Vanguard Personalized Indexing Management LLC Boosts Stock Position in Monolithic Power Systems, Inc. $MPWR

Vanguard Personalized Indexing Management LLC increased its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 35.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,002 shares of the semiconductor company’s stock after purchasing an additional 2,379 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Monolithic Power Systems were worth $6,585,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in MPWR. WPG Advisers LLC acquired a new stake in Monolithic Power Systems in the 1st quarter worth about $27,000. SouthState Corp acquired a new stake in Monolithic Power Systems in the 1st quarter worth about $33,000. Strategic Investment Solutions Inc. IL acquired a new stake in Monolithic Power Systems in the 2nd quarter worth about $36,000. Meeder Asset Management Inc. boosted its stake in Monolithic Power Systems by 146.4% in the 1st quarter. Meeder Asset Management Inc. now owns 69 shares of the semiconductor company’s stock worth $40,000 after buying 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 worth $48,000 after buying an additional 49 shares during the last quarter. 93.46% of the stock is owned by institutional investors and hedge funds.

Monolithic Power Systems Price Performance

NASDAQ MPWR opened at $981.67 on Tuesday. The business’s 50-day simple moving average is $870.99 and its 200-day simple moving average is $734.16. The firm has a market capitalization of $47.01 billion, a P/E ratio of 25.56, a P/E/G ratio of 3.37 and a beta of 1.27. Monolithic Power Systems, Inc. has a 1-year low of $438.86 and a 1-year high of $990.67.

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

Monolithic Power Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Investors of record on Tuesday, September 30th will be given a dividend of $1.56 per share. The ex-dividend date of this dividend is Tuesday, September 30th. This represents a $6.24 annualized dividend and a yield of 0.6%. Monolithic Power Systems’s payout ratio is 16.25%.

Insider Activity

In related news, CFO Theodore Blegen sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $913.22, for a total transaction of $2,739,660.00. Following the transaction, the chief financial officer directly owned 37,940 shares of the company’s stock, valued at approximately $34,647,566.80. The trade was a 7.33% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Jeff Zhou sold 400 shares of the business’s stock in a transaction that occurred on Wednesday, August 13th. The stock was sold at an average price of $850.00, for a total value of $340,000.00. Following the transaction, the director directly owned 5,804 shares in the company, valued at $4,933,400. This trade represents a 6.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 65,702 shares of company stock worth $53,834,480 in the last ninety days. 3.40% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of analysts have issued reports on the company. Citigroup raised their price target on Monolithic Power Systems from $825.00 to $1,100.00 and gave the stock a “buy” rating in a research note on Friday, October 3rd. Rosenblatt Securities reissued a “neutral” rating and issued a $800.00 price target on shares of Monolithic Power Systems in a research note on Friday, August 1st. William Blair raised Monolithic Power Systems to a “strong-buy” rating in a research note on Wednesday, August 13th. Wells Fargo & Company lifted their price objective on Monolithic Power Systems from $730.00 to $750.00 and gave the company an “equal weight” rating in a research note on Friday, August 1st. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $875.00 price objective (up from $720.00) on shares of Monolithic Power Systems in a research note on Friday, August 1st. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $880.50.

About Monolithic Power Systems

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.