Groupe la Francaise Has $4.37 Million Stock Holdings in Monolithic Power Systems, Inc. $MPWR

Groupe la Francaise decreased its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 30.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,992 shares of the semiconductor company’s stock after selling 1,766 shares during the period. Groupe la Francaise’s holdings in Monolithic Power Systems were worth $4,365,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Fideuram Asset Management Ireland dac bought a new position in Monolithic Power Systems in the fourth quarter valued at about $3,983,000. Merit Financial Group LLC grew its holdings in shares of Monolithic Power Systems by 183.9% during the fourth quarter. Merit Financial Group LLC now owns 2,757 shares of the semiconductor company’s stock worth $2,499,000 after purchasing an additional 1,786 shares during the last quarter. Mirabaud Asset Management Ltd bought a new stake in shares of Monolithic Power Systems during the fourth quarter worth about $4,424,000. B. Metzler seel. Sohn & Co. AG increased its stake in shares of Monolithic Power Systems by 45.9% in the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 2,448 shares of the semiconductor company’s stock valued at $2,219,000 after buying an additional 770 shares during the period. Finally, Zurcher Kantonalbank Zurich Cantonalbank increased its stake in shares of Monolithic Power Systems by 37.7% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 90,070 shares of the semiconductor company’s stock valued at $81,636,000 after buying an additional 24,657 shares during the period. Institutional investors and hedge funds own 93.46% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Raymond James Financial reiterated an “outperform” rating and set a $1,800.00 target price on shares of Monolithic Power Systems in a research report 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. Rosenblatt Securities reaffirmed a “neutral” rating and set a $1,575.00 price target on shares of Monolithic Power Systems in a research note on Friday. Weiss Ratings upgraded shares of Monolithic Power Systems from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, June 12th. Finally, TD Cowen boosted their price objective on shares of Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,705.82.

Monolithic Power Systems Price Performance

Monolithic Power Systems stock opened at $1,426.03 on Friday. The stock’s 50 day moving average is $1,440.58 and its 200 day moving average is $1,314.27. Monolithic Power Systems, Inc. has a one year low of $706.00 and a one year high of $1,714.09. The firm has a market cap of $70.06 billion, a P/E ratio of 87.43 and a beta of 1.71.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, July 30th. The semiconductor company reported $6.50 earnings per share for the quarter, beating analysts’ consensus estimates of $5.87 by $0.63. The business had revenue of $980.64 million during the quarter, compared to the consensus estimate of $903.30 million. Monolithic Power Systems had a net margin of 24.41% and a return on equity of 22.78%. The company’s revenue for the quarter was up 47.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.21 EPS. Equities analysts anticipate that Monolithic Power Systems, Inc. will post 20.2 earnings per share for the current fiscal year.

Monolithic Power Systems Dividend Announcement

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

More Monolithic Power Systems News

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

• Positive Sentiment: Q2 results exceeded expectations: Monolithic Power reported adjusted earnings of $6.50 per share versus the $5.87 analyst consensus, while revenue reached $980.64 million, up 47.6% year over year and well above the $903.30 million estimate. Monolithic Power Systems Q2 earnings report
• Positive Sentiment: AI and data-center demand is accelerating: Enterprise Data revenue surged 164.3%, and management highlighted expanding AI infrastructure demand, capacity investments and broader power-management solutions as key growth drivers. MPWR Q2 earnings call highlights
• Positive Sentiment: Strong third-quarter outlook: Management projected approximately $1.14 billion to $1.16 billion in third-quarter sales, substantially above the roughly $980 million consensus estimate, reinforcing expectations for continued growth and operating leverage. Monolithic Power beats Q2 earnings estimates
• Positive Sentiment: Analysts raised targets: KeyCorp increased its target to $2,100 with an overweight rating, Truist raised its target to $1,889 with a buy rating, and Wells Fargo lifted its target to $1,800 with an overweight rating. Analyst forecasts after strong Q2 results
• Neutral Sentiment: Rosenblatt reaffirmed a neutral rating, although it raised its price target to $1,575, suggesting some analysts believe much of the near-term improvement is already reflected in the valuation. Rosenblatt rating
• Negative Sentiment: Valuation remains a risk: MPWR has risen sharply over the past year and trades at a high earnings multiple, leaving the stock vulnerable to profit-taking if AI demand, margins or future guidance fail to meet elevated expectations. MPWR valuation analysis

Insider Activity at Monolithic Power Systems

In other Monolithic Power Systems news, EVP Saria Tseng sold 7,565 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $1,700.00, for a total transaction of $12,860,500.00. Following the sale, the executive vice president owned 144,218 shares of the company’s stock, valued at approximately $245,170,600. This represents a 4.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Maurice Sciammas sold 30 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,351.61, for a total transaction of $40,548.30. Following the sale, the executive vice president directly owned 1,149 shares in the company, valued at $1,552,999.89. This trade represents a 2.54% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 69,370 shares of company stock valued at $112,702,503 over the last 90 days. 3.60% of the stock is owned by company insiders.

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.