MCHP

MICROCHIP TECHNOLOGY INC

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0000827054
$88.34 -8.27% $52.2B
Insider Selling Cluster (3 insiders)Congressional Activity (1)
Vol
Market Cap$52.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders12 funds
Inst. Value$7.6B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 11S
Insider Net $-$51.4M
Reddit Sentiment56° Neutral
SEC Reports5
Press Releases2
Congressional1 trades
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0000827054·Prev Close $96.30

Recent Activity

Jun 4, 2026 other
Microchip Technology Receives U.S. Export License to Expand Advanced FPGA Development in Armenia
The export license underscores our commitment to high-value semiconductor innovation through global
May 28, 2026 Insider
CHAPMAN MATTHEW W sold 3,000 shares
Director @ $97.52 ($292.5K)
May 26, 2026 SEC
Three MCHP insiders — the COO, CFO, and a director — sold a combined $1.72M in open-market sales over a 7-day window. Th
CLUSTER — Impact 2/10
May 26, 2026 SEC
Microchip Technology announced a presentation at the TD Cowen 54th Annual Technology, Media & Telecom Conference on May
PRESS-RELEASE — Impact 2/10
May 22, 2026 Insider
Bjornholt James Eric sold 3,333 shares
SENIOR VP AND CFO @ $90.64 ($302.1K)
May 22, 2026 Insider
Simoncic Richard J sold 5,000 shares
CHIEF OPERATING OFFICER @ $93.44 ($467.2K)
May 19, 2026 SEC
Insider cluster at Microchip Technology consists of routine option exercises and tax-withholding transactions by the CEO
CLUSTER — Impact 2/10
Inst.
NORGES BANK — NEW
10,429,442 shares ($664.6M)

Price Targets

$113.24 +28.2% upside Strong Buy
Current $88.34 Low $75.00 Median $120.00 High $135.00 25 analysts
$75.00 $135.00

Analyst Ratings

Buy79% buy · 33 analysts
9Strong Buy
17Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 13, 2026 Cantor Fitzgerald REITERATE Overweight → Overweight
May 11, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 8, 2026 UBS MAINTAIN Buy → Buy
May 8, 2026 Citigroup MAINTAIN Buy → Buy
May 8, 2026 JP Morgan MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Next Q $0.79 ▲ +18.6% $0.72 — $0.89 125% YoY 21
Current Q $0.70 ▲ +18.9% $0.69 — $0.76 159% YoY 21
Current FY $3.16 ▲ +18.6% $2.85 — $3.60 93% YoY 24
Next FY $4.09 ▲ +9.7% $3.49 — $5.42 30% YoY 23

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$4.7B
BANK OF AMERICA CORP$771.4MADD
NORGES BANK$664.6MNEW
MORGAN STANLEY$575.7MTRIM
DODGE & COX$394.3MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026CHAPMAN MATTHEWSELL$292.5K
May 22, 2026Bjornholt JamesSELL$302.1K
May 22, 2026Simoncic RichardSELL$467.2K
May 15, 2026Simoncic RichardM$0.00
May 15, 2026Simoncic RichardSELL$7.8K

