Assetmark Inc. Purchases 610 Shares of Monolithic Power Systems, Inc. $MPWR

Assetmark Inc. increased its holdings in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 3.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,191 shares of the semiconductor company’s stock after acquiring an additional 610 shares during the period. Assetmark Inc.’s holdings in Monolithic Power Systems were worth $19,510,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. SJS Investment Consulting Inc. increased its position in shares of Monolithic Power Systems by 2,700.0% during 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 during the last quarter. True Wealth Design LLC increased its holdings in Monolithic Power Systems by 61.1% during the third quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock worth $26,000 after buying an additional 11 shares during the last quarter. Salomon & Ludwin LLC purchased a new stake in Monolithic Power Systems during the third quarter worth about $33,000. Armstrong Advisory Group Inc. boosted its stake in Monolithic Power Systems by 192.9% in the third quarter. Armstrong Advisory Group Inc. now owns 41 shares of the semiconductor company’s stock valued at $38,000 after acquiring an additional 27 shares during the last quarter. Finally, NewSquare Capital LLC grew its position in shares of Monolithic Power Systems by 76.0% during the 2nd 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 period. 93.46% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

MPWR has been the topic of a number of research reports. Truist Financial lifted their price target 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, February 6th. KeyCorp upped their price target on Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Rosenblatt Securities lifted their price objective on Monolithic Power Systems from $950.00 to $1,000.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Needham & Company LLC upped their price objective on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, Zacks Research upgraded shares of Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $1,218.42.

Key Headlines Impacting Monolithic Power Systems

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

• Positive Sentiment: KeyBanc raised its price target citing record quarterly revenue and stronger demand trends, reinforcing buy‑side conviction after the company’s Q4 beat. KeyBanc Raises PT
• Positive Sentiment: Monolithic raised its quarterly dividend to $2.00 (annualized $8.00), signaling confidence in cash flow and returning capital to shareholders — a catalyst for income‑focused investors. Dividend Increase
• Positive Sentiment: Zacks and other analysts revised earnings estimates and upgraded coverage (Zacks → Strong Buy), supporting momentum and analyst‑driven demand. Zacks Upgrade
• Neutral Sentiment: Media and research pieces highlight MPWR as a long‑term growth/momentum name, which can attract retail flows but also raise trading volatility. MSN Growth Story
• Neutral Sentiment: Some coverage flags valuation as rich after the rally; premium multiples increase sensitivity to execution and any future guidance misses. Valuation Analysis
• Negative Sentiment: Clustered insider selling: filings show large sales by senior executives (including the CFO and multiple EVPs/directors). These sizable, near‑simultaneous disposals tend to weigh on sentiment even if they’re for diversification or tax reasons. Insider Selling — CFO InsiderTrades Alert
• Negative Sentiment: Smaller, more recent insider disposals (e.g., EVP Maurice Sciammas sold additional shares) add to the selling narrative; watch for further filings and timing/context for tax/diversification. Sciammas Sale

Monolithic Power Systems Stock Performance

NASDAQ:MPWR opened at $1,171.47 on Friday. The firm has a market capitalization of $56.12 billion, a price-to-earnings ratio of 91.95, a P/E/G ratio of 2.97 and a beta of 1.45. The stock has a fifty day moving average of $1,026.80 and a 200 day moving average of $950.02. Monolithic Power Systems, Inc. has a 52-week low of $438.86 and a 52-week high of $1,250.00.

Monolithic Power Systems (NASDAQ:MPWR) last issued its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, topping the consensus estimate of $4.74 by $0.05. The company had revenue of $751.16 million during the quarter, compared to analyst estimates of $741.69 million. Monolithic Power Systems had a return on equity of 18.09% and a net margin of 22.07%.Monolithic Power Systems’s revenue was up 20.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.09 earnings per share. Equities 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 business also recently announced 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 represents a $8.00 annualized dividend and a yield of 0.7%. This is a boost from Monolithic Power Systems’s previous quarterly dividend of $1.56. The ex-dividend date is Tuesday, March 31st. Monolithic Power Systems’s dividend payout ratio (DPR) is presently 62.79%.

Insider Transactions at Monolithic Power Systems

In other Monolithic Power Systems news, EVP Deming Xiao sold 22,875 shares of Monolithic Power Systems stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total transaction of $26,790,285.00. Following the completion of the sale, the executive vice president owned 235,932 shares of the company’s stock, valued at $276,314,121.12. The trade was a 8.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Maurice Sciammas sold 27,966 shares of the stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $881.66, for a total value of $24,656,503.56. Following the transaction, the executive vice president owned 148,306 shares in the company, valued at $130,755,467.96. This trade represents a 15.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 160,726 shares of company stock worth $170,024,209 in the last three months. Insiders own 3.40% of the company’s stock.

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.