ON

ON SEMICONDUCTOR CORP

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001097864
$120.90 +3.10% $47.4B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)
Vol
Market Cap$47.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (51%)
Inst. Holders11 funds
Inst. Value$7.5B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 6S
Insider Net $-$8.6M
SEC Reports4
Press Releases3
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001097864·Prev Close $117.26

Recent Activity

Jun 9, 2026 other
onsemi Introduces GaNEXUS Gallium Nitride Power Portfolio
Portfolio delivers faster switching speeds, lower losses, higher power density, and improved thermal
May 26, 2026 Insider
GOPALSWAMY SUDHIR sold 470 shares
Group President, AMG & ISG @ $127.00 ($59.7K)
May 14, 2026 Insider
MASCARENAS PAUL ANTHONY sold 1,986 shares
Director @ $0.00 ($0.00)
May 14, 2026 Insider
KIDDOO BRUCE E sold 1,986 shares
Director @ $0.00 ($0.00)
May 7, 2026 SEC
ON Semiconductor priced $1.3 billion of 0% convertible senior notes due 2031, with net proceeds of ~$1.276 billion. The
8-K — Impact 5/10
May 7, 2026 Press
onsemi priced $1.3B of 0% convertible senior notes due 2031 at a ~52.5% conversion premium ($161.30/share vs $105.77 clo
Impact 6/10
May 6, 2026 SEC
On May 6, 2026, ON Semiconductor announced a proposed private offering of $1.3 billion in Convertible Senior Notes due 2
8-K — Impact 6/10
May 4, 2026 SEC
ON Semiconductor reported Q1 2026 non-GAAP EPS of $0.64, beating consensus of $0.62 by 3.2%, and revenue of $1,513M, mar
8-K — Impact 7/10

Price Targets

$105.45 -9.9% upside Sell
Current $117.00 Low $68.00 Median $101.00 High $150.00 29 analysts
$68.00 $150.00

Analyst Ratings

Hold51% buy · 43 analysts
5Strong Buy
17Buy
21Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 28, 2026 Mizuho MAINTAIN Outperform → Outperform
May 26, 2026 B of A Securities MAINTAIN Buy → Buy
May 19, 2026 Mizuho MAINTAIN Outperform → Outperform
May 13, 2026 Cantor Fitzgerald MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.71 ▲ +7.5% $0.70 — $0.76 35% YoY 29
Next Q $0.83 ▲ +6.4% $0.76 — $0.91 32% YoY 28
Current FY $3.09 ▲ +5.2% $2.84 — $3.30 31% YoY 31
Next FY $4.27 ▲ +5.1% $3.43 — $5.40 38% YoY 30

Top Institutional Holders

FundValueMove
FMR LLC$3.2B
VANGUARD GROUP INC$2.8B
BANK OF AMERICA CORP$366.8MADD
MORGAN STANLEY$363.1M
NORGES BANK$330.9MNEW

