MCHP Microchip Technology Inc
XNAS
77.15
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
MCHP
$77.15
—
Key stats
$77.15
Pre-market
$75.30
-2.40%
- 52-Week Range
- $48.52 – $105.91
- YTD
- +18.64%
- IV Rank (30D)
- 50.11
- Straddle Price
- $10.95
- P/C Vol Ratio
- 0.59
- Market Cap
- $41.2B
- Open
- $76.55
- Day Range
- $75.56 – $77.74
- Volume
- 9,598,518
- Prev Close
- $75.85
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.45 |
| Cost of Equity (CAPM) | 13.13% (VRP-adj) |
| WACC | 12.27% |
| Volatility Risk Premium | +24.9pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 17.4% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.0B |
| Return on Equity (TTM) | 5.7% |
| Book / Price | 15.3% |
| Gross Margin (TTM) | 60.2% |
| FCF Margin (TTM) | 19.2% |
| Debt / Equity | 0.83 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +28.4% (reverse-DCF on current price) |
| SMA 50 | $75.36 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $76.72 |
| Bollinger Width / SMA20 | 18.8% (drives anchor stability) |
| Net Debt | $5.1B |
| Market Cap | $42B |
Peers used for multiples: ADI, AMD, AVGO, INTC, MU, NVDA, QCOM, TXN
60-Day Conviction
99%
20-Day Fair Value
≈ by Nov 20, 2026
$79.73
α +3.4%
rank 70%
conviction
99%
40-Day Fair Value
≈ by Dec 21, 2026
$80.99
α +5.0%
rank 75%
conviction
98%
60-Day Fair Value
≈ by Jan 19, 2027
$82.49
α +6.9%
rank 66%
conviction
99%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $85.54 | 20% | |
| DDM (Gordon) | $23.50 | 16% | |
| Peer P/E | $31.20 | 6% | median 41.7× · 7 peers |
| Peer EV/EBITDA | $73.88 | 6% | median 28.1× · 8 peers |
| Peer P/B | $119.92 | 6% | median 10.2× · 8 peers |
| Peer P/S | $138.66 | 6% | median 13.4× · 8 peers |
| Market Anchor (SMA50) | $75.36 | 22% | stability 56% (BB-width) |
| Options Expected (B-L 30d) | $74.17 | 20% | 41 strikes · skew -0.05 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SEMICONDUCTORS & RELATED DEVICES (3674) · industry map
- Exchange
- XNAS
- Market Cap
- $41.2B
- Employees
- 17,900
- List Date
- 1993-03-26
- CIK
- 0000827054
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- $0.82 (8 est.)
- Headquarters
- Chandler, AZ
- Homepage
- https://www.microchip.com
Microchip Technology became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -0.78% | -11.95% | 12.33% | -1.59% | -4.54% | 16.75% | 1.70% |
| Feb | 7.30% | -10.17% | -0.16% | -1.76% | 12.63% | -4.41% | 0.57% |
| Mar | -1.82% | 10.66% | 3.71% | 3.11% | -16.46% | -13.05% | -2.31% |
| Apr | -6.17% | -11.86% | -11.75% | 2.50% | -4.99% | 42.11% | 1.64% |
| May | 5.95% | 7.06% | -0.16% | 9.51% | 26.23% | 0.75% | 8.22% |
| Jun | -3.59% | -18.38% | 16.87% | -4.31% | 17.28% | -0.35% | 1.25% |
| Jul | -3.10% | 22.61% | 3.58% | -3.07% | -5.71% | -17.17% | -0.48% |
| Aug | 8.53% | -5.65% | -12.33% | -2.62% | -2.05% | -2.35% | -2.75% |
| Sep | -1.36% | -6.01% | -5.15% | 5.09% | 0.97% | 8.91% | 0.41% |
| Oct | -2.97% | -3.02% | -9.03% | -5.32% | -2.64% | -1.72%* | -4.12% |
| Nov | 8.49% | 26.99% | 17.45% | -8.88% | -14.15% | -- | 5.98% |
| Dec | 3.07% | -10.30% | 6.52% | -18.43% | 19.26% | -- | 0.02% |
| Total | 12.76% | -19.03% | 17.41% | -25.26% | 17.44% | 19.86% | 3.86% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $76.72
SMA 50: $75.36
SMA 200: $79.60
Current: $77.15
EMA 12: $75.52
EMA 26: $75.73
MACD: -0.2177 | Signal: -0.1031
BEARISH
ADX (14): 13.05
RANGE
+DI: 23.57
−DI: 20.33
Momentum Oscillators
RSI (14): 53.75
NEUTRAL
Stoch %K: 44.37
Stoch %D: 37.70
Williams %R: -45.80
Volume & Volatility
BB Upper: $82.24
BB Lower: $71.20
NEUTRAL
OBV: -173,008,705
Vol SMA 20: 9,275,407
Vol ROC: 6.97%
ATR: $3.04
True Range: $2.17
HV 20: 39.6%
HV 30: 39.2%
HV 60: 49.4%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: MCHP
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers: Recent positive news headlines, strong momentum signals, and increasing institutional interest.
