Theodore Blegen Sells 21,725 Shares of Monolithic Power Systems (NASDAQ:MPWR) Stock

Monolithic Power Systems, Inc. (NASDAQ:MPWR) CFO Theodore Blegen sold 21,725 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total value of $25,443,451.00. Following the completion of the transaction, the chief financial officer directly owned 82,353 shares in the company, valued at $96,448,539.48. This represents a 20.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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 shares were 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 value of $2,821,410.00.
• On Monday, December 1st, Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock. The shares were sold at an average price of $908.21, for a total value of $2,724,630.00.

Monolithic Power Systems Stock Up 4.8%

Shares of MPWR stock opened at $1,196.73 on Thursday. The firm has a market cap of $57.33 billion, a P/E ratio of 93.93, a PEG ratio of 2.91 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 company has a 50 day moving average of $1,018.57 and a 200-day moving average of $943.98.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly 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. The firm had revenue of $751.16 million for the quarter, compared to analysts’ expectations of $741.69 million. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.09%. The business’s quarterly revenue was up 20.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.09 earnings per share. As a group, equities analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a $2.00 dividend. 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. This represents a $8.00 annualized dividend and a yield of 0.7%. Monolithic Power Systems’s payout ratio is currently 62.79%.

Analyst Ratings Changes

Several research firms have recently commented on MPWR. KeyCorp upped their price objective on Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Rosenblatt Securities raised their target price on shares of Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Wells Fargo & Company raised their price objective on Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Stifel Nicolaus increased their price target on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Monolithic Power Systems in a research report on Friday, December 26th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $1,218.42.

Key Headlines Impacting Monolithic Power Systems

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

• Positive Sentiment: Q4 results and outlook beat expectations — revenue and EPS topped estimates, management raised near‑term revenue guidance and said book‑to‑bill was well above 1 with backlog into Q3 2026, supporting multi‑quarter growth expectations. Read More.
• Positive Sentiment: Dividend raised — company increased its quarterly dividend from $1.56 to $2.00 (ann. $8.00), signaling stronger cash return to investors and confidence in cash flow. Read More.
• Positive Sentiment: Analyst/upside momentum — several firms raised price targets (examples include Wells Fargo, Truist, Stifel) and MPWR made Zacks’ Rank #1 momentum list, adding buy‑side conviction and supporting near‑term demand. Read More.
• Neutral Sentiment: Valuation debate — coverage notes the stock has run sharply (large YTD/12‑month gains) and now trades at a premium multiple; some analysts see limited upside vs. others projecting further gains, increasing sensitivity to execution. Read More.
• Negative Sentiment: Cluster of insider sales — four senior executives disclosed sales on Feb. 6 totaling roughly ~90k shares (~$100M+ at the sale price), each materially reducing holdings; large, near‑simultaneous insider selling can pressure sentiment even if for diversification or tax planning. Read More.

Institutional Investors Weigh In On Monolithic Power Systems

A number of institutional investors have recently made changes to their positions in the stock. True Wealth Design LLC grew its holdings 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 valued at $26,000 after purchasing an additional 11 shares in the last quarter. SJS Investment Consulting Inc. increased its holdings in shares of 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 acquiring an additional 27 shares during the period. NewSquare Capital LLC raised its holdings in shares of 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 buying an additional 19 shares during the last quarter. Salomon & Ludwin LLC purchased a new stake in shares of Monolithic Power Systems during the third quarter worth approximately $33,000. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new position in Monolithic Power Systems during the fourth quarter worth about $34,000. 93.46% of the stock is currently owned by institutional investors and hedge funds.

Monolithic Power Systems Company 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.