Insider Selling: ON Semiconductor (NASDAQ:ON) CEO Sells $1,460,400.00 in Stock

ON Semiconductor Corporation (NASDAQ:ON) CEO Hassane El-Khoury sold 20,000 shares of the firm’s stock in a transaction dated 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. This represents a 1.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

ON Semiconductor Stock Performance

Shares of ON Semiconductor stock opened at $72.21 on Friday. The firm has a fifty day moving average of $59.65 and a two-hundred day moving average of $53.38. The company has a debt-to-equity ratio of 0.39, a quick ratio of 3.54 and a current ratio of 4.52. The stock has a market capitalization of $28.45 billion, a price-to-earnings ratio of 212.39, a PEG ratio of 0.77 and a beta of 1.56. ON Semiconductor Corporation has a 52 week low of $31.04 and a 52 week high of $73.63.

ON Semiconductor (NASDAQ:ON) last announced its quarterly earnings data on Monday, February 9th. The semiconductor company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates of $0.62 by $0.02. The business had revenue of $1.53 billion during the quarter, compared to analysts’ expectations of $1.54 billion. ON Semiconductor had a return on equity of 12.22% and a net margin of 2.02%.The firm’s quarterly revenue was down 11.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.95 earnings per share. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. As a group, equities research analysts predict that ON Semiconductor Corporation will post 2.6 EPS for the current year.

ON Semiconductor announced that its Board of Directors has approved a share repurchase plan on Tuesday, November 18th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the semiconductor company to purchase 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 stock is undervalued.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. UBS Group reaffirmed a “neutral” rating on shares of ON Semiconductor in a research note on Monday, February 2nd. BNP Paribas Exane upgraded shares of ON Semiconductor from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. B. Riley Financial raised their price objective on ON Semiconductor from $54.00 to $58.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 20th. Barclays started coverage on ON Semiconductor in a research note on Thursday. They issued an “equal weight” rating and a $75.00 target price for the company. Finally, Stifel Nicolaus raised their price target on ON Semiconductor from $50.00 to $60.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Twelve research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $64.19.

Institutional Trading of ON Semiconductor

Several hedge funds and other institutional investors have recently modified their holdings of the company. Marshall Wace LLP boosted its position in shares of ON Semiconductor by 23,784.8% during the fourth quarter. Marshall Wace LLP now owns 1,716,122 shares of the semiconductor company’s stock worth $92,928,000 after buying an additional 1,708,937 shares during the period. Callodine Capital Management LP acquired a new stake in ON Semiconductor in the 4th quarter valued at approximately $6,725,000. Bridgewater Associates LP bought a new stake in ON Semiconductor in the 4th quarter valued at approximately $3,141,000. Stifel Financial Corp boosted its position in ON Semiconductor by 0.9% during the 4th quarter. Stifel Financial Corp now owns 123,149 shares of the semiconductor company’s stock worth $6,669,000 after acquiring an additional 1,133 shares during the last quarter. Finally, Hudson Bay Capital Management LP boosted its position in ON Semiconductor by 1,696.4% during the 4th quarter. Hudson Bay Capital Management LP now owns 86,908 shares of the semiconductor company’s stock worth $4,706,000 after acquiring an additional 82,070 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 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

About ON Semiconductor

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.