Reddit Sentiment

56°
Neutral
Bearish Neutral Bullish
5 mentions 3 bullish 2 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
12 institutional holders with $7.6B total value (119,263,163 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, NORGES. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC73,506,339$4.7B61.6%
2BANK OF AMERICA CORP /DE/12,105,699$771.4M10.2%ADD +35.0%
3NORGES BANK10,429,442$664.6M8.7%NEW
4MORGAN STANLEY9,035,226$575.7M7.6%TRIM -25.2%
5DODGE & COX6,187,474$394.3M5.2%DOUBLED +958.4%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,533,269$225.1M3.0%NEW
7WELLS FARGO & COMPANY/MN1,389,945$88.6M1.2%
8RENAISSANCE TECHNOLOGIES LLC1,216,456$77.5M1.0%NEW
9TWO SIGMA INVESTMENTS, LP1,016,469$64.8M0.9%DOUBLED +917.7%
10FMR LLC633,213$40.3M0.5%TRIM -32.8%
11MUHLENKAMP & CO INC202,985$12.9M0.2%ADD +81.4%
12Hillman Capital Management, Inc.6,646$423.5K0.0%NEAR_EXIT -89.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW10,429,442$664.6M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED99,8831,016,469+917.7%$64.8M2025-Q4
FMR LLCTRIM941,620633,213-32.8%$40.3M2025-Q4
UBS Group AGTRIM8,915,2046,170,320-30.8%$396.3M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW1,309,556$84.1M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM173,83299,883-42.5%$6.4M2025-Q3
Hillman Capital Management, Inc.NEAR_EXIT49,5365,450-89.0%$350.0K2025-Q3
NORGES BANKEXIT6,726,1610-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD7,125,4339,616,113+35.0%$676.7M2025-Q2
NORGES BANKNEW6,726,161$473.3M2025-Q2
DODGE & COXDOUBLED598,9736,339,800+958.4%$446.1M2025-Q2
MUHLENKAMP & CO INCADD111,060201,491+81.4%$14.2M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM391,223173,832-55.6%$12.2M2025-Q2
Hillman Capital Management, Inc.TRIM76,35349,536-35.1%$3.5M2025-Q2
MORGAN STANLEYTRIM9,889,3677,401,088-25.2%$358.3M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT1,625,040391,223-75.9%$18.9M2025-Q1
Hillman Capital Management, Inc.DOUBLED4,86576,353+1469.4%$3.7M2025-Q1
NORGES BANKEXIT7,892,3680-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT1,191,0640-100.0%$0.002025-Q1
UBS Group AGDOUBLED3,340,0688,235,270+146.6%$472.3M2024-Q4
NORGES BANKADD5,378,5257,892,368+46.7%$452.6M2024-Q4
CITADEL ADVISORS LLCDOUBLED1,711,4237,234,264+322.7%$414.9M2024-Q4
Meritage Group LPNEW2,528,909$145.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW1,191,064$68.3M2024-Q4
Hillman Capital Management, Inc.NEW4,865$279.0K2024-Q4
6 unique insiders with 11 transactions. Net insider value: -$51.4M ($0.00 bought, $51.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026CHAPMAN MATTHEW WDirectorSELL3,000$97.52$292.5K
May 22, 2026Bjornholt James EricSENIOR VP AND CFOSELL3,333$90.64$302.1K
May 22, 2026Simoncic Richard JCHIEF OPERATING OFFICERSELL5,000$93.44$467.2K
May 15, 2026Simoncic Richard JCHIEF OPERATING OFFICERM1,222$0.00$0.00
May 15, 2026Simoncic Richard JCHIEF OPERATING OFFICERSELL83$93.85$7.8K
May 15, 2026Simoncic Richard JCHIEF OPERATING OFFICERM702$0.00$0.00
May 15, 2026Bjornholt James EricSENIOR VP AND CFOF333$93.85$31.3K
May 15, 2026Bjornholt James EricSENIOR VP AND CFOM776$93.85$72.8K
May 15, 2026Bjornholt James EricSENIOR VP AND CFOM776$0.00$0.00
May 15, 2026Bjornholt James EricSENIOR VP AND CFOM1,355$0.00$0.00
May 15, 2026Bunker Mathew BSENIOR VP, OPERATIONSM870$93.85$81.6K
