Robeco Schweiz AG Has $86.12 Million Holdings in Monolithic Power Systems, Inc. $MPWR

Robeco Schweiz AG lowered its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 8.0% in the 4th quarter, HoldingsChannel reports. The firm owned 95,018 shares of the semiconductor company’s stock after selling 8,219 shares during the quarter. Monolithic Power Systems accounts for 1.9% of Robeco Schweiz AG’s portfolio, making the stock its 9th biggest position. Robeco Schweiz AG’s holdings in Monolithic Power Systems were worth $86,121,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. SG Americas Securities LLC grew its holdings in Monolithic Power Systems by 77,483.1% during the fourth quarter. SG Americas Securities LLC now owns 262,231 shares of the semiconductor company’s stock valued at $237,676,000 after purchasing an additional 261,893 shares during the period. Rakuten Investment Management Inc. bought a new stake in shares of Monolithic Power Systems in the third quarter valued at $197,260,000. First Trust Advisors LP lifted its position in shares of Monolithic Power Systems by 66.4% during the 3rd quarter. First Trust Advisors LP now owns 447,801 shares of the semiconductor company’s stock valued at $412,263,000 after buying an additional 178,622 shares during the last quarter. Rafferty Asset Management LLC lifted its position in shares of Monolithic Power Systems by 36.1% during the 2nd quarter. Rafferty Asset Management LLC now owns 529,124 shares of the semiconductor company’s stock valued at $386,991,000 after buying an additional 140,269 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of Monolithic Power Systems by 2.3% during the 3rd quarter. Vanguard Group Inc. now owns 6,074,033 shares of the semiconductor company’s stock worth $5,591,998,000 after acquiring an additional 134,087 shares during the period. Hedge funds and other 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: Analysts raised estimates and upgraded the stock following a strong April-quarter report (beat on EPS and revenue) and bullish commentary about MPWR’s AI-related growth, supporting the recent rally. Monolithic Power Systems: AI Stock Beat, Raised and Upgraded Post-Earnings
• Neutral Sentiment: EVP Maurice Sciammas executed a small sale of 30 shares on May 4 under a pre-arranged Rule 10b5-1 plan (≈$47.7k), which reduces the negative signal typically associated with insider selling. The 10b5-1 filing is available here: SEC Filing: Sciammas 10b5-1 Sale
• Negative Sentiment: Director Jeff Zhou sold 1,014 shares on May 5 (~$1.61M) and 500 shares on May 6 (~$825k), totaling ~1,514 shares and ~$2.43M of proceeds; these transactions reduced his stake by double-digit percentages and may be viewed negatively by some investors. SEC disclosure: SEC Filing: Zhou Sales
• Negative Sentiment: EVP Maurice Sciammas also sold 380 shares on May 5 (~$601.8k), reducing his holding by ~29%, which is a larger, possibly negative signal despite the smaller dollar amount versus director sales. SEC disclosure: SEC Filing: Sciammas Sale

Insiders Place Their Bets

In other news, EVP Maurice Sciammas sold 22,875 shares of the stock in a transaction 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 transaction, the executive vice president owned 178,625 shares of the company’s stock, valued at $209,198,455. This represents a 11.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Saria Tseng sold 25,674 shares of the firm’s stock in a transaction on Monday, March 30th. The shares were sold at an average price of $1,010.50, for a total transaction of $25,943,577.00. Following the sale, the executive vice president owned 174,982 shares in the company, valued at approximately $176,819,311. This trade represents a 12.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 136,607 shares of company stock worth $157,832,956. 3.40% of the stock is owned by corporate insiders.

Monolithic Power Systems Trading Up 4.0%

Shares of MPWR opened at $1,652.35 on Thursday. The company has a market cap of $81.18 billion, a PE ratio of 119.13, a price-to-earnings-growth ratio of 3.27 and a beta of 1.74. The stock has a 50-day moving average price of $1,245.48 and a 200-day moving average price of $1,095.91. Monolithic Power Systems, Inc. has a 12-month low of $613.00 and a 12-month high of $1,662.00.

Monolithic Power Systems (NASDAQ:MPWR) last posted its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share for the quarter, topping the consensus estimate of $4.90 by $0.20. The company had revenue of $804.19 million for the quarter, compared to analysts’ expectations of $781.93 million. Monolithic Power Systems had a net margin of 22.84% and a return on equity of 19.58%. Monolithic Power Systems’s revenue for the quarter was up 26.1% compared to the same quarter last year. During the same period in the prior year, the business earned $4.04 earnings per share. As a group, analysts predict that Monolithic Power Systems, Inc. will post 17.39 earnings per share for the current year.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. Stifel Nicolaus boosted their price target on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Citigroup reissued a “buy” rating on shares of Monolithic Power Systems in a report on Friday, May 1st. KeyCorp raised their price objective on shares of Monolithic Power Systems from $1,500.00 to $2,000.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Oppenheimer set a $1,700.00 price objective on shares of Monolithic Power Systems in a research note on Friday, May 1st. Finally, Truist Financial set a $1,805.00 target price on shares of Monolithic Power Systems in a research note on Friday, May 1st. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,599.17.

About Monolithic Power Systems

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.