ON SEMICONDUCTOR CORP(ON)Stock Analysis
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Rank #1,850 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ON Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ON SEMICONDUCTOR CORP (ON), a Technology sector company. 13F Pro's AI-powered ranking engine scores ON at 42.4/100 on a 32-signal composite quality model, placing it at rank #1,850 of 2,879 stocks — the bottom half of the AI-ranked universe. ON scores in the top quartile across revenue scale (80.6), free cash flow (77.2). Areas of concern include revenue growth (9.2) and profitability (26.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 37.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ON SEMICONDUCTOR CORP reports quarterly revenue of $1.5B, net income of $-33.4M, free cash flow of $217.2M. Top institutional holders of ON by reported 13-F value include Optiver Holding B.V., FMR, Optiver Holding B.V., based on the most recent SEC filings. ON trades on the Nasdaq exchange and files with the SEC under CIK 1097864. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ON daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ON SEMICONDUCTOR CORP directly from SEC EDGAR.
Revenue
Q1 2026
$1.5B
Net Income
Q1 2026
$-33.4M
Free Cash Flow
Q1 2026
$217.2M
D/E Ratio
Q1 2026
0.41
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-15.3% YoYNet Income
-92.3% YoYOperating Income
-95.2% YoYEPS (Diluted)
-92.0% YoYTotal Assets
-11.1% YoYTotal Debt
-10.9% YoYOp. Cash Flow
-7.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $6.00B -15.3% | $7.08B -14.2% | $8.25B -0.9% | $8.33B +23.5% | $6.74B +28.3% | $5.25B |
| Net Income | $121.0M -92.3% | $1.57B -28.0% | $2.18B +14.8% | $1.90B +88.4% | $1.01B +331.1% | $234.2M |
| Operating Income | $84.2M -95.2% | $1.77B -30.4% | $2.54B +7.6% | $2.36B +83.3% | $1.29B +269.3% | $348.7M |
| EPS (Diluted) | $0.29 -92.0% | $3.63 -25.8% | $4.89 +15.1% | $4.25 +87.2% | $2.27 +305.4% | $0.56 |
| Total Assets | $12.52B -11.1% | $14.09B +6.6% | $13.22B +10.3% | $11.98B +24.4% | $9.63B +11.1% | $8.67B |
| Total Debt | $2.98B -10.9% | $3.35B -19.8% | $4.17B +23.6% | $3.38B -1.3% | $3.42B -17.0% | $4.12B |
| Operating Cash Flow | $1.76B -7.7% | $1.91B -3.6% | $1.98B -24.9% | $2.63B +47.8% | $1.78B +101.5% | $884.3M |
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Available Research
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Top Institutional Holders of ON
Optiver Holding B.V.
$5.5B88,845,600 shFMR LLC
$3.6B58,158,341 shOptiver Holding B.V.
$2.9B47,181,200 shBlackRock, Inc.
$2.5B39,911,681 shVANGUARD CAPITAL MANAGEMENT LLC
$1.6B25,633,199 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.2B20,062,560 shSTATE STREET CORP
$1.1B18,307,578 shJANUS HENDERSON GROUP PLC
$848.4M13,700,884 shGEODE CAPITAL MANAGEMENT, LLC
$665.5M10,763,837 shSlate Path Capital LP
$482.9M7,798,800 sh
| Fund | Value | Shares |
|---|---|---|
| Optiver Holding B.V. | $5.5B | 88,845,600 |
| FMR LLC | $3.6B | 58,158,341 |
| Optiver Holding B.V. | $2.9B | 47,181,200 |
| BlackRock, Inc. | $2.5B | 39,911,681 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | 25,633,199 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 20,062,560 |
| STATE STREET CORP | $1.1B | 18,307,578 |
| JANUS HENDERSON GROUP PLC | $848.4M | 13,700,884 |
| GEODE CAPITAL MANAGEMENT, LLC | $665.5M | 10,763,837 |
| Slate Path Capital LP | $482.9M | 7,798,800 |
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Popular Research
Is ON a good stock to buy?
13F Pro's AI-powered analysis of ON SEMICONDUCTOR CORP (ON) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ON are available on the ON stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ON?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ON. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ON SEMICONDUCTOR CORP's investment landscape.