ON

ON SEMICONDUCTOR CORP

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001097864
$116.79 +0.72% $45.8B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits
Vol
Market Cap$45.8B
Cap SizeLarge Cap
Analyst ConsensusBuy (51%)
Inst. Holders50 funds
Inst. Value$18.2B
Inst. Activity33 buys / 17 sells
Insider Activity0B / 6S
Insider Net $-$8.6M
SEC Reports4
Press Releases3
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001097864·Prev Close $115.96

Recent Activity

Jun 10, 2026 short_volume
Short Volume: ON — 55.6% short (2.7M / 4.8M)
Short: 2,668,993 | Exempt: 60,466 | TRF Vol: 4,796,426 | Short Ratio: 55.6% | Off-exchange volume (d
May 26, 2026 Insider
GOPALSWAMY SUDHIR surrendered for taxes 470 shares
Group President, AMG & ISG @ $127.00 ($59.7K)
May 14, 2026 Insider
MASCARENAS PAUL ANTHONY was granted 1,986 shares
Director
May 14, 2026 Insider
KIDDOO BRUCE E was granted 1,986 shares
Director
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

$106.31 -9.0% upside Sell
Current $116.79 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 $2.84 — $3.30 31% YoY 31
Next FY $4.27 $3.43 — $5.40 38% YoY 30

Top Institutional Holders

FundValueMove
FMR LLC$3.6B
BlackRock, Inc.$2.5B
VANGUARD CAPITAL MANAGEMENT LLC$1.6B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B
STATE STREET CORP$1.1B

