Brokerages Set ON Semiconductor Corporation (NASDAQ:ON) PT at $61.27

Shares of ON Semiconductor Corporation (NASDAQ:ON) have been given an average recommendation of “Hold” by the thirty brokerages that are covering the company, Marketbeat.com reports. Seventeen investment analysts have rated the stock with a hold recommendation and thirteen have assigned a buy recommendation to the company. The average 12-month target price among brokers that have issued a report on the stock in the last year is $61.2963.

ON has been the topic of several research reports. BNP Paribas Exane set a $62.00 target price on ON Semiconductor and gave the stock a “neutral” rating in a report on Thursday. Morgan Stanley raised their price target on ON Semiconductor from $55.00 to $56.00 and gave the company an “equal weight” rating in a report on Monday, November 24th. Bank of America upped their price objective on ON Semiconductor from $60.00 to $65.00 and gave the stock a “neutral” rating in a report on Wednesday. Williams Trading set a $60.00 target price on shares of ON Semiconductor in a report on Tuesday, November 4th. Finally, Stifel Nicolaus boosted their price target on shares of ON Semiconductor from $50.00 to $60.00 and gave the stock a “hold” rating in a research report on Friday, January 16th.

Insider Buying and Selling at ON Semiconductor

In other news, CFO Trent Thad sold 20,000 shares of the company’s stock in a transaction dated 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 sale, the chief financial officer directly owned 379,448 shares in the company, valued at approximately $20,888,612.40. This represents a 5.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.31% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On ON Semiconductor

Several institutional investors have recently made changes to their positions in the company. CVA Family Office LLC boosted its holdings in shares of ON Semiconductor by 83.7% in the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 215 shares during the period. Private Trust Co. NA raised its position in ON Semiconductor by 72.8% during the 3rd quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 220 shares in the last quarter. Trust Co. of Toledo NA OH purchased a new stake in shares of ON Semiconductor in the 2nd quarter worth $29,000. Deseret Mutual Benefit Administrators grew its position in shares of ON Semiconductor by 62.3% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company’s stock worth $28,000 after buying an additional 218 shares in the last quarter. Finally, Quent Capital LLC purchased a new position in shares of ON Semiconductor during the third quarter valued at $28,000. Institutional investors own 97.70% of the company’s stock.

ON Semiconductor Price Performance

ON stock opened at $61.98 on Thursday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.54 and a current ratio of 5.23. The company’s fifty day moving average price is $55.14 and its 200-day moving average price is $52.81. ON Semiconductor has a one year low of $31.04 and a one year high of $65.77. The company has a market capitalization of $24.94 billion, a PE ratio of 80.49, a price-to-earnings-growth ratio of 2.69 and a beta of 1.55.

ON Semiconductor (NASDAQ:ON) last announced its quarterly 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 company had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.52 billion. ON Semiconductor had a net margin of 5.16% and a return on equity of 13.60%. ON Semiconductor’s revenue for the quarter was down 12.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.99 EPS. ON Semiconductor has set its Q4 2025 guidance at 0.570-0.670 EPS. On average, equities analysts anticipate that ON Semiconductor will post 2.6 EPS for the current fiscal year.

ON Semiconductor declared that its Board of Directors has approved a share repurchase 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 shares through open market purchases. Shares repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.

More ON Semiconductor News

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

• Positive Sentiment: Several brokerages have recently upgraded or raised targets for ON, fueling short‑term buying and helping the stock reach a one‑year high earlier this week. Notable coverage cited includes a Bank of America upgrade and other positive analyst notes that highlight recovery potential. Article
• Positive Sentiment: Market commentary argues ON will benefit from a cyclical semiconductor recovery (auto electrification, industrial demand), which supports a constructive medium‑term outlook for revenue and margin improvement. Investors may be accumulating ahead of that potential rebound. Article
• Neutral Sentiment: onsemi set a clear near‑term catalyst: Q4 and full‑year 2025 results will be released after the close on February 9, 2026, followed by a 5:00 PM ET conference call. That upcoming report (and any guidance) is a likely focal point for traders and may increase volatility. Press release
• Neutral Sentiment: Some outlets and data aggregators show a mixed analyst picture — the street median target sits near the current price (Quiver/consensus ~ $59) and BNP Paribas Exane recently set a $62 target with a neutral rating, suggesting limited near‑term upside in some analysts’ views. Finviz / The Fly note
• Negative Sentiment: Insider selling has occurred recently (several executive-level sales disclosed), which can temper investor enthusiasm and create short‑term selling pressure ahead of earnings. Quiver summary
• Negative Sentiment: Institutional flows are mixed (some large holders cutting positions while others add), and ON’s valuation (high P/E and PEG vs. peers) leaves the stock sensitive to any miss in revenue, margin or guidance, raising downside risk into the print. Quiver / filings

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.