SecBot

SecBot
Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001097864

ON

ON SEMICONDUCTOR CORP
$83.60 ▲ +4.40%
Prev close $80.08
Market cap$29.9B
ConsensusHold
12-mo target$104.27 (+24.7%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Semiconductors
Snapshot
The big-picture read on ON right now — valuation, ownership and activity at a glance.
Market Cap
$29.9B
Cap Size
Large Cap
Analyst Consensus
Buy (50%)
Inst. Holders
50 funds
Inst. Value
$32.0B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $14.3M sell
Insider Net $
-$14.3M
SEC Reports
20
Press Releases
3
Price chart 30d +15.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 m_and_a
onsemi and Synaptics Announce Revised Merger Agreement
Revised Terms to Deliver Higher onsemi Shareholder Value through Immediate EPS Accretion
Aug 21, 2026 SEC
ON Semiconductor (ON) filed a preliminary S-4 registration statement in connection with its proposed all-stock acquisiti
S-4 — Impact 6/10
Aug 13, 2026 SEC
On August 12, 2026, the FTC granted early termination of the HSR waiting period for ON Semiconductor's pending acquisiti
8-K — Impact 5/10
Aug 13, 2026 SEC
Onsemi's 425 filing confirms the FTC granted early termination of the HSR waiting period for its ~$7B all-stock acquisit
425 — Impact 5/10
Jul 2, 2026 Insider
MASCARENAS PAUL ANTHONY was granted 116 shares
Director @ $91.22 ($10.6K)
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — TRIM
10,129,250 shares ($897.1M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
7,857,251 shares ($742.8M)
May 26, 2026 Insider
GOPALSWAMY SUDHIR surrendered for taxes 470 shares
Group President, AMG & ISG @ $127.00 ($59.7K)
Analyst ratings buy % -3.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 50% rate it Buy or better · 38 analysts
Strong Buy 5 13% Buy 14 37% Hold 19 50% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Oct 2, 2026Wells FargoMAINTAINOverweight 54%
Oct 2, 2026NeedhamREITERATEBuy 50%
Sep 23, 2026Seaport GlobalINITIATEBuy 51%
Sep 18, 2026Truist SecuritiesMAINTAINHold 55%
Sep 17, 2026StifelMAINTAINHold 54%
Sep 17, 2026MizuhoMAINTAINOutperform 52%
Sep 17, 2026RosenblattMAINTAINNeutral 54%
Sep 17, 2026Wells FargoMAINTAINOverweight 54%
Sep 17, 2026Cantor FitzgeraldMAINTAINNeutral 49%
Sep 17, 2026NeedhamREITERATEBuy 50%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026514190050%
Aug 1, 2026513200047%
Jul 1, 2026514200049%
Jun 1, 2026517210051%
May 1, 2026518210052%
Apr 1, 2026416240045%
Mar 1, 2026417230048%
Feb 1, 2026418220050%
Price targets
Where 26 covering analysts think ON trades over the next 12 months.
$104.27 +24.7% upside Strong Buy
Current$83.60 Low$75.00 Median$100.00 High$150.00 26 analysts
$75.00$150.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
Recent posts
investing Neutral 4mo ago
Ideas for my portfolio? High growth but not a gambler
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 7 bullish, 0 bearish, 2 mixed, 11 neutral · avg impact 4.8/10.Plus 3 press releases.
NEUTRALS-46/10
ON Semiconductor (ON) filed a preliminary S-4 registration statement in connection with its proposed
Aug 21, 2026
BULLISH8-K5/10
On August 12, 2026, the FTC granted early termination of the HSR waiting period for ON Semiconductor
Aug 13, 2026
BULLISH4255/10
Onsemi's 425 filing confirms the FTC granted early termination of the HSR waiting period for its ~$7
Aug 13, 2026
BULLISH8-K7/10
ON Semiconductor reported Q2 2026 revenue of $1.604B (+9% YoY) and non-GAAP EPS of $0.74, beating co
Aug 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
m_and_a
onsemi and Synaptics Announce Revised Merger Agreement
Revised Terms to Deliver Higher onsemi Shareholder Value through Immediate EPS Accretion
Oct 1, 2026
short_volume
Short Volume: ON — 70.9% short (2.8M / 4.0M)
Short: 2,846,800 | Exempt: 2,215 | TRF Vol: 4,013,268 | Short Ratio: 70.9% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ON — 61.9% short (1.2M / 1.9M)
Short: 1,172,881 | Exempt: 88 | TRF Vol: 1,894,773 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ON — 59.9% short (1.6M / 2.6M)
Short: 1,550,804 | Exempt: 520 | TRF Vol: 2,590,523 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: ON — 56.5% short (1.8M / 3.2M)
Short: 1,789,897 | Exempt: 137 | TRF Vol: 3,165,619 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$0.88$0.84–$0.9239.0%+0.2%21↑ 3↓$1.7B28
Next Q$0.96$0.85–$1.0449.3%+0.1%21↑ 1↓$1.7B28
Current FY$3.20$3.08–$3.3336.3%-0.0%25↑ 2↓$6.6B31
Next FY$4.53$3.98–$5.4041.4%+0.0%21↑ 5↓$7.4B31
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$0.876—
7d ago$0.876—
30d ago$0.874+0.002
60d ago$0.836+0.039
90d ago$0.833+0.043
Institutional ownership
Which big funds own ON (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $32.0B total value (336,941,118 shares) as of 2026-Q2. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
FMR LLC56,679,393$5.4B16.7%—
BlackRock, Inc.40,980,739$3.9B12.1%—
VANGUARD CAPITAL MANAGEMENT LLC25,616,396$2.4B7.6%—
VANGUARD PORTFOLIO MANAGEMENT LLC19,639,331$1.9B5.8%—
STATE STREET CORP18,557,255$1.8B5.5%—
Jupiter Topco LLC13,427,527$1.3B4.0%—
GEODE CAPITAL MANAGEMENT, LLC10,836,563$1.0B3.2%—
JPMORGAN CHASE & CO10,129,250$897.1M2.8%TRIM -37.1%
GOLDMAN SACHS GROUP INC7,877,881$744.8M2.3%—
NORGES BANK7,857,251$742.8M2.3%NEW
Recent position changes
FundActionPrevCurrentChangeValue
JPMORGAN CHASE & COTRIM16,107,94310,129,250-37.1%$897.1M
NORGES BANKNEW—7,857,251—$742.8M
Jericho Capital Asset Management L.P.NEW—4,881,237—$461.5M
Rafferty Asset Management, LLCADD2,826,3003,704,862+31.1%$350.3M
Allspring Global Investments Holdings, LLCTRIM6,099,9343,066,224-49.7%$290.2M
JANE STREET GROUP, LLCDOUBLED297,5773,029,757+918.1%$286.4M
Assenagon Asset Management S.A.ADD1,606,2742,807,808+74.8%$265.5M
UBS Group AGTRIM3,482,9782,272,573-34.8%$214.8M
CITADEL ADVISORS LLCDOUBLED109,3041,936,182+1671.4%$183.0M
Point72 Asset Management, L.P.NEW—1,606,182—$151.8M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$14.3M — $0.00 bought, $14.3M sold.
DateInsiderTitleTypeSharesPriceValue
Jul 2, 2026MASCARENAS PAUL ANTHONYDirectorAWARD116$91.22$10.6K
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
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ON.
Shares short
29,554,283
Settlement Sep 15, 2026
Change vs prior
-2.2%
Semi-monthly cycle
Days to cover
3.0
At avg daily volume
Of shares outstanding
≈7.6%
Estimate — not % of float
All ON filing & press-release reports (23)