Buffalo Business & Estate Services Ltd. Takes $489,000 Position in Monolithic Power Systems, Inc. $MPWR

Buffalo Business & Estate Services Ltd. acquired a new position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 539 shares of the semiconductor company’s stock, valued at approximately $489,000.

Other hedge funds and other institutional 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. SJS Investment Consulting Inc. raised its position in shares of Monolithic Power Systems by 2,700.0% in the third 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 period. Salomon & Ludwin LLC purchased a new stake in shares of Monolithic Power Systems during the 3rd quarter valued at approximately $33,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in Monolithic Power Systems in the 4th quarter worth approximately $34,000. Finally, IFP Advisors Inc boosted its holdings in Monolithic Power Systems by 171.4% in the 3rd quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock worth $35,000 after buying an additional 24 shares during the period. 93.46% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on MPWR. Oppenheimer reissued an “outperform” rating and set a $1,300.00 target price on shares of Monolithic Power Systems in a report on Thursday, January 29th. Weiss Ratings cut Monolithic Power Systems from a “buy (b-)” rating to a “hold (c)” rating in a research report on Monday, March 2nd. Needham & Company LLC boosted their price objective on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Citigroup raised their target price on Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. Finally, Zacks Research raised Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Monolithic Power Systems currently has a consensus rating of “Moderate Buy” and an average price target of $1,218.42.

Insider Activity

In related news, Director Victor K. Lee sold 400 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 27,756 shares of the company’s stock, valued at approximately $33,644,712.96. This trade represents a 1.42% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Maurice Sciammas sold 30 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $1,116.44, for a total value of $33,493.20. Following the completion of the sale, the executive vice president owned 1,239 shares of the company’s stock, valued at $1,383,269.16. The trade was a 2.36% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 121,084 shares of company stock valued at $137,521,294. 3.40% of the stock is owned by insiders.

Monolithic Power Systems News Roundup

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

Monolithic Power Systems Price Performance

MPWR stock opened at $1,118.49 on Monday. Monolithic Power Systems, Inc. has a one year low of $438.86 and a one year high of $1,256.22. The stock has a market cap of $54.94 billion, a PE ratio of 87.79, a P/E/G ratio of 2.83 and a beta of 1.48. The firm has a 50 day simple moving average of $1,123.41 and a two-hundred day simple moving average of $1,019.31.

Monolithic Power Systems (NASDAQ:MPWR) last posted 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 18.33%. The firm had revenue of $751.16 million for the quarter, compared to analysts’ expectations of $741.69 million. During the same quarter last year, the company posted $4.09 EPS. The business’s quarterly revenue was up 20.8% on a year-over-year basis. On average, research analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Increases Dividend

The company also recently declared 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. The ex-dividend date is Tuesday, March 31st. This is a positive change from Monolithic Power Systems’s previous quarterly dividend of $1.56. This represents a $8.00 dividend on an annualized basis and a yield of 0.7%. Monolithic Power Systems’s dividend payout ratio (DPR) is 62.79%.

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.