ON Semiconductor (NASDAQ:ON) Posts Quarterly Earnings Results, Beats Expectations By $0.04 EPS

ON Semiconductor (NASDAQ:ON) announced its quarterly earnings data on Monday. The semiconductor company reported $0.63 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.59 by $0.04, Zacks reports. ON Semiconductor had a return on equity of 15.33% and a net margin of 7.28%.The business had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter in the previous year, the business earned $0.99 earnings per share. The firm’s quarterly revenue was down 12.0% compared to the same quarter last year. ON Semiconductor updated its Q4 2025 guidance to 0.570-0.670 EPS.

ON Semiconductor Price Performance

NASDAQ ON opened at $50.46 on Tuesday. The business’s fifty day moving average is $50.20 and its 200 day moving average is $49.65. ON Semiconductor has a fifty-two week low of $31.04 and a fifty-two week high of $74.52. The company has a debt-to-equity ratio of 0.42, a quick ratio of 3.37 and a current ratio of 5.02. The company has a market capitalization of $20.64 billion, a PE ratio of 47.16, a price-to-earnings-growth ratio of 2.58 and a beta of 1.49.

Insider Buying and Selling at ON Semiconductor

In other news, CEO Hassane El-Khoury sold 15,000 shares of ON Semiconductor stock in a transaction dated Wednesday, August 13th. The stock was sold at an average price of $51.22, for a total transaction of $768,300.00. Following the transaction, the chief executive officer directly owned 977,814 shares of the company’s stock, valued at $50,083,633.08. The trade was a 1.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.31% of the stock is currently owned by insiders.

Institutional Investors Weigh In On ON Semiconductor

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Captrust Financial Advisors increased its stake in ON Semiconductor by 50.3% in the 2nd quarter. Captrust Financial Advisors now owns 18,146 shares of the semiconductor company’s stock worth $951,000 after buying an additional 6,076 shares in the last quarter. Oxford Asset Management LLP bought a new stake in ON Semiconductor during the 2nd quarter valued at approximately $410,000. EP Wealth Advisors LLC purchased a new stake in ON Semiconductor during the 2nd quarter valued at approximately $711,000. BI Asset Management Fondsmaeglerselskab A S grew its holdings in ON Semiconductor by 17.6% during the 2nd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 21,257 shares of the semiconductor company’s stock valued at $1,114,000 after buying an additional 3,179 shares in the last quarter. Finally, Banco BTG Pactual S.A. bought a new stake in ON Semiconductor in the 2nd quarter worth approximately $299,000. Institutional investors own 97.70% of the company’s stock.

Analyst Upgrades and Downgrades

ON has been the topic of several recent analyst reports. Stifel Nicolaus increased their target price on ON Semiconductor from $42.00 to $50.00 and gave the company a “hold” rating in a research note on Friday, July 18th. Weiss Ratings reiterated a “hold (c-)” rating on shares of ON Semiconductor in a report on Wednesday, October 8th. Susquehanna restated a “positive” rating and set a $65.00 target price (down previously from $75.00) on shares of ON Semiconductor in a research note on Tuesday, August 5th. The Goldman Sachs Group assumed coverage on shares of ON Semiconductor in a research note on Thursday, July 10th. They issued a “neutral” rating and a $60.00 price target for the company. Finally, B. Riley restated a “neutral” rating on shares of ON Semiconductor in a research report on Tuesday, August 5th. Thirteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $57.17.

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.