Primary risks: High volatility, potential overbought condition, and market pullback.
Investment thesis: MCHP's recent performance is driven by its solid fundamentals, innovative products, and strong earnings potential. As the company continues to execute well and gain traction in its target markets, investors can expect further price appreciation.
Recent news sentiment impact: Positive headlines have contributed significantly to the stock's upward momentum, with a total sentiment score of 3/5.
Technical Analysis
Trend Direction: Medium-term bullish trend (1-3 months)
Support/Resistance Levels: Key levels to monitor are $103.85 (upper Bollinger Band), $95.30 (SMA 50), and $86.74 (lower Bollinger Band).
Momentum Signals:
- RSI interpretation: Neutral zone (65.10)
- MACD signal: Bullish crossover above the signal line
- Bollinger Bands position: Squeeze, indicating potential breakout
Volume Analysis: Institutional interest is increasing, with a volume rate of change of -85.01%. This suggests that institutions are building positions and potentially driving price movements.
News & Sentiment Analysis
Recent Headlines Summary: The past 10 news articles have been predominantly positive, highlighting the company's innovative products, strong earnings potential, and industry trends.
Sentiment Assessment: Positive sentiment (3/5) dominates, indicating a bullish tone in recent news headlines.
Catalyst Identification: Upcoming product launches, partnerships, and regulatory developments could further drive price appreciation.
Market Narrative: The positive news sentiment aligns with the stock's upward momentum, suggesting that investors are responding positively to the company's fundamentals and future prospects.
Risk & Volatility Assessment
Beta Interpretation: High risk (beta > 1.5), indicating that MCHP is more volatile than the market.
Volatility Regime: Current volatility level is high relative to historical levels, suggesting increased price movement potential.
Options Market Signals: IV rank: Low (10.0%), indicating historically low volatility. Put/call ratios suggest a bullish sentiment, with 59 calls vs 32 puts and an open interest of 182 calls vs 41 puts.
Downside Protection: Support levels to monitor are $103.85 (upper Bollinger Band) and $95.30 (SMA 50). Risk management considerations include setting stop-loss levels at key support/resistance zones.
Market Context & Positioning
Sector Performance: MCHP is outperforming its sector, indicating a potential leading indicator.
Institutional Activity: Increasing institutional interest is driving volume and potentially influencing price movements.
Correlation Analysis: The stock's correlation with the market (R-squared: 0.45) suggests that it moves in tandem with the broader market, but with higher volatility.
Relative Valuation: MCHP is trading within a strong uptrend, suggesting that investors are valuing its fundamentals and future prospects.
Key Levels & Action Items
Critical Price Levels: Support/resistance to monitor: $103.85 (upper Bollinger Band), $95.30 (SMA 50), and $86.74 (lower Bollinger Band).
Breakout/Breakdown Levels: Technical levels that could trigger significant moves: $103.85 (upper Bollinger Band) and $95.30 (SMA 50).
Time-Sensitive Catalysts: Upcoming product launches, partnerships, and regulatory developments could further drive price appreciation.
Risk Management: Stop-loss levels to consider are key support/resistance zones, such as $95.30 (SMA 50) and $86.74 (lower Bollinger Band).
