William Blair Weighs in on Onsemi’s Q1 Earnings (NASDAQ:ON)

Onsemi (NASDAQ:ON) – Stock analysts at William Blair issued their Q1 2026 earnings per share (EPS) estimates for Onsemi in a research report issued on Tuesday, February 11th. William Blair analyst J. Dorsheimer anticipates that the semiconductor company will post earnings per share of $0.75 for the quarter. The consensus estimate for Onsemi’s current full-year earnings is $3.99 per share. William Blair also issued estimates for Onsemi’s Q2 2026 earnings at $0.78 EPS, Q3 2026 earnings at $0.83 EPS, Q4 2026 earnings at $0.88 EPS and FY2026 earnings at $3.25 EPS.

Onsemi (NASDAQ:ON) last released its quarterly earnings results on Monday, February 10th. The semiconductor company reported $0.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.98 by ($0.03). Onsemi had a return on equity of 22.38% and a net margin of 23.80%.

Several other research analysts also recently weighed in on the company. Jefferies Financial Group reduced their price target on Onsemi from $100.00 to $85.00 and set a “buy” rating on the stock in a research note on Monday. Benchmark reduced their target price on Onsemi from $90.00 to $60.00 and set a “buy” rating on the stock in a research report on Wednesday. Rosenblatt Securities restated a “neutral” rating and issued a $75.00 price target on shares of Onsemi in a report on Friday, February 7th. JPMorgan Chase & Co. cut their price objective on shares of Onsemi from $88.00 to $60.00 and set a “neutral” rating on the stock in a report on Tuesday. Finally, Robert W. Baird raised their target price on shares of Onsemi from $70.00 to $75.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 29th. Two equities research analysts have rated the stock with a sell rating, nine have assigned a hold rating and fifteen have assigned a buy rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $68.16.

Onsemi Price Performance

ON stock opened at $47.93 on Wednesday. The stock’s 50 day moving average price is $59.62 and its 200 day moving average price is $67.18. The firm has a market cap of $20.41 billion, a P/E ratio of 11.89, a PEG ratio of 10.27 and a beta of 1.61. The company has a debt-to-equity ratio of 0.30, a quick ratio of 2.02 and a current ratio of 3.07. Onsemi has a 1 year low of $46.57 and a 1 year high of $85.16.

Insiders Place Their Bets

In other Onsemi news, CEO Hassane El-Khoury sold 1,500 shares of Onsemi stock in a transaction on Monday, November 25th. The stock was sold at an average price of $71.00, for a total transaction of $106,500.00. Following the sale, the chief executive officer now owns 837,710 shares of the company’s stock, valued at $59,477,410. The trade was a 0.18 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.31% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Onsemi

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Capital Performance Advisors LLP bought a new stake in shares of Onsemi in the 3rd quarter worth approximately $27,000. Ashton Thomas Securities LLC acquired a new position in Onsemi in the third quarter worth approximately $33,000. GHP Investment Advisors Inc. increased its holdings in shares of Onsemi by 12,850.0% in the third quarter. GHP Investment Advisors Inc. now owns 518 shares of the semiconductor company’s stock valued at $38,000 after buying an additional 514 shares in the last quarter. Safe Harbor Fiduciary LLC acquired a new stake in shares of Onsemi during the 3rd quarter valued at $43,000. Finally, Newbridge Financial Services Group Inc. bought a new stake in shares of Onsemi during the 4th quarter worth $41,000. 97.70% of the stock is owned by institutional investors.

About Onsemi

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.