What is the 13F Pro Quality Score for ON?

13F Pro ranks ON SEMICONDUCTOR CORP (ON) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ON's current score at https://13fpro.ai/research/ON (free sign-up required for the full ranking).

Which hedge funds own the most ON stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ON include Optiver Holding B.V., FMR, Optiver Holding B.V.. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/ON as soon as new 13F filings post.

Where does 13F Pro source ON data?

All ON SEMICONDUCTOR CORP fundamentals and ownership data come directly from SEC EDGAR. ON SEMICONDUCTOR CORP files with the SEC under CIK 1097864. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ON in?

ON SEMICONDUCTOR CORP (ON) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is ON research updated on 13F Pro?

ON's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ON SEMICONDUCTOR CORP(ON)Stock Analysis

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13F Pro Quality Score

42.4/100

Rank #1,850 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

9.2/100

Profitability

26.2/100

Balance Sheet

32.8/100

Earnings Quality

30.0/100

Free Cash Flow

77.2/100

Institutional Flow

65.5/100

Revenue Scale

80.6/100

Dilution Risk

37.9/100

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. ON SEMICONDUCTOR CORP's 13F Pro composite quality score has ranged between 8 and 81 since 2021, currently 42.4 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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% YoY

$6.00BFY 2025

FY22 $8.33BFY23 $8.25BFY24 $7.08BFY25 $6.00B

Net Income

-92.3% YoY

$121.0MFY 2025

FY22 $1.90BFY23 $2.18BFY24 $1.57BFY25 $121.0M

Operating Income

-95.2% YoY

$84.2MFY 2025

FY22 $2.36BFY23 $2.54BFY24 $1.77BFY25 $84.2M

EPS (Diluted)

-92.0% YoY

$0.29FY 2025

FY22 $4.25FY23 $4.89FY24 $3.63FY25 $0.29

Total Assets

-11.1% YoY

$12.52BFY 2025

FY22 $11.98BFY23 $13.22BFY24 $14.09BFY25 $12.52B

Total Debt

-10.9% YoY

$2.98BFY 2025

FY22 $3.38BFY23 $4.17BFY24 $3.35BFY25 $2.98B

Op. Cash Flow

-7.7% YoY

$1.76BFY 2025

FY22 $2.63BFY23 $1.98BFY24 $1.91BFY25 $1.76B

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

AI Insight: ON Financial Trends

ON Semiconductor faces persistent profitability headwinds after a severe Q2 2025 downturn, with recovery incomplete despite debt reduction.

• Revenue declined 13% from Q2 2024 ($1,735M) to Q2 2026 ($1,513M), with no sustained recovery trajectory visible.

• Operating income swung from +$388M (Q2 2024) to -$574M (Q2 2025), now marginally positive at $200M–$264M (Q4 2025–Q2 2026).

• Total debt reduced from $4,176M (Q2 2024) to $2,980M (Q4 2025), with equity compressed from $8,340M to $7,302M.

⚠ Operating margin turned sharply negative in Q2 2025 (-31.7%) and remains compressed; latest quarter shows -3.5% margin.

⚠ Net income swung to -$486M loss in Q2 2025; recovery to small positive territory ($182M–$255M) remains fragile.

AI Insight: ON Ratio Trends

ON Semiconductor's profitability has collapsed to negative margins in Q2 2026, reversing partial recovery seen in late 2025.

• Operating margin crashed to -3.5% in Q2 2026 from 13.1% in Q4 2025; NPM similarly fell to -2.2% from 11.9%.

• ROIC deteriorated to -2.1% in Q2 2026 versus 7.5% one quarter prior, marking second negative quarter in nine months.

• Leverage remains moderate at D/E 0.41, unchanged from prior quarter, offering minimal buffer against operational distress.

⚠ Q2 2025 saw similar negative margins (-39.7% OpMargin); need evidence this is not cyclical decline recurring.

⚠ TTM metrics (10.0% OpMargin, 5.9% ROIC) substantially weaker than Q4 2024 (23.7%, 13.4%), signaling sustained underperformance.

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Available Research

13F Pro tracks comprehensive data for ON SEMICONDUCTOR CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ON

Optiver Holding B.V.
$5.5B88,845,600 sh
FMR LLC
$3.6B58,158,341 sh
Optiver Holding B.V.
$2.9B47,181,200 sh
BlackRock, Inc.
$2.5B39,911,681 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.6B25,633,199 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.2B20,062,560 sh
STATE STREET CORP
$1.1B18,307,578 sh
JANUS HENDERSON GROUP PLC
$848.4M13,700,884 sh
GEODE CAPITAL MANAGEMENT, LLC
$665.5M10,763,837 sh
Slate 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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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.