What is Zacks Research's Estimate for ON Q3 Earnings?

Key Points

• Zacks Research has raised its Q3 2025 earnings estimate for ON Semiconductor to $0.58 per share, up from the previous estimate of $0.56, with a current full-year earnings consensus of $2.60 per share.
• ON Semiconductor's stock has received mixed ratings, with twelve analysts rating it as a "Buy" and fifteen as a "Hold," reflecting a consensus price target of $56.68.
• Recently, CEO Hassane El-Khoury sold 15,000 shares of ON Semiconductor stock, reducing his stake by 1.51%, indicating increasing caution among insiders.

ON Semiconductor Corporation (NASDAQ:ON - Free Report) - Stock analysts at Zacks Research lifted their Q3 2025 earnings per share estimates for shares of ON Semiconductor in a research report issued to clients and investors on Tuesday, October 14th. Zacks Research analyst Team now expects that the semiconductor company will post earnings of $0.58 per share for the quarter, up from their previous estimate of $0.56. The consensus estimate for ON Semiconductor's current full-year earnings is $2.60 per share. Zacks Research also issued estimates for ON Semiconductor's Q4 2025 earnings at $0.60 EPS, FY2025 earnings at $2.26 EPS and Q4 2026 earnings at $0.89 EPS.

Several other analysts have also recently commented on the stock. TD Cowen decreased their price target on shares of ON Semiconductor from $68.00 to $55.00 and set a "buy" rating on the stock in a research note on Tuesday, August 5th. Rosenblatt Securities cut their price objective on shares of ON Semiconductor from $55.00 to $50.00 and set a "neutral" rating on the stock in a report on Tuesday, August 5th. Needham & Company LLC upped their target price on shares of ON Semiconductor from $50.00 to $58.00 and gave the company a "buy" rating in a research report on Monday, August 4th. Benchmark reaffirmed a "buy" rating and set a $60.00 price objective (up from $50.00) on shares of ON Semiconductor in a research note on Tuesday, August 5th. Finally, UBS Group cut their target price on ON Semiconductor from $55.00 to $50.00 and set a "neutral" rating on the stock in a research note on Tuesday, August 5th. Twelve research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $56.68.

ON Semiconductor Trading Down 1.1%

ON opened at $49.54 on Wednesday. ON Semiconductor has a 1-year low of $31.04 and a 1-year high of $76.06. The stock has a market capitalization of $20.26 billion, a PE ratio of 46.30, a PEG ratio of 2.50 and a beta of 1.49. The company has a current ratio of 5.02, a quick ratio of 3.37 and a debt-to-equity ratio of 0.42. The firm has a 50-day moving average price of $49.55 and a two-hundred day moving average price of $47.92.

ON Semiconductor (NASDAQ:ON - Get Free Report) last announced its earnings results on Monday, August 4th. The semiconductor company reported $0.53 earnings per share for the quarter, missing analysts' consensus estimates of $0.54 by ($0.01). ON Semiconductor had a net margin of 7.28% and a return on equity of 15.33%. The business had revenue of $1.47 billion during the quarter, compared to analyst estimates of $1.45 billion. During the same quarter last year, the business posted $0.96 earnings per share. The business's quarterly revenue was down 15.4% compared to the same quarter last year. ON Semiconductor has set its Q3 2025 guidance at 0.540-0.640 EPS.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Moody National Bank Trust Division increased its stake in ON Semiconductor by 1.5% in the 2nd quarter. Moody National Bank Trust Division now owns 11,404 shares of the semiconductor company's stock valued at $598,000 after buying an additional 169 shares during the last quarter. Freedom Investment Management Inc. increased its position in shares of ON Semiconductor by 2.6% in the second quarter. Freedom Investment Management Inc. now owns 7,853 shares of the semiconductor company's stock valued at $412,000 after acquiring an additional 196 shares during the last quarter. New York Life Investment Management LLC boosted its position in ON Semiconductor by 0.4% during the second quarter. New York Life Investment Management LLC now owns 62,678 shares of the semiconductor company's stock valued at $3,285,000 after purchasing an additional 221 shares during the last quarter. Sowell Financial Services LLC raised its stake in shares of ON Semiconductor by 4.1% during the 2nd quarter. Sowell Financial Services LLC now owns 5,668 shares of the semiconductor company's stock worth $297,000 after purchasing an additional 223 shares in the last quarter. Finally, Applied Finance Capital Management LLC raised its position in ON Semiconductor by 2.2% during the second quarter. Applied Finance Capital Management LLC now owns 10,668 shares of the semiconductor company's stock worth $559,000 after acquiring an additional 225 shares in the last quarter. Institutional investors and hedge funds own 97.70% of the company's stock.

Insiders Place Their Bets

In related news, CEO Hassane El-Khoury sold 15,000 shares of ON Semiconductor stock in a transaction that occurred on Wednesday, August 13th. The stock was sold at an average price of $51.22, for a total value of $768,300.00. Following the sale, the chief executive officer owned 977,814 shares of the company's stock, valued at approximately $50,083,633.08. This trade represents a 1.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.31% of the company's stock.

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.

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