Insider Trading January 26, 2026

Microchip CEO Sells $1.46M in Stock as Analysts Raise Targets; New Power-Management Products Highlighted

Sanghi Steve executed a planned sale of 18,509 Microchip shares at roughly $79.20; firm product launches and analyst upgrades accompany the disclosure

By Priya Menon MCHP
Microchip CEO Sells $1.46M in Stock as Analysts Raise Targets; New Power-Management Products Highlighted
MCHP

Microchip Technology CEO Sanghi Steve sold 18,509 shares on January 22, 2026, for about $1.46 million under a Rule 10b5-1 plan. The shares traded near the company’s 52-week high. InvestingPro flags the stock as overvalued by its Fair Value assessment even as analysts lift price targets and the company releases new high-voltage power-management parts and militarily qualified TVS devices.

Key Points

  • CEO Sanghi Steve sold 18,509 Microchip shares on January 22, 2026 for about $1.46 million at $79.1984 per share, executed under a Rule 10b5-1 plan.
  • Post-sale indirect holdings total 10,021,133 shares via The Sanghi Trust (4,115,261 shares) and The Sanghi Family Limited Partnership (5,905,872 shares).
  • Microchip introduced 12 new 600V gate drivers for high-voltage power management and the JANPTX family of non-hermetic plastic TVS devices, which have achieved military qualification; analysts at Stifel and Piper Sandler raised price targets to $90 and $85 respectively.

Microchip Technology (NASDAQ: MCHP) reported an insider transaction in which CEO Sanghi Steve disposed of 18,509 shares of common stock on January 22, 2026. The trade generated approximately $1.46 million in proceeds, with the shares sold at $79.1984 apiece - a price close to the company’s 52-week high of $79.50.

The disposition was carried out pursuant to a Rule 10b5-1 trading plan that was adopted on June 6, 2025. Following the sale, Sanghi Steve continues to hold a substantial indirect position in Microchip, owning 10,021,133 shares through two entities: The Sanghi Trust, which holds 4,115,261 shares, and The Sanghi Family Limited Partnership, which holds 5,905,872 shares.

Valuation metrics and third-party research cited in connection with the transaction provide a mixed picture. InvestingPro data indicates that the stock appears overvalued on the basis of its Fair Value assessment and is trading at elevated EBIT, EBITDA, and revenue multiples. At the same time, equity research houses have signaled support for the shares, with Stifel increasing its price target to $90 while maintaining a Buy rating, and Piper Sandler raising its target to $85, noting strengthening order momentum led in part by the industrial sector.

Investors will also be watching Microchip’s upcoming earnings announcement, scheduled for February 5, with the outreach noting that 15 analysts have revised earnings estimates upward ahead of the report. The company has a 24-year record of consecutive dividend payments, a fact noted in the disclosure.

Beyond financial data, Microchip has continued to expand its product portfolio. The company introduced a lineup of 600V gate drivers designed for high-voltage power-management applications. The portfolio comprises 12 devices offered in different configurations to meet a range of current-drive requirements and to facilitate integration with microcontrollers.

In addition, Microchip rolled out its JANPTX family of non-hermetic plastic Transient Voltage Suppressor (TVS) devices, which the company reports have achieved military qualification. That mark is positioned as relevant to aerospace and defense applications.

For investors and analysts tracking insider activity, the sale is notable both for its timing near a 52-week high and for the fact it was executed under a pre-existing 10b5-1 trading plan. The combination of analyst price-target increases, product introductions in high-voltage power management, and the InvestingPro valuation assessment creates a layered set of signals that market participants may weigh ahead of the February earnings release.


About the data cited

The InvestingPro Fair Value and multiple commentary referenced above come from the platform’s research outputs, including a comprehensive Research Report noted as one of more than 1,400 available for major U.S. equities.

Risks

  • Valuation concern - InvestingPro flags the stock as appearing overvalued based on its Fair Value assessment and notes high EBIT, EBITDA, and revenue multiples, which could affect investor expectations and market reaction.
  • Earnings uncertainty - Microchip is scheduled to report earnings on February 5; with 15 analysts having revised estimates upward, actual results may diverge from expectations and influence the stock.
  • Interpretation of insider sale - The CEO’s disposal occurred under a Rule 10b5-1 trading plan adopted on June 6, 2025, which limits the ability to infer the sale as a contemporaneous signal of management’s view.

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