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

ON Semiconductor Corporation (NASDAQ:ON) has been given an average recommendation of “Hold” by the twenty-nine ratings firms that are covering the stock, MarketBeat.com reports. Fifteen analysts have rated the stock with a hold recommendation and fourteen have issued a buy recommendation on the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $59.3462.

A number of research firms recently weighed in on ON. Robert W. Baird raised their price target on shares of ON Semiconductor from $48.00 to $56.00 and gave the company a “neutral” rating in a report on Tuesday, November 4th. Morgan Stanley raised their target price on ON Semiconductor from $55.00 to $56.00 and gave the company an “equal weight” rating in a research note on Monday, November 24th. Cfra reaffirmed a “buy” rating and set a $64.00 target price on shares of ON Semiconductor in a research report on Tuesday, November 4th. Weiss Ratings reissued a “hold (c-)” rating on shares of ON Semiconductor in a report on Monday, December 22nd. Finally, TD Cowen lifted their price objective on ON Semiconductor from $55.00 to $60.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th.

ON Semiconductor Price Performance

ON stock opened at $54.93 on Friday. The firm has a market cap of $22.10 billion, a P/E ratio of 71.34, a price-to-earnings-growth ratio of 2.94 and a beta of 1.57. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.54 and a current ratio of 5.23. ON Semiconductor has a 1 year low of $31.04 and a 1 year high of $67.05. The stock has a 50-day simple moving average of $51.57 and a 200-day simple moving average of $52.03.

ON Semiconductor (NASDAQ:ON) last released its quarterly earnings results on Monday, November 3rd. The semiconductor company reported $0.63 earnings per share for the quarter, topping analysts’ consensus estimates of $0.59 by $0.04. The firm had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.52 billion. ON Semiconductor had a return on equity of 13.60% and a net margin of 5.16%.ON Semiconductor’s quarterly revenue was down 12.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.99 EPS. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. On average, equities analysts predict that ON Semiconductor will post 2.6 earnings per share for the current fiscal year.

ON Semiconductor announced that its Board of Directors has initiated a share repurchase program on Tuesday, November 18th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the semiconductor company to buy up to 32.7% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

More ON Semiconductor News

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

• Neutral Sentiment: The Benzinga piece reviews what’s driving current market sentiment around ON, summarizing analyst views, investor sentiment and short-interest-related dynamics that are keeping trading volatile but not decisively one-sided. This coverage frames the debate investors are having about growth prospects versus valuation risk. What’s Driving the Market Sentiment Around ON Semiconductor Corp?
• Negative Sentiment: MarketWatch reports ON Semiconductor underperformed its semiconductor peers on Wednesday, a signal that sector rotation or short-term profit-taking is pressuring the stock relative to competitors — a likely driver of today’s pullback. Relative weakness vs. peers often prompts additional selling from momentum and ETF flows. ON Semiconductor Corp. stock underperforms Wednesday when compared to competitors

Insider Transactions at ON Semiconductor

In other ON Semiconductor news, CFO Trent Thad sold 20,000 shares of the stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $55.05, for a total transaction of $1,101,000.00. Following the transaction, the chief financial officer directly owned 379,448 shares in the company, valued at $20,888,612.40. This represents a 5.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.31% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On ON Semiconductor

Several large investors have recently modified their holdings of ON. Private Trust Co. NA grew its stake in ON Semiconductor by 72.8% in the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 220 shares in the last quarter. Quent Capital LLC bought a new position in ON Semiconductor during the 3rd quarter worth approximately $28,000. Migdal Insurance & Financial Holdings Ltd. grew its position in shares of ON Semiconductor by 68.7% in the 3rd 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 in the last quarter. Deseret Mutual Benefit Administrators increased its holdings in shares of ON Semiconductor by 62.3% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 218 shares during the last quarter. Finally, Trust Co. of Toledo NA OH bought a new stake in shares of ON Semiconductor in the 2nd quarter valued at approximately $29,000. Institutional investors own 97.70% of the company’s stock.

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.