RFG Advisory LLC Has $2.57 Million Holdings in Monolithic Power Systems, Inc. $MPWR

RFG Advisory LLC decreased its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 46.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 2,790 shares of the semiconductor company’s stock after selling 2,426 shares during the period. RFG Advisory LLC’s holdings in Monolithic Power Systems were worth $2,569,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. True Wealth Design LLC lifted its holdings in shares of Monolithic Power Systems by 61.1% during the 3rd quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 11 shares during the period. Fortress Financial Solutions LLC raised its stake in shares of Monolithic Power Systems by 1.7% in the second quarter. Fortress Financial Solutions LLC now owns 709 shares of the semiconductor company’s stock valued at $518,000 after acquiring an additional 12 shares during the last quarter. Cromwell Holdings LLC boosted its stake in Monolithic Power Systems by 9.2% in the third quarter. Cromwell Holdings LLC now owns 143 shares of the semiconductor company’s stock worth $132,000 after purchasing an additional 12 shares in the last quarter. Sagespring Wealth Partners LLC grew its holdings in shares of Monolithic Power Systems by 2.4% during the third quarter. Sagespring Wealth Partners LLC now owns 512 shares of the semiconductor company’s stock worth $471,000 after purchasing an additional 12 shares during the last quarter. Finally, UMB Bank n.a. increased its stake in shares of Monolithic Power Systems by 2.5% in the third quarter. UMB Bank n.a. now owns 492 shares of the semiconductor company’s stock valued at $453,000 after buying an additional 12 shares in the last quarter. 93.46% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Monolithic Power Systems news, EVP Maurice Sciammas sold 22,875 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total value of $26,790,285.00. Following the completion of the sale, the executive vice president owned 178,625 shares of the company’s stock, valued at approximately $209,198,455. This represents a 11.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Theodore Blegen sold 21,725 shares of Monolithic Power Systems stock in a transaction on Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total transaction of $25,443,451.00. Following the transaction, the chief financial officer directly owned 82,353 shares in the company, valued at approximately $96,448,539.48. This represents a 20.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 160,126 shares of company stock worth $169,303,351 over the last ninety days. Company insiders own 3.40% of the company’s stock.

Monolithic Power Systems Stock Performance

Shares of Monolithic Power Systems stock opened at $1,141.92 on Wednesday. The firm has a fifty day moving average of $1,013.80 and a two-hundred day moving average of $942.20. The stock has a market capitalization of $54.71 billion, a price-to-earnings ratio of 89.63, a PEG ratio of 3.20 and a beta of 1.45. Monolithic Power Systems, Inc. has a 52 week low of $438.86 and a 52 week high of $1,250.00.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, topping analysts’ consensus estimates of $4.74 by $0.05. Monolithic Power Systems had a return on equity of 18.09% and a net margin of 22.07%.The business had revenue of $751.16 million during the quarter, compared to analysts’ expectations of $741.69 million. During the same period in the previous year, the firm earned $4.09 earnings per share. The firm’s quarterly revenue was up 20.8% compared to the same quarter last year. As a group, research analysts forecast that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a $2.00 dividend. This is a boost from Monolithic Power Systems’s previous quarterly dividend of $1.56. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $8.00 dividend on an annualized basis and a dividend yield of 0.7%. Monolithic Power Systems’s dividend payout ratio (DPR) is currently 48.98%.

Analysts Set New Price Targets

MPWR has been the topic of a number of research analyst reports. Wells Fargo & Company increased their price objective on shares of Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Rosenblatt Securities increased their price target on shares of Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Oppenheimer reiterated an “outperform” rating and issued a $1,300.00 price objective on shares of Monolithic Power Systems in a research report on Thursday, January 29th. TD Cowen reissued a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, October 31st. Finally, Stifel Nicolaus upped their price target on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Monolithic Power Systems presently has an average rating of “Buy” and an average target price of $1,218.42.

Monolithic Power Systems News Summary

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

• Positive Sentiment: Analyst price-target lift — an update raised MPWR’s price target to $1,350, signaling continued analyst confidence and providing potential upside support. Price Target Raised to $1,350
• Positive Sentiment: Strong earnings and growth guidance — Q4 revenue and EPS beat, management raised near-term revenue outlook (book-to-bill >1, backlog into Q3 2026) and highlighted accelerated data‑center demand and early 800 VDC samples, all supporting multi-quarter growth expectations. MarketBeat: Has Valuation Caught Up?
• Neutral Sentiment: Media/analyst discussion around valuation — coverage notes MPWR’s high multiple and that much growth appears priced-in; consensus targets vary widely (some show meaningful upside, others show downside), increasing sensitivity to any execution miss. MSN / MarketBeat coverage
• Negative Sentiment: Cluster of insider sales — four senior executives (CFO Theodore Blegen and three EVPs) disclosed sales on Feb. 6 totaling ~90,350 shares (~$105.8M at the sale price), each reducing their holdings by ~9–21%. Large, coordinated insider selling can weigh on sentiment even if pre‑planned or for diversification. Filings: CFO filing EVP Sciammas filing EVP Tseng filing EVP Xiao filing

Monolithic Power Systems Company 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.