Monolithic Power Systems, Inc. $MPWR Shares Bought by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans raised its holdings in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 415.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,280 shares of the semiconductor company’s stock after purchasing an additional 12,317 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Monolithic Power Systems were worth $14,067,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of MPWR. BLB&B Advisors LLC increased its position in shares of Monolithic Power Systems by 9.1% during the second quarter. BLB&B Advisors LLC now owns 9,205 shares of the semiconductor company’s stock worth $6,732,000 after acquiring an additional 768 shares during the period. Cullen Frost Bankers Inc. increased its holdings in Monolithic Power Systems by 318.6% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 12,762 shares of the semiconductor company’s stock worth $11,749,000 after purchasing an additional 9,713 shares during the period. GDS Wealth Management increased its holdings in Monolithic Power Systems by 6.9% during the 3rd quarter. GDS Wealth Management now owns 18,054 shares of the semiconductor company’s stock worth $16,621,000 after purchasing an additional 1,169 shares during the period. Vest Financial LLC raised its position in Monolithic Power Systems by 52.2% in the 3rd quarter. Vest Financial LLC now owns 49,277 shares of the semiconductor company’s stock valued at $45,366,000 after purchasing an additional 16,892 shares in the last quarter. Finally, Rakuten Investment Management Inc. purchased a new position in shares of Monolithic Power Systems in the 3rd quarter valued at about $197,260,000. 93.46% of the stock is currently owned by hedge funds and other institutional investors.

Key Monolithic Power Systems News

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

• Positive Sentiment: Stifel raised its price target to $1,300 and maintained a “buy” rating, signaling continued analyst confidence and potential upside. Stifel price target raise
• Positive Sentiment: Company narrative emphasizes growth drivers in AI, data centers and automotive power electronics, plus a plan to return cash to shareholders — factors that support longer-term revenue and margin expansion. Yahoo Finance: AI, auto growth, returning cash
• Neutral Sentiment: Multiple earnings previews (Benzinga, Zacks, MSN) highlight upcoming Q4 results and analyst metric checks — these set expectations but outcomes will drive near-term moves. Benzinga earnings preview
• Neutral Sentiment: Analyst previews from Zacks note the sector tailwinds (AI, data center, auto) that could lift the quarter — supportive context but dependent on Monolithic’s execution vs. expectations. Zacks: sector outlook
• Negative Sentiment: CFO Theodore Blegen sold 3,000 shares (~$3.4M), reducing his stake ~4.4% — an insider sale that can trigger short-term selling pressure or investor concern about near-term liquidity needs. SEC filing: insider sale

Insider Activity

In other news, Director Kuo Wei Herbert Chang sold 100 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $896.97, for a total transaction of $89,697.00. Following the transaction, the director directly owned 426 shares in the company, valued at approximately $382,109.22. This trade represents a 19.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock in a transaction on Monday, December 1st. The shares were sold at an average price of $908.21, for a total transaction of $2,724,630.00. Following the completion of the transaction, the chief financial officer directly owned 71,332 shares in the company, valued at $64,784,435.72. The trade was a 4.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 69,776 shares of company stock worth $63,489,045 over the last ninety days. 3.40% of the stock is owned by corporate insiders.

Monolithic Power Systems Price Performance

NASDAQ MPWR opened at $1,136.83 on Thursday. The company has a fifty day moving average of $993.76 and a two-hundred day moving average of $927.63. The company has a market capitalization of $54.47 billion, a PE ratio of 29.03, a P/E/G ratio of 3.27 and a beta of 1.45. Monolithic Power Systems, Inc. has a 1 year low of $438.86 and a 1 year high of $1,226.30.

Monolithic Power Systems Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were paid a dividend of $1.56 per share. This represents a $6.24 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Wednesday, December 31st. Monolithic Power Systems’s dividend payout ratio (DPR) is currently 15.93%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on MPWR shares. Wells Fargo & Company upped their target price on shares of Monolithic Power Systems from $1,125.00 to $1,200.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Stifel Nicolaus raised their price objective on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a report on Wednesday. Rosenblatt Securities boosted their target price on shares of Monolithic Power Systems from $800.00 to $950.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. Citigroup increased their target price on Monolithic Power Systems from $1,100.00 to $1,250.00 and gave the company a “buy” rating in a report on Monday, November 3rd. Finally, Truist Financial lifted their price target on Monolithic Power Systems from $1,163.00 to $1,375.00 and gave the stock a “buy” rating in a report on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $1,152.08.

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.