481 Shares in Monolithic Power Systems, Inc. $MPWR Acquired by Wellington Grp LLC

Wellington Grp LLC acquired a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 481 shares of the semiconductor company’s stock, valued at approximately $526,000.

Other large investors also recently added to or reduced their stakes in the company. State Street Corp increased its stake in shares of Monolithic Power Systems by 2.1% in the 4th quarter. State Street Corp now owns 2,180,419 shares of the semiconductor company’s stock worth $1,979,610,000 after acquiring an additional 45,715 shares during the last quarter. Corient Private Wealth LLC boosted its position in shares of Monolithic Power Systems by 3,719.6% during the 4th quarter. Corient Private Wealth LLC now owns 2,047,173 shares of the semiconductor company’s stock valued at $1,855,476,000 after acquiring an additional 1,993,576 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in shares of Monolithic Power Systems by 7.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,691,394 shares of the semiconductor company’s stock valued at $1,533,013,000 after acquiring an additional 117,596 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Monolithic Power Systems by 25.9% in the fourth quarter. Invesco Ltd. now owns 1,434,689 shares of the semiconductor company’s stock valued at $1,300,345,000 after purchasing an additional 295,556 shares during the period. Finally, Geode Capital Management LLC grew its holdings in shares of Monolithic Power Systems by 3.3% in the fourth quarter. Geode Capital Management LLC now owns 1,382,280 shares of the semiconductor company’s stock valued at $1,248,436,000 after purchasing an additional 44,583 shares during the period. 93.46% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have commented on MPWR. Citigroup reaffirmed a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, May 1st. TD Cowen increased their price target on shares of Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Raymond James Financial reissued an “outperform” rating and issued a $1,800.00 price target on shares of Monolithic Power Systems in a research note on Friday, May 1st. KeyCorp raised their price target on shares of Monolithic Power Systems from $2,000.00 to $2,100.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Zacks Research raised shares of Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a research report on Thursday, June 18th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,705.82.

Monolithic Power Systems Trading Up 8.3%

Shares of NASDAQ MPWR opened at $1,426.03 on Friday. The stock has a market capitalization of $70.06 billion, a PE ratio of 87.43 and a beta of 1.71. Monolithic Power Systems, Inc. has a twelve month low of $706.00 and a twelve month high of $1,714.09. The stock has a fifty day simple moving average of $1,440.58 and a 200-day simple moving average of $1,314.27.

Monolithic Power Systems (NASDAQ:MPWR) last posted its earnings results on Thursday, July 30th. The semiconductor company reported $6.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.87 by $0.63. Monolithic Power Systems had a return on equity of 22.78% and a net margin of 24.41%.The firm had revenue of $980.64 million for the quarter, compared to analyst estimates of $903.30 million. During the same quarter in the prior year, the company earned $4.21 EPS. Monolithic Power Systems’s revenue was up 47.6% on a year-over-year basis. On average, equities analysts predict that Monolithic Power Systems, Inc. will post 20.2 earnings per share for the current year.

Monolithic Power Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were given a dividend of $2.00 per share. This represents a $8.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, June 30th. Monolithic Power Systems’s dividend payout ratio is currently 57.68%.

Insiders Place Their Bets

In other Monolithic Power Systems news, EVP Maurice Sciammas sold 12,000 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $1,561.40, for a total transaction of $18,736,800.00. Following the sale, the executive vice president directly owned 166,644 shares in the company, valued at $260,197,941.60. This represents a 6.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Eugen J. Elmiger sold 12,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $1,584.96, for a total transaction of $19,019,520.00. Following the completion of the transaction, the director directly owned 5,402 shares of the company’s stock, valued at $8,561,953.92. This represents a 68.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 69,370 shares of company stock valued at $112,702,503. 3.60% of the stock is owned by company insiders.

Trending Headlines about Monolithic Power Systems

Here are the key news stories impacting Monolithic Power Systems this week:

• Positive Sentiment: Q2 results exceeded expectations: Monolithic Power reported adjusted earnings of $6.50 per share versus the $5.87 analyst consensus, while revenue reached $980.64 million, up 47.6% year over year and well above the $903.30 million estimate. Monolithic Power Systems Q2 earnings report
• Positive Sentiment: AI and data-center demand is accelerating: Enterprise Data revenue surged 164.3%, and management highlighted expanding AI infrastructure demand, capacity investments and broader power-management solutions as key growth drivers. MPWR Q2 earnings call highlights
• Positive Sentiment: Strong third-quarter outlook: Management projected approximately $1.14 billion to $1.16 billion in third-quarter sales, substantially above the roughly $980 million consensus estimate, reinforcing expectations for continued growth and operating leverage. Monolithic Power beats Q2 earnings estimates
• Positive Sentiment: Analysts raised targets: KeyCorp increased its target to $2,100 with an overweight rating, Truist raised its target to $1,889 with a buy rating, and Wells Fargo lifted its target to $1,800 with an overweight rating. Analyst forecasts after strong Q2 results
• Neutral Sentiment: Rosenblatt reaffirmed a neutral rating, although it raised its price target to $1,575, suggesting some analysts believe much of the near-term improvement is already reflected in the valuation. Rosenblatt rating
• Negative Sentiment: Valuation remains a risk: MPWR has risen sharply over the past year and trades at a high earnings multiple, leaving the stock vulnerable to profit-taking if AI demand, margins or future guidance fail to meet elevated expectations. MPWR valuation analysis

Monolithic Power Systems Profile

Monolithic Power Systems (NASDAQ: MPWR) is a fabless semiconductor company that designs and supplies high-performance power management solutions for a broad range of electronic systems. Founded in 1997 and headquartered in Kirkland, Washington, the company focuses on analog and mixed-signal integrated circuits that convert, regulate and monitor electrical power with an emphasis on efficiency, integration and power density.

MPS’s product portfolio includes DC‑DC switching regulators, power modules, power management ICs (PMICs), LED drivers, battery-management ICs, motor drivers, and AC‑DC power solutions.