Insider Selling: Monolithic Power Systems (NASDAQ:MPWR) CFO Sells $25,443,451.00 in Stock

Monolithic Power Systems, Inc. (NASDAQ:MPWR) CFO Theodore Blegen sold 21,725 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total transaction of $25,443,451.00. Following the transaction, the chief financial officer owned 82,353 shares in the company, valued at $96,448,539.48. The trade was a 20.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Theodore Blegen also recently made the following trade(s):

• On Monday, February 2nd, Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock. The stock was sold at an average price of $1,129.76, for a total transaction of $3,389,280.00.
• On Friday, January 2nd, Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock. The shares were sold at an average price of $940.47, for a total transaction of $2,821,410.00.
• On Monday, December 1st, Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock. The stock was sold at an average price of $908.21, for a total transaction of $2,724,630.00.

Monolithic Power Systems Stock Down 3.4%

NASDAQ MPWR opened at $1,155.93 on Friday. The company has a 50-day simple moving average of $1,022.64 and a two-hundred day simple moving average of $945.45. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,250.00. The firm has a market cap of $55.38 billion, a price-to-earnings ratio of 90.73, a PEG ratio of 3.03 and a beta of 1.45.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, topping the consensus estimate of $4.74 by $0.05. The firm had revenue of $751.16 million for 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 company’s quarterly revenue was up 20.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.09 earnings per share. Equities analysts expect that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current fiscal year.

Monolithic Power Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $2.00 per share. This represents a $8.00 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Monolithic Power Systems’s previous quarterly dividend of $1.56. The ex-dividend date of this dividend is Tuesday, March 31st. Monolithic Power Systems’s payout ratio is currently 48.98%.

Key Stories Impacting Monolithic Power Systems

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

• Positive Sentiment: Q4 results and outlook beat — MPWR reported revenue and EPS above consensus, management signaled book‑to‑bill >1 with backlog into Q3 2026 and highlighted strengthening data‑center demand, supporting multi‑quarter growth expectations. Q4 earnings / call
• Positive Sentiment: Dividend raised — the company increased the quarterly dividend from $1.56 to $2.00 (annualized $8.00), signaling confidence in cash flow and returning cash to shareholders. Dividend announcement
• Positive Sentiment: Analyst upgrades and momentum calls — Zacks upgraded MPWR to a strong‑buy and several firms lifted price targets, while earnings estimate revisions have trended higher, which can support further buying interest. Zacks coverage
• Neutral Sentiment: Momentum / growth profiles highlighted by media — multiple outlets profile MPWR as a top growth/momentum pick, which can attract retail and momentum flows but also increase volatility. MSN growth story
• Neutral Sentiment: Valuation debate — coverage notes the stock has run sharply and now trades at premium multiples; expectations are baked in for continued execution, making shares sensitive to any miss. Valuation analysis
• Negative Sentiment: Clustered insider selling — recent filings show multiple senior insiders sold shares (including CFO Theodore Blegen’s 21,725‑share sale and other EVP/director sales). Large, near‑simultaneous insider exits often weigh on sentiment even if routine or for tax/diversification reasons. SEC/filing links: CFO filing Director filing

Analysts Set New Price Targets

MPWR has been the subject of several analyst reports. Oppenheimer reissued an “outperform” rating and set a $1,300.00 price target on shares of Monolithic Power Systems in a research report on Thursday, January 29th. TD Cowen reiterated a “buy” rating on shares of Monolithic Power Systems in a report on Friday, October 31st. Rosenblatt Securities boosted their price target on Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Truist Financial upped their price target on Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Finally, Stifel Nicolaus lifted their price objective on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $1,218.42.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. SJS Investment Consulting Inc. boosted its position 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 valued at $26,000 after purchasing an additional 27 shares in the last quarter. 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 valued at $26,000 after buying an additional 11 shares during the period. Salomon & Ludwin LLC bought a new stake in shares of Monolithic Power Systems during the 3rd quarter valued at $33,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Monolithic Power Systems in the 4th quarter worth about $34,000. Finally, IFP Advisors Inc grew its position in shares of Monolithic Power Systems by 171.4% in the 3rd quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock worth $35,000 after buying an additional 24 shares during the period. Institutional investors own 93.46% of the company’s stock.

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.