PFA Pension Forsikringsaktieselskab Acquires Shares of 31,314 Monolithic Power Systems, Inc. $MPWR

PFA Pension Forsikringsaktieselskab acquired a new stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 31,314 shares of the semiconductor company’s stock, valued at approximately $28,931,000.

Other institutional investors have also recently bought and sold shares of the company. SJS Investment Consulting Inc. boosted its holdings in Monolithic Power Systems by 2,700.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 28 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 27 shares during the period. 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. Salomon & Ludwin LLC bought a new stake in shares of Monolithic Power Systems during the 3rd quarter worth approximately $33,000. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Monolithic Power Systems during the 4th quarter worth approximately $34,000. Finally, IFP Advisors Inc lifted its holdings in shares of Monolithic Power Systems by 171.4% during the 3rd quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock worth $35,000 after acquiring an additional 24 shares during the period. Institutional investors own 93.46% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. TD Cowen upped their price target on shares of Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the stock a “buy” rating in a report on Friday. Zacks Research downgraded shares of Monolithic Power Systems from a “strong-buy” rating to a “hold” rating in a report on Friday, April 10th. William Blair reaffirmed an “outperform” rating on shares of Monolithic Power Systems in a report on Thursday, March 5th. KeyCorp upped their price target on shares of Monolithic Power Systems from $1,500.00 to $2,000.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Rosenblatt Securities upped their price target on shares of Monolithic Power Systems from $1,000.00 to $1,575.00 and gave the stock a “neutral” rating in a report on Friday. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $1,599.17.

Monolithic Power Systems Price Performance

Shares of NASDAQ:MPWR opened at $1,583.48 on Monday. The company has a market cap of $77.78 billion, a price-to-earnings ratio of 114.17, a PEG ratio of 4.01 and a beta of 1.74. The firm has a 50 day simple moving average of $1,228.53 and a 200 day simple moving average of $1,087.41. Monolithic Power Systems, Inc. has a one year low of $608.96 and a one year high of $1,661.79.

Monolithic Power Systems (NASDAQ:MPWR) last issued its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $5.10 EPS for the quarter, beating the consensus estimate of $4.90 by $0.20. The business had revenue of $804.19 million during the quarter, compared to the consensus estimate of $781.93 million. Monolithic Power Systems had a net margin of 22.84% and a return on equity of 19.58%. The firm’s revenue was up 26.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.04 EPS. As a group, analysts expect that Monolithic Power Systems, Inc. will post 17.01 EPS for the current year.

Monolithic Power Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were paid a $2.00 dividend. This represents a $8.00 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Tuesday, March 31st. This is a positive change from Monolithic Power Systems’s previous quarterly dividend of $1.56. Monolithic Power Systems’s payout ratio is currently 62.79%.

Key Headlines Impacting Monolithic Power Systems

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

• Positive Sentiment: Q1 results beat consensus — revenue grew ~26% to about $804M and EPS topped estimates; management cited AI-driven enterprise data demand and strength in communications & networking. Zacks: Q1 Earnings Beat
• Positive Sentiment: Company issued strong Q2 revenue guidance (~$890M–$910M) well above Street estimates, which supports continued top-line momentum if execution holds. GlobeNewswire: Q1 Results & Guidance
• Positive Sentiment: Wall Street support: Wells Fargo raised its price target to $1,860 (overweight) and Needham to $1,750 (buy), reflecting further upside expectations from the beat/guidance. Benzinga: Wells Fargo Raise TickerReport: Needham Raise
• Positive Sentiment: Legal win: MPS prevailed in a patent suit in West Texas; the plaintiff agreed to pay MPS court costs — removes a legal overhang. GlobeNewswire: Patent Lawsuit Resolution
• Neutral Sentiment: Full Q1 earnings call transcript and investor materials are available for deeper read-through of channel dynamics and product-level commentary. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Cash-flow and insider activity are potential drags: third‑party coverage flagged a ~59% drop in operating cash flow, rising liabilities and extensive insider share sales by multiple executives — factors that can pressure sentiment and fuel profit‑taking. QuiverQuant: Financials & Insider Selling
• Negative Sentiment: Some analysts remain cautious or show lower targets (Rosenblatt revised its target to $1,575 with a neutral rating; other published targets still sit well below the recent surge), which can limit near-term upside if momentum fades. Benzinga: Analyst Notes AmericanBankingNews: Lower Target

Insiders Place Their Bets

In related news, Director Victor K. Lee sold 400 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $1,212.16, for a total value of $484,864.00. Following the completion of the transaction, the director owned 27,756 shares of the company’s stock, valued at $33,644,712.96. This represents a 1.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Maurice Sciammas sold 22,875 shares of the 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 transaction of $26,790,285.00. Following the completion of the transaction, the executive vice president directly owned 178,625 shares of the company’s stock, valued at approximately $209,198,455. The trade was a 11.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 134,683 shares of company stock worth $154,749,167 over the last 90 days. Insiders own 3.40% of the company’s stock.

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.