May 15, 2026Bunker Mathew BSENIOR VP, OPERATIONSM870$0.00$0.00
May 15, 2026Bunker Mathew BSENIOR VP, OPERATIONSF243$93.85$22.8K
May 15, 2026Bunker Mathew BSENIOR VP, OPERATIONSM1,236$0.00$0.00
May 15, 2026Sanghi StevePresident, CEO and Chair of BdF2,204$93.85$206.8K
May 15, 2026Krawczyk Joseph R IISR. VP, WW CLIENT ENGAGEMENTM340$93.85$31.9K
May 15, 2026Krawczyk Joseph R IISR. VP, WW CLIENT ENGAGEMENTM340$0.00$0.00
May 15, 2026Krawczyk Joseph R IISR. VP, WW CLIENT ENGAGEMENTM685$0.00$0.00
May 15, 2026Krawczyk Joseph R IISR. VP, WW CLIENT ENGAGEMENTF146$93.85$13.7K
May 15, 2026Sanghi StevePresident, CEO and Chair of BdM5,329$93.85$500.1K
May 15, 2026Sanghi StevePresident, CEO and Chair of BdM5,329$0.00$0.00
May 15, 2026Sanghi StevePresident, CEO and Chair of BdM6,356$0.00$0.00
May 15, 2026Simoncic Richard JCHIEF OPERATING OFFICERM702$93.85$65.9K
May 15, 2026Simoncic Richard JCHIEF OPERATING OFFICERF192$93.85$18.0K
May 15, 2026CHAPMAN MATTHEW WDirectorSELL10,000$95.48$954.8K
May 13, 2026Simoncic Richard JCHIEF OPERATING OFFICERSELL10,000$97.55$975.5K
May 13, 2026Bunker Mathew BSENIOR VP, OPERATIONSSELL10,571$96.88$1.0M
May 8, 2026Bunker Mathew BSENIOR VP, OPERATIONSA203$0.00$0.00
May 8, 2026Krawczyk Joseph R IISR. VP, WW CLIENT ENGAGEMENTA212$0.00$0.00
May 8, 2026Sanghi StevePresident, CEO and Chair of BdA3,446$0.00$0.00
May 8, 2026Simoncic Richard JCHIEF OPERATING OFFICERA371$0.00$0.00
May 1, 2026Sanghi StevePresident, CEO and Chair of BdSELL76,469$93.58$7.2M
Apr 30, 2026Sanghi StevePresident, CEO and Chair of BdSELL33,502$92.37$3.1M
Apr 23, 2026Sanghi StevePresident, CEO and Chair of BdSELL416,581$88.53$36.9M
Apr 1, 2026Bjornholt James EricSENIOR VP AND CFOA11,576$0.00$0.00
Apr 1, 2026Bjornholt James EricSENIOR VP AND CFOA11,577$0.00$0.00
Apr 1, 2026Bunker Mathew BSENIOR VP, OPERATIONSA5,530$0.00$0.00
Apr 1, 2026Bunker Mathew BSENIOR VP, OPERATIONSA5,529$0.00$0.00
Apr 1, 2026Krawczyk Joseph R IISR. VP, WW CLIENT ENGAGEMENTA5,237$0.00$0.00
Apr 1, 2026Krawczyk Joseph R IISR. VP, WW CLIENT ENGAGEMENTA5,238$0.00$0.00
Apr 1, 2026Sanghi StevePresident, CEO and Chair of BdA16,216$0.00$0.00
Apr 1, 2026Sanghi StevePresident, CEO and Chair of BdA24,324$0.00$0.00
Apr 1, 2026Simoncic Richard JCHIEF OPERATING OFFICERA10,667$0.00$0.00
Apr 1, 2026Simoncic Richard JCHIEF OPERATING OFFICERA10,667$0.00$0.00
Mar 2, 2026Krawczyk Joseph R IISR. VP, WW CLIENT ENGAGEMENTA379$49.26$18.7K
Mar 2, 2026Bunker Mathew BSENIOR VP, OPERATIONSA363$49.26$17.9K
Mar 2, 2026Bjornholt James EricSENIOR VP AND CFOA431$49.26$21.2K
Mar 2, 2026Sanghi StevePresident, CEO and Chair of BdA580$49.26$28.6K
Mar 2, 2026Simoncic Richard JCHIEF OPERATING OFFICERA431$49.26$21.2K
Feb 24, 2026Bjornholt James EricSENIOR VP AND CFOSELL3,530$77.09$272.1K
Current analyst consensus: Buy (79% buy). Based on 33 analysts: 9 strong buy, 17 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$113.24 mean target +28.2% upside Strong Buy (1.62)
$75.00 Low $135.00 High
MetricValue
Current Price$88.34
Target Low$75.00
Target Mean$113.24
Target Median$120.00
Target High$135.00
# Analysts25
RecommendationStrong Buy (1.62)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Next Q
2026-09-30
$0.79 $0.72 $0.89 124.8% +18.6% 21↑ 0↓ $1.5B 35.5% 21
Current Q
2026-06-30
$0.70 $0.69 $0.76 158.8% +18.9% 21↑ 0↓ $1.5B 35.6% 21
Current FY
2027-03-31
$3.16 $2.85 $3.60 92.5% +18.6% 23↑ 1↓ $6.2B 30.9% 24
Next FY