Generated
News
All MCHP news →
Earnings History
18 of 23 under expected move
Avg Expected Move
7.68%
Avg Actual Move
4.38%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-04 | After-Close | 9.52% | 1.18% | 0.12x | Within |
| 2021-05-06 | After-Close | 8.87% | 2.21% | 0.25x | Within |
| 2021-08-03 | After-Close | 8.99% | 0.47% | 0.05x | Within |
| 2021-11-04 | After-Close | 5.75% | 3.42% | 0.59x | Within |
| 2022-02-03 | After-Close | 5.86% | 1.33% | 0.23x | Within |
| 2022-05-09 | After-Close | 7.49% | 6.13% | 0.82x | Within |
| 2022-08-02 | After-Close | 5.47% | 5.70% | 1.04x | Exceeded |
| 2022-11-03 | After-Close | 5.38% | 7.40% | 1.38x | Exceeded |
| 2023-02-02 | After-Close | 7.37% | 0.96% | 0.13x | Within |
| 2023-05-04 | After-Close | 7.64% | 1.12% | 0.15x | Within |
| 2023-08-03 | After-Close | 7.60% | 6.77% | 0.89x | Within |
| 2023-11-02 | After-Close | 7.88% | 3.85% | 0.49x | Within |
| 2024-01-08 | After-Close | 4.04% | 0.35% | 0.09x | Within |
| 2024-05-06 | After-Close | 7.52% | 1.81% | 0.24x | Within |
| 2024-08-01 | After-Close | 9.96% | 10.60% | 1.06x | Exceeded |
| 2024-11-05 | After-Close | 9.89% | 1.78% | 0.18x | Within |
| 2025-02-06 | After-Close | 8.43% | 2.30% | 0.27x | Within |
| 2025-05-08 | After-Close | 6.82% | 12.60% | 1.85x | Exceeded |
| 2025-08-07 | After-Close | 9.40% | 6.57% | 0.70x | Within |
| 2025-11-06 | After-Close | 8.72% | 5.17% | 0.59x | Within |
| 2026-02-05 | After-Close | 6.09% | 2.60% | 0.43x | Within |
| 2026-05-07 | After-Close | 9.45% | 2.45% | 0.26x | Within |
| 2026-08-06 | After-Close | 8.57% | 13.89% | 1.62x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
MCHP Options Activity & IV Rank
MCHP IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 61.6%
7-DTE IV: 65.2%
Expected Move: $10.95
7-DTE Move: $6.10
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 795
Put Volume: 469
P/C Volume: 0.59
BULLISH
Call OI: 8,011
Put OI: 9,059
P/C OI: 1.131
Total OI: 17,070
ATM Options Pricing
ATM Call: $6.20
ATM Put: $4.75
Call %: 8.0%
Put %: 6.2%
Chain Summary
Chain Volume: 18,875
Chain OI: 403,865
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 84th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
84%
vs own history
GEX tilt
+0.61
OI-weighted, today
Vanna tilt
-0.39
δ-sensitivity to IV
Charm tilt
-0.15
δ-decay vs time
Vanna tilt -0.39: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
? What is this?
· 176 ATM contracts, 181k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
12%
+1.5
pts
EXTREME
as of Oct 21 · ATM 71.2% / Wing 72.6%
30 DTE / 10d
48%
+5.8
pts
EXTREME
as of Oct 21 · ATM 62.5% / Wing 68.3%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)43.0MediumOct 21
IV Rank (30 DTE)50.1MediumOct 21
Straddle Price (30 DTE)$10.95Oct 21
Beta Analysis
Risk Metrics
Beta: 2.1289
Alpha: -6.32%
Correlation: 0.5423
R-Squared: 29.4%
Stock Volatility: 49.9%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own MCHP
8 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $120.6M | #343 of 6285 | -63.2% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $95.4M | #166 of 3138 | +3588.7% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $57.4M | #549 of 3716 | -65.5% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $25.2M | #164 of 997 | +853.3% | 13F | |
| Glenview Capital Hedge fund Larry Robbins | $24.2M | #35 of 42 | new | 13F | |
| Soros Fund Management Family office George Soros, Robert Soros, Jonathan Soros | $20.8M | #101 of 251 | new | 13F | |
