Acadian Asset Management LLC Purchases 1,242 Shares of Monolithic Power Systems, Inc. $MPWR

Acadian Asset Management LLC grew its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 16.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,871 shares of the semiconductor company’s stock after purchasing an additional 1,242 shares during the period. Acadian Asset Management LLC’s holdings in Monolithic Power Systems were worth $6,481,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Wedmont Private Capital lifted its position in shares of Monolithic Power Systems by 1.3% during the 2nd quarter. Wedmont Private Capital now owns 1,068 shares of the semiconductor company’s stock worth $802,000 after buying an additional 14 shares in the last quarter. Gilbert & Cook Inc. increased its position in shares of Monolithic Power Systems by 2.3% during the second quarter. Gilbert & Cook Inc. now owns 655 shares of the semiconductor company’s stock valued at $479,000 after acquiring an additional 15 shares during the last quarter. Confluence Wealth Services Inc. lifted its holdings in Monolithic Power Systems by 0.9% during the second quarter. Confluence Wealth Services Inc. now owns 2,067 shares of the semiconductor company’s stock worth $1,511,000 after acquiring an additional 19 shares during the period. NewSquare Capital LLC lifted its holdings in Monolithic Power Systems by 76.0% during the second quarter. NewSquare Capital LLC now owns 44 shares of the semiconductor company’s stock worth $32,000 after acquiring an additional 19 shares during the period. Finally, Burney Co. boosted its position in Monolithic Power Systems by 2.2% in the first quarter. Burney Co. now owns 946 shares of the semiconductor company’s stock worth $549,000 after purchasing an additional 20 shares during the last quarter. 93.46% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

MPWR has been the subject of several research analyst reports. Raymond James Financial reaffirmed an “outperform” rating and set a $875.00 target price (up from $720.00) on shares of Monolithic Power Systems in a research report on Friday, August 1st. Cowen restated a “buy” rating on shares of Monolithic Power Systems in a research report on Friday, October 31st. TD Cowen raised their price objective on shares of Monolithic Power Systems from $1,100.00 to $1,250.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Weiss Ratings reiterated a “hold (c+)” rating on shares of Monolithic Power Systems in a research note on Wednesday, October 8th. Finally, Rosenblatt Securities increased their target price on shares of Monolithic Power Systems from $800.00 to $950.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,047.27.

Insider Buying and Selling

In other Monolithic Power Systems news, CFO Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $913.22, for a total transaction of $2,739,660.00. Following the completion of the transaction, the chief financial officer owned 37,940 shares of the company’s stock, valued at $34,647,566.80. The trade was a 7.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Saria Tseng sold 14,510 shares of the company’s stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $914.45, for a total value of $13,268,669.50. Following the sale, the executive vice president owned 144,494 shares in the company, valued at approximately $132,132,538.30. This represents a 9.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 43,443 shares of company stock valued at $41,703,115 in the last 90 days. Corporate insiders own 3.40% of the company’s stock.

Monolithic Power Systems Stock Up 0.4%

NASDAQ MPWR opened at $958.35 on Thursday. The company’s 50 day moving average is $952.04 and its 200-day moving average is $809.09. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,123.38. The firm has a market cap of $45.91 billion, a P/E ratio of 24.96, a price-to-earnings-growth ratio of 4.08 and a beta of 1.33.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings data on Thursday, October 30th. The semiconductor company reported $4.73 EPS for the quarter, topping the consensus estimate of $4.62 by $0.11. Monolithic Power Systems had a net margin of 73.17% and a return on equity of 19.14%. The company had revenue of $737.18 million during the quarter, compared to the consensus estimate of $720.66 million. During the same period last year, the firm earned $4.06 EPS. Monolithic Power Systems’s revenue for the quarter was up 18.9% on a year-over-year basis. Monolithic Power Systems has set its Q4 2025 guidance at EPS. Equities analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 15th. Stockholders of record on Tuesday, September 30th were given a $1.56 dividend. The ex-dividend date was Tuesday, September 30th. This represents a $6.24 annualized dividend and a dividend yield of 0.7%. Monolithic Power Systems’s payout ratio is 15.93%.

About Monolithic Power Systems

Monolithic Power Systems, Inc engages in the design, development, marketing, and sale of semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets. The company provides direct current (DC) to DC integrated circuits (ICs) that are used to convert and control voltages of various electronic systems, such as cloud-based CPU servers, server artificial intelligence applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, 4G and 5G infrastructure, and satellite communications applications.