Advisors Asset Management Inc. Has $4.38 Million Stock Position in Monolithic Power Systems, Inc. $MPWR

Advisors Asset Management Inc. cut its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 24.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,760 shares of the semiconductor company’s stock after selling 1,558 shares during the period. Advisors Asset Management Inc.’s holdings in Monolithic Power Systems were worth $4,382,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in MPWR. Norges Bank bought a new position in shares of Monolithic Power Systems in the second quarter valued at approximately $438,014,000. JPMorgan Chase & Co. grew its position in Monolithic Power Systems by 36.1% during the 2nd quarter. JPMorgan Chase & Co. now owns 856,725 shares of the semiconductor company’s stock worth $626,592,000 after acquiring an additional 227,159 shares during the last quarter. Rakuten Investment Management Inc. acquired a new stake in Monolithic Power Systems during the 3rd quarter valued at $197,260,000. Rafferty Asset Management LLC raised its position in Monolithic Power Systems by 36.1% in the 2nd quarter. Rafferty Asset Management LLC now owns 529,124 shares of the semiconductor company’s stock valued at $386,991,000 after purchasing an additional 140,269 shares during the last quarter. Finally, Voya Investment Management LLC boosted its stake in Monolithic Power Systems by 57.5% in the third quarter. Voya Investment Management LLC now owns 359,312 shares of the semiconductor company’s stock worth $330,797,000 after purchasing an additional 131,177 shares in the last quarter. 93.46% of the stock is owned by institutional investors.

Key Monolithic Power Systems News

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

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. TD Cowen restated a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, October 31st. Citigroup increased their price objective on shares of Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the stock a “buy” rating in a report on Monday. Zacks Research upgraded shares of Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Monolithic Power Systems in a research report on Friday, December 26th. Finally, 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 research note on Friday, February 6th. Two research 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, Monolithic Power Systems has a consensus rating of “Buy” and an average price target of $1,218.42.

Insider Buying and Selling at Monolithic Power Systems

In other news, EVP Saria Tseng sold 22,875 shares of the company’s stock in a transaction dated 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 sale, the executive vice president directly owned 200,626 shares of the company’s stock, valued at $234,965,146.16. This represents a 10.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Victor K. Lee sold 400 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were 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 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 160,726 shares of company stock valued at $170,024,209 over the last quarter. 3.40% of the stock is owned by corporate insiders.

Monolithic Power Systems Trading Up 1.3%

Shares of NASDAQ MPWR opened at $1,171.47 on Friday. Monolithic Power Systems, Inc. has a 1 year low of $438.86 and a 1 year high of $1,250.00. The firm’s 50-day moving average is $1,026.80 and its 200-day moving average is $948.46. The firm has a market capitalization of $56.13 billion, a PE ratio of 91.95, a price-to-earnings-growth ratio of 2.93 and a beta of 1.45.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share 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 18.09%. The business had revenue of $751.16 million for the quarter, compared to analyst estimates of $741.69 million. During the same period in the prior year, the business posted $4.09 earnings per share. Monolithic Power Systems’s revenue was up 20.8% compared to the same quarter last year. As a group, equities research analysts anticipate 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 declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a $2.00 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $8.00 annualized dividend and a dividend yield of 0.7%. This is an increase from Monolithic Power Systems’s previous quarterly dividend of $1.56. Monolithic Power Systems’s dividend payout ratio is 48.98%.

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.