| Point72 Hedge fund Steve Cohen | $11.6M | #719 of 1945 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $4.2M | #1060 of 4729 | -0.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
MCHP Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 546,550,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
44 filers$2.83B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | ALKEON CAPITAL MANAGEMENT LLC | $1.08B | 38.27% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $317.15M | 11.19% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $314.69M | 11.11% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $205.54M | 7.25% | 2026-06-30 |
| 5 | Barclays PLC Custodian | $141.36M | 4.99% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $130.81M | 4.62% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $97.26M | 3.43% | 2026-06-30 |
| 8 | TORONTO DOMINION BANK | $82.08M | 2.90% | 2026-06-30 |
| 9 | Walleye Trading LLC | $80.41M | 2.84% | 2026-06-30 |
| 10 | Parallax Volatility Advisers, L.P. | $38.77M | 1.37% | 2026-06-30 |
| 11 | Goldman Sachs Group Inc Custodian | $31.87M | 1.12% | 2026-06-30 |
| 12 | Tidal Investments LLC | $28.96M | 1.02% | 2026-06-30 |
| 13 | Millennium Management LLC Custodian | $28.93M | 1.02% | 2026-06-30 |
| 14 | Royal Bank of Canada Custodian | $28.27M | 1.00% | 2026-06-30 |
| 15 | Optiver Holding B.V. | $28.16M | 0.99% | 2026-06-30 |
| 16 | PEAK6 LLC | $26.58M | 0.94% | 2026-06-30 |
| 17 | Proem Advisors LLC | $22.80M | 0.80% | 2026-06-30 |
| 18 | BNP Paribas Financial Markets Custodian | $21.83M | 0.77% | 2026-06-30 |
| 19 | Simplex Trading, LLC Custodian | $17.88M | 0.63% | 2026-06-30 |
| 20 | Squarepoint Ops LLC | $12.48M | 0.44% | 2026-06-30 |
| 21 | Wolverine Trading, LLC Custodian | $11.95M | 0.42% | 2025-09-30 |
| 22 | Laurion Capital Management LP | $9.90M | 0.35% | 2026-06-30 |
| 23 | Citigroup Inc. Custodian | $7.75M | 0.27% | 2026-06-30 |
| 24 | Allianz Asset Management GmbH | $7.37M | 0.26% | 2026-06-30 |
| 25 | Cubist Systematic Strategies, LLC | $6.14M | 0.22% | 2025-09-30 |
43 filers$1.74B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | BNP Paribas Financial Markets Custodian | $411.17M | 23.62% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $295.59M | 16.98% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $180.55M | 10.37% | 2026-06-30 |
| 4 | Susquehanna International Group, LLP Custodian | $141.97M | 8.16% | 2026-06-30 |
| 5 | Hudson Bay Capital Management LP | $122.57M | 7.04% | 2026-06-30 |
| 6 | Marshall Wace, LLP Custodian | $88.92M | 5.11% | 2026-06-30 |
| 7 | Optiver Holding B.V. | $63.90M | 3.67% | 2026-06-30 |
| 8 | TORONTO DOMINION BANK | $49.70M | 2.86% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $43.92M | 2.52% | 2026-06-30 |
| 10 | Millennium Management LLC Custodian | $38.67M | 2.22% | 2026-06-30 |
| 11 | Walleye Trading LLC | $36.42M | 2.09% | 2026-06-30 |
| 12 | IMC-Chicago, LLC Custodian | $34.25M | 1.97% | 2026-06-30 |
| 13 | Portman Square Capital LLP | $24.61M | 1.41% | 2026-09-30 |
| 14 | Simplex Trading, LLC Custodian | $23.07M | 1.33% | 2026-06-30 |
| 15 | Parallax Volatility Advisers, L.P. | $23.03M | 1.32% | 2026-06-30 |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | $22.80M | 1.31% | 2026-06-30 |
| 17 | Wells Fargo & Company Custodian | $13.68M | 0.79% | 2026-06-30 |
