needham & Company LLC upped their target price on shares of ON Semiconductor from $50.00 to $58.00 and gave the company a “buy” rating in a report on Monday, August 4th. Finally, Benchmark restated a “buy” rating and issued a $60.00 target price (up from $50.00) on shares of ON Semiconductor in a report on Tuesday, August 5th. Twelve analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, ON Semiconductor presently has an average rating of “Hold” and an average price target of $56.96.

ON Semiconductor Stock Performance

Shares of ON stock opened at $49.21 on Monday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 3.37 and a current ratio of 5.02. The firm has a market capitalization of $20.12 billion, a price-to-earnings ratio of 45.62, a price-to-earnings-growth ratio of 2.58 and a beta of 1.49. ON Semiconductor has a one year low of $31.04 and a one year high of $74.52. The company has a 50 day moving average price of $50.21 and a 200 day moving average price of $49.54.

ON Semiconductor (NASDAQ:ON) last posted its quarterly earnings results on Monday, November 3rd. The semiconductor company reported $0.63 EPS for the quarter, beating the consensus estimate of $0.59 by $0.04. ON Semiconductor had a net margin of 7.28% and a return on equity of 15.33%. During the same period last year, the business earned $0.99 EPS. ON Semiconductor’s revenue was down 12.0% on a year-over-year basis. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. Sell-side analysts anticipate that ON Semiconductor will post 2.6 EPS for the current year.

Insider Transactions at ON Semiconductor

In other ON Semiconductor news, CEO Hassane El-Khoury sold 15,000 shares of the stock in a transaction that occurred on Wednesday, August 13th. The shares were sold at an average price of $51.22, for a total value of $768,300.00. Following the completion of the sale, the chief executive officer owned 977,814 shares of the company’s stock, valued at $50,083,633.08. This trade represents a 1.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.31% of the stock is owned by company insiders.

Institutional Trading of ON Semiconductor

A number of hedge funds have recently made changes to their positions in ON. Rafferty Asset Management LLC boosted its holdings in ON Semiconductor by 55.0% in the second quarter. Rafferty Asset Management LLC now owns 5,837,502 shares of the semiconductor company’s stock worth $305,943,000 after purchasing an additional 2,072,125 shares during the period. Alliancebernstein L.P. lifted its stake in ON Semiconductor by 312.8% in the second quarter. Alliancebernstein L.P. now owns 2,011,077 shares of the semiconductor company’s stock valued at $105,401,000 after buying an additional 1,523,866 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in ON Semiconductor by 7.7% in the second quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company’s stock valued at $639,716,000 after buying an additional 877,533 shares during the last quarter. Worldquant Millennium Advisors LLC bought a new stake in ON Semiconductor in the second quarter valued at $22,189,000. Finally, Shellback Capital LP bought a new stake in shares of ON Semiconductor during the second quarter valued at about $13,102,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

About ON Semiconductor

onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group.