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

ON Semiconductor Corporation (NASDAQ:ON) CEO Hassane El-Khoury sold 20,000 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the transaction, the chief executive officer directly owned 1,015,610 shares of the company’s stock, valued at $74,159,842.20. This trade represents a 1.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

ON Semiconductor Trading Up 2.2%

Shares of ON stock opened at $72.21 on Friday. The company has a current ratio of 4.52, a quick ratio of 3.54 and a debt-to-equity ratio of 0.39. The stock has a market capitalization of $28.45 billion, a price-to-earnings ratio of 212.39, a price-to-earnings-growth ratio of 0.75 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. The stock’s 50-day moving average price is $59.65 and its 200-day moving average price is $53.42.

ON Semiconductor (NASDAQ:ON) last released its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, beating the consensus estimate 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 revenue for the quarter was down 11.2% compared to the same quarter last year. During the same quarter last year, the business posted $0.95 EPS. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. Equities research analysts predict that ON Semiconductor Corporation will post 2.6 EPS for the current fiscal year.

ON Semiconductor announced that its Board of Directors has authorized a stock repurchase program on Tuesday, November 18th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the semiconductor company to reacquire up to 32.7% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

ON Semiconductor News Summary

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

Hedge Funds Weigh In On ON Semiconductor

A number of large investors have recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in ON Semiconductor by 0.5% in the second quarter. Vanguard Group Inc. now owns 51,367,704 shares of the semiconductor company’s stock worth $2,692,181,000 after purchasing an additional 243,238 shares during the period. Ameriprise Financial Inc. lifted its holdings in ON Semiconductor by 7.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 12,205,996 shares of the semiconductor company’s stock valued at $639,716,000 after buying an additional 877,533 shares in the last quarter. Geode Capital Management LLC boosted its position in ON Semiconductor by 0.7% in the 2nd quarter. Geode Capital Management LLC now owns 11,296,301 shares of the semiconductor company’s stock valued at $590,383,000 after buying an additional 77,795 shares during the period. Allspring Global Investments Holdings LLC grew its stake in ON Semiconductor by 8.1% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 6,363,805 shares of the semiconductor company’s stock worth $360,828,000 after acquiring an additional 474,725 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of ON Semiconductor during the fourth quarter worth approximately $330,885,000. Hedge funds and other institutional investors own 97.70% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on ON. Weiss Ratings downgraded shares of ON Semiconductor from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, January 30th. Craig Hallum restated a “hold” rating on shares of ON Semiconductor in a research report on Tuesday. Williams Trading set a $60.00 price objective on ON Semiconductor in a research note on Tuesday, November 4th. Robert W. Baird boosted their target price on ON Semiconductor from $48.00 to $56.00 and gave the company a “neutral” rating in a research report on Tuesday, November 4th. Finally, Truist Financial raised their price target on ON Semiconductor from $57.00 to $66.00 and gave the stock a “hold” rating in a research report on Tuesday. 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, the stock presently has a consensus rating of “Hold” and a consensus price target of $64.19.

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.