| 18 | Cubist Systematic Strategies, LLC | $13.15M | 0.76% | 2025-09-30 |
| 19 | Wolverine Trading, LLC Custodian | $12.44M | 0.71% | 2025-09-30 |
| 20 | Laurion Capital Management LP | $11.13M | 0.64% | 2026-06-30 |
| 21 | Squarepoint Ops LLC | $11.06M | 0.64% | 2026-06-30 |
| 22 | Allianz Asset Management GmbH | $10.34M | 0.59% | 2026-06-30 |
| 23 | Alphadyne Asset Management LP | $8.13M | 0.47% | 2026-06-30 |
| 24 | Twin Tree Management, LP | $6.03M | 0.35% | 2026-06-30 |
| 25 | UBS Group AG Custodian | $5.66M | 0.33% | 2026-06-30 |
MCHP Insider Trading (Form 4)
Latest: 2025-03-05Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2025-03-05 | James Eric Bjornholt | SENIOR VP AND CFO | Award (A) | +268 | $49.26 | $13.2K | EDGAR |
| 2025-03-05 | Mathew B Bunker | SENIOR VP, OPERATIONS | Award (A) | +234 | $49.26 | $11.5K | EDGAR |
| 2025-03-05 | Joseph R Krawczyk II | SR. VP, WW CLIENT ENGAGEMENT | Award (A) | +244 | $49.26 | $12.0K | EDGAR |
| 2025-03-05 | Richard J Simoncic | CHIEF OPERATING OFFICER | Award (A) | +285 | $49.26 | $14.0K | EDGAR |
| 2025-02-27 | James Eric Bjornholt | SENIOR VP AND CFO | Sell (S) | −3,724 | $60.88 | -$226.7K | EDGAR |
| 2025-02-20 | James Eric Bjornholt | SENIOR VP AND CFO | Mixed | +3,724 | $57.86 | $215.5K | EDGAR |
| 2025-02-20 | Mathew B Bunker | SENIOR VP, OPERATIONS | Mixed | +2,265 | $57.86 | $131.1K | EDGAR |
| 2025-02-20 | Joseph R Krawczyk II | SR. VP, WW CLIENT ENGAGEMENT | Mixed | +520 | $57.86 | $30.1K | EDGAR |
| 2025-02-20 | Steve Sanghi | CHAIR OF THE BOARD | Mixed | +15,424 | $57.86 | $892.4K | EDGAR |
| 2025-02-20 | Richard J Simoncic | CHIEF OPERATING OFFICER | Mixed | +4,224 | $57.86 | $244.4K | EDGAR |
| 2025-01-06 | James Eric Bjornholt | SENIOR VP AND CFO | Award (A) | — | — | EDGAR | |
| 2025-01-06 | Mathew B Bunker | SENIOR VP, OPERATIONS | Award (A) | — | — | EDGAR | |
| 2025-01-06 | Joseph R Krawczyk II | SR. VP, WW CLIENT ENGAGEMENT | Award (A) | — | — | EDGAR | |
| 2025-01-06 | Richard J Simoncic | CHIEF OPERATING OFFICER | Award (A) | — | — | EDGAR | |
| 2025-01-06 | Steve Sanghi | CHAIR OF THE BOARD | Award (A) | — | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
MCHP Insider Holdings
6 insiders · @ $77.15
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Steve Sanghi | CHAIR OF THE BOARD | 10,147,226 | $782.86M | -$161.33M | 248 | 2025-02-20 |
| 2 | Ganesh Moorthy | PRESIDENT AND CEO | 816,693 | $63.01M | -$13.99M | 215 | 2024-11-19 |
| 3 | Richard J Simoncic | CHIEF OPERATING OFFICER | 146,289 | $11.29M | -$24.62M | 269 | 2025-03-05 |
| 4 | James Eric Bjornholt | SENIOR VP AND CFO | 55,670 | $4.29M | -$10.06M | 266 | 2025-03-05 |
| 5 | Mathew B Bunker | SENIOR VP, OPERATIONS | 26,105 | $2.01M | $0 | 6 | 2025-03-05 |
| 6 | Joseph R Krawczyk II | SR. VP, WW CLIENT ENGAGEMENT | 14,461 | $1.12M | $0 | 6 | 2025-03-05 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
MCHP Board & Officers
As of SEC filings through Oct 5, 2026Directors 7
- Steve Sanghi · on file since 2006
- Matthew W Chapman · on file since 2006
- Karen Marie Rapp · since Jan 4, 2021
- Ellen Barker · since Feb 2, 2024
- Victor Peng · since Feb 10, 2025
- Richard B. Cassidy II · since May 2, 2025
- Mitchell R Little · listed since Jun 2026
Officers 5
- Steve Sanghi · President, CEO and Chair of Bd · listed since Jul 2025
- James Eric Bjornholt · Senior Corporate VP and CFO · listed since Aug 2026
- Joseph R Krawczyk II · Sr. Corp VP, Ww Client Engmt · listed since Aug 2026
