Microchip Technology Incorporated

Informe acción NasdaqGS:MCHP

Capitalización de mercado: US$42.2b

Microchip Technology Dividendos y recompras

Dividendo controles de criterios 3/6

Microchip Technology es una empresa que paga dividendos con una rentabilidad actual de 2.45%.

Información clave

2.4%

Rentabilidad por dividendo

-0.02%

Rendimiento de la recompra

Rendimiento total para el accionista2.4%
Rendimiento futuro de los dividendos3.1%
Crecimiento de los dividendos11.8%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago828%

Últimas actualizaciones de dividendos y recompras

Artículo de análisis Feb 10

Microchip Technology's (NASDAQ:MCHP) Dividend Will Be $0.455

Microchip Technology Incorporated's ( NASDAQ:MCHP ) investors are due to receive a payment of $0.455 per share on 10th...
Artículo de análisis Nov 12

Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Microchip Technology Incorporated ( NASDAQ:MCHP ) will pay a dividend of $0.455 on the 9th of December. This means the...

Recent updates

Seeking Alpha 7h

Microchip Technology: The Operating Leverage Is Real -- The Question Is What You Pay For It

Summary Microchip Technology delivered a standout quarter, showcasing powerful operating leverage and robust free cash flow as revenue surged 38% year-over-year. MCHP's current valuation at $74.36 reflects the recovery, trading at 23x FY27 EPS, with limited upside unless growth outpaces consensus deceleration. I rate MCHP a Hold, preferring to buy on a pullback to the $62–$68 range, targeting $88–$92 over twelve months for a more attractive risk-reward. While operational execution is strong and the balance sheet is improving, the stock already prices in the rebound, making patience essential for new buyers. Read the full article on Seeking Alpha
Actualización de narrativa Jul 22

MCHP: Data Center Exposure And Defensive Pricing Will Shape Next Recovery Phase

Analysts have adjusted the Microchip Technology fair value estimate modestly higher to about $86.55 from roughly $83.72, citing updated expectations for revenue growth, profit margins, and future P/E. These changes are reflected across a mix of recent price target revisions and commentary on sector demand, pricing, and data center exposure.
Actualización de narrativa Jul 08

MCHP: Data Center Exposure Will Drive Higher 2026 Margins And Repricing

Microchip Technology's analyst price target has been raised from about $86.67 to roughly $112.96 as analysts factor in recent data center revenue disclosures, selective pricing actions, and a broad wave of higher target updates across several research firms. Analyst Commentary Analysts are reacting to Microchip Technology's latest disclosures with a mix of optimism and caution, especially around the new data center revenue breakout, pricing actions, and the wave of higher price targets.
Actualización de narrativa Jun 24

MCHP: Data Center Hype And Defensive Pricing Will Cap 2026 Recovery

Analysts have raised their fair value estimate for Microchip Technology from $69.00 to about $83.72, citing higher price targets across several firms that reference the new data center revenue breakout and selective pricing actions as key factors. Analyst Commentary Recent Street research on Microchip Technology reflects a mix of enthusiasm for the data center disclosure and pricing actions, paired with pockets of caution around how much good news is already reflected in the stock price.
Artículo de análisis Jun 18

Microchip Technology (MCHP) Stock Could Be 8.6% Overvalued After Strait Of Hormuz Deal

Microchip Technology (MCHP) is back in focus after a newly announced Middle East peace deal to reopen the Strait of Hormuz lifted sentiment around industrial and automotive activity tied to its analog and embedded chips. See our latest analysis for Microchip Technology. At a share price of US$94.11, Microchip Technology has seen a 7-day share price return of 7.05% and a 90-day share price return of 48.70%. The 1-year total shareholder return of 42.11% points to strong momentum rather than a...
Actualización de narrativa Jun 06

MCHP: Data Center Breakout And Pricing Actions Will Support Higher Multiples

Narrative Update on Microchip Technology The analyst price target for Microchip Technology has moved to $135.00, with analysts pointing to recent data center revenue disclosures, selective pricing actions, and a broad wave of upward target revisions across major firms as key drivers of their updated view. Analyst Commentary Research coverage on Microchip Technology has been active, with multiple bullish analysts adjusting their price targets higher and highlighting specific company actions such as data center disclosures and pricing decisions.
Actualización de narrativa May 23