2028-03-31
$4.09 $3.49 $5.42 29.6% +9.7% 15↑ 1↓ $7.1B 15.2% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.699
7d ago$0.699
30d ago$0.588+0.111
60d ago$0.586+0.113
90d ago$0.586+0.113
18 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 13, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
May 11, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 8, 2026 UBS MAINTAIN Buy Buy
May 8, 2026 Citigroup MAINTAIN Buy Buy
May 8, 2026 JP Morgan MAINTAIN Overweight Overweight
May 8, 2026 Truist Securities MAINTAIN Hold Hold
May 8, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 8, 2026 Susquehanna MAINTAIN Positive Positive
May 8, 2026 Rosenblatt MAINTAIN Buy Buy
May 8, 2026 Needham MAINTAIN Buy Buy
Feb 13, 2026 Barclays INITIATE Equal-Weight
Feb 11, 2026 Truist Securities MAINTAIN Hold Hold
Feb 6, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 6, 2026 Citigroup MAINTAIN Buy Buy
Feb 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 6, 2026 Truist Securities MAINTAIN Hold Hold
Feb 6, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Feb 6, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 6, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 6, 2026 Needham MAINTAIN Buy Buy
Feb 2, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 26, 2026 UBS MAINTAIN Buy Buy
Jan 22, 2026 Susquehanna MAINTAIN Positive Positive
Jan 21, 2026 B of A Securities MAINTAIN Neutral Neutral
Jan 15, 2026 Citigroup MAINTAIN Buy Buy
Jan 15, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 12, 2026 B. Riley Securities MAINTAIN Buy Buy
Jan 9, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 7, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 6, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 6, 2026 Rosenblatt MAINTAIN Buy Buy
Jan 6, 2026 Stifel MAINTAIN Buy Buy
Jan 6, 2026 Needham MAINTAIN Buy Buy
Dec 16, 2025 Cantor Fitzgerald UPGRADE Neutral Overweight
Dec 5, 2025 B of A Securities MAINTAIN Neutral Neutral
Dec 4, 2025 Needham MAINTAIN Buy Buy
Dec 3, 2025 Rosenblatt MAINTAIN Buy Buy
Nov 7, 2025 Citigroup MAINTAIN Buy Buy
Nov 7, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Nov 7, 2025 Truist Securities REITERATE Hold Hold
Nov 7, 2025 Cantor Fitzgerald MAINTAIN Neutral Neutral
Nov 7, 2025 Susquehanna MAINTAIN Positive Positive
Nov 7, 2025 Needham MAINTAIN Buy Buy
Nov 7, 2025 Stifel MAINTAIN Buy Buy
Nov 4, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Sep 15, 2025 Wells Fargo INITIATE Equal-Weight
Aug 8, 2025 Raymond James MAINTAIN Strong Buy Strong Buy
Aug 8, 2025 Piper Sandler MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202691770079%
May 1, 202691760081%
Apr 1, 202691760081%
Mar 1, 202691860082%
Feb 1, 202691770079%
Jan 1, 202681690073%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 2, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Microchip Technology IncMay 13, 2026 (42d)
56°
Neutral
Bearish Neutral Bullish
5 mentions 3 bullish 2 bearish 5 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 11, 2026160° Warm101
May 11, 2026160° Warm101
May 8, 2026140° Cool011
May 8, 2026140° Cool011
Feb 13, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Neutral 26d 2h ago
MCHP $300M Whale
▲ 19 💬 6 ⚡ 2.2
r/stockmarket Bearish 28d 9h ago
health care still oversold but starting to stabilize. semis overbought for days now
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 25d 9h ago
