Monolithic Power Systems, Inc. $MPWR Stake Boosted by DNB Asset Management AS

DNB Asset Management AS raised its position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 14.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,066 shares of the semiconductor company’s stock after purchasing an additional 3,164 shares during the period. DNB Asset Management AS owned 0.05% of Monolithic Power Systems worth $18,333,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. BLB&B Advisors LLC raised 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 valued at $6,732,000 after buying an additional 768 shares during the last quarter. Banco Santander S.A. bought a new position in Monolithic Power Systems during the first quarter valued at about $818,000. Level Four Advisory Services LLC raised its holdings in Monolithic Power Systems by 9.7% in the 1st quarter. Level Four Advisory Services LLC now owns 9,332 shares of the semiconductor company’s stock valued at $5,413,000 after acquiring an additional 823 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Monolithic Power Systems by 26.3% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 99,173 shares of the semiconductor company’s stock worth $57,518,000 after acquiring an additional 20,625 shares during the period. Finally, LPL Financial LLC grew its holdings in shares of Monolithic Power Systems by 3.1% during the 1st quarter. LPL Financial LLC now owns 112,122 shares of the semiconductor company’s stock worth $65,028,000 after purchasing an additional 3,379 shares in the last quarter. Institutional investors own 93.46% of the company’s stock.

Analysts Set New Price Targets

MPWR has been the subject of a number of analyst reports. Citigroup raised 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 report on Monday, November 3rd. Weiss Ratings restated a “hold (c+)” rating on shares of Monolithic Power Systems in a research report on Wednesday, October 8th. William Blair raised Monolithic Power Systems to a “strong-buy” rating in a research note on Wednesday, August 13th. TD Cowen increased their price objective on Monolithic Power Systems from $1,100.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Finally, Wells Fargo & Company lifted their price objective on Monolithic Power Systems from $750.00 to $970.00 and gave the company an “equal weight” rating in a report on Monday, October 20th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,047.27.

Insider Activity at Monolithic Power Systems

In related news, Director Carintia Martinez sold 1,400 shares of the firm’s stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $900.00, for a total value of $1,260,000.00. Following the completion of the sale, the director owned 878 shares of the company’s stock, valued at $790,200. This trade represents a 61.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Maurice Sciammas sold 27,966 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $881.66, for a total value of $24,656,503.56. Following the transaction, the executive vice president directly owned 148,306 shares in the company, valued at approximately $130,755,467.96. This represents a 15.87% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 78,443 shares of company stock valued at $72,480,676. Insiders own 3.40% of the company’s stock.

Monolithic Power Systems Stock Performance

Shares of MPWR opened at $872.35 on Friday. The company has a market cap of $41.79 billion, a price-to-earnings ratio of 22.72, a PEG ratio of 4.08 and a beta of 1.33. The stock has a fifty day moving average price of $956.97 and a two-hundred day moving average price of $821.40. Monolithic Power Systems, Inc. has a 52-week low of $438.86 and a 52-week high of $1,123.38.

Monolithic Power Systems (NASDAQ:MPWR) last announced its earnings results on Thursday, October 30th. The semiconductor company reported $4.73 EPS for the quarter, topping the consensus estimate of $4.62 by $0.11. Monolithic Power Systems had a return on equity of 19.14% and a net margin of 73.17%.The company had revenue of $737.18 million for the quarter, compared to analysts’ expectations of $720.66 million. During the same quarter in the prior year, the business earned $4.06 earnings per share. The business’s revenue for the quarter was up 18.9% on a year-over-year basis. Monolithic Power Systems has set its Q4 2025 guidance at EPS. As a group, research analysts predict that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Announces Dividend

The business also recently disclosed 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 0.7%. The ex-dividend date was Tuesday, September 30th. Monolithic Power Systems’s dividend payout ratio (DPR) is presently 15.93%.

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.