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
50 institutional holders with $18.2B total value (293,374,049 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC58,158,341$3.6B19.8%
2BlackRock, Inc.39,911,681$2.5B13.6%
3VANGUARD CAPITAL MANAGEMENT LLC25,633,199$1.6B8.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC20,062,560$1.2B6.8%
5STATE STREET CORP18,307,578$1.1B6.2%
6JANUS HENDERSON GROUP PLC13,700,884$848.4M4.7%
7GOLDMAN SACHS GROUP INC6,637,445$411.0M2.3%
8AMERIPRISE FINANCIAL INC6,453,590$399.6M2.2%
9Allspring Global Investments Holdings, LLC6,099,934$379.4M2.1%
10MORGAN STANLEY6,107,253$378.2M2.1%
11Invesco Ltd.6,036,311$373.8M2.1%
12BANK OF AMERICA CORP /DE/5,226,522$323.6M1.8%
13Amundi4,850,561$300.4M1.7%ADD +44.5%
14CITIGROUP INC4,660,942$288.6M1.6%
15Pictet Asset Management Holding SA4,597,886$284.5M1.6%
16TWO SIGMA INVESTMENTS, LP4,453,815$275.8M1.5%
17BAILLIE GIFFORD & CO4,287,304$265.5M1.5%
18BARCLAYS PLC3,924,758$243.0M1.3%
19DIMENSIONAL FUND ADVISORS LP3,442,177$213.0M1.2%
20DEUTSCHE BANK AG\3,004,795$186.1M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
AmundiADD3,356,1574,850,561+44.5%$300.4M2026-Q1
Sachem Head Capital Management LPNEW1,945,000$120.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED317,1881,712,519+439.9%$106.0M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM2,509,9061,614,757-35.7%$100.0M2026-Q1
FRANKLIN RESOURCES INCDOUBLED59,3511,438,137+2323.1%$89.0M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM3,030,7771,093,860-63.9%$67.7M2026-Q1
Boston Trust Walden CorpDOUBLED166,3601,038,146+524.0%$64.3M2026-Q1
Erste Asset Management GmbHDOUBLED123,417889,217+620.5%$49.6M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM1,091,206766,763-29.7%$47.5M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM1,278,593718,599-43.8%$44.5M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM1,788,428683,828-61.8%$42.3M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED33,697576,982+1612.3%$35.7M2026-Q1
BANK OF MONTREAL /CAN/TRIM914,078565,716-38.1%$35.0M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM801,923565,333-29.5%$31.5M2026-Q1
ExodusPoint Capital Management, LPTRIM667,844405,240-39.3%$25.1M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD203,989351,797+72.5%$21.8M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD213,300313,000+46.7%$19.4M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD206,776265,906+28.6%$16.5M2026-Q1
Polar Capital Holdings PlcDOUBLED94,600191,500+102.4%$11.9M2026-Q1
Allianz Asset Management GmbHADD97,216178,669+83.8%$11.1M2026-Q1
Tredje AP-fondenDOUBLED51,490174,865+239.6%$10.8M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECNEW162,256$10.0M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCTRIM563,548152,175-73.0%$9.4M2026-Q1
PINEBRIDGE INVESTMENTS LLCADD74,010121,651+64.4%$7.5M2026-Q1
FIFTH THIRD BANCORPADD60,999118,310+94.0%$7.3M2026-Q1
10 unique insiders with 35 transactions. Net insider value: -$8.6M ($0.00 bought, $8.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGTAX W/H470$127.00$59.7K
May 14, 2026MASCARENAS PAUL ANTHONYDirectorAWARD1,986
May 14, 2026KIDDOO BRUCE EDirectorAWARD1,986
May 14, 2026Yan Christine YDirectorAWARD1,986
May 14, 2026CARTER SUSAN KDirectorAWARD1,986
May 14, 2026WATERS GREGORY LDirectorAWARD1,986
May 14, 2026Deitrich ThomasDirectorAWARD1,986
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 ANTHONYDirectorAWARD168$62.19$10.4K
Mar 13, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGSELL6,114$58.67$358.7K
Feb 21, 2026Thad TrentExec VP & CFOTAX W/H10,383$69.11$717.6K
Feb 21, 2026El-Khoury HassaneCEO & PresidentTAX W/H36,802$69.11$2.5M
Feb 21, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGTAX W/H9,583$69.11$662.3K
Feb 21, 2026KEETON SIMONGroup President, PSGTAX W/H7,788$69.11$538.2K
Feb 20, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGAWARD31,834
Feb 20, 2026KEETON SIMONGroup President, PSGAWARD26,046
Feb 20, 2026El-Khoury HassaneCEO & PresidentAWARD75,315
Feb 20, 2026Thad TrentExec VP & CFOAWARD36,175
Feb 12, 2026KIDDOO BRUCE EDirectorGIFT3,570
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 & PresidentTAX W/H20,762$67.38$1.4M
Feb 10, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGTAX W/H6,191$67.38$417.1K
Feb 10, 2026KEETON SIMONGroup President, PSGTAX W/H5,032$67.38$339.1K
Feb 10, 2026Thad TrentExec VP & CFOTAX W/H6,709$67.38$452.1K
Feb 6, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGTAX W/H6,041$65.20$393.9K
Feb 6, 2026KEETON SIMONGroup President, PSGTAX W/H9,232$65.20$601.9K
Feb 6, 2026Thad TrentExec VP & CFOTAX W/H12,270$65.20$800.0K
Feb 6, 2026El-Khoury HassaneCEO & PresidentTAX W/H34,460$65.20$2.2M
Feb 5, 2026El-Khoury HassaneCEO & PresidentAWARD90,966
Feb 5, 2026Thad TrentExec VP & CFOAWARD31,050
Feb 5, 2026KEETON SIMONGroup President, PSGAWARD23,287
Feb 5, 2026GOPALSWAMY SUDHIRGroup President, AMG & ISGAWARD23,287
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

$106.31 mean target -9.0% upside Sell (2.18)
$68.00 Low $150.00 High
MetricValue
Current Price$116.79
Target Low$68.00
Target Mean$106.31
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% +0.0% 30↑ 1↓ $6.5B 8.0% 31
Next FY
2027-12-31
$4.27 $3.43 $5.40 38.0% +0.0% 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 1mo ago
Ideas for my portfolio? High growth but not a gambler
▲ 1 💬 0 ⚡ 0.5
Jun 10, 2026
short_volume
Short Volume: ON — 55.6% short (2.7M / 4.8M)
Short: 2,668,993 | Exempt: 60,466 | TRF Vol: 4,796,426 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
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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 25, 2026
dark_pool
Dark Pool: ON — 11.7M shares, 203,441 trades
Week starting 2026-05-25. Total ATS volume: 11,730,979 shares across 203,441 trades.
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)