- Mathew B Bunker · Sr Corporate VP, Operations · listed since Aug 2026
- Stephanus Duvenhage · Sr. Corp VP, Analog Bus Unit · since Aug 18, 2026
Changes in the last 10 years (35)
| Aug 19, 2026 | Richard J Simoncic reported in an SEC filing no longer being Chief Operating Officer |
| Aug 18, 2026 | Stephanus Duvenhage became Sr. Corp VP, Analog Bus Unit |
| Aug 11, 2026 | Mathew B Bunker listed as Sr Corporate VP, Operations (previously Senior VP, Operations) in SEC filings |
| Aug 11, 2026 | Joseph R Krawczyk II listed as Sr. Corp VP, Ww Client Engmt (previously Sr. VP, Ww Client Engagement) in SEC filings |
| Aug 11, 2026 | James Eric Bjornholt listed as Senior Corporate VP and CFO (previously Senior VP and CFO) in SEC filings |
| Jun 10, 2026 | Mitchell R Little first listed as a director in an SEC filing |
| Jul 16, 2025 | Steve Sanghi listed as President, CEO and Chair of Bd (previously Chair of the Board) in SEC filings |
| May 22, 2025 | Karlton D Johnson reported in an SEC filing no longer being a director |
| May 2, 2025 | Richard B. Cassidy II became a director |
| Feb 19, 2025 | The company announced the departure of Robert A. Rango from the board in an SEC filing |
| Feb 10, 2025 | Victor Peng became a director |
| Nov 19, 2024 | Steve Sanghi listed as Chair of the Board (previously Executive Chair) in SEC filings |
| Nov 19, 2024 | Ganesh Moorthy reported in an SEC filing no longer being a director |
| Nov 19, 2024 | Ganesh Moorthy reported in an SEC filing no longer being President & CEO |
| Aug 21, 2024 | Wade F Meyercord reported in an SEC filing no longer being a director |
| Aug 20, 2024 | Mathew B Bunker became Senior VP, Operations |
| Aug 20, 2024 | Joseph R Krawczyk II became Sr. VP, Ww Client Engagement |
| Apr 5, 2024 | Richard J Simoncic listed as Chief Operating Officer (previously Exec VP, Analog/Intrfce BU) in SEC filings |
| Apr 1, 2024 | The company announced the departure of Stephen V Drehobl as Senior VP, MCU8/MCU16 BU in an SEC filing |
| Feb 2, 2024 | Ellen Barker became a director |
| Aug 23, 2023 | Esther Johnson reported in an SEC filing no longer being a director |
| May 17, 2023 | Richard J Simoncic listed as Exec VP, Analog/Intrfce BU (previously Senior VP, Analog/Intrfce BU) in SEC filings |
| Jan 3, 2023 | Robert A. Rango became a director |
| Jun 3, 2022 | Mitchell R Little reported in an SEC filing no longer being Senior VP, WW Client Engagemnt |
| Apr 1, 2021 | Karlton D Johnson became a director |
| Mar 3, 2021 | Steve Sanghi listed as Executive Chair (previously CEO and Chairman) in SEC filings |
| Mar 3, 2021 | Ganesh Moorthy listed as President & CEO (previously President & COO) in SEC filings |
| Jan 6, 2021 | Ganesh Moorthy first listed as a director in an SEC filing |
| Jan 4, 2021 | Karen Marie Rapp became a director |
| Jan 6, 2020 | Steve Sanghi listed as CEO and Chairman (previously President, CEO, Chairman) in SEC filings |
| Jan 6, 2020 | Ganesh Moorthy listed as President & COO (previously COO) in SEC filings |
| Feb 25, 2019 | Stephen V Drehobl listed as Senior VP, MCU8/MCU16 BU (previously VP, MCU8 Division) in SEC filings |
| Feb 25, 2019 | Richard J Simoncic listed as Senior VP, Analog/Intrfce BU (previously VP, Analog and Intrfc Prod Div) in SEC filings |
| Feb 25, 2019 | Mitchell R Little listed as Senior VP, WW Client Engagemnt (previously VP, WW Sales and Appns.) in SEC filings |
