Aware Super Pty Ltd as trustee of Aware Super Invests $6.56 Million in Monolithic Power Systems, Inc. $MPWR

Aware Super Pty Ltd as trustee of Aware Super acquired a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the 1st quarter, HoldingsChannel.com reports. The institutional investor acquired 5,996 shares of the semiconductor company’s stock, valued at approximately $6,556,000.

Several other hedge funds have also recently modified their holdings of MPWR. Westover Capital Advisors LLC grew its holdings in Monolithic Power Systems by 10.9% during the 1st quarter. Westover Capital Advisors LLC now owns 1,558 shares of the semiconductor company’s stock valued at $1,703,000 after buying an additional 153 shares in the last quarter. Wealthfront Advisers LLC raised its holdings in shares of Monolithic Power Systems by 13.8% during the first quarter. Wealthfront Advisers LLC now owns 8,731 shares of the semiconductor company’s stock valued at $9,546,000 after acquiring an additional 1,058 shares in the last quarter. Twin Capital Management Inc. boosted its stake in shares of Monolithic Power Systems by 72.5% during the 1st quarter. Twin Capital Management Inc. now owns 695 shares of the semiconductor company’s stock valued at $760,000 after purchasing an additional 292 shares in the last quarter. Illinois Municipal Retirement Fund purchased a new position in shares of Monolithic Power Systems during the 1st quarter worth approximately $3,748,000. Finally, Three Seasons Wealth LLC increased its stake in shares of Monolithic Power Systems by 225.6% during the first quarter. Three Seasons Wealth LLC now owns 879 shares of the semiconductor company’s stock valued at $963,000 after purchasing an additional 609 shares in the last quarter. Institutional investors own 93.46% of the company’s stock.

Insider Buying and Selling

In related news, EVP Maurice Sciammas sold 12,000 shares of the firm’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $1,561.40, for a total transaction of $18,736,800.00. Following the transaction, the executive vice president owned 166,644 shares of the company’s stock, valued at $260,197,941.60. This trade represents a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jeff Zhou sold 1,014 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $1,587.06, for a total transaction of $1,609,278.84. Following the transaction, the director directly owned 4,786 shares in the company, valued at approximately $7,595,669.16. This trade represents a 17.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 69,370 shares of company stock worth $112,702,503 over the last 90 days. 3.60% of the stock is owned by insiders.

Key Monolithic Power Systems News

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

• Positive Sentiment: KeyCorp reiterated an Overweight rating on Monolithic Power Systems and set a $2,000 price target, signaling confidence in the semiconductor company’s long-term growth prospects.
• Positive Sentiment: The firm’s new forecasts call for strong earnings growth, including FY2026 EPS of $21.05 versus the current consensus of $20.23, and FY2027 EPS of $29.54, suggesting analysts see room for continued outperformance.
• Positive Sentiment: KeyCorp also raised quarterly estimates across 2026 and 2027, with EPS projected to climb from $4.92 in Q2 2026 to $8.61 in Q4 2027, reinforcing expectations for sustained profit expansion.
• Positive Sentiment: Separately, coverage commentary noted Monolithic Power Systems has a history of beating earnings estimates, which could keep investor sentiment constructive ahead of the next report. Will Monolithic (MPWR) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Brokerage sentiment remains broadly supportive, with the stock carrying an average rating of Moderate Buy from analysts.

Monolithic Power Systems Stock Up 0.5%

Monolithic Power Systems stock opened at $1,312.00 on Friday. The business has a fifty day moving average of $1,486.13 and a two-hundred day moving average of $1,286.19. Monolithic Power Systems, Inc. has a twelve month low of $702.32 and a twelve month high of $1,714.09. The firm has a market cap of $64.46 billion, a P/E ratio of 94.59, a P/E/G ratio of 2.32 and a beta of 1.71.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.90 by $0.20. The firm had revenue of $804.19 million for the quarter, compared to the consensus estimate of $781.93 million. Monolithic Power Systems had a return on equity of 19.58% and a net margin of 22.84%.The firm’s revenue was up 26.1% on a year-over-year basis. During the same period in the prior year, the firm earned $4.04 EPS. Equities analysts expect that Monolithic Power Systems, Inc. will post 20.26 earnings per share for the current year.

Monolithic Power Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were issued a $2.00 dividend. This represents a $8.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Tuesday, June 30th. Monolithic Power Systems’s dividend payout ratio is currently 57.68%.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on MPWR. TD Cowen boosted their target price on shares of Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Wells Fargo & Company boosted their price target on Monolithic Power Systems from $1,650.00 to $1,860.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Stifel Nicolaus upped their price target on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Citigroup reiterated a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, May 1st. Finally, Truist Financial set a $1,805.00 target price on Monolithic Power Systems in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,599.17.

Monolithic Power Systems Company 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.