Sheets Smith Wealth Management Sells 720 Shares of Monolithic Power Systems, Inc. $MPWR

Sheets Smith Wealth Management cut its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 70.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 301 shares of the semiconductor company’s stock after selling 720 shares during the quarter. Sheets Smith Wealth Management’s holdings in Monolithic Power Systems were worth $273,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. True Wealth Design LLC boosted its position 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 purchasing an additional 11 shares during the period. YANKCOM Partnership lifted its stake in shares of Monolithic Power Systems by 6.7% during the 4th quarter. YANKCOM Partnership now owns 176 shares of the semiconductor company’s stock worth $160,000 after buying an additional 11 shares during the last quarter. Cromwell Holdings LLC lifted its stake in shares of Monolithic Power Systems by 9.2% during the 3rd quarter. Cromwell Holdings LLC now owns 143 shares of the semiconductor company’s stock worth $132,000 after buying an additional 12 shares during the last quarter. Sagespring Wealth Partners LLC boosted its holdings in shares of Monolithic Power Systems by 2.4% during the 3rd quarter. Sagespring Wealth Partners LLC now owns 512 shares of the semiconductor company’s stock worth $471,000 after buying an additional 12 shares during the period. Finally, UMB Bank n.a. boosted its holdings in shares of Monolithic Power Systems by 2.5% during the 3rd quarter. UMB Bank n.a. now owns 492 shares of the semiconductor company’s stock worth $453,000 after buying an additional 12 shares during the period. Institutional investors own 93.46% of the company’s stock.

Key Headlines Impacting Monolithic Power Systems

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

• Positive Sentiment: Company raised its quarterly dividend to $2.00 (from $1.56), payable Apr 15 (ex‑div Mar 31); annualized $8.00 and a ~0.7% yield — a sign of cash generation and management confidence that can support the share price for income‑oriented holders. MarketBeat MPWR summary
• Positive Sentiment: Several analysts raised price targets and reiterated buy/overweight views (Citigroup, KeyCorp, Truist, Zacks upgrades), leaving a consensus “Moderate Buy” rating — this analyst optimism can attract momentum buyers and provide support if fundamentals remain strong. Brokerage Recommendation Report
• Neutral Sentiment: EVP Saria Tseng sold 1,400 shares on Apr 1 at an average $1,133.52 under a pre‑arranged Rule 10b5‑1 plan (0.8% reduction of her holding) — routine, scheduled sale that is unlikely to materially change investor view. SEC Filing — Tseng 1,400 shares
• Neutral Sentiment: EVP Maurice Sciammas sold 30 shares on Apr 1 at ~$1,116.44 under a 10b5‑1 plan — de minimis size and not likely to move sentiment. SEC Filing — Sciammas 30 shares
• Neutral Sentiment: Institutional ownership remains high (~93% held by hedge funds/institutions) with only small recent position changes noted — large institutional base can reduce volatility but also means flows from big holders matter. MarketBeat Institutional Holdings
• Negative Sentiment: EVP Saria Tseng executed a material sale of 25,674 shares (Mar 30) at an average $1,010.50 totaling ~$25.9M, reducing her stake by ~12.8% — a large insider profit‑taking transaction that may signal personal liquidity needs or a view that the stock is near short‑term highs, and could weigh on sentiment. InsiderTrades — Tseng 25,674 sale

Analyst Ratings Changes

Several research firms have weighed in on MPWR. Rosenblatt Securities increased their price target 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. Oppenheimer restated an “outperform” rating and set a $1,300.00 price objective on shares of Monolithic Power Systems in a report on Thursday, January 29th. Needham & Company LLC upped their target price on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Truist Financial increased their target price on Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Finally, KeyCorp boosted 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 note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,218.42.

Monolithic Power Systems Price Performance

Shares of Monolithic Power Systems stock opened at $1,118.49 on Friday. The company has a market capitalization of $54.94 billion, a price-to-earnings ratio of 87.79, a PEG ratio of 2.83 and a beta of 1.48. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,256.22. The firm’s 50-day moving average price is $1,123.41 and its two-hundred day moving average price is $1,018.32.

Monolithic Power Systems (NASDAQ:MPWR) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, beating 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 18.33%. The company had revenue of $751.16 million during the quarter, compared to analysts’ expectations of $741.69 million. During the same period in the previous year, the company earned $4.09 EPS. The business’s revenue for the quarter was up 20.8% compared to the same quarter last year. On average, sell-side analysts expect that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current year.

Monolithic Power Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a dividend of $2.00 per share. This is an increase from Monolithic Power Systems’s previous quarterly dividend of $1.56. This represents a $8.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, March 31st. Monolithic Power Systems’s dividend payout ratio (DPR) is presently 62.79%.

Insider Buying and Selling at Monolithic Power Systems

In other Monolithic Power Systems news, Director Victor K. Lee sold 400 shares of the company’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $1,212.16, for a total transaction of $484,864.00. Following the completion of the sale, the director directly owned 27,756 shares in the company, valued at $33,644,712.96. This represents a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Theodore Blegen sold 21,725 shares of the firm’s stock in a transaction on 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 sale, the chief financial officer directly owned 82,353 shares in the company, valued at approximately $96,448,539.48. This represents a 20.87% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 121,084 shares of company stock valued at $137,521,294. 3.40% of the stock is currently owned by insiders.

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.