Monolithic Power Systems, Inc. $MPWR Shares Sold by Rhumbline Advisers

Rhumbline Advisers cut its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 8.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 107,428 shares of the semiconductor company’s stock after selling 9,666 shares during the period. Rhumbline Advisers owned about 0.22% of Monolithic Power Systems worth $98,902,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in MPWR. BLB&B Advisors LLC grew its position in shares of Monolithic Power Systems by 9.1% during the second quarter. BLB&B Advisors LLC now owns 9,205 shares of the semiconductor company’s stock worth $6,732,000 after acquiring an additional 768 shares during the last quarter. AE Wealth Management LLC acquired a new stake in Monolithic Power Systems during the 3rd quarter worth $1,121,000. Penserra Capital Management LLC boosted its stake in Monolithic Power Systems by 88.9% during the 3rd quarter. Penserra Capital Management LLC now owns 2,191 shares of the semiconductor company’s stock worth $2,016,000 after purchasing an additional 1,031 shares during the period. Candriam S.C.A. grew its position in Monolithic Power Systems by 6.9% during the 3rd quarter. Candriam S.C.A. now owns 85,907 shares of the semiconductor company’s stock worth $79,089,000 after purchasing an additional 5,561 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund increased its stake in Monolithic Power Systems by 30.9% in the third quarter. Oregon Public Employees Retirement Fund now owns 5,475 shares of the semiconductor company’s stock valued at $5,041,000 after purchasing an additional 1,293 shares during the period. Hedge funds and other institutional investors own 93.46% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. TD Cowen reiterated a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, October 31st. Rosenblatt Securities upped their price objective on 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. Citigroup lifted their target price on Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the company a “buy” rating in a research note on Monday. Stifel Nicolaus boosted their target price on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a report on Wednesday, February 4th. Finally, Truist Financial upped their price target on Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $1,218.42.

Monolithic Power Systems News Summary

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

• Positive Sentiment: Q4 results and management commentary beat expectations — revenue and EPS topped estimates, management cited book‑to‑bill >1 with backlog extending into Q3 2026 and highlighted accelerating data‑center demand, supporting multi‑quarter growth visibility. Read More.
• Positive Sentiment: Dividend raised — the board boosted the quarterly dividend from $1.56 to $2.00 (ann. $8.00), signaling strong cash generation and returning more capital to shareholders. Read More.
• Positive Sentiment: Analyst and momentum upgrades — Zacks moved MPWR to a “strong‑buy” rank and several firms have lifted price targets (examples include Wells Fargo, Stifel, Needham), which can drive buying interest and support the stock. Read More.
• Neutral Sentiment: Valuation debate — multiple articles note MPWR’s rapid run and premium multiples; some analysts see further upside while others warn limited room for error, increasing sensitivity to execution and cyclical demand. Read More.
• Negative Sentiment: Clustered insider selling — several senior executives (CFO Theodore Blegen and multiple EVPs) disclosed large sales on Feb. 6 and a director (Victor Lee) sold additional shares on Feb. 9; while insiders often sell for diversification or tax reasons, the size and timing can weigh on sentiment. Read More.

Insider Activity at Monolithic Power Systems

In other Monolithic Power Systems news, CFO Theodore Blegen sold 21,725 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total value of $25,443,451.00. Following the completion of the transaction, the chief financial officer directly owned 82,353 shares of the company’s stock, valued at approximately $96,448,539.48. This trade represents a 20.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Deming Xiao sold 22,875 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 235,932 shares in the company, valued at approximately $276,314,121.12. This represents a 8.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 160,526 shares of company stock valued at $169,788,215. 3.40% of the stock is owned by corporate insiders.

Monolithic Power Systems Price Performance

MPWR opened at $1,196.73 on Thursday. Monolithic Power Systems, Inc. has a 12 month low of $438.86 and a 12 month high of $1,250.00. The stock has a market capitalization of $57.33 billion, a P/E ratio of 93.93, a P/E/G ratio of 2.91 and a beta of 1.45. The business has a 50 day simple moving average of $1,018.57 and a 200-day simple moving average of $943.98.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.74 by $0.05. Monolithic Power Systems had a return on equity of 18.09% and a net margin of 22.07%.The firm had revenue of $751.16 million during the quarter, compared to analysts’ expectations of $741.69 million. During the same quarter 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. Research analysts anticipate that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a dividend of $2.00 per share. This is an increase 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%. The ex-dividend date of this dividend is Tuesday, March 31st. Monolithic Power Systems’s payout ratio is presently 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.