Monolithic Power Systems, Inc. $MPWR Position Increased by CVA Family Office LLC

CVA Family Office LLC boosted its position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 15.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 218 shares of the semiconductor company’s stock after purchasing an additional 29 shares during the period. CVA Family Office LLC’s holdings in Monolithic Power Systems were worth $159,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. raised its stake in shares of Monolithic Power Systems by 1.7% during the 1st quarter. Vanguard Group Inc. now owns 5,920,669 shares of the semiconductor company’s stock worth $3,433,870,000 after purchasing an additional 96,395 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in Monolithic Power Systems by 33.1% in the first quarter. Price T Rowe Associates Inc. MD now owns 2,034,731 shares of the semiconductor company’s stock worth $1,180,104,000 after buying an additional 506,430 shares during the last quarter. Invesco Ltd. raised its position in Monolithic Power Systems by 7.5% during the first quarter. Invesco Ltd. now owns 1,249,335 shares of the semiconductor company’s stock valued at $724,589,000 after acquiring an additional 86,853 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Monolithic Power Systems by 26.5% in the first quarter. JPMorgan Chase & Co. now owns 629,566 shares of the semiconductor company’s stock valued at $365,136,000 after acquiring an additional 132,078 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its position in Monolithic Power Systems by 1.5% in the first quarter. Bank of New York Mellon Corp now owns 355,312 shares of the semiconductor company’s stock worth $206,074,000 after acquiring an additional 5,390 shares in the last quarter. 93.46% of the stock is owned by institutional investors and hedge funds.

Monolithic Power Systems Stock Up 0.4%

MPWR opened at $1,074.91 on Friday. The firm has a market capitalization of $51.48 billion, a P/E ratio of 27.99, a price-to-earnings-growth ratio of 4.00 and a beta of 1.27. The stock’s 50 day moving average price is $907.57 and its two-hundred day moving average price is $764.39. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,091.91.

Monolithic Power Systems (NASDAQ:MPWR) last issued its quarterly earnings results on Thursday, July 31st. The semiconductor company reported $4.21 EPS for the quarter, topping analysts’ consensus estimates of $4.12 by $0.09. The company had revenue of $664.57 million during 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%.The company’s quarterly revenue was up 31.0% compared to the same quarter last year. During the same period in the previous year, the company earned $3.17 earnings per share. Monolithic Power Systems has set its Q3 2025 guidance at EPS. As a group, analysts anticipate that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current year.

Monolithic Power Systems Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th were given a $1.56 dividend. This represents a $6.24 annualized dividend and a yield of 0.6%. The ex-dividend date was Tuesday, September 30th. Monolithic Power Systems’s dividend payout ratio (DPR) is currently 16.25%.

Analyst Ratings Changes

MPWR has been the topic of a number of recent research reports. KeyCorp raised their price target on shares of Monolithic Power Systems from $1,050.00 to $1,250.00 and gave the company an “overweight” rating in a report on Thursday. Loop Capital raised their target price on Monolithic Power Systems from $760.00 to $800.00 and gave the company a “buy” rating in a report on Wednesday, July 23rd. Citigroup upped 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. Raymond James Financial reissued 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. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Monolithic Power Systems in a research report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $963.18.

Insider Buying and Selling at Monolithic Power Systems

In other Monolithic Power Systems news, CFO Theodore Blegen sold 3,000 shares of the company’s stock in a transaction that occurred on Friday, August 1st. The stock was sold at an average price of $750.00, for a total value of $2,250,000.00. Following the completion of the transaction, the chief financial officer owned 43,939 shares of the company’s stock, valued at $32,954,250. This represents a 6.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Jeff Zhou sold 400 shares of the firm’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 completion of the sale, the director owned 5,804 shares of the company’s stock, valued at $4,933,400. This represents a 6.45% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 83,842 shares of company stock valued at $72,387,683 in the last three months. Company insiders own 3.40% of the company’s stock.

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.