9 oversold alerts in S&P today. AMD up 82% vs market in 20 days
▲ 1 💬 0 ⚡ 0.4
r/options Bullish 3mo ago
Flow & Technical
▲ 0 💬 0
Jun 4, 2026
other
Microchip Technology Receives U.S. Export License to Expand Advanced FPGA Development in Armenia
The export license underscores our commitment to high-value semiconductor innovation through global operations and support for Armenia’s tech ecosyste
Jun 3, 2026
short_volume
Short Volume: MCHP — 66.7% short (2.5M / 3.8M)
Short: 2,530,968 | Exempt: 6,382 | TRF Vol: 3,793,468 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
routine
Microchip Technology to Present at the 2026 Evercore Global TMT Conference
<p>CHANDLER, Ariz., June 02, 2026 (GLOBE NEWSWIRE) -- (NASDAQ:MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and
Jun 2, 2026
other
XpressConnect™ PCIe® 6.0 and CXL 3.1 Retimers Address Latency and Signal‑Integrity Challenges in AI Data Centers
Data centers are increasingly limited by data movement, not compute. XpressConnect retimers cut latency and extend reach to improve scale and efficien
May 29, 2026
short_volume
Short Volume: MCHP — 66.9% short (2.0M / 3.0M)
Short: 2,035,556 | Exempt: 95,909 | TRF Vol: 3,041,389 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
other
Essential Performance and Real-time Control Without the Baggage
Not every real time control design needs a high end solution, many just need dependable performance at the right cost.
May 26, 2026
earnings
Microchip Technology to Present at the TD Cowen 54th Annual Technology, Media &amp; Telecom Conference
<p>CHANDLER, Ariz., May 26, 2026 (GLOBE NEWSWIRE) -- (NASDAQ:MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and
May 26, 2026
other
Microchip Launches 3.3 kV HV‑D3 mSiC® Power Modules to Enable Solid-State Transformers for AI Data Centers
New silicon carbide modules deliver the required thermal performance and efficiency for SSTs to increase power available for token generation <pre>New
May 21, 2026
short_volume
Short Volume: MCHP — 66.4% short (1.8M / 2.7M)
Short: 1,799,985 | Exempt: 480 | TRF Vol: 2,709,675 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: MCHP — 60.5% short (1.8M / 3.0M)
Short: 1,793,600 | Exempt: 1,471 | TRF Vol: 2,964,417 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
announcement
Microchip Technology to Present at the JP Morgan 2026 Global Technology, Media and Communications Conference
<p align="left">CHANDLER, Ariz., May 19, 2026 (GLOBE NEWSWIRE) -- (NASDAQ:MCHP) – Microchip Technology Incorporated, a leading provider of smart, co
May 14, 2026
other
New EX‑423 Evacuated Miniature Crystal Oscillator for Critical Timing in Low- and Battery-Powered Applications
Ruggedized in an ultra-low vacuum for enhanced thermal insulation, the EX-423 delivers stability and RF performance <pre>Ruggedized in an ultra-low va
May 11, 2026
dark_pool
Dark Pool: MCHP — 13.1M shares, 195,192 trades
Week starting 2026-05-11. Total ATS volume: 13,062,840 shares across 195,192 trades.
May 8, 2026
short_interest
FTD: MCHP — 32,211 shares ($3.3M) failed to deliver
Settlement: 20260508, Price: $101.58, FTD Value: $3,271,993.38, MICROCHIP TECHNOLOGY INC
May 7, 2026
dividend
Microchip Technology Announces Quarterly Cash Dividend on Common Stock of 45.5 Cents Per Share
<p>CHANDLER, Ariz., May 07, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and