William Blair Has Bearish Forecast for Onsemi Q3 Earnings

Onsemi (NASDAQ:ON) – Analysts at William Blair dropped their Q3 2025 earnings per share estimates for Onsemi in a report released on Tuesday, October 29th. William Blair analyst J. Dorsheimer now anticipates that the semiconductor company will post earnings per share of $1.07 for the quarter, down from their prior estimate of $1.18. The consensus estimate for Onsemi’s current full-year earnings is $4.01 per share.

Several other brokerages also recently commented on ON. Roth Mkm boosted their price objective on shares of Onsemi from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Tuesday, July 30th. Rosenblatt Securities reaffirmed a “neutral” rating and issued a $75.00 price objective on shares of Onsemi in a research note on Tuesday. KeyCorp lowered their target price on Onsemi from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Tuesday, October 8th. Robert W. Baird raised their price objective on Onsemi from $70.00 to $75.00 and gave the stock a “neutral” rating in a research report on Tuesday. Finally, Truist Financial dropped their price target on shares of Onsemi from $97.00 to $89.00 and set a “buy” rating on the stock in a research report on Tuesday. Two equities research analysts have rated the stock with a sell rating, six have given a hold rating and fifteen have assigned a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $85.91.

Onsemi Price Performance

ON stock opened at $73.63 on Thursday. The company’s 50-day moving average price is $71.43 and its two-hundred day moving average price is $71.49. Onsemi has a 12 month low of $59.34 and a 12 month high of $86.77. The company has a quick ratio of 1.95, a current ratio of 3.01 and a debt-to-equity ratio of 0.31. The firm has a market cap of $31.54 billion, a P/E ratio of 18.27, a P/E/G ratio of 3.82 and a beta of 1.65.

Onsemi (NASDAQ:ON) last released its earnings results on Monday, October 28th. The semiconductor company reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.97 by $0.02. The firm had revenue of $1.76 billion during the quarter, compared to the consensus estimate of $1.75 billion. Onsemi had a return on equity of 25.48% and a net margin of 24.84%. The company’s revenue was down 19.2% compared to the same quarter last year. During the same period in the prior year, the company posted $1.39 EPS.

Hedge Funds Weigh In On Onsemi

Several institutional investors have recently added to or reduced their stakes in ON. Mediolanum International Funds Ltd purchased a new stake in Onsemi during the first quarter valued at about $2,447,000. Assenagon Asset Management S.A. boosted its holdings in Onsemi by 690.2% in the 2nd quarter. Assenagon Asset Management S.A. now owns 101,318 shares of the semiconductor company’s stock valued at $6,945,000 after purchasing an additional 88,496 shares during the period. Norden Group LLC purchased a new position in shares of Onsemi during the 1st quarter valued at $774,000. Axxcess Wealth Management LLC bought a new position in shares of Onsemi in the first quarter worth $808,000. Finally, Meeder Asset Management Inc. raised its position in shares of Onsemi by 42.9% in the first quarter. Meeder Asset Management Inc. now owns 26,029 shares of the semiconductor company’s stock worth $1,914,000 after buying an additional 7,820 shares in the last quarter. Institutional investors own 97.70% of the company’s stock.

Insider Buying and Selling at Onsemi

In related news, CEO Hassane El-Khoury sold 1,500 shares of the stock in a transaction that occurred on Tuesday, October 15th. The stock was sold at an average price of $72.71, for a total transaction of $109,065.00. Following the completion of the sale, the chief executive officer now directly owns 839,210 shares of the company’s stock, valued at approximately $61,018,959.10. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.31% of the company’s stock.

Onsemi Company Profile

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.