ON Semiconductor Corporation (ON) reported Q4 2025 results with revenue of $1.53 billion, down 11.17% year-over-year, and diluted earnings per share of $0.45, down 48.86% year-over-year. The quarter missed consensus estimates — revenue was below the estimated $1.58 billion and EPS fell short of the estimated $0.64.
Balance sheet and cash-flow highlights show reduced liquidity and lower capital spending.
The market reacted negatively to the results, with the stock falling 8.06% since market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
ON Semiconductor Corporation Insider Trading Activity
ON Semiconductor Corporation insiders have traded $ON stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ON stock by insiders over the last 6 months:
- SIMON KEETON (Group President, PSG) sold 21,000 shares for an estimated $1,170,059
- TRENT THAD (Exec VP & CFO) sold 20,000 shares for an estimated $1,100,972
- HASSANE EL-KHOURY (CEO & President) sold 15,000 shares for an estimated $768,259
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ON Semiconductor Corporation Hedge Fund Activity
We have seen 346 institutional investors add shares of ON Semiconductor Corporation stock to their portfolio, and 448 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 4,444,010 shares (+8.0%) to their portfolio in Q3 2025, for an estimated $219,134,133
- BLACKROCK, INC. removed 3,794,829 shares (-8.6%) from their portfolio in Q3 2025, for an estimated $187,123,017
- AMERIPRISE FINANCIAL INC removed 3,499,786 shares (-28.7%) from their portfolio in Q3 2025, for an estimated $172,574,447
- TWO SIGMA INVESTMENTS, LP added 3,240,375 shares (+636.1%) to their portfolio in Q3 2025, for an estimated $159,782,891
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,013,008 shares (+83.2%) to their portfolio in Q3 2025, for an estimated $148,571,424
- WORLDQUANT MILLENNIUM ADVISORS LLC added 2,674,857 shares (+631.8%) to their portfolio in Q3 2025, for an estimated $131,897,198
- BARCLAYS PLC removed 2,497,537 shares (-34.2%) from their portfolio in Q3 2025, for an estimated $123,153,549
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ON Semiconductor Corporation Analyst Ratings
Wall Street analysts have issued reports on $ON in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 11/04/2025
To track analyst ratings and price targets for ON Semiconductor Corporation, check out Quiver Quantitative's $ON forecast page.
ON Semiconductor Corporation Price Targets
Multiple analysts have issued price targets for $ON recently. We have seen 12 analysts offer price targets for $ON in the last 6 months, with a median target of $59.0.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $65.0 on 01/21/2026
- Craig Ellis from B. Riley Securities set a target price of $58.0 on 01/20/2026
- Tore Svanberg from Stifel set a target price of $60.0 on 01/16/2026
- Joe Quatrochi from Wells Fargo set a target price of $70.0 on 01/15/2026
- Christopher Danely from Citigroup set a target price of $66.0 on 01/15/2026
- Harsh Kumar from Piper Sandler set a target price of $65.0 on 01/07/2026
- William Stein from Truist Securities set a target price of $57.0 on 12/19/2025
