Copeland Capital Management LLC Sells 3,399 Shares of Monolithic Power Systems, Inc. $MPWR

Copeland Capital Management LLC cut its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 17.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,755 shares of the semiconductor company’s stock after selling 3,399 shares during the period. Copeland Capital Management LLC’s holdings in Monolithic Power Systems were worth $17,226,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MPWR. Thurston Springer Miller Herd & Titak Inc. acquired a new position in Monolithic Power Systems in the fourth quarter valued at about $34,000. IFP Advisors Inc grew its position 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 buying an additional 24 shares during the period. Covestor Ltd increased its stake in shares of Monolithic Power Systems by 29.0% in the 4th quarter. Covestor Ltd now owns 40 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 9 shares during the last quarter. Greenline Wealth Management LLC bought a new stake in shares of Monolithic Power Systems in the 4th quarter valued at about $38,000. Finally, Bell Investment Advisors Inc increased its stake in shares of Monolithic Power Systems by 23.7% in the 1st quarter. Bell Investment Advisors Inc now owns 47 shares of the semiconductor company’s stock valued at $51,000 after acquiring an additional 9 shares during the last quarter. Institutional investors own 93.46% of the company’s stock.

Trending Headlines about Monolithic Power Systems

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

• Positive Sentiment: KeyCorp reiterated an Overweight rating on Monolithic Power Systems and set a $2,000 price target, signaling confidence in the semiconductor company’s long-term growth prospects.
• Positive Sentiment: The firm’s new forecasts call for strong earnings growth, including FY2026 EPS of $21.05 versus the current consensus of $20.23, and FY2027 EPS of $29.54, suggesting analysts see room for continued outperformance.
• Positive Sentiment: KeyCorp also raised quarterly estimates across 2026 and 2027, with EPS projected to climb from $4.92 in Q2 2026 to $8.61 in Q4 2027, reinforcing expectations for sustained profit expansion.
• Positive Sentiment: Separately, coverage commentary noted Monolithic Power Systems has a history of beating earnings estimates, which could keep investor sentiment constructive ahead of the next report. Will Monolithic (MPWR) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Brokerage sentiment remains broadly supportive, with the stock carrying an average rating of Moderate Buy from analysts.

Insiders Place Their Bets

In related news, EVP Deming Xiao sold 30,000 shares of the company’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $1,654.55, for a total value of $49,636,500.00. Following the completion of the transaction, the executive vice president directly owned 205,959 shares of the company’s stock, valued at approximately $340,769,463.45. This represents a 12.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Maurice Sciammas sold 30 shares of the stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $1,351.61, for a total value of $40,548.30. Following the transaction, the executive vice president owned 1,149 shares of the company’s stock, valued at approximately $1,552,999.89. This trade represents a 2.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 69,370 shares of company stock worth $112,702,503 in the last ninety days. 3.60% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. Needham & Company LLC lifted their price objective on shares of Monolithic Power Systems from $1,300.00 to $1,750.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Citigroup reaffirmed a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, May 1st. Wells Fargo & Company increased their target price on shares of Monolithic Power Systems from $1,650.00 to $1,860.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. 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. Finally, Rosenblatt Securities lifted 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 research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,599.17.

Monolithic Power Systems Price Performance

NASDAQ:MPWR opened at $1,312.00 on Friday. The business’s 50-day simple moving average is $1,486.13 and its 200-day simple moving average is $1,286.19. Monolithic Power Systems, Inc. has a fifty-two week low of $702.32 and a fifty-two week high of $1,714.09. The stock has a market capitalization of $64.46 billion, a PE ratio of 94.59, a price-to-earnings-growth ratio of 2.32 and a beta of 1.71.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share for the quarter, beating analysts’ consensus estimates of $4.90 by $0.20. The firm had revenue of $804.19 million for the quarter, compared to analyst estimates of $781.93 million. Monolithic Power Systems had a net margin of 22.84% and a return on equity of 19.58%. The business’s revenue was up 26.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.04 earnings per share. On average, research analysts expect that Monolithic Power Systems, Inc. will post 20.26 earnings per share for the current year.

Monolithic Power Systems Announces Dividend

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

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.