Vaughan Nelson Investment Management L.P. Buys 16,019 Shares of Monolithic Power Systems, Inc. $MPWR

Vaughan Nelson Investment Management L.P. lifted its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 6.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 272,047 shares of the semiconductor company’s stock after buying an additional 16,019 shares during the period. Monolithic Power Systems comprises approximately 1.9% of Vaughan Nelson Investment Management L.P.’s portfolio, making the stock its 10th biggest holding. Vaughan Nelson Investment Management L.P.’s holdings in Monolithic Power Systems were worth $198,970,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Wedmont Private Capital grew its stake in shares of Monolithic Power Systems by 1.3% in the second quarter. Wedmont Private Capital now owns 1,068 shares of the semiconductor company’s stock worth $802,000 after acquiring an additional 14 shares during the last quarter. Beverly Hills Private Wealth LLC grew its stake in shares of Monolithic Power Systems by 3.2% in the first quarter. Beverly Hills Private Wealth LLC now owns 638 shares of the semiconductor company’s stock worth $370,000 after acquiring an additional 20 shares during the last quarter. Cromwell Holdings LLC grew its stake in shares of Monolithic Power Systems by 18.7% in the first quarter. Cromwell Holdings LLC now owns 127 shares of the semiconductor company’s stock worth $74,000 after acquiring an additional 20 shares during the last quarter. Burney Co. grew its stake in shares of Monolithic Power Systems by 2.2% in the first quarter. Burney Co. now owns 946 shares of the semiconductor company’s stock worth $549,000 after acquiring an additional 20 shares during the last quarter. Finally, Exchange Traded Concepts LLC grew its stake in shares of Monolithic Power Systems by 1.8% in the second quarter. Exchange Traded Concepts LLC now owns 1,142 shares of the semiconductor company’s stock worth $835,000 after acquiring an additional 20 shares during the last quarter. Institutional investors and hedge funds own 93.46% of the company’s stock.

Monolithic Power Systems Stock Performance

Shares of NASDAQ MPWR opened at $918.83 on Friday. The stock has a market cap of $44.00 billion, a PE ratio of 23.93, a PEG ratio of 3.47 and a beta of 1.27. The business has a fifty day moving average of $846.21 and a two-hundred day moving average of $717.91. Monolithic Power Systems, Inc. has a 52-week low of $438.86 and a 52-week high of $954.81.

Monolithic Power Systems (NASDAQ:MPWR) last issued its quarterly earnings data on Thursday, July 31st. The semiconductor company reported $4.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.12 by $0.09. The company had revenue of $664.57 million during the quarter, compared to analysts’ expectations of $648.74 million. Monolithic Power Systems had a return on equity of 19.14% and a net margin of 73.17%.The business’s revenue was up 31.0% on a year-over-year basis. During the same period last year, the business earned $3.17 earnings per share. Monolithic Power Systems has set its Q3 2025 guidance at EPS. Analysts predict that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current year.

Monolithic Power Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th will be issued a dividend of $1.56 per share. The ex-dividend date of this dividend is Tuesday, September 30th. This represents a $6.24 dividend on an annualized basis and a dividend yield of 0.7%. Monolithic Power Systems’s dividend payout ratio (DPR) is presently 16.25%.

Insider Activity at Monolithic Power Systems

In other Monolithic Power Systems news, Director Jeff Zhou sold 400 shares of Monolithic Power Systems 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 transaction, the director directly owned 5,804 shares of the company’s stock, valued at approximately $4,933,400. This trade represents a 6.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $913.22, for a total value of $2,739,660.00. Following the completion of the transaction, the chief financial officer directly owned 37,940 shares of the company’s stock, valued at $34,647,566.80. This represents a 7.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 65,702 shares of company stock valued at $53,834,480. Insiders own 3.40% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on MPWR shares. Loop Capital raised their price objective on shares of Monolithic Power Systems from $760.00 to $800.00 and gave the stock a “buy” rating in a research note on Wednesday, July 23rd. Oppenheimer reaffirmed an “outperform” rating and issued a $800.00 target price (up from $700.00) on shares of Monolithic Power Systems in a research report on Tuesday, July 15th. Stifel Nicolaus raised their target price on Monolithic Power Systems from $880.00 to $930.00 and gave the stock a “buy” rating in a research report on Friday, August 1st. Needham & Company LLC raised their target price on Monolithic Power Systems from $820.00 to $1,025.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $875.00 target price (up from $720.00) on shares of Monolithic Power Systems in a research report on Friday, August 1st. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Monolithic Power Systems has a consensus rating of “Moderate Buy” and a consensus target price of $880.50.

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.