Monolithic Power Systems, Inc. $MPWR Shares Sold by National Pension Service

National Pension Service decreased its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 6.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 63,529 shares of the semiconductor company’s stock after selling 4,186 shares during the period. National Pension Service’s holdings in Monolithic Power Systems were worth $87,820,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in MPWR. California State Teachers Retirement System lifted its position in shares of Monolithic Power Systems by 132,513.9% in the second quarter. California State Teachers Retirement System now owns 95,963,431 shares of the semiconductor company’s stock valued at $132,656,008,000 after acquiring an additional 95,891,068 shares in the last quarter. BlackRock Inc. purchased a new stake in Monolithic Power Systems during the 2nd quarter worth about $7,727,289,000. Corient Private Wealth LLC raised its stake in Monolithic Power Systems by 3,719.6% in the 4th quarter. Corient Private Wealth LLC now owns 2,047,173 shares of the semiconductor company’s stock valued at $1,855,476,000 after purchasing an additional 1,993,576 shares during the last quarter. Norges Bank purchased a new position in Monolithic Power Systems in the 4th quarter valued at about $658,656,000. Finally, Bank of America Corp DE purchased a new position in Monolithic Power Systems in the 2nd quarter valued at about $741,271,000. 93.46% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Monolithic Power Systems

In other Monolithic Power Systems news, EVP Maurice Sciammas sold 30 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $1,343.94, for a total transaction of $40,318.20. Following the completion of the sale, the executive vice president owned 1,119 shares of the company’s stock, valued at approximately $1,503,868.86. The trade was a 2.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Kuo Wei Chang sold 50 shares of the company’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $1,281.57, for a total value of $64,078.50. Following the sale, the director owned 515 shares of the company’s stock, valued at $660,008.55. This represents a 8.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 160 shares of company stock valued at $215,945 over the last three months. Corporate insiders own 3.60% of the company’s stock.

Key Headlines Impacting Monolithic Power Systems

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

• Positive Sentiment: GlobalFoundries capacity expansion: MPWR plans to deploy its proprietary process technology at GlobalFoundries’ 300mm Singapore facility, with volume production targeted for early 2027. The agreement should improve supply assurance for power-management products used in AI data centers, cloud computing, automotive and industrial applications. Monolithic Power Systems stock rises as new manufacturing pact adds to AI power-supply growth narrative
• Positive Sentiment: Strong growth outlook: Recent quarterly revenue reached approximately $980.6 million, up 47.6% year over year, while management forecast third-quarter revenue of $1.14 billion to $1.16 billion. Rising demand for server and AI power solutions is reinforcing the company’s growth narrative.
• Positive Sentiment: Analyst confidence and dividend: Analysts remain broadly optimistic, with reported price targets well above the current trading level. MPWR also declared a quarterly dividend of $2.00 per share, payable October 15 to shareholders of record September 30. Monolithic Power Systems Announces Third Quarter 2026 Dividend
• Neutral Sentiment: Relative performance: MPWR has lagged some semiconductor peers despite favorable analyst expectations, suggesting investors may be weighing its long-term opportunity against near-term market positioning.
• Negative Sentiment: Valuation and insider selling: The stock trades at a high earnings multiple, while reported insider activity over the past six months shows 90 sales and no purchases. These factors may limit enthusiasm or increase sensitivity to any slowdown in AI-related demand.

Monolithic Power Systems Price Performance

MPWR opened at $1,234.46 on Friday. Monolithic Power Systems, Inc. has a 12 month low of $830.00 and a 12 month high of $1,714.09. The business has a 50-day moving average of $1,317.35 and a two-hundred day moving average of $1,353.26. The stock has a market capitalization of $60.66 billion, a price-to-earnings ratio of 75.69 and a beta of 1.66.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly earnings data on Thursday, July 30th. The semiconductor company reported $6.50 earnings per share for the quarter, topping the consensus estimate of $5.87 by $0.63. Monolithic Power Systems had a net margin of 24.41% and a return on equity of 22.31%. The business had revenue of $980.64 million for the quarter, compared to analyst estimates of $903.30 million. During the same period in the prior year, the firm posted $4.21 EPS. The company’s revenue was up 47.6% on a year-over-year basis. Equities research analysts anticipate that Monolithic Power Systems, Inc. will post 23.35 earnings per share for the current year.

Monolithic Power Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th will be issued a $2.00 dividend. This represents a $8.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Wednesday, September 30th. Monolithic Power Systems’s dividend payout ratio (DPR) is 49.05%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. Needham & Company LLC lifted their price target on shares of Monolithic Power Systems from $1,750.00 to $2,000.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Wells Fargo & Company upped their price objective on shares of Monolithic Power Systems from $1,700.00 to $1,800.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Raymond James Financial restated an “outperform” rating on shares of Monolithic Power Systems in a research report on Wednesday, August 12th. Zacks Research raised shares of Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a research note on Thursday, June 18th. Finally, Arete Research set a $2,013.00 price target on Monolithic Power Systems and gave the company a “buy” rating in a report on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Monolithic Power Systems has a consensus rating of “Moderate Buy” and a consensus target price of $1,731.42.

Monolithic Power Systems Company Profile

Monolithic Power Systems, Inc (NASDAQ:MPWR) designs, develops and markets high-performance semiconductor solutions, with a focus on power management. Its products help regulate, convert and control electrical power in electronic systems, enabling more efficient operation in applications ranging from computing and communications equipment to automotive, industrial and consumer devices.

The company’s portfolio includes DC-to-DC converters, power modules, battery chargers, power-management integrated circuits, motor drivers, LED drivers, voltage regulators and other analog semiconductor products.