MCHP: Rising Street Optimism Will Support Higher Future Trading Multiples

Microchip Technology's updated analyst price target has shifted from about $109.03 to $135.00. Analysts cite refreshed models that include revised revenue growth, profit margin and future P/E assumptions following a series of recent target increases across major firms.
Actualización de narrativa Apr 22

MCHP: Policy Uncertainty Around AI Chip Exports Will Restrain 2026 Recovery

Analysts have maintained Microchip Technology's fair value estimate at $69.00 while making slight changes to assumptions for the discount rate, revenue growth, profit margin, and future P/E, following a mix of recent target hikes, trims, and rating changes across Wall Street. Analyst Commentary Recent research on Microchip points to a split view across Wall Street, with some firms lifting price targets and ratings while others trim targets or keep a more neutral stance.
Actualización de narrativa Apr 08

MCHP: Mixed Ratings And Policy Shifts Will Test 2026 Recovery Timing

Analysts have raised the Microchip Technology fair value estimate to $69.00 from $63.76, reflecting updated views on revenue, profit margins and a lower future P/E. These changes are supported by a recent run of higher and mixed price targets across the Street.
Actualización de narrativa Mar 25

MCHP: Broadening Edge AI And Auto Demand Will Support Higher 2026 Margins

Analysts have nudged the Microchip Technology price target slightly higher, with modest adjustments to fair value inputs such as revenue growth, profit margin, discount rate and future P/E. These changes reflect a mixed set of recent target hikes and trims, alongside generally constructive views on booking trends and margin potential.
Actualización de narrativa Mar 10

MCHP: Booking Momentum And End Market Recovery Will Support Higher Multiples

Analysts have lifted their blended Microchip Technology fair value estimate from $90.00 to about $109.03 as they factor in higher modeled revenue growth, wider profit margins, a slightly higher discount rate, and a lower assumed future P/E. This aligns with a recent wave of price target revisions across the Street.
Actualización de narrativa Feb 24

MCHP: Broadening Edge AI And Auto Demand Will Support 2026 Margins

Analyst price targets for Microchip Technology have edged slightly lower, with our fair value estimate moving from $86.96 to $86.60, as analysts balance recent target hikes tied to improving bookings and margin outlook with a few more cautious, neutral views on the shares. Analyst Commentary Recent research on Microchip Technology reflects a mix of optimism on the recovery story and some hesitation on how much of that is already reflected in the share price.
Artículo de análisis Feb 10

Microchip Technology's (NASDAQ:MCHP) Dividend Will Be $0.455

Microchip Technology Incorporated's ( NASDAQ:MCHP ) investors are due to receive a payment of $0.455 per share on 10th...
Actualización de narrativa Feb 09

MCHP: Broadening 2026 Demand Recovery Will Support Margins As Tariff Pressures Ease

Analysts have nudged our Microchip Technology fair value estimate higher to $86.96 from $75.12, reflecting updated views on revenue growth, profitability, and a mix of recent target changes that include multiple price target increases from firms citing stronger bookings, improved guidance, and a broadening recovery across key end markets, alongside a few more cautious revisions. Analyst Commentary Recent Street research on Microchip Technology shows a clear tilt toward more constructive views, with several firms adjusting price targets and a few taking a more cautious stance.
Actualización de narrativa Jan 26

MCHP: Broad End Market Recovery Will Mask 2026 Timing Risk

Narrative Update on Microchip Technology Analysts have lifted their aggregate price target on Microchip Technology by roughly $5, citing higher modeled revenue growth, wider profit margins, and a lower assumed future P/E multiple as they update forecasts following a series of recent target increases across the Street. Analyst Commentary Recent Street research around Microchip Technology has been active, with a cluster of price target revisions and rating updates that give you a sense of how sentiment is evolving.
Actualización de narrativa Jan 11