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026GOPALSWAMY SUDHIRF$59.7K
May 14, 2026MASCARENAS PAULA$0.00
May 14, 2026KIDDOO BRUCEA$0.00
May 14, 2026Yan ChristineA$0.00
May 14, 2026CARTER SUSANA$0.00
11 institutional holders with $7.5B total value (138,756,072 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, BANK.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC59,372,112$3.2B43.0%
2VANGUARD GROUP INC51,066,453$2.8B37.0%
3BANK OF AMERICA CORP /DE/6,774,325$366.8M4.9%ADD +31.4%
4MORGAN STANLEY6,704,559$363.1M4.9%
5NORGES BANK6,110,525$330.9M4.4%NEW
6TWO SIGMA INVESTMENTS, LP4,026,066$218.0M2.9%DOUBLED +636.1%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,737,641$148.2M2.0%NEW
8WELLS FARGO & COMPANY/MN774,235$41.9M0.6%TRIM -41.4%
9RENAISSANCE TECHNOLOGIES LLC550,896$29.8M0.4%TRIM -65.8%
10Duquesne Family Office LLC536,260$29.0K0.0%NEW
11Olstein Capital Management, L.P.103,000$5.6K0.0%TRIM -31.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW6,110,525$330.9M2025-Q4
WELLS FARGO & COMPANY/MNTRIM1,321,957774,235-41.4%$41.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM1,609,732550,896-65.8%$29.8M2025-Q4
Duquesne Family Office LLCNEW536,260$29.0K2025-Q4
UBS Group AGTRIM5,973,4814,170,961-30.2%$205.7M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED509,3763,749,751+636.1%$184.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD925,8961,609,732+73.9%$79.4M2025-Q3
WELLS FARGO & COMPANY/MNADD957,1971,321,957+38.1%$65.2M2025-Q3
NORGES BANKEXIT4,366,2440-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD6,544,6428,596,634+31.4%$450.5M2025-Q2
UBS Group AGADD4,558,4255,973,481+31.0%$313.1M2025-Q2
NORGES BANKNEW4,366,244$228.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM2,402,596925,896-61.5%$48.5M2025-Q2
TWO SIGMA INVESTMENTS, LPADD335,544509,376+51.8%$26.7M2025-Q2
Olstein Capital Management, L.P.TRIM154,000105,000-31.8%$5.5K2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED579,2962,402,596+314.7%$97.8M2025-Q1
TWO SIGMA INVESTMENTS, LPADD205,836335,544+63.0%$13.7M2025-Q1
Olstein Capital Management, L.P.DOUBLED76,000154,000+102.6%$6.3K2025-Q1
NORGES BANKEXIT6,000,1900-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD3,729,1184,906,999+31.6%$309.4M2024-Q4
UBS Group AGADD2,631,7104,608,710+75.1%$290.6M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD404,496579,296+43.2%$36.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,404,589$174.6M2024-Q3
10 unique insiders with 6 transactions. Net insider value: -$8.6M ($0.00 bought, $8.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGF470$127.00$59.7K
May 14, 2026MASCARENAS PAUL ANTHONYDirectorA1,986$0.00$0.00
May 14, 2026KIDDOO BRUCE EDirectorA1,986$0.00$0.00
May 14, 2026Yan Christine YDirectorA1,986$0.00$0.00
May 14, 2026CARTER SUSAN KDirectorA1,986$0.00$0.00
May 14, 2026WATERS GREGORY LDirectorA1,986$0.00$0.00
May 14, 2026Deitrich ThomasDirectorA1,986$0.00$0.00
Apr 24, 2026Thad TrentExec VP & CFOSELL30,000$100.00$3.0M
Apr 23, 2026Thad TrentExec VP & CFOSELL30,000$93.00$2.8M
Apr 16, 2026Thad TrentExec VP & CFOSELL30,000$80.00$2.4M
Apr 3, 2026MASCARENAS PAUL ANTHONYDirectorA168$62.19$10.4K
Mar 13, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGSELL6,114$58.67$358.7K
Feb 21, 2026Thad TrentExec VP & CFOF10,383$69.11$717.6K
Feb 21, 2026El-Khoury HassaneCEO & PresidentF36,802$69.11$2.5M
Feb 21, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGF9,583$69.11$662.3K
Feb 21, 2026KEETON SIMONGroup President, PSGF7,788$69.11$538.2K
Feb 20, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGA31,834$0.00$0.00
Feb 20, 2026KEETON SIMONGroup President, PSGA26,046$0.00$0.00
Feb 20, 2026El-Khoury HassaneCEO & PresidentA75,315$0.00$0.00
Feb 20, 2026Thad TrentExec VP & CFOA36,175$0.00$0.00
Feb 12, 2026KIDDOO BRUCE EDirectorG3,570$0.00$0.00
Feb 12, 2026El-Khoury HassaneCEO & PresidentSELL100$73.56$7.4K
Feb 12, 2026Thad TrentExec VP & CFOSELL1,300$71.70$93.2K
Feb 10, 2026El-Khoury HassaneCEO & PresidentF20,762$67.38$1.4M
Feb 10, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGF6,191$67.38$417.1K
Feb 10, 2026KEETON SIMONGroup President, PSGF5,032$67.38$339.1K
Feb 10, 2026Thad TrentExec VP & CFOF6,709$67.38$452.1K
Feb 6, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGF6,041$65.20$393.9K
Feb 6, 2026KEETON SIMONGroup President, PSGF9,232$65.20$601.9K
Feb 6, 2026Thad TrentExec VP & CFOF12,270$65.20$800.0K
Feb 6, 2026El-Khoury HassaneCEO & PresidentF34,460$65.20$2.2M
Feb 5, 2026El-Khoury HassaneCEO & PresidentA90,966$0.00$0.00
Feb 5, 2026Thad TrentExec VP & CFOA31,050$0.00$0.00
Feb 5, 2026KEETON SIMONGroup President, PSGA23,287$0.00$0.00
Feb 5, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGA23,287$0.00$0.00
Current analyst consensus: Hold (51% buy). Based on 43 analysts: 5 strong buy, 17 buy, 21 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$105.45 mean target -9.9% upside Sell (2.18)
$68.00 Low $150.00 High
MetricValue
Current Price$117.00
Target Low$68.00
Target Mean$105.45
Target Median$101.00
Target High$150.00
# Analysts29
RecommendationSell (2.18)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.71 $0.70 $0.76 34.8% +7.5% 28↑ 0↓ $1.6B 8.2% 29
Next Q
2026-09-30
$0.83 $0.76 $0.91 32.0% +6.4% 26↑ 1↓ $1.7B 7.3% 28
Current FY
2026-12-31
$3.09 $2.84 $3.30 31.5% +5.2% 30↑ 1↓ $6.5B 8.0% 31
Next FY
2027-12-31
$4.27 $3.43 $5.40 38.0% +5.1% 27↑ 2↓ $7.2B 10.7% 30

