Candriam S.C.A. Grows Stock Holdings in Monolithic Power Systems, Inc. $MPWR

Candriam S.C.A. lifted its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 4.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 80,346 shares of the semiconductor company’s stock after acquiring an additional 3,695 shares during the quarter. Candriam S.C.A. owned about 0.17% of Monolithic Power Systems worth $58,766,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Price T Rowe Associates Inc. MD raised its position in Monolithic Power Systems by 33.1% in the first quarter. Price T Rowe Associates Inc. MD now owns 2,034,731 shares of the semiconductor company’s stock valued at $1,180,104,000 after purchasing an additional 506,430 shares during the period. Nuveen LLC purchased a new stake in shares of Monolithic Power Systems during the 1st quarter valued at about $105,751,000. BNP Paribas Financial Markets raised its holdings in shares of Monolithic Power Systems by 87.9% during the 1st quarter. BNP Paribas Financial Markets now owns 284,097 shares of the semiconductor company’s stock valued at $164,771,000 after buying an additional 132,880 shares during the period. JPMorgan Chase & Co. lifted its position in Monolithic Power Systems by 26.5% during the 1st quarter. JPMorgan Chase & Co. now owns 629,566 shares of the semiconductor company’s stock worth $365,136,000 after acquiring an additional 132,078 shares in the last quarter. Finally, T. Rowe Price Investment Management Inc. boosted its holdings in Monolithic Power Systems by 70.8% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 314,449 shares of the semiconductor company’s stock worth $182,375,000 after acquiring an additional 130,394 shares during the period. 93.46% of the stock is owned by hedge funds and other institutional investors.

Monolithic Power Systems Stock Performance

Shares of Monolithic Power Systems stock opened at $958.35 on Thursday. The firm has a market cap of $45.91 billion, a PE ratio of 24.96, a price-to-earnings-growth ratio of 4.08 and a beta of 1.33. Monolithic Power Systems, Inc. has a 1 year low of $438.86 and a 1 year high of $1,123.38. The firm’s 50-day simple moving average is $952.04 and its 200-day simple moving average is $809.09.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, October 30th. The semiconductor company reported $4.73 EPS for the quarter, topping analysts’ consensus estimates of $4.62 by $0.11. Monolithic Power Systems had a return on equity of 19.14% and a net margin of 73.17%.The company had revenue of $737.18 million for the quarter, compared to the consensus estimate of $720.66 million. During the same quarter last year, the business posted $4.06 EPS. Monolithic Power Systems’s quarterly revenue was up 18.9% compared to the same quarter last year. Monolithic Power Systems has set its Q4 2025 guidance at EPS. On average, equities analysts predict that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current year.

Monolithic Power Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th were paid a dividend of $1.56 per share. The ex-dividend date was Tuesday, September 30th. This represents a $6.24 annualized dividend and a yield of 0.7%. Monolithic Power Systems’s payout ratio is presently 15.93%.

Analyst Ratings Changes

A number of research analysts have recently commented on MPWR shares. Loop Capital boosted their target price on shares of Monolithic Power Systems from $760.00 to $800.00 and gave the stock a “buy” rating in a research report on Wednesday, July 23rd. KeyCorp lifted their price target on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. TD Cowen upped their price objective on shares of Monolithic Power Systems from $1,100.00 to $1,250.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Cowen restated a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, October 31st. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $875.00 price target (up previously from $720.00) on shares of Monolithic Power Systems in a research note on Friday, August 1st. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,047.27.

Insider Activity at Monolithic Power Systems

In other news, EVP Maurice Sciammas sold 200 shares of the firm’s stock in a transaction dated Wednesday, November 5th. The shares were sold at an average price of $986.81, for a total value of $197,362.00. Following the transaction, the executive vice president directly owned 1,299 shares in the company, valued at approximately $1,281,866.19. This trade represents a 13.34% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Jeff Zhou sold 193 shares of the business’s stock in a transaction dated Wednesday, August 27th. The shares were sold at an average price of $870.00, for a total transaction of $167,910.00. Following the sale, the director directly owned 5,611 shares of the company’s stock, valued at approximately $4,881,570. This represents a 3.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 43,443 shares of company stock valued at $41,703,115 in the last ninety days. 3.40% of the stock is owned by insiders.

About Monolithic Power Systems

Monolithic Power Systems, Inc engages in the design, development, marketing, and sale of semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets. The company provides direct current (DC) to DC integrated circuits (ICs) that are used to convert and control voltages of various electronic systems, such as cloud-based CPU servers, server artificial intelligence applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, 4G and 5G infrastructure, and satellite communications applications.