Monolithic Power Systems, Inc. $MPWR Shares Bought by Candriam S.C.A.

Candriam S.C.A. grew its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 6.9% in the 3rd quarter, Holdings Channel reports. The firm owned 85,907 shares of the semiconductor company’s stock after acquiring an additional 5,561 shares during the quarter. Candriam S.C.A.’s holdings in Monolithic Power Systems were worth $79,089,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in MPWR. Norges Bank bought a new position in Monolithic Power Systems during the 2nd quarter worth $438,014,000. JPMorgan Chase & Co. grew its position in shares of Monolithic Power Systems by 36.1% during the second quarter. JPMorgan Chase & Co. now owns 856,725 shares of the semiconductor company’s stock worth $626,592,000 after acquiring an additional 227,159 shares during the last quarter. Rakuten Investment Management Inc. bought a new position in shares of Monolithic Power Systems during the third quarter worth about $197,260,000. Rafferty Asset Management LLC increased its holdings in shares of Monolithic Power Systems by 36.1% in the 2nd quarter. Rafferty Asset Management LLC now owns 529,124 shares of the semiconductor company’s stock worth $386,991,000 after acquiring an additional 140,269 shares during the period. Finally, Voya Investment Management LLC lifted its position in Monolithic Power Systems by 57.5% in the 3rd quarter. Voya Investment Management LLC now owns 359,312 shares of the semiconductor company’s stock valued at $330,797,000 after purchasing an additional 131,177 shares during the last quarter. Institutional investors own 93.46% of the company’s stock.

Monolithic Power Systems Price Performance

Monolithic Power Systems stock opened at $1,229.82 on Monday. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,250.00. The stock has a market capitalization of $58.92 billion, a PE ratio of 96.53, a price-to-earnings-growth ratio of 3.45 and a beta of 1.45. The firm has a 50 day simple moving average of $1,004.45 and a 200-day simple moving average of $935.72.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share for the quarter, topping analysts’ consensus estimates of $4.74 by $0.05. The firm 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 18.09% and a net margin of 22.07%.The firm’s revenue for the quarter was up 20.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.09 earnings per share. On average, analysts forecast that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current fiscal year.

Monolithic Power Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be paid a dividend of $2.00 per share. This is an increase 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 (DPR) is 48.98%.

Analyst Ratings Changes

Several research analysts have commented on MPWR shares. Oppenheimer restated an “outperform” rating and issued a $1,300.00 target price on shares of Monolithic Power Systems in a research report on Thursday, January 29th. Wells Fargo & Company boosted their price objective on Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the stock an “overweight” rating in a research report on Friday. TD Cowen reissued a “buy” rating on shares of Monolithic Power Systems in a report on Friday, October 31st. Wolfe Research set a $1,200.00 target price on Monolithic Power Systems and gave the company an “outperform” rating in a research report on Tuesday, October 14th. Finally, Rosenblatt Securities lifted their target price on Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $1,210.08.

Insider Activity

In other news, CFO Theodore Blegen sold 3,000 shares of the firm’s stock in a transaction dated 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 owned 71,332 shares in the company, valued at approximately $64,784,435.72. This trade represents a 4.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Kuo Wei Herbert Chang sold 100 shares of Monolithic Power Systems stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $896.97, for a total transaction of $89,697.00. Following the completion of the transaction, the director directly owned 426 shares in the company, valued at $382,109.22. This represents a 19.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 69,776 shares of company stock valued at $63,489,045 over the last quarter. Insiders own 3.40% of the company’s stock.

Monolithic Power Systems News Roundup

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 Company Profile

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.