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.714
7d ago$0.714
30d ago$0.664+0.050
60d ago$0.661+0.053
90d ago$0.661+0.053
20 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 28, 2026 Mizuho MAINTAIN Outperform Outperform
May 26, 2026 B of A Securities MAINTAIN Buy Buy
May 19, 2026 Mizuho MAINTAIN Outperform Outperform
May 13, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
May 6, 2026 Citigroup MAINTAIN Neutral Neutral
May 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 5, 2026 JP Morgan MAINTAIN Neutral Neutral
May 5, 2026 Jefferies MAINTAIN Buy Buy
May 5, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 5, 2026 TD Cowen MAINTAIN Buy Buy
May 5, 2026 Truist Securities REITERATE Hold Hold
May 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 5, 2026 Susquehanna MAINTAIN Positive Positive
May 5, 2026 Mizuho MAINTAIN Outperform Outperform
May 5, 2026 Baird MAINTAIN Neutral Neutral
May 5, 2026 Keybanc MAINTAIN Overweight Overweight
May 5, 2026 Rosenblatt MAINTAIN Neutral Neutral
May 5, 2026 Needham MAINTAIN Buy Buy
Apr 13, 2026 B of A Securities UPGRADE Neutral Buy
Feb 13, 2026 Barclays INITIATE Equal-Weight
Feb 10, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 10, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 10, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 10, 2026 Cantor Fitzgerald REITERATE Neutral Neutral
Feb 10, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 10, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 10, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 10, 2026 Benchmark DOWNGRADE Buy Hold
Feb 10, 2026 Truist Securities MAINTAIN Hold Hold
Feb 10, 2026 Rosenblatt MAINTAIN Neutral Neutral
Feb 10, 2026 Needham MAINTAIN Buy Buy
Jan 21, 2026 B of A Securities MAINTAIN Neutral Neutral
Jan 20, 2026 B. Riley Securities MAINTAIN Neutral Neutral
Jan 16, 2026 Stifel MAINTAIN Hold Hold
Jan 15, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 15, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 7, 2026 Piper Sandler MAINTAIN Overweight Overweight
Dec 19, 2025 Truist Securities MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026517210051%
May 1, 2026518210052%
Apr 1, 2026416240045%
Mar 1, 2026417230048%
Feb 1, 2026418220050%
Jan 1, 2026419201052%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

Recent Reddit Threads

r/investing Neutral 27d 13h ago
Ideas for my portfolio? High growth but not a gambler
▲ 1 💬 0 ⚡ 0.5
Jun 9, 2026
other
onsemi Introduces GaNEXUS Gallium Nitride Power Portfolio
Portfolio delivers faster switching speeds, lower losses, higher power density, and improved thermal performance for next-generation power architectur
Jun 8, 2026
other
onsemi Introduces Industry-First Elite Pairing Studio to Simplify Power Design
Interactive simulation tool gives engineers visibility into device level behavior and pairing trade offs, accelerating power electronics design
Jun 3, 2026
short_volume
Short Volume: ON — 61.8% short (2.1M / 3.4M)
Short: 2,071,721 | Exempt: 62,001 | TRF Vol: 3,350,279 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ON — 65.4% short (2.3M / 3.5M)
Short: 2,296,508 | Exempt: 1,402 | TRF Vol: 3,509,753 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: ON — 63.8% short (5.1M / 7.9M)
Short: 5,068,760 | Exempt: 29,202 | TRF Vol: 7,944,893 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ON — 60.6% short (2.0M / 3.3M)
Short: 2,016,426 | Exempt: 33,909 | TRF Vol: 3,326,624 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ON — 68.4% short (1.4M / 2.1M)
Short: 1,435,018 | Exempt: 9,372 | TRF Vol: 2,099,098 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ON — 68.4% short (2.1M / 3.1M)
Short: 2,127,087 | Exempt: 1,341 | TRF Vol: 3,108,553 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ON — 10.5M shares, 176,423 trades
Week starting 2026-05-18. Total ATS volume: 10,536,361 shares across 176,423 trades.
May 14, 2026
short_volume
Short Volume: ON — 69.5% short (3.8M / 5.4M)
Short: 3,778,539 | Exempt: 1,266 | TRF Vol: 5,439,438 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ON — 64.2% short (5.5M / 8.5M)
Short: 5,469,061 | Exempt: 198,705 | TRF Vol: 8,521,349 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ON — 56.4% short (1.9M / 3.5M)
Short: 1,949,087 | Exempt: 23,441 | TRF Vol: 3,453,872 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: ON — 59.3% short (1.9M / 3.1M)
Short: 1,855,367 | Exempt: 43,631 | TRF Vol: 3,127,618 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_interest
FTD: ON — 77,081 shares ($8.0M) failed to deliver
Settlement: 20260511, Price: $103.20, FTD Value: $7,954,759.2, ON SEMICONDUCTOR CORP
May 11, 2026
dark_pool
Dark Pool: ON — 14.4M shares, 222,651 trades
Week starting 2026-05-11. Total ATS volume: 14,442,186 shares across 222,651 trades.