First National Bank of Hutchinson purchased a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 937 shares of the semiconductor company’s stock, valued at approximately $863,000.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. True Wealth Design LLC lifted its stake in shares of Monolithic Power Systems by 61.1% in the third quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 11 shares in the last quarter. Fortress Financial Solutions LLC increased its holdings in Monolithic Power Systems by 1.7% during the 2nd quarter. Fortress Financial Solutions LLC now owns 709 shares of the semiconductor company’s stock worth $518,000 after purchasing an additional 12 shares during the last quarter. Cromwell Holdings LLC increased its holdings in Monolithic Power Systems by 9.2% during the 3rd quarter. Cromwell Holdings LLC now owns 143 shares of the semiconductor company’s stock worth $132,000 after purchasing an additional 12 shares during the last quarter. Sagespring Wealth Partners LLC raised its position in shares of Monolithic Power Systems by 2.4% in the 3rd quarter. Sagespring Wealth Partners LLC now owns 512 shares of the semiconductor company’s stock valued at $471,000 after purchasing an additional 12 shares in the last quarter. Finally, UMB Bank n.a. boosted its stake in shares of Monolithic Power Systems by 2.5% during the 3rd quarter. UMB Bank n.a. now owns 492 shares of the semiconductor company’s stock valued at $453,000 after buying an additional 12 shares during the last quarter. 93.46% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Monolithic Power Systems
Here are the key news stories impacting Monolithic Power Systems this week:
- Positive Sentiment: Q4 results topped estimates with record revenues across automotive, computing, communications and industrial end markets (revenue growth ~20.8% and EPS beat). This is the primary bullish catalyst. Read More.
- Positive Sentiment: Management raised FY/Q1 revenue guidance ($770M–$790M for Q1 vs. consensus ~$739M), signaling continued demand and giving analysts room to lift targets. Read More.
- Positive Sentiment: Board boosted the quarterly cash dividend to $2.00 (≈28% increase), a shareholder-friendly move that supports demand from income-oriented holders. Read More.
- Positive Sentiment: Analysts continue to raise targets — Needham to $1,300 (buy) and Wells Fargo to $1,350 (overweight) — reinforcing bullish sentiment and adding technical/flow support. Read More.
- Neutral Sentiment: Investor events and transcripts (earnings call and webinar) will be monitored for margin detail, backlog commentary and end-market strength — these will influence the next trading days but are informational until clarified. Read More.
- Neutral Sentiment: Some research pieces and previews highlight secular tailwinds (AI, data centers, automotive) that support the long-term case but depend on MPS execution vs. peers. Read More.
- Negative Sentiment: Rosenblatt’s newer target is well below the market (~$1,000 with a neutral rating), showing divergent analyst views and potential downside risk if momentum fades. Read More.
- Negative Sentiment: CFO transition announced (retirement after the 10-K) and recent insider sales by the CFO (3,000 shares) may raise short-term governance or liquidity concerns for some investors. Read More.
Monolithic Power Systems Stock Up 6.4%
Monolithic Power Systems (NASDAQ:MPWR – Get Free Report) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, beating analysts’ consensus estimates of $4.74 by $0.05. The company had revenue of $751.16 million during the quarter, compared to the consensus estimate of $741.69 million. Monolithic Power Systems had a return on equity of 18.50% and a net margin of 22.07%.Monolithic Power Systems’s quarterly revenue was up 20.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.09 earnings per share. As a group, research analysts forecast that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.
Monolithic Power Systems Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a $2.00 dividend. This is a boost from Monolithic Power Systems’s previous quarterly dividend of $1.56. This represents a $8.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, March 31st. Monolithic Power Systems’s dividend payout ratio is 15.93%.
Analyst Ratings Changes
MPWR has been the subject of a number of research analyst reports. Wells Fargo & Company lifted their price target on shares of Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Friday. Wolfe Research set a $1,200.00 target price on shares of Monolithic Power Systems and gave the stock an “outperform” rating in a research report on Tuesday, October 14th. Truist Financial increased their price target on shares of Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the stock a “buy” rating in a research report on Friday. KeyCorp lifted their price target on Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the stock an “overweight” rating in a research note on Friday. Finally, Stifel Nicolaus upped their price objective on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Monolithic Power Systems has a consensus rating of “Buy” and an average price target of $1,210.08.
View Our Latest Stock Report on MPWR
Insider Buying and Selling
In other news, Director Victor K. Lee sold 600 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $930.86, for a total transaction of $558,516.00. Following the completion of the transaction, the director owned 27,967 shares of the company’s stock, valued at approximately $26,033,361.62. The trade was a 2.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Maurice Sciammas sold 3,976 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $895.23, for a total transaction of $3,559,434.48. Following the completion of the sale, the executive vice president directly owned 144,330 shares in the company, valued at approximately $129,208,545.90. This trade represents a 2.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 69,776 shares of company stock valued at $63,489,045 in the last three months. 3.40% of the stock is owned by corporate insiders.
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.
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