Monolithic Power Systems, Inc. $MPWR Shares Sold by Comerica Bank

Comerica Bank lowered its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 32.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,317 shares of the semiconductor company’s stock after selling 3,589 shares during the period. Comerica Bank’s holdings in Monolithic Power Systems were worth $6,632,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Monolithic Power Systems by 2.3% in the 3rd quarter. Vanguard Group Inc. now owns 6,074,033 shares of the semiconductor company’s stock worth $5,591,998,000 after acquiring an additional 134,087 shares during the period. State Street Corp lifted its stake in Monolithic Power Systems by 0.7% in the 3rd quarter. State Street Corp now owns 2,134,704 shares of the semiconductor company’s stock valued at $1,968,578,000 after buying an additional 14,670 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Monolithic Power Systems by 0.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 863,228 shares of the semiconductor company’s stock valued at $794,723,000 after buying an additional 6,503 shares in the last quarter. Bank of America Corp DE lifted its stake in Monolithic Power Systems by 18.0% in the 2nd quarter. Bank of America Corp DE now owns 692,747 shares of the semiconductor company’s stock valued at $506,661,000 after buying an additional 105,721 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA lifted its stake in Monolithic Power Systems by 2.5% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 570,719 shares of the semiconductor company’s stock valued at $517,277,000 after buying an additional 14,132 shares in the last quarter. Institutional investors and hedge funds own 93.46% of the company’s stock.

Monolithic Power Systems Stock Up 5.7%

Shares of Monolithic Power Systems stock opened at $1,614.41 on Friday. Monolithic Power Systems, Inc. has a fifty-two week low of $594.84 and a fifty-two week high of $1,661.79. The firm has a market cap of $79.30 billion, a PE ratio of 126.72, a P/E/G ratio of 3.86 and a beta of 1.48. The business’s fifty day moving average is $1,228.53 and its two-hundred day moving average is $1,085.85.

Monolithic Power Systems (NASDAQ:MPWR) last issued its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share for the quarter, topping analysts’ consensus estimates of $4.89 by $0.21. Monolithic Power Systems had a return on equity of 18.33% and a net margin of 22.07%.The company had revenue of $804.19 million for the quarter, compared to analyst estimates of $781.93 million. During the same quarter in the prior year, the company posted $4.04 EPS. The business’s revenue for the quarter was up 26.1% compared to the same quarter last year. Equities research analysts anticipate that Monolithic Power Systems, Inc. will post 17.01 EPS for the current year.

Monolithic Power Systems Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were given a $2.00 dividend. This is an increase from Monolithic Power Systems’s previous quarterly dividend of $1.56. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $8.00 annualized dividend and a dividend yield of 0.5%. Monolithic Power Systems’s dividend payout ratio is 62.79%.

Analyst Upgrades and Downgrades

MPWR has been the topic of a number of recent research reports. Zacks Research lowered Monolithic Power Systems from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 10th. William Blair reaffirmed an “outperform” rating on shares of Monolithic Power Systems in a research note on Thursday, March 5th. Citigroup upped their target price on Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Weiss Ratings lowered Monolithic Power Systems from a “buy (b-)” rating to a “hold (c)” rating in a research note on Monday, March 2nd. Finally, Wells Fargo & Company upped their target price on Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Twelve research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,268.42.

Monolithic Power Systems News Roundup

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

• Positive Sentiment: Q1 beat — MPS reported GAAP EPS of $5.10 that topped consensus and delivered revenue of roughly $804M, up ~26% year‑over‑year; margins and operating profit expanded, signaling healthy demand across its power‑semiconductor products. Monolithic Power (MPWR) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Strong forward revenue guide — management updated Q2 revenue guidance to $890M–$910M, well above the street consensus (~$818.6M), which is the primary driver of the after‑hours rally. Monolithic Power Systems pops as Q1 results, guidance blow past estimates
• Positive Sentiment: Legal win — MPS prevailed in a patent‑infringement case brought by Bel Power; the case was dismissed and Bel Power agreed to pay MPS’s court costs, removing a legal overhang. Monolithic Power Systems Prevails in Patent Infringement Lawsuit
• Neutral Sentiment: Analyst backdrop — Street sentiment remains generally positive (multiple Buy/Overweight ratings; median price target roughly $1,350), which supports the rally but also leaves room for profit‑taking at current levels. Monolithic Power Systems (MPWR) Stock Rises on Q1 2026 Earnings
• Neutral Sentiment: Conflicting third‑party data — some vendors reported different EPS or diluted‑EPS figures versus the company release; verify numbers from the company filing/press release before trading on minor discrepancies. Quiver earnings summary (includes third‑party data)
• Negative Sentiment: Cash‑flow weakening — operating cash flow fell sharply year‑over‑year (reported drop of ~59% to ~$105M) while liabilities increased; this may concern investors who focus on cash generation despite strong GAAP profits. Quiver earnings summary (cash‑flow details)
• Negative Sentiment: Heavy insider selling — filings show substantial insider share sales over recent months (multiple executives selling large blocks), which can be viewed negatively by some investors even if sales may be for diversification/liquidity. Quiver insider trading and institutional activity

Insiders Place Their Bets

In related news, CFO Theodore Blegen sold 21,725 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total value of $25,443,451.00. Following the transaction, the chief financial officer directly owned 82,353 shares of the company’s stock, valued at approximately $96,448,539.48. This trade represents a 20.87% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Maurice Sciammas sold 22,875 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total value of $26,790,285.00. Following the completion of the transaction, the executive vice president directly owned 178,625 shares in the company, valued at $209,198,455. This trade represents a 11.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 137,683 shares of company stock worth $158,138,447. Corporate insiders own 3.40% of the company’s stock.

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.