781 Shares in Monolithic Power Systems, Inc. $MPWR Purchased by Drake & Associates LLC

Drake & Associates LLC acquired a new stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 781 shares of the semiconductor company’s stock, valued at approximately $781,000.

A number of other hedge funds have also recently bought and sold shares of the company. True Wealth Design LLC grew its holdings in 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 during the period. Fortress Financial Solutions LLC boosted its holdings in shares of Monolithic Power Systems by 1.7% in the 2nd quarter. Fortress Financial Solutions LLC now owns 709 shares of the semiconductor company’s stock valued at $518,000 after purchasing an additional 12 shares during the last quarter. Cromwell Holdings LLC grew 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 valued at $132,000 after buying an additional 12 shares during the period. Sagespring Wealth Partners LLC increased 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 last quarter. Finally, UMB Bank n.a. raised its position in shares of Monolithic Power Systems by 2.5% in 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 and hedge funds own 93.46% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. Citigroup lifted their price target on shares of Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the company a “buy” rating in a research report on Monday. TD Cowen reissued a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, October 31st. Wells Fargo & Company upped their price target on shares of Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. KeyCorp raised their price objective 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. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Monolithic Power Systems in a research note on Friday, December 26th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $1,218.42.

Monolithic Power Systems Stock Performance

NASDAQ MPWR opened at $1,196.73 on Thursday. Monolithic Power Systems, Inc. has a one year low of $438.86 and a one year high of $1,250.00. The company has a 50-day simple moving average of $1,018.57 and a 200-day simple moving average of $943.98. The firm has a market capitalization of $57.33 billion, a PE ratio of 93.93, a price-to-earnings-growth ratio of 2.91 and a beta of 1.45.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings data 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 firm had revenue of $751.16 million for the quarter, compared to analyst estimates of $741.69 million. During the same quarter in the prior year, the business earned $4.09 earnings per share. Monolithic Power Systems’s quarterly revenue was up 20.8% on a year-over-year basis. Equities analysts forecast 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 declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders 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 dividend yield of 0.7%. The ex-dividend date is Tuesday, March 31st. Monolithic Power Systems’s payout ratio is currently 62.79%.

Insiders Place Their Bets

In other news, EVP Maurice Sciammas sold 22,875 shares of Monolithic Power Systems stock in a transaction that occurred on 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 sale, the executive vice president owned 178,625 shares of the company’s stock, valued at approximately $209,198,455. The trade was a 11.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Deming Xiao sold 22,875 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total value of $26,790,285.00. Following the completion of the transaction, the executive vice president directly owned 235,932 shares of the company’s stock, valued at $276,314,121.12. This trade represents a 8.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 160,526 shares of company stock worth $169,788,215. 3.40% of the stock is owned by company insiders.

Trending Headlines about 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.

Monolithic Power Systems 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.