BI Asset Management Fondsmaeglerselskab A S Raises Holdings in Monolithic Power Systems, Inc. $MPWR

BI Asset Management Fondsmaeglerselskab A S boosted its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 86.3% during the third quarter, Holdings Channel.com reports. The institutional investor owned 3,874 shares of the semiconductor company’s stock after acquiring an additional 1,795 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in Monolithic Power Systems were worth $3,567,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Monolithic Power Systems during the second quarter valued at $438,014,000. JPMorgan Chase & Co. lifted its holdings in Monolithic Power Systems by 36.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 856,725 shares of the semiconductor company’s stock valued at $626,592,000 after purchasing an additional 227,159 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in shares of Monolithic Power Systems during the 3rd quarter worth about $197,260,000. Rafferty Asset Management LLC grew its holdings in shares of Monolithic Power Systems by 36.1% during the second quarter. Rafferty Asset Management LLC now owns 529,124 shares of the semiconductor company’s stock worth $386,991,000 after buying an additional 140,269 shares in the last quarter. Finally, Voya Investment Management LLC raised its position in shares of 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 valued at $330,797,000 after buying an additional 131,177 shares during the last quarter. Hedge funds and other institutional investors own 93.46% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on MPWR shares. Stifel Nicolaus raised their target price on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock a “buy” rating in a research report on Wednesday. Wells Fargo & Company raised their price objective on Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the stock an “overweight” rating in a report on Friday. Oppenheimer reiterated an “outperform” rating and issued a $1,300.00 target price on shares of Monolithic Power Systems in a research note on Thursday, January 29th. Citigroup increased their target price on Monolithic Power Systems from $1,100.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Finally, Rosenblatt Securities lifted their price target on Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a “neutral” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, Monolithic Power Systems has a consensus rating of “Buy” and an average price target of $1,210.08.

Monolithic Power Systems News Roundup

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

• Positive Sentiment: Q4 results topped estimates with record revenues across automotive, computing, communications and industrial end markets (revenue growth ~20.8% and EPS beat). This is the primary bullish catalyst. Read More.
• Positive Sentiment: Management raised FY/Q1 revenue guidance ($770M–$790M for Q1 vs. consensus ~$739M), signaling continued demand and giving analysts room to lift targets. Read More.
• Positive Sentiment: Board boosted the quarterly cash dividend to $2.00 (≈28% increase), a shareholder-friendly move that supports demand from income-oriented holders. Read More.
• Positive Sentiment: Analysts continue to raise targets — Needham to $1,300 (buy) and Wells Fargo to $1,350 (overweight) — reinforcing bullish sentiment and adding technical/flow support. Read More.
• Neutral Sentiment: Investor events and transcripts (earnings call and webinar) will be monitored for margin detail, backlog commentary and end-market strength — these will influence the next trading days but are informational until clarified. Read More.
• Neutral Sentiment: Some research pieces and previews highlight secular tailwinds (AI, data centers, automotive) that support the long-term case but depend on MPS execution vs. peers. Read More.
• Negative Sentiment: Rosenblatt’s newer target is well below the market (~$1,000 with a neutral rating), showing divergent analyst views and potential downside risk if momentum fades. Read More.
• Negative Sentiment: CFO transition announced (retirement after the 10-K) and recent insider sales by the CFO (3,000 shares) may raise short-term governance or liquidity concerns for some investors. Read More.

Insider Buying and Selling at Monolithic Power Systems

In related news, Director Victor K. Lee sold 1,000 shares of the stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $951.72, for a total value of $951,720.00. Following the completion of the sale, the director directly owned 28,567 shares in the company, valued at approximately $27,187,785.24. This represents a 3.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Saria Tseng sold 20,000 shares of the firm’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $926.47, for a total value of $18,529,400.00. Following the completion of the transaction, the executive vice president directly owned 187,331 shares in the company, valued at $173,556,551.57. This trade represents a 9.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 69,776 shares of company stock worth $63,489,045. Corporate insiders own 3.40% of the company’s stock.

Monolithic Power Systems Price Performance

Monolithic Power Systems stock opened at $1,229.82 on Friday. The company has a market cap of $58.92 billion, a price-to-earnings ratio of 96.53, a price-to-earnings-growth ratio of 3.45 and a beta of 1.45. Monolithic Power Systems, Inc. has a 12 month low of $438.86 and a 12 month high of $1,250.00. The stock’s 50-day moving average is $1,004.45 and its 200-day moving average is $934.21.

Monolithic Power Systems (NASDAQ:MPWR) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.74 by $0.05. Monolithic Power Systems had a return on equity of 18.50% and a net margin of 22.07%.The business had revenue of $751.16 million during the quarter, compared to analysts’ expectations of $741.69 million. During the same quarter in the previous year, the business earned $4.09 EPS. The company’s revenue for the quarter was up 20.8% on a year-over-year basis. Research analysts anticipate that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Increases Dividend

The firm also recently announced 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. 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%. This is a boost from Monolithic Power Systems’s previous quarterly dividend of $1.56. Monolithic Power Systems’s payout ratio is 15.93%.

About Monolithic Power Systems

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.