Catalyst Capital Advisors LLC Increases Holdings in Monolithic Power Systems, Inc. $MPWR

Catalyst Capital Advisors LLC increased its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 23.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,215 shares of the semiconductor company’s stock after acquiring an additional 415 shares during the quarter. Catalyst Capital Advisors LLC’s holdings in Monolithic Power Systems were worth $2,422,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of MPWR. Forty three Eighteen Advisors LLC raised its stake in shares of Monolithic Power Systems by 4.6% during the 1st quarter. Forty three Eighteen Advisors LLC now owns 1,499 shares of the semiconductor company’s stock worth $1,639,000 after buying an additional 66 shares in the last quarter. Gallacher Capital Management LLC purchased a new stake in shares of Monolithic Power Systems in the first quarter valued at approximately $290,000. Angeles Wealth Management LLC acquired a new position in Monolithic Power Systems during the first quarter worth $283,000. Bauman Advisory Group LLC acquired a new position in Monolithic Power Systems during the first quarter worth $412,000. Finally, Bessemer Group Inc. raised its position in Monolithic Power Systems by 9.2% in the first quarter. Bessemer Group Inc. now owns 1,018 shares of the semiconductor company’s stock worth $1,114,000 after acquiring an additional 86 shares in the last quarter. 93.46% of the stock is currently owned by hedge funds and other institutional investors.

Monolithic Power Systems News Summary

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

• Positive Sentiment: KeyCorp reiterated an Overweight rating on Monolithic Power Systems and set a $2,000 price target, signaling confidence in the semiconductor company’s long-term growth prospects.
• Positive Sentiment: The firm’s new forecasts call for strong earnings growth, including FY2026 EPS of $21.05 versus the current consensus of $20.23, and FY2027 EPS of $29.54, suggesting analysts see room for continued outperformance.
• Positive Sentiment: KeyCorp also raised quarterly estimates across 2026 and 2027, with EPS projected to climb from $4.92 in Q2 2026 to $8.61 in Q4 2027, reinforcing expectations for sustained profit expansion.
• Positive Sentiment: Separately, coverage commentary noted Monolithic Power Systems has a history of beating earnings estimates, which could keep investor sentiment constructive ahead of the next report. Will Monolithic (MPWR) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Brokerage sentiment remains broadly supportive, with the stock carrying an average rating of Moderate Buy from analysts.

Insider Activity

In other Monolithic Power Systems news, EVP Maurice Sciammas sold 30 shares of Monolithic Power Systems stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,351.61, for a total value of $40,548.30. Following the completion of the sale, the executive vice president directly owned 1,149 shares of the company’s stock, valued at approximately $1,552,999.89. The trade was a 2.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deming Xiao sold 30,000 shares of the firm’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $1,654.55, for a total value of $49,636,500.00. Following the sale, the executive vice president owned 205,959 shares in the company, valued at $340,769,463.45. This trade represents a 12.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 69,370 shares of company stock valued at $112,702,503 in the last 90 days. Insiders own 3.60% of the company’s stock.

Monolithic Power Systems Stock Up 0.5%

NASDAQ MPWR opened at $1,312.00 on Friday. Monolithic Power Systems, Inc. has a fifty-two week low of $702.32 and a fifty-two week high of $1,714.09. The business has a fifty day moving average of $1,486.13 and a 200-day moving average of $1,286.19. The stock has a market cap of $64.46 billion, a price-to-earnings ratio of 94.59, a price-to-earnings-growth ratio of 2.32 and a beta of 1.71.

Monolithic Power Systems (NASDAQ:MPWR) last posted its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $5.10 EPS for the quarter, topping analysts’ consensus estimates of $4.90 by $0.20. Monolithic Power Systems had a return on equity of 19.58% and a net margin of 22.84%.The firm had revenue of $804.19 million during the quarter, compared to analysts’ expectations of $781.93 million. During the same quarter last year, the business posted $4.04 EPS. The firm’s quarterly revenue was up 26.1% compared to the same quarter last year. As a group, analysts anticipate that Monolithic Power Systems, Inc. will post 20.26 EPS for the current year.

Monolithic Power Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were paid a dividend of $2.00 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $8.00 annualized dividend and a dividend yield of 0.6%. Monolithic Power Systems’s dividend payout ratio is presently 57.68%.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. Rosenblatt Securities increased their price target on shares of Monolithic Power Systems from $1,000.00 to $1,575.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Zacks Research raised shares of Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 18th. KeyCorp lifted their price target on shares of Monolithic Power Systems from $1,500.00 to $2,000.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Truist Financial set a $1,805.00 price target on Monolithic Power Systems in a research note on Friday, May 1st. Finally, TD Cowen lifted their price objective on Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the stock a “buy” rating in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,599.17.

Monolithic Power Systems 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.