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

ON Semiconductor Corporation (NASDAQ:ON) CEO Hassane El-Khoury sold 20,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the completion of the sale, the chief executive officer directly owned 1,015,610 shares of the company’s stock, valued at $74,159,842.20. This represents a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

ON Semiconductor Price Performance

Shares of ON traded down $0.55 during mid-day trading on Thursday, reaching $70.63. The stock had a trading volume of 12,945,711 shares, compared to its average volume of 10,315,307. The business has a fifty day moving average of $58.98 and a 200 day moving average of $53.20. 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 firm has a market cap of $28.42 billion, a price-to-earnings ratio of 207.74, a PEG ratio of 2.92 and a beta of 1.56. ON Semiconductor Corporation has a 12 month low of $31.04 and a 12 month high of $73.63.

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

ON Semiconductor declared that its board has authorized a stock 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 repurchase up to 32.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Analyst Ratings Changes

A number of brokerages have issued reports on ON. Needham & Company LLC lifted their price target on shares of ON Semiconductor from $68.00 to $72.00 and gave the company a “buy” rating in a report on Tuesday. Craig Hallum restated a “hold” rating on shares of ON Semiconductor in a research report on Tuesday. Williams Trading set a $60.00 target price on ON Semiconductor in a research report on Tuesday, November 4th. B. Riley Financial raised their price target on ON Semiconductor from $54.00 to $58.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. Finally, Rosenblatt Securities lifted their price objective on ON Semiconductor from $50.00 to $60.00 and gave the stock a “neutral” rating in a research note on Tuesday. Twelve investment 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 MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $64.19.

Key ON Semiconductor News

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

• Positive Sentiment: Company reported Q4 EPS above expectations ($0.64 vs. ~$0.62), announced an additional $6B buyback authorization and set Q1 FY26 EPS guidance of $0.560–$0.660 — supports cash-return narrative and buyback-driven upside. Onsemi Is Near a Breakout—And Free Cash Flow Could Fuel It
• Positive Sentiment: JPMorgan raised its price target to $70, reflecting stronger conviction around the recovery and margin expansion potential. JPMorgan Chase & Co. Increases ON Semiconductor (NASDAQ:ON) Price Target to $70.00
• Positive Sentiment: Other firms (Truist, Rosenblatt) also lifted targets recently — incremental analyst support following the quarter. Truist Financial Increases ON Semiconductor (NASDAQ:ON) Price Target to $66.00 Rosenblatt Securities Raises ON Semiconductor (NASDAQ:ON) Price Target to $60.00
• Neutral Sentiment: Barclays initiated coverage with an Equalweight rating — signals more measured/benchmark coverage rather than a strong buy signal. Barclays initiates ON Semiconductor stock coverage with Equalweight rating
• Neutral Sentiment: Several analyst notes and commentary argue the stock looks attractive on a correction (bullish thesis around free cash flow and buybacks), but the overall analyst consensus remains mixed — expect volatility as guidance plays out. ON Semiconductor: A Bargain Despite Outsized Rally – Reiterate Buy Upon Correction
• Negative Sentiment: Benchmark lowered its rating on the stock — a reminder some desks remain skeptical about near-term demand and valuation after the run-up. ON Semiconductor (NASDAQ:ON) Stock Rating Lowered by Benchmark
• Negative Sentiment: Company disclosed a new risk around AI integration (strategic, legal, cyber risks) — could raise execution and compliance costs as ON pursues higher-value AI-related products. AI Integration Poses Strategic, Legal, and Cyber Risks for ON Semiconductor

Institutional Investors Weigh In On ON Semiconductor

Several institutional investors have recently modified their holdings of the stock. Root Financial Partners LLC increased its position in shares of ON Semiconductor by 42.1% during the 4th quarter. Root Financial Partners LLC now owns 503 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 149 shares during the last quarter. Deseret Mutual Benefit Administrators boosted its stake in ON Semiconductor by 28.2% during the fourth quarter. Deseret Mutual Benefit Administrators now owns 728 shares of the semiconductor company’s stock worth $39,000 after buying an additional 160 shares during the period. Parallel Advisors LLC increased its position in ON Semiconductor by 3.3% during the fourth quarter. Parallel Advisors LLC now owns 5,847 shares of the semiconductor company’s stock valued at $317,000 after acquiring an additional 189 shares during the last quarter. Cromwell Holdings LLC increased its position in ON Semiconductor by 17.4% during the fourth quarter. Cromwell Holdings LLC now owns 1,312 shares of the semiconductor company’s stock valued at $71,000 after acquiring an additional 194 shares during the last quarter. Finally, Freedom Investment Management Inc. raised its stake in shares of ON Semiconductor by 2.6% in the second quarter. Freedom Investment Management Inc. now owns 7,853 shares of the semiconductor company’s stock valued at $412,000 after acquiring an additional 196 shares during the period. 97.70% of the stock is owned by institutional investors.

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.