MCHP: Broad End Market Recovery Signals Limited Upside As 2026 Uncertainty Persists

Narrative Update on Microchip Technology Analysts have nudged our fair value estimate for Microchip Technology higher from US$57.00 to about US$59.05, reflecting updated assumptions for revenue growth, profitability, and a lower future P/E multiple, following a series of price target increases tied to stronger guidance and broad based end market recovery. Analyst Commentary Recent Street research on Microchip Technology has been active, with several firms adjusting their targets and highlighting different risk and reward trade offs.
Actualización de narrativa Dec 24

MCHP: 2026 Demand Recovery Will Support Margins Amid Easing Tariff Overhang

Microchip Technology's analyst price target has been nudged higher to approximately $75 from about $74, as analysts factor in slightly faster long term revenue growth, modestly improved margin expectations, and a still elevated future earnings multiple despite recent target cuts from the Street. Analyst Commentary Analyst views on Microchip Technology remain mixed, with price targets drifting lower in the near term even as expectations for a multi year recovery support the stock's valuation framework.
Actualización de narrativa Dec 10

MCHP: 2026 Demand Recovery Will Offset Near-Term Guidance Weakness And Policy Uncertainty

Our updated narrative price target for Microchip Technology edges up to $73.92 from $73.64, as analysts balance recent target cuts and cautious near term guidance against expectations for a gradual demand recovery and resilient long term earnings power. Analyst Commentary Analysts remain divided on Microchip Technology, with recent target cuts reflecting near term execution risk even as longer term recovery expectations underpin valuation support.
Actualización de narrativa Nov 26

MCHP: Recent Guidance Dip Will Set Up Recovery By 2026 Amid Policy Shifts

Analysts have lowered their price target for Microchip Technology, with the consensus fair value decreasing from $74.68 to $73.64. The adjustment is attributed to cautious Q4 guidance, even though there are expectations of a longer-term recovery.
Artículo de análisis Nov 21

Some Microchip Technology Incorporated (NASDAQ:MCHP) Shareholders Look For Exit As Shares Take 27% Pounding

The Microchip Technology Incorporated ( NASDAQ:MCHP ) share price has fared very poorly over the last month, falling by...
Artículo de análisis Nov 12

Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Microchip Technology Incorporated ( NASDAQ:MCHP ) will pay a dividend of $0.455 on the 9th of December. This means the...
Actualización de narrativa Nov 08

MCHP: Improved Margin Outlook Will Offset Global Semiconductor Policy Shocks

Analysts have reduced their price target for Microchip Technology from $76 to $74.68, citing modestly lower revenue growth forecasts. However, they note an improved profit margin outlook.
Actualización de narrativa Sep 19

Industrial, Automotive, And Edge Computing Trends Will Drive Future Recovery

Analysts have slightly lowered Microchip Technology’s price target to $76.00, citing ongoing gross margin pressures from inventory charges and underutilization despite improved demand trends and mixed sector data. Analyst Commentary Despite improved bookings and demand trends, underutilization charges and inventory write-downs are pressuring gross margins and limiting upside.

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Los dividendos por acción de MCHP se han mantenido estables en los últimos 10 años.

Dividendo creciente: El pago de dividendos de MCHP ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Microchip Technology vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de MCHP con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (MCHP)2.4%
Suelo de mercado 25% (US)1.3%
Techo de mercado 25% (US)4.0%
Media de la industria (Semiconductor)0.5%
Analista de previsiones (MCHP) (hasta 3 años)3.1%

Dividendo destacado: El dividendo de MCHP(2.45%) es más alto que el 25% inferior de los pagadores de dividendos del mercado US (1.3%).

Alto dividendo: El (2.45%) del dividendo de MCHP es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su elevado ratio de pago (827.9%), los pagos de dividendos de MCHP no están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su elevado ratio de pago en efectivo (113.5%), los pagos de dividendos de MCHP no están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/06 16:04
Precio de las acciones al final del día2026/08/06 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Microchip Technology Incorporated está cubierta por 41 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James KelleherArgus Research Company
Timothy LukeBarclays
Thomas O'MalleyBarclays