Baader Bank Aktiengesellschaft Acquires Shares of 1,283 Monolithic Power Systems, Inc. $MPWR

Baader Bank Aktiengesellschaft acquired a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 1,283 shares of the semiconductor company’s stock, valued at approximately $1,181,000.

A number of other institutional investors have also recently modified their holdings of MPWR. AlTi Global Inc. purchased a new position in shares of Monolithic Power Systems in the 3rd quarter valued at about $236,000. Profund Advisors LLC lifted its position in shares of Monolithic Power Systems by 3.7% during the 3rd quarter. Profund Advisors LLC now owns 3,242 shares of the semiconductor company’s stock valued at $2,985,000 after acquiring an additional 117 shares during the period. Linden Thomas Advisory Services LLC boosted its stake in shares of Monolithic Power Systems by 0.7% during the 3rd quarter. Linden Thomas Advisory Services LLC now owns 4,204 shares of the semiconductor company’s stock worth $3,870,000 after acquiring an additional 30 shares in the last quarter. Candriam S.C.A. increased its stake in Monolithic Power Systems by 6.9% in the 3rd quarter. Candriam S.C.A. now owns 85,907 shares of the semiconductor company’s stock valued at $79,089,000 after purchasing an additional 5,561 shares in the last quarter. Finally, Smartleaf Asset Management LLC raised its holdings in Monolithic Power Systems by 42.7% during the third quarter. Smartleaf Asset Management LLC now owns 565 shares of the semiconductor company’s stock worth $501,000 after purchasing an additional 169 shares during the last quarter. 93.46% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Monolithic Power Systems

In related news, EVP Maurice Sciammas sold 27,966 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $881.66, for a total value of $24,656,503.56. Following the transaction, the executive vice president directly owned 148,306 shares of the company’s stock, valued at approximately $130,755,467.96. This trade represents a 15.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Saria Tseng sold 22,875 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total value of $26,790,285.00. Following the sale, the executive vice president directly owned 200,626 shares of the company’s stock, valued at $234,965,146.16. The trade was a 10.23% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 160,526 shares of company stock worth $169,788,215. Corporate insiders own 3.40% of the company’s stock.

Key Headlines Impacting Monolithic Power Systems

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

• Positive Sentiment: Q4 results and outlook beat expectations — revenue and EPS topped estimates, management raised near‑term revenue guidance and said book‑to‑bill was well above 1 with backlog into Q3 2026, supporting multi‑quarter growth expectations. Read More.
• Positive Sentiment: Dividend raised — company increased its quarterly dividend from $1.56 to $2.00 (ann. $8.00), signaling stronger cash return to investors and confidence in cash flow. Read More.
• Positive Sentiment: Analyst/upside momentum — several firms raised price targets (examples include Wells Fargo, Truist, Stifel) and MPWR made Zacks’ Rank #1 momentum list, adding buy‑side conviction and supporting near‑term demand. Read More.
• Neutral Sentiment: Valuation debate — coverage notes the stock has run sharply (large YTD/12‑month gains) and now trades at a premium multiple; some analysts see limited upside vs. others projecting further gains, increasing sensitivity to execution. Read More.
• Negative Sentiment: Cluster of insider sales — four senior executives disclosed sales on Feb. 6 totaling roughly ~90k shares (~$100M+ at the sale price), each materially reducing holdings; large, near‑simultaneous insider selling can pressure sentiment even if for diversification or tax planning. Read More.

Monolithic Power Systems Trading Up 4.8%

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

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share 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 business had revenue of $751.16 million during the quarter, compared to analyst estimates of $741.69 million. During the same quarter in the prior year, the firm posted $4.09 earnings per share. The company’s revenue was up 20.8% on a year-over-year basis. Analysts predict that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Increases Dividend

The company 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 represents a $8.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, March 31st. This is an increase from Monolithic Power Systems’s previous quarterly dividend of $1.56. Monolithic Power Systems’s payout ratio is currently 62.79%.

Analysts Set New Price Targets

Several analysts have weighed in on MPWR shares. Stifel Nicolaus upped their target price on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a report on Wednesday, February 4th. Citigroup lifted their target price on shares of Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the stock a “buy” rating in a research report on Monday. Wells Fargo & Company raised their price objective 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, February 6th. Rosenblatt Securities upped 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, February 6th. Finally, KeyCorp boosted their price target on Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and an average target price of $1,218.42.

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.