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

ON Semiconductor (NASDAQ:ON) issued an update on its fourth quarter 2025 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 0.570-0.670 for the period, compared to the consensus 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.

ON Semiconductor Price Performance

Shares of NASDAQ ON opened at $48.28 on Wednesday. The company has a current ratio of 5.02, a quick ratio of 3.37 and a debt-to-equity ratio of 0.42. ON Semiconductor has a twelve month low of $31.04 and a twelve month high of $74.52. The stock has a 50 day moving average of $50.14 and a two-hundred day moving average of $49.74. The stock has a market cap of $19.75 billion, a P/E ratio of 45.12, a P/E/G ratio of 2.58 and a beta of 1.49.

ON Semiconductor (NASDAQ:ON) last released its earnings results on Monday, November 3rd. The semiconductor company reported $0.63 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.59 by $0.04. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.52 billion. ON Semiconductor had a return on equity of 15.33% and a net margin of 7.28%.The company’s revenue for the quarter was down 12.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.99 earnings per share. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. On average, research analysts forecast that ON Semiconductor will post 2.6 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on ON shares. Benchmark reissued a “buy” rating on shares of ON Semiconductor in a report on Tuesday. Bank of America lowered their target price on shares of ON Semiconductor from $56.00 to $52.00 and set a “neutral” rating on the stock in a report on Friday, September 5th. Rosenblatt Securities reaffirmed a “neutral” rating and issued a $50.00 target price on shares of ON Semiconductor in a report on Tuesday. Piper Sandler reaffirmed an “overweight” rating on shares of ON Semiconductor in a report on Monday, August 4th. Finally, Morgan Stanley upped their price objective on ON Semiconductor from $52.00 to $55.00 and gave the stock an “equal weight” rating in a report on Tuesday. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $59.08.

Insider Activity

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

Institutional Trading of ON Semiconductor

Several institutional investors and hedge funds have recently modified their holdings of ON. Darwin Wealth Management LLC purchased a new stake in shares of ON Semiconductor in the second quarter valued at about $32,000. Geneos Wealth Management Inc. boosted its stake in shares of ON Semiconductor by 61.2% during the first quarter. Geneos Wealth Management Inc. now owns 1,335 shares of the semiconductor company’s stock valued at $54,000 after acquiring an additional 507 shares during the last quarter. MUFG Securities EMEA plc acquired a new stake in shares of ON Semiconductor during the second quarter valued at $65,000. Smartleaf Asset Management LLC boosted its stake in shares of ON Semiconductor by 102.1% during the second quarter. Smartleaf Asset Management LLC now owns 3,293 shares of the semiconductor company’s stock valued at $174,000 after acquiring an additional 1,664 shares during the last quarter. Finally, Brown Advisory Inc. acquired a new stake in shares of ON Semiconductor during the second quarter valued at $201,000. Hedge funds and other institutional investors 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.