Cookson Peirce & Co. Inc. Buys New Position in Monolithic Power Systems, Inc. $MPWR

Cookson Peirce & Co. Inc. purchased a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the third quarter, Holdings Channel.com reports. The fund purchased 545 shares of the semiconductor company’s stock, valued at approximately $502,000.

Several other hedge funds have also made changes to their positions in the business. Assetmark Inc. boosted its stake in shares of Monolithic Power Systems by 3.0% in the third quarter. Assetmark Inc. now owns 21,191 shares of the semiconductor company’s stock valued at $19,510,000 after purchasing an additional 610 shares during the period. Public Sector Pension Investment Board increased its stake in Monolithic Power Systems by 1.6% during the 3rd quarter. Public Sector Pension Investment Board now owns 34,587 shares of the semiconductor company’s stock worth $31,842,000 after buying an additional 556 shares during the period. Mitchell Capital Management Co. acquired a new stake in Monolithic Power Systems during the 3rd quarter worth approximately $5,109,000. Drake & Associates LLC purchased a new position in Monolithic Power Systems in the 3rd quarter valued at approximately $781,000. Finally, Caprock Group LLC acquired a new position in shares of Monolithic Power Systems in the third quarter worth $1,853,000. Institutional investors and hedge funds own 93.46% of the company’s stock.

More Monolithic Power Systems News

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

• Positive Sentiment: KeyBanc raised its price target citing record quarterly revenue and stronger demand trends, reinforcing buy‑side conviction after the company’s Q4 beat. KeyBanc Raises PT
• Positive Sentiment: Monolithic raised its quarterly dividend to $2.00 (annualized $8.00), signaling confidence in cash flow and returning capital to shareholders — a catalyst for income‑focused investors. Dividend Increase
• Positive Sentiment: Zacks and other analysts revised earnings estimates and upgraded coverage (Zacks → Strong Buy), supporting momentum and analyst‑driven demand. Zacks Upgrade
• Neutral Sentiment: Media and research pieces highlight MPWR as a long‑term growth/momentum name, which can attract retail flows but also raise trading volatility. MSN Growth Story
• Neutral Sentiment: Some coverage flags valuation as rich after the rally; premium multiples increase sensitivity to execution and any future guidance misses. Valuation Analysis
• Negative Sentiment: Clustered insider selling: filings show large sales by senior executives (including the CFO and multiple EVPs/directors). These sizable, near‑simultaneous disposals tend to weigh on sentiment even if they’re for diversification or tax reasons. Insider Selling — CFO InsiderTrades Alert
• Negative Sentiment: Smaller, more recent insider disposals (e.g., EVP Maurice Sciammas sold additional shares) add to the selling narrative; watch for further filings and timing/context for tax/diversification. Sciammas Sale

Monolithic Power Systems Price Performance

Shares of NASDAQ MPWR opened at $1,171.47 on Friday. The business has a 50-day moving average of $1,026.80 and a two-hundred day moving average of $948.46. The company has a market capitalization of $56.13 billion, a price-to-earnings ratio of 91.95, a price-to-earnings-growth ratio of 2.93 and a beta of 1.45. Monolithic Power Systems, Inc. has a 1 year low of $438.86 and a 1 year high of $1,250.00.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, beating analysts’ consensus estimates of $4.74 by $0.05. Monolithic Power Systems had a return on equity of 18.09% and a net margin of 22.07%.The business had revenue of $751.16 million for the quarter, compared to the consensus estimate of $741.69 million. During the same quarter in the prior year, the business posted $4.09 EPS. The business’s revenue for the quarter was up 20.8% on a year-over-year basis. As a group, equities research analysts expect that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current year.

Monolithic Power Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a dividend of $2.00 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This is an increase from Monolithic Power Systems’s previous quarterly dividend of $1.56. This represents a $8.00 dividend on an annualized basis and a yield of 0.7%. Monolithic Power Systems’s dividend payout ratio is 48.98%.

Insider Buying and Selling at Monolithic Power Systems

In related news, CFO Theodore Blegen sold 21,725 shares of Monolithic Power Systems stock in a transaction on Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total transaction of $25,443,451.00. Following the sale, the chief financial officer directly owned 82,353 shares in the company, valued at $96,448,539.48. This trade represents a 20.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Saria Tseng sold 22,875 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total transaction of $26,790,285.00. Following the completion of the sale, the executive vice president directly owned 200,626 shares of the company’s stock, valued at approximately $234,965,146.16. This trade represents a 10.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 160,726 shares of company stock worth $170,024,209. 3.40% of the stock is owned by insiders.

Wall Street Analyst Weigh In

MPWR has been the topic of a number of recent research reports. Citigroup upped their price objective on Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the stock a “buy” rating in a research report on Monday. Needham & Company LLC boosted their target price on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Truist Financial increased their price target on Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Rosenblatt Securities lifted their price objective on Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Monolithic Power Systems in a research note on Friday, December 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, Monolithic Power Systems currently has an average rating of “Buy” and an average price target of $1,218.42.

Monolithic Power Systems 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.