| Feb 25, 2019 | James Eric Bjornholt listed as Senior VP and CFO (previously VP and CFO) in SEC filings |
Not reported recently (1)
- L B Day · Last reported as a director in an SEC filing dated Aug 19, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
MCHP Proposed Insider Sales (Form 144)
Latest: 2026-08-25
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $310K notice value
· 1 unique filer
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Bjornholt James Eric (1, $310K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-25 | Bjornholt James Eric | Officer | 4,112 | $309.7K | 2026-08-25 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-04 | Richard J Simoncic | Officer | 5,000 | $487.6K | 2026-06-04 | Merrill Lynch | — | EDGAR |
| 2026-05-28 | Matthew W Chapman | Director | 3,000 | $292.5K | 2026-05-28 | Merrill Lynch | — | EDGAR |
| 2026-05-22 | JAMES BJORNHOLT | OFFICER | 3,333 | $302.1K | 2026-05-22 | MERRILL | 10b5-1 | EDGAR |
| 2026-05-22 | James Bjornholt | Officer | 334 | $31.2K | 2026-05-22 | Merrill Lynch | — | EDGAR |
| 2026-05-15 | Matthew W Chapman | Director | 10,000 | $954.8K | 2026-05-15 | Merrill Lynch | — | EDGAR |
| 2026-05-13 | Richard Simoncic | Officer | 20,000 | $1.95M | 2026-05-13 | Merrill Lynch | — | EDGAR |
| 2026-05-01 | Sanghi Steve | Officer | 76,469 | $7.16M | 2026-05-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-30 | Sanghi Steve | Officer | 33,502 | $3.09M | 2026-04-30 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-23 | Sanghi Steve | Officer | 416,581 | $36.88M | 2026-04-23 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-01 | 0000827054-26-000020 | EDGAR |
| 2026-05-07 | 0000827054-26-000012 | EDGAR |
| 2026-02-11 | 0001193125-26-046713 | EDGAR |
| 2026-02-05 | 0000827054-26-000008 | EDGAR |
| 2026-01-05 | 0000827054-26-000002 | EDGAR |
| 2025-11-06 | 0000827054-25-000182 | EDGAR |
| 2025-08-20 | 0000827054-25-000160 | EDGAR |
| 2025-08-07 | 0000827054-25-000132 | EDGAR |
| 2025-05-08 | 0000827054-25-000061 | EDGAR |
| 2025-05-02 | 0000827054-25-000057 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-21 | 0000827054-26-000016 | EDGAR |
| 2025-05-23 | 0000827054-25-000077 | EDGAR |
| 2024-05-23 | 0000827054-24-000098 | EDGAR |
| 2023-05-25 | 0000827054-23-000080 | EDGAR |
| 2022-05-20 | 0000827054-22-000094 | EDGAR |
| 2021-05-18 | 0000827054-21-000106 | EDGAR |
| 2020-05-22 | 0000827054-20-000119 | EDGAR |
| 2019-05-30 | 0000827054-19-000143 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-05 | 0000827054-26-000009 | EDGAR |
| 2025-11-06 | 0000827054-25-000183 | EDGAR |
| 2025-08-07 | 0000827054-25-000133 | EDGAR |
| 2025-02-06 | 0000827054-25-000019 | EDGAR |
| 2024-11-05 | 0000827054-24-000206 | EDGAR |
| 2024-08-01 | 0000827054-24-000139 | EDGAR |
| 2024-02-01 | 0000827054-24-000024 | EDGAR |
| 2023-11-02 | 0000827054-23-000185 | EDGAR |
| 2023-08-03 | 0000827054-23-000132 | EDGAR |
| 2023-02-02 | 0000827054-23-000020 | EDGAR |
ETF Holders
333 ETFs hold MCHP
25 shown · $10.53B total exposure · 0.17% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.06% | $1.3B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.06% | $1.1B | — | 2026-09-30 |
| 3 | SOXX iShares Semiconductor ETF | iShares (BlackRock) | 2.27% | $1.0B | $45.4B | 2026-10-20 |
| 4 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.42% | $904.3M | — | 2026-09-30 |
