ON Semiconductor Corporation (NASDAQ:ON) Given Consensus Recommendation of “Hold” by Brokerages

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

A number of brokerages have issued reports on ON. Craig Hallum reaffirmed a “hold” rating on shares of ON Semiconductor in a research note on Tuesday, February 10th. Robert W. Baird raised their price target on shares of ON Semiconductor from $48.00 to $56.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $60.00 price target on shares of ON Semiconductor in a research report on Tuesday, February 10th. Weiss Ratings lowered ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, January 30th. Finally, Rosenblatt Securities raised their target price on ON Semiconductor from $50.00 to $60.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 10th.

Key ON Semiconductor News

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

• Positive Sentiment: Q4 results beat EPS expectations, management highlighted record free cash flow and the board authorized an incremental $6.0B repurchase program — a structural support for the share price and a likely driver of momentum buying. Onsemi Is Near a Breakout—And Free Cash Flow Could Fuel It
• Positive Sentiment: Several analysts raised targets or issued supportive notes after the quarter (JPMorgan, Truist, Rosenblatt among others), which can attract institutional buying and underpin upside. JPMorgan Increases ON Semiconductor Price Target to $70
• Neutral Sentiment: Barclays initiated coverage with an Equal‑weight rating — increases coverage/liquidity but is not a directional endorsement. Barclays initiates ON Semiconductor coverage
• Neutral Sentiment: Analyst views are mixed overall (some raises, some trims) — that produces two‑way flows and makes the stock sensitive to near‑term execution updates. Seeking Alpha: ON Semiconductor – Reiterate Buy Upon Correction
• Negative Sentiment: Insider selling by senior executives this week — CEO Hassane El‑Khoury and CFO Trent Thad sold sizable blocks (20k and 60k shares respectively). Large insider disposals can weigh on sentiment and prompt short‑term selling. ON Semiconductor CEO Hassane El‑Khoury Sells 20,000 Shares
• Negative Sentiment: Top‑line remains pressured: revenue declined year‑over‑year and management flagged execution/market risks — investors will be watching whether revenue recovery accelerates to justify the current premium valuation. Q4 2025 earnings call transcript

Insider Activity

In related news, 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 value of $1,460,400.00. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Trent Thad sold 60,000 shares of the business’s stock in a transaction on 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 transaction, the chief financial officer owned 339,460 shares of the company’s stock, valued at approximately $24,176,341.20. This trade represents a 15.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 100,000 shares of company stock worth $6,834,600. 0.31% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Private Trust Co. NA raised its position in ON Semiconductor by 72.8% in the 3rd quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 220 shares in the last quarter. CVA Family Office LLC increased 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 worth $26,000 after buying an additional 215 shares during the period. Root Financial Partners LLC raised its holdings in ON Semiconductor by 42.1% in the fourth quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 149 shares in the last quarter. Quent Capital LLC acquired a new stake in ON Semiconductor in the third quarter valued at approximately $28,000. Finally, Migdal Insurance & Financial Holdings Ltd. lifted its stake in ON Semiconductor by 68.7% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 235 shares during the last quarter. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

ON Semiconductor Stock Performance

NASDAQ:ON opened at $72.21 on Monday. The company’s 50-day moving average price is $59.65 and its 200-day moving average price is $53.35. The company has a current ratio of 4.52, a quick ratio of 2.98 and a debt-to-equity ratio of 0.39. The company has a market cap of $28.45 billion, a P/E ratio of 212.39, a P/E/G ratio of 0.77 and a beta of 1.56. ON Semiconductor has a twelve month low of $31.04 and a twelve month high of $73.63.

ON Semiconductor (NASDAQ:ON) last announced its quarterly earnings data on Monday, February 9th. The semiconductor company reported $0.64 earnings per share (EPS) 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 analysts’ expectations of $1.54 billion. During the same quarter in the prior year, the company earned $0.95 EPS. 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 forecast that ON Semiconductor will post 2.6 earnings per share for the current fiscal year.

ON Semiconductor declared that its board has authorized a share repurchase program on Tuesday, November 18th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the semiconductor company to purchase up to 32.7% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s management believes its stock is undervalued.

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.