Monolithic Power Systems, Inc. $MPWR Shares Acquired by Candriam S.C.A.

Candriam S.C.A. increased its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 6.9% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 85,907 shares of the semiconductor company’s stock after purchasing an additional 5,561 shares during the quarter. Candriam S.C.A. owned 0.18% of Monolithic Power Systems worth $79,089,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of MPWR. True Wealth Design LLC increased its position in shares of Monolithic Power Systems by 61.1% in the third quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 11 shares in the last quarter. SJS Investment Consulting Inc. increased its holdings in Monolithic Power Systems by 2,700.0% in the 3rd 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. NewSquare Capital LLC raised its position in Monolithic Power Systems by 76.0% in the second quarter. NewSquare Capital LLC now owns 44 shares of the semiconductor company’s stock valued at $32,000 after purchasing an additional 19 shares during the period. Salomon & Ludwin LLC acquired a new position in shares of Monolithic Power Systems during the third quarter worth about $33,000. Finally, Armstrong Advisory Group Inc. boosted its position in shares of Monolithic Power Systems by 192.9% in the third quarter. Armstrong Advisory Group Inc. now owns 41 shares of the semiconductor company’s stock worth $38,000 after buying an additional 27 shares during the period. Hedge funds and other institutional investors own 93.46% of the company’s stock.

Analysts Set New Price Targets

MPWR has been the topic of several analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Monolithic Power Systems in a report on Friday, December 26th. Wolfe Research set a $1,200.00 target price on shares of Monolithic Power Systems and gave the stock an “outperform” rating in a research report on Tuesday, October 14th. Stifel Nicolaus upped their target price on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a research note on Wednesday, February 4th. Truist Financial boosted their price objective on shares of Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the stock a “buy” rating in a report on Friday. Finally, KeyCorp upped their price objective on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the company an “overweight” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $1,210.08.

Insider Buying and Selling

In related news, Director Kuo Wei Herbert Chang sold 100 shares of the firm’s stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $896.97, for a total transaction of $89,697.00. Following the transaction, the director directly owned 426 shares in the company, valued at $382,109.22. This trade represents a 19.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Victor K. Lee sold 1,000 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $951.72, for a total transaction of $951,720.00. Following the sale, the director owned 28,567 shares of the company’s stock, valued at approximately $27,187,785.24. The trade was a 3.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 69,776 shares of company stock worth $63,489,045. 3.40% of the stock is currently owned by insiders.

Monolithic Power Systems News Summary

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

• Positive Sentiment: Q4 results topped estimates with record revenues across automotive, computing, communications and industrial end markets (revenue growth ~20.8% and EPS beat). This is the primary bullish catalyst. Read More.
• Positive Sentiment: Management raised FY/Q1 revenue guidance ($770M–$790M for Q1 vs. consensus ~$739M), signaling continued demand and giving analysts room to lift targets. Read More.
• Positive Sentiment: Board boosted the quarterly cash dividend to $2.00 (≈28% increase), a shareholder-friendly move that supports demand from income-oriented holders. Read More.
• Positive Sentiment: Analysts continue to raise targets — Needham to $1,300 (buy) and Wells Fargo to $1,350 (overweight) — reinforcing bullish sentiment and adding technical/flow support. Read More.
• Neutral Sentiment: Investor events and transcripts (earnings call and webinar) will be monitored for margin detail, backlog commentary and end-market strength — these will influence the next trading days but are informational until clarified. Read More.
• Neutral Sentiment: Some research pieces and previews highlight secular tailwinds (AI, data centers, automotive) that support the long-term case but depend on MPS execution vs. peers. Read More.
• Negative Sentiment: Rosenblatt’s newer target is well below the market (~$1,000 with a neutral rating), showing divergent analyst views and potential downside risk if momentum fades. Read More.
• Negative Sentiment: CFO transition announced (retirement after the 10-K) and recent insider sales by the CFO (3,000 shares) may raise short-term governance or liquidity concerns for some investors. Read More.

Monolithic Power Systems Price Performance

MPWR opened at $1,229.82 on Monday. The stock has a market capitalization of $58.92 billion, a PE ratio of 96.53, a P/E/G ratio of 3.45 and a beta of 1.45. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,250.00. The firm’s fifty day moving average price is $1,004.45 and its 200 day moving average price is $935.72.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share for the quarter, topping the consensus estimate of $4.74 by $0.05. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.09%. The company had revenue of $751.16 million during the quarter, compared to the consensus estimate of $741.69 million. During the same quarter in the previous year, the firm earned $4.09 EPS. The company’s revenue was up 20.8% on a year-over-year basis. On average, equities research analysts forecast that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current fiscal 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 issued a dividend of $2.00 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $8.00 dividend on an annualized basis and a yield of 0.7%. This is a boost from Monolithic Power Systems’s previous quarterly dividend of $1.56. Monolithic Power Systems’s dividend payout ratio (DPR) is 48.98%.

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.