| 5 | QQQ Invesco QQQ Trust, Series 1 | Invesco | 0.18% | $861.4M | — | 2026-10-20 |
| 6 | SMH VanEck Semiconductor ETF | VanEck | 0.85% | $576.7M | $69.4B | 2026-10-20 |
| 7 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.06% | $547.6M | $890.4B | 2026-10-20 |
| 8 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.06% | $506.6M | $818.4B | 2026-10-20 |
| 9 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.16% | $402.3M | — | 2026-09-30 |
| 10 | SOXL Direxion Daily Semiconductor Bull 3X ETF | Direxion | 1.56% | $343.7M | — | 2026-10-21 |
| 11 | VGT Vanguard Information Technology ETF | Vanguard | 0.19% | $341.5M | — | 2026-09-30 |
| 12 | VOT Vanguard Morningstar Mid-Cap Growth ETF | Vanguard | 1.00% | $331.5M | — | 2026-09-30 |
| 13 | XLK State Street® Technology Select Sector SPDR® ETF | SPDR (State Street) | 0.25% | $300.9M | $122.3B | 2026-10-20 |
| 14 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.19% | $238.9M | — | 2026-09-30 |
| 15 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 1.19% | $227.1M | $19.3B | 2026-10-20 |
| 16 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.21% | $203.9M | — | 2026-10-20 |
| 17 | QQQM Invesco NASDAQ 100 ETF | Invesco | 0.18% | $192.8M | — | 2026-10-20 |
| 18 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.30% | $168.7M | $57.3B | 2026-10-20 |
| 19 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.18% | $168.0M | — | 2026-09-30 |
| 20 | SDY State Street® SPDR® S&P® Dividend ETF | SPDR (State Street) | 0.76% | $165.5M | $21.7B | 2026-10-20 |
| 21 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.12% | $151.3M | $126.1B | 2026-10-20 |
| 22 | PFF iShares Preferred and Income Securities ETF | iShares (BlackRock) | 0.99% | $117.7M | $11.9B | 2026-10-20 |
| 23 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.06% | $113.6M | $183.5B | 2026-10-20 |
| 24 | QTEC First Trust NASDAQ-100-Technology Sector Index Fund | First Trust | 2.30% | $103.2M | $4.5B | 2026-10-20 |
| 25 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.22% | $98.8M | $44.3B | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$0.68
TTM Revenue
$5.12B
TTM Net Income
$367.20M
TTM Op. Cash Flow
$1.20B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '27 | 2026-06-30 | $1.48B | $202.00M | $0.37 | $511.50M |
| Q4 '26 | 2026-03-31 | $1.31B | $116.40M | $0.22 | $257.00M |
| Q3 '26 | 2025-12-31 | $1.19B | $34.90M | $0.06 | $341.40M |
| Q2 '26 | 2025-09-30 | $1.14B | $13.90M | $0.03 | $88.10M |
| Q1 '26 | 2025-06-30 | $1.08B | $-46.40M | $-0.09 | $275.60M |
| Q4 '25 | 2025-03-31 | $970.50M | $-156.80M | $-0.29 | $205.90M |
| Q3 '25 | 2024-12-31 | $1.03B | $-53.60M | $-0.10 | $271.50M |
| Q2 '25 | 2024-09-30 | $1.16B | $78.40M | $0.14 | $43.60M |
| Q1 '25 | 2024-06-30 | $1.24B | $129.30M | $0.24 | $377.10M |
| Q4 '24 | 2024-03-31 | $1.33B | $154.70M | $0.29 | $430.00M |
| Q3 '24 | 2023-12-31 | $1.77B | $419.20M | $0.77 | $853.30M |
| Q2 '24 | 2023-09-30 | $2.25B | $666.60M | $1.21 | $616.20M |
Q1 2027 • period ending 2026-06-30 • filed 2026-08-06
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
113.46
P/B
6.54
P/S
8.23
EV/EBITDA
32.15
EV/Sales
9.23
ROE
5.7%
ROA
2.5%
Div Yield
2.66%
FCF Yield
2.84%
Debt/Equity
0.83
Current Ratio
—
Market Cap
$42.17B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
33.33M
SI % of Float
6.25%
Days to Cover
3.79
Short Vol Ratio
48.0%
Free Float
533.29M
Float %
98.2%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-06-22