Boston Partners Takes $3.41 Million Position in Monolithic Power Systems, Inc. $MPWR

Boston Partners purchased a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,659 shares of the semiconductor company’s stock, valued at approximately $3,408,000.

A number of other institutional investors have also added to or reduced their stakes in MPWR. WPG Advisers LLC bought a new position in shares of Monolithic Power Systems during the 1st quarter worth approximately $27,000. NewSquare Capital LLC increased its position in shares of Monolithic Power Systems by 76.0% during the second quarter. NewSquare Capital LLC now owns 44 shares of the semiconductor company’s stock valued at $32,000 after acquiring an additional 19 shares during the last quarter. SouthState Corp purchased a new stake in shares of Monolithic Power Systems during the first quarter valued at approximately $33,000. Strategic Investment Solutions Inc. IL bought a new stake in Monolithic Power Systems during the second quarter worth $36,000. Finally, AdvisorNet Financial Inc lifted its holdings in Monolithic Power Systems by 306.3% during the second quarter. AdvisorNet Financial Inc now owns 65 shares of the semiconductor company’s stock worth $48,000 after acquiring an additional 49 shares during the period. 93.46% of the stock is owned by institutional investors.

Monolithic Power Systems Trading Up 0.2%

Shares of MPWR stock opened at $926.60 on Friday. The stock has a market capitalization of $44.39 billion, a P/E ratio of 24.13, a PEG ratio of 4.08 and a beta of 1.33. The firm’s 50 day moving average is $960.16 and its 200 day moving average is $831.29. Monolithic Power Systems, Inc. has a 12 month low of $438.86 and a 12 month high of $1,123.38.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings data on Thursday, October 30th. The semiconductor company reported $4.73 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $737.18 million during the quarter, compared to analyst estimates of $720.66 million. During the same period in the previous year, the business earned $4.06 EPS. Monolithic Power Systems’s revenue was up 18.9% compared to the same quarter last year. Monolithic Power Systems has set its Q4 2025 guidance at EPS. On average, equities analysts predict that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Announces Dividend

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

Analyst Upgrades and Downgrades

MPWR has been the subject of a number of recent analyst reports. Citigroup upped their price objective on Monolithic Power Systems from $1,100.00 to $1,250.00 and gave the company a “buy” rating in a research note on Monday, November 3rd. William Blair raised shares of Monolithic Power Systems to a “strong-buy” rating in a report on Wednesday, August 13th. Rosenblatt Securities raised their price objective on shares of Monolithic Power Systems from $800.00 to $950.00 and gave the stock a “neutral” rating in a report on Friday, October 31st. Needham & Company LLC lifted their price objective on shares of Monolithic Power Systems from $820.00 to $1,025.00 and gave the stock a “buy” rating in a research report on Monday, September 29th. Finally, Wells Fargo & Company boosted their target price on shares of Monolithic Power Systems from $750.00 to $970.00 and gave the company an “equal weight” rating in a research note on Monday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,047.27.

Insider Buying and Selling

In other news, CFO Theodore Blegen sold 3,000 shares of the stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $1,024.43, for a total value of $3,073,290.00. Following the sale, the chief financial officer directly owned 74,332 shares of the company’s stock, valued at approximately $76,147,930.76. This represents a 3.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Maurice Sciammas sold 3,976 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $895.23, for a total transaction of $3,559,434.48. Following the completion of the transaction, the executive vice president owned 144,330 shares of the company’s stock, valued at $129,208,545.90. This trade represents a 2.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 102,426 shares of company stock worth $94,578,694. Company insiders own 3.40% of the company’s stock.

Monolithic Power Systems Profile

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.