Monolithic Power Systems, Inc. $MPWR Stock Holdings Lifted by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC grew its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 23.2% in the second quarter, according to its most recent filing with the SEC. The fund owned 590 shares of the semiconductor company’s stock after acquiring an additional 111 shares during the period. Concurrent Investment Advisors LLC’s holdings in Monolithic Power Systems were worth $431,000 at the end of the most recent reporting period.

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

Monolithic Power Systems Price Performance

Shares of MPWR stock opened at $1,004.65 on Friday. Monolithic Power Systems, Inc. has a fifty-two week low of $438.86 and a fifty-two week high of $1,041.50. The stock’s 50-day moving average is $886.92 and its two-hundred day moving average is $744.73. The firm has a market cap of $48.11 billion, a P/E ratio of 26.16, a PEG ratio of 3.74 and a beta of 1.27.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly earnings results on Thursday, July 31st. The semiconductor company reported $4.21 EPS for the quarter, beating the consensus estimate of $4.12 by $0.09. Monolithic Power Systems had a return on equity of 19.14% and a net margin of 73.17%.The business had revenue of $664.57 million during the quarter, compared to analysts’ expectations of $648.74 million. During the same quarter in the previous year, the business posted $3.17 EPS. The firm’s quarterly revenue was up 31.0% compared to the same quarter last year. Monolithic Power Systems has set its Q3 2025 guidance at EPS. As a group, research analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, October 15th. Stockholders 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 dividend yield of 0.6%. Monolithic Power Systems’s dividend payout ratio is 16.25%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Stifel Nicolaus boosted their price target on shares of Monolithic Power Systems from $930.00 to $1,100.00 and gave the company a “buy” rating in a report on Friday. Rosenblatt Securities reiterated a “neutral” rating and set a $800.00 price objective on shares of Monolithic Power Systems in a research report on Friday, August 1st. William Blair raised Monolithic Power Systems to a “strong-buy” rating in a research report on Wednesday, August 13th. Wolfe Research set a $1,200.00 price objective on Monolithic Power Systems and gave the stock an “outperform” rating in a research note on Tuesday. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $800.00 target price (up previously from $700.00) on shares of Monolithic Power Systems in a research note on Tuesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $925.00.

Insider Buying and Selling at Monolithic Power Systems

In related news, CFO Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock in a transaction on Friday, August 1st. The shares were sold at an average price of $750.00, for a total value of $2,250,000.00. Following the completion of the sale, the chief financial officer owned 43,939 shares of the company’s stock, valued at approximately $32,954,250. The trade was a 6.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Jeff Zhou sold 400 shares of the company’s stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $850.00, for a total transaction of $340,000.00. Following the completion of the sale, the director owned 5,804 shares of the company’s stock, valued at $4,933,400. This represents a 6.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 82,542 shares of company stock worth $70,973,777 in the last ninety days. Company insiders own 3.40% of the company’s stock.

Monolithic Power Systems Company Profile

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.