ON Semiconductor Corporation
At today's price, ON Semiconductor Corporation (ON) is priced for today's economics sustained for ~24.1 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
The decisive number for ON is the automotive line. In Q1 2026 automotive revenue grew nearly 5% year over year, the first year-over-year growth after seven straight quarters of decline. If that inflection is real, the cycle is turning; if it is a head fake, the price has a long way to fall. At $121.52 no valuation family reaches the price. The methods cluster far below, with a blended estimate near $23, and the price is rich on assets, earnings power, peers and even forward growth. Inverting th
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804 institutional managers reported holding ON in 13F filings for the quarter ended 2026-03-31. 126 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 31.2M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ON has cut its share count 7.9% over the past five years, spending $3.22B on repurchases. It pays no dividend. Cash returned over the past three years: $2.79B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ON over the trailing three years. Absence is a fact about the company, not a signal. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ON's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-01 | +2.9% | -17.0% |
| 2023-10-31 | -25.0% | +30.0% |
| 2024-02-06 | +7.8% | -7.0% |
| 2024-04-30 | +3.1% | +3.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ON's latest 8-K filings: 2026-06-25 (items 1.01, 8.01, 9.01); 2026-05-18 (items 5.02, 5.07); 2026-05-12 (items 1.01, 2.03, 3.02, 8.01, 9.01); 2026-05-07 (items 8.01, 9.01); 2026-05-06 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.