Cookson Peirce & Co. Inc. Acquires New Stake in Monolithic Power Systems, Inc. $MPWR

Cookson Peirce & Co. Inc. bought a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 545 shares of the semiconductor company’s stock, valued at approximately $502,000.

A number of other large investors have also modified their holdings of the business. Assetmark Inc. lifted its stake in shares of Monolithic Power Systems by 3.0% in the third quarter. Assetmark Inc. now owns 21,191 shares of the semiconductor company’s stock worth $19,510,000 after buying an additional 610 shares in the last quarter. Public Sector Pension Investment Board raised its holdings in Monolithic Power Systems by 1.6% in the 3rd quarter. Public Sector Pension Investment Board now owns 34,587 shares of the semiconductor company’s stock valued at $31,842,000 after acquiring an additional 556 shares during the last quarter. Mitchell Capital Management Co. acquired a new stake in Monolithic Power Systems in the 3rd quarter valued at about $5,109,000. Drake & Associates LLC purchased a new position in Monolithic Power Systems in the 3rd quarter worth approximately $781,000. Finally, Caprock Group LLC acquired a new position in shares of Monolithic Power Systems during the 3rd quarter worth approximately $1,853,000. Hedge funds and other institutional investors own 93.46% of the company’s stock.

Monolithic Power Systems Stock Up 1.3%

NASDAQ:MPWR opened at $1,171.47 on Friday. Monolithic Power Systems, Inc. has a 52 week low of $438.86 and a 52 week high of $1,250.00. The stock’s fifty day moving average is $1,026.80 and its two-hundred day moving average is $948.46. The company has a market capitalization of $56.13 billion, a P/E ratio of 91.95, a P/E/G ratio of 2.93 and a beta of 1.45.

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 analysts’ consensus estimates of $4.74 by $0.05. The business had revenue of $751.16 million during the quarter, compared to analysts’ expectations of $741.69 million. Monolithic Power Systems had a return on equity of 18.09% and a net margin of 22.07%.The company’s revenue was up 20.8% compared to the same quarter last year. During the same period in the prior year, the business posted $4.09 EPS. Sell-side 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 paid a $2.00 dividend. This is a positive change 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 dividend on an annualized basis and a dividend yield of 0.7%. Monolithic Power Systems’s payout ratio is presently 48.98%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. Stifel Nicolaus upped their price target on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a research report on Wednesday, February 4th. KeyCorp boosted 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. TD Cowen restated a “buy” rating on shares of Monolithic Power Systems in a report on Friday, October 31st. Rosenblatt Securities lifted their price target 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. Finally, Oppenheimer reissued an “outperform” rating and set a $1,300.00 price target on shares of Monolithic Power Systems in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Monolithic Power Systems currently has an average rating of “Buy” and a consensus target price of $1,218.42.

Insiders Place Their Bets

In other Monolithic Power Systems news, EVP Maurice Sciammas sold 200 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $1,179.97, for a total value of $235,994.00. Following the sale, the executive vice president owned 1,299 shares of the company’s stock, valued at $1,532,781.03. The trade was a 13.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Deming Xiao sold 22,875 shares of the company’s stock in a transaction 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 transaction, the executive vice president owned 235,932 shares in the company, valued at $276,314,121.12. This trade represents a 8.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 160,726 shares of company stock worth $170,024,209. Insiders own 3.40% of the company’s stock.

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

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.