Consolidated Portfolio Review Corp Acquires Shares of 303 Monolithic Power Systems, Inc. $MPWR

Consolidated Portfolio Review Corp acquired a new stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 303 shares of the semiconductor company’s stock, valued at approximately $222,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. WPG Advisers LLC bought a new position in Monolithic Power Systems in the 1st quarter valued at about $27,000. SouthState Corp acquired a new position in shares of Monolithic Power Systems in the first quarter valued at approximately $33,000. Strategic Investment Solutions Inc. IL bought a new position in shares of Monolithic Power Systems during the second quarter worth approximately $36,000. Meeder Asset Management Inc. lifted its holdings in Monolithic Power Systems by 146.4% during the 1st quarter. Meeder Asset Management Inc. now owns 69 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 41 shares during the last quarter. Finally, AdvisorNet Financial Inc boosted its stake in Monolithic Power Systems by 306.3% in the 2nd quarter. AdvisorNet Financial Inc now owns 65 shares of the semiconductor company’s stock valued at $48,000 after purchasing an additional 49 shares during the period. Institutional investors own 93.46% of the company’s stock.

Analyst Upgrades and Downgrades

MPWR has been the topic of several recent research reports. William Blair upgraded Monolithic Power Systems to a “strong-buy” rating in a research report on Wednesday, August 13th. Citigroup reaffirmed a “buy” rating and set a $825.00 price target (up from $785.00) on shares of Monolithic Power Systems in a research report on Monday, August 4th. Wells Fargo & Company boosted their price objective on shares of Monolithic Power Systems from $730.00 to $750.00 and gave the company an “equal weight” rating in a report on Friday, August 1st. Needham & Company LLC increased their target price on shares of Monolithic Power Systems from $820.00 to $1,025.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Stifel Nicolaus lifted their price target on shares of Monolithic Power Systems from $880.00 to $930.00 and gave the company a “buy” rating in a research report on Friday, August 1st. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $853.00.

Monolithic Power Systems Trading Up 1.6%

NASDAQ MPWR opened at $930.51 on Friday. The firm’s 50 day simple moving average is $842.12 and its 200 day simple moving average is $715.87. The firm has a market capitalization of $44.56 billion, a price-to-earnings ratio of 24.23, a P/E/G ratio of 3.41 and a beta of 1.27. Monolithic Power Systems, Inc. has a 1 year low of $438.86 and a 1 year high of $954.00.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, July 31st. The semiconductor company reported $4.21 earnings per share for the quarter, topping the consensus estimate of $4.12 by $0.09. Monolithic Power Systems had a return on equity of 19.14% and a net margin of 73.17%.The firm had revenue of $664.57 million during the quarter, compared to analysts’ expectations of $648.74 million. During the same period in the prior year, the company earned $3.17 earnings per share. The company’s quarterly revenue was up 31.0% on a year-over-year basis. Monolithic Power Systems has set its Q3 2025 guidance at EPS. On average, equities research analysts forecast that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current year.

Monolithic Power Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th will be given a $1.56 dividend. This represents a $6.24 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, September 30th. Monolithic Power Systems’s payout ratio is currently 16.25%.

Insider Activity

In other news, Director Jeff Zhou sold 400 shares of the stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $850.00, for a total value of $340,000.00. Following the completion of the transaction, the director owned 5,804 shares of the company’s stock, valued at approximately $4,933,400. This represents a 6.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Saria Tseng sold 14,510 shares of the firm’s stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $914.45, for a total transaction of $13,268,669.50. Following the completion of the sale, the executive vice president owned 144,494 shares in the company, valued at approximately $132,132,538.30. The trade was a 9.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 65,702 shares of company stock valued at $53,834,480. Corporate insiders own 3.40% of the company’s stock.

Monolithic Power Systems Profile

Monolithic Power Systems, Inc engages in the design, development, marketing, and sale of semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets. The company provides direct current (DC) to DC integrated circuits (ICs) that are used to convert and control voltages of various electronic systems, such as cloud-based CPU servers, server artificial intelligence applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, 4G and 5G infrastructure, and satellite communications applications.