CINCINNATI INSURANCE CO has added 109,483 shares of $MCHP to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MCHP.
MICROCHIP TECHNOLOGY Hedge Fund Activity
We have seen 471 institutional investors add shares of MICROCHIP TECHNOLOGY stock to their portfolio, and 635 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORBIS ALLAN GRAY LTD removed 4,268,958 shares (-92.0%) from their portfolio in Q3 2025, for an estimated $274,152,482
- INVESCO LTD. removed 4,144,979 shares (-22.5%) from their portfolio in Q3 2025, for an estimated $266,190,551
- STATE STREET CORP removed 3,808,923 shares (-11.9%) from their portfolio in Q3 2025, for an estimated $244,609,035
- NORGES BANK added 3,703,281 shares (+55.1%) to their portfolio in Q4 2025, for an estimated $235,973,065
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,155,935 shares (-25.0%) from their portfolio in Q3 2025, for an estimated $202,674,145
- JANE STREET GROUP, LLC added 2,482,965 shares (+inf%) to their portfolio in Q3 2025, for an estimated $159,456,012
- VAN ECK ASSOCIATES CORP removed 2,227,244 shares (-28.3%) from their portfolio in Q3 2025, for an estimated $143,033,609
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MICROCHIP TECHNOLOGY Insider Trading Activity
MICROCHIP TECHNOLOGY insiders have traded $MCHP stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $MCHP stock by insiders over the last 6 months:
- STEVE SANGHI (President, CEO and Chair of Bd) has made 0 purchases and 2 sales selling 117,323 shares for an estimated $9,425,696.
- JAMES ERIC BJORNHOLT (SENIOR VP AND CFO) has made 0 purchases and 3 sales selling 11,648 shares for an estimated $721,769.
- MATTHEW W CHAPMAN sold 10,000 shares for an estimated $682,550
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MICROCHIP TECHNOLOGY Government Contracts
We have seen $3,646,057 of award payments to $MCHP over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 76001-204: $1,622,194
- 5071A-C001: $400,717
- HIGH PERFORMANCE CESIUM CLOCKS AND ANCILLARY PARTS. THIS PROCUREMENT INVOLVES 15 UNIQUE COMPONENTS ESSENTI...: $332,806
- 5071A-C001: $327,340
- 10891A: $297,221
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
MICROCHIP TECHNOLOGY Analyst Ratings
Wall Street analysts have issued reports on $MCHP in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 02/02/2026
- Piper Sandler issued a "Overweight" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- JP Morgan issued a "Overweight" rating on 01/06/2026
- Rosenblatt issued a "Buy" rating on 01/06/2026
- Needham issued a "Buy" rating on 01/06/2026
- Citigroup issued a "Buy" rating on 11/07/2025
To track analyst ratings and price targets for MICROCHIP TECHNOLOGY, check out Quiver Quantitative's $MCHP forecast page.
MICROCHIP TECHNOLOGY Price Targets
Multiple analysts have issued price targets for $MCHP recently. We have seen 16 analysts offer price targets for $MCHP in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- William Stein from Truist Securities set a target price of $69.0 on 02/11/2026
- Christopher Danely from Citigroup set a target price of $91.0 on 02/06/2026
- Matthew Prisco from Cantor Fitzgerald set a target price of $100.0 on 02/06/2026
- Harlan Sur from JP Morgan set a target price of $95.0 on 02/06/2026
- Vijay Rakesh from Mizuho set a target price of $90.0 on 02/06/2026
- Kevin Cassidy from Rosenblatt set a target price of $115.0 on 02/06/2026
- N. Quinn Bolton from Needham set a target price of $84.0 on 02/06/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MCHP ticker page for more data.
