First National Bank of Hutchinson Invests $863,000 in Monolithic Power Systems, Inc. $MPWR

First National Bank of Hutchinson acquired a new stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 937 shares of the semiconductor company’s stock, valued at approximately $863,000.

Other institutional investors have also bought and sold shares of the company. SJS Investment Consulting Inc. increased its stake in Monolithic Power Systems by 2,700.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 28 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 27 shares during the period. True Wealth Design LLC increased its stake in shares of Monolithic Power Systems by 61.1% during the third quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 11 shares during the period. Salomon & Ludwin LLC acquired a new position in shares of Monolithic Power Systems during the third quarter valued at approximately $33,000. Armstrong Advisory Group Inc. raised its holdings in Monolithic Power Systems by 192.9% during the third quarter. Armstrong Advisory Group Inc. now owns 41 shares of the semiconductor company’s stock worth $38,000 after purchasing an additional 27 shares in the last quarter. Finally, NewSquare Capital LLC lifted its position in Monolithic Power Systems by 76.0% in the second quarter. NewSquare Capital LLC now owns 44 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 19 shares during the period. Institutional investors and hedge funds own 93.46% of the company’s stock.

Key Stories Impacting Monolithic Power Systems

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 Activity at Monolithic Power Systems

In related news, EVP Saria Tseng sold 20,000 shares of the company’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $926.47, for a total transaction of $18,529,400.00. Following the transaction, the executive vice president directly owned 187,331 shares of the company’s stock, valued at approximately $173,556,551.57. The trade was a 9.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Maurice Sciammas sold 3,976 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $895.23, for a total value of $3,559,434.48. Following the completion of the sale, the executive vice president directly owned 144,330 shares of the company’s stock, valued at approximately $129,208,545.90. This represents a 2.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 69,776 shares of company stock worth $63,489,045. Insiders own 3.40% of the company’s stock.

Wall Street Analyst Weigh In

MPWR has been the topic of several research analyst reports. Wells Fargo & Company lifted their price target on Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the company an “overweight” rating in a research report on Friday. Stifel Nicolaus lifted their target price on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock a “buy” rating in a report on Wednesday. Oppenheimer reissued an “outperform” rating and issued a $1,300.00 price target on shares of Monolithic Power Systems in a report on Thursday, January 29th. Citigroup lifted their price objective on shares of Monolithic Power Systems from $1,100.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Monday, November 3rd. Finally, TD Cowen reiterated a “buy” rating on shares of Monolithic Power Systems in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, Monolithic Power Systems has an average rating of “Buy” and a consensus price target of $1,210.08.

Monolithic Power Systems Trading Up 6.4%

Shares of MPWR opened at $1,229.82 on Friday. The business’s 50-day moving average price is $1,004.45 and its 200 day moving average price is $934.21. The stock has a market capitalization of $58.92 billion, a P/E ratio of 96.53, a P/E/G ratio of 3.45 and a beta of 1.45. Monolithic Power Systems, Inc. has a 1-year low of $438.86 and a 1-year high of $1,250.00.

Monolithic Power Systems (NASDAQ:MPWR) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, topping the consensus estimate of $4.74 by $0.05. The company had revenue of $751.16 million during the quarter, compared to analysts’ expectations of $741.69 million. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.50%. The business’s revenue for the quarter was up 20.8% on a year-over-year basis. During the same period last year, the company posted $4.09 earnings per share. On average, research analysts predict 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 disclosed 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. This represents a $8.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, March 31st. This is a positive change from Monolithic Power Systems’s previous quarterly dividend of $1.56. Monolithic Power Systems’s dividend payout ratio is presently 15.93%.

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.