Mitchell Capital Management Co. Purchases New Shares in Monolithic Power Systems, Inc. $MPWR

Mitchell Capital Management Co. purchased a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the third quarter, HoldingsChannel reports. The fund purchased 5,549 shares of the semiconductor company’s stock, valued at approximately $5,109,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. True Wealth Design LLC lifted its position in Monolithic Power Systems by 61.1% during the third quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 11 shares during the period. SJS Investment Consulting Inc. increased its holdings in shares of Monolithic Power Systems by 2,700.0% during the third quarter. SJS Investment Consulting Inc. now owns 28 shares of the semiconductor company’s stock worth $26,000 after buying an additional 27 shares in the last quarter. NewSquare Capital LLC grew its position in Monolithic Power Systems by 76.0% during the 2nd quarter. NewSquare Capital LLC now owns 44 shares of the semiconductor company’s stock worth $32,000 after acquiring an additional 19 shares during the last quarter. Salomon & Ludwin LLC acquired a new position in Monolithic Power Systems in the 3rd quarter worth about $33,000. Finally, Armstrong Advisory Group Inc. boosted its stake in shares of Monolithic Power Systems by 192.9% during the third quarter. Armstrong Advisory Group Inc. now owns 41 shares of the semiconductor company’s stock valued at $38,000 after purchasing an additional 27 shares in the last quarter. 93.46% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Monolithic Power Systems

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

• Positive Sentiment: Q4 results and management commentary beat expectations — revenue and EPS topped estimates, management cited book‑to‑bill >1 with backlog extending into Q3 2026 and highlighted accelerating data‑center demand, supporting multi‑quarter growth visibility. Read More.
• Positive Sentiment: Dividend raised — the board boosted the quarterly dividend from $1.56 to $2.00 (ann. $8.00), signaling strong cash generation and returning more capital to shareholders. Read More.
• Positive Sentiment: Analyst and momentum upgrades — Zacks moved MPWR to a “strong‑buy” rank and several firms have lifted price targets (examples include Wells Fargo, Stifel, Needham), which can drive buying interest and support the stock. Read More.
• Neutral Sentiment: Valuation debate — multiple articles note MPWR’s rapid run and premium multiples; some analysts see further upside while others warn limited room for error, increasing sensitivity to execution and cyclical demand. Read More.
• Negative Sentiment: Clustered insider selling — several senior executives (CFO Theodore Blegen and multiple EVPs) disclosed large sales on Feb. 6 and a director (Victor Lee) sold additional shares on Feb. 9; while insiders often sell for diversification or tax reasons, the size and timing can weigh on sentiment. Read More.

Analysts Set New Price Targets

Several brokerages have issued reports on MPWR. Rosenblatt Securities upped their price target on shares of Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Weiss Ratings restated a “buy (b-)” rating on shares of Monolithic Power Systems in a report on Friday, December 26th. Citigroup raised their price target on shares of Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the stock a “buy” rating in a report on Monday. Truist Financial lifted their price target on shares of Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Finally, KeyCorp increased their price objective on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $1,218.42.

Insider Transactions at Monolithic Power Systems

In other Monolithic Power Systems news, Director Victor K. Lee sold 400 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $1,212.16, for a total value of $484,864.00. Following the completion of the sale, the director directly owned 27,756 shares of the company’s stock, valued at approximately $33,644,712.96. This represents a 1.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Maurice Sciammas sold 22,875 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total transaction of $26,790,285.00. Following the completion of the sale, the executive vice president owned 178,625 shares of the company’s stock, valued at approximately $209,198,455. This trade represents a 11.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 160,526 shares of company stock worth $169,788,215. 3.40% of the stock is owned by insiders.

Monolithic Power Systems Stock Performance

Shares of MPWR opened at $1,196.73 on Thursday. The firm has a market capitalization of $57.33 billion, a P/E ratio of 93.93, a P/E/G ratio of 2.91 and a beta of 1.45. Monolithic Power Systems, Inc. has a 52 week low of $438.86 and a 52 week high of $1,250.00. The stock has a 50 day moving average price of $1,018.57 and a two-hundred day moving average price of $943.98.

Monolithic Power Systems (NASDAQ:MPWR) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.74 by $0.05. Monolithic Power Systems had a return on equity of 18.09% and a net margin of 22.07%.The company had revenue of $751.16 million for the quarter, compared to analysts’ expectations of $741.69 million. During the same quarter in the previous year, the firm earned $4.09 earnings per share. Monolithic Power Systems’s quarterly revenue was up 20.8% on a year-over-year basis. On average, equities analysts forecast that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current year.

Monolithic Power Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a dividend of $2.00 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $8.00 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Monolithic Power Systems’s previous quarterly dividend of $1.56. Monolithic Power Systems’s payout ratio is presently 62.79%.

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.