Bank of New York Mellon Corp Reduces Stock Position in Monolithic Power Systems, Inc. $MPWR

Bank of New York Mellon Corp cut its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 1.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 289,830 shares of the semiconductor company’s stock after selling 5,289 shares during the quarter. Bank of New York Mellon Corp’s holdings in Monolithic Power Systems were worth $316,886,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in MPWR. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in Monolithic Power Systems in the fourth quarter worth approximately $34,000. IFP Advisors Inc grew its stake in shares of Monolithic Power Systems by 171.4% in the 3rd quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock worth $35,000 after buying an additional 24 shares during the last quarter. Covestor Ltd boosted its stake in Monolithic Power Systems by 29.0% in the 4th quarter. Covestor Ltd now owns 40 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 9 shares in the last quarter. Greenline Wealth Management LLC bought a new stake in shares of Monolithic Power Systems during the fourth quarter valued at approximately $38,000. Finally, Bell Investment Advisors Inc raised its holdings in shares of Monolithic Power Systems by 23.7% during the first quarter. Bell Investment Advisors Inc now owns 47 shares of the semiconductor company’s stock valued at $51,000 after purchasing an additional 9 shares during the last quarter. Institutional investors own 93.46% of the company’s stock.

Monolithic Power Systems Price Performance

Shares of NASDAQ:MPWR opened at $1,312.00 on Friday. The stock has a market capitalization of $64.46 billion, a price-to-earnings ratio of 94.59, a price-to-earnings-growth ratio of 2.32 and a beta of 1.71. Monolithic Power Systems, Inc. has a fifty-two week low of $702.32 and a fifty-two week high of $1,714.09. The business’s fifty day moving average price is $1,486.13 and its two-hundred day moving average price is $1,286.19.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly 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. Monolithic Power Systems had a return on equity of 19.58% and a net margin of 22.84%.The business had revenue of $804.19 million during the quarter, compared to the consensus estimate of $781.93 million. During the same quarter last year, the firm posted $4.04 EPS. The company’s quarterly revenue was up 26.1% on a year-over-year basis. Research analysts expect that Monolithic Power Systems, Inc. will post 20.26 EPS for the current fiscal year.

Monolithic Power Systems Announces Dividend

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

Insider Transactions at Monolithic Power Systems

In other news, Director Eugen J. Elmiger sold 12,000 shares of the firm’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $1,584.96, for a total value of $19,019,520.00. Following the completion of the sale, the director directly owned 5,402 shares of the company’s stock, valued at approximately $8,561,953.92. This trade represents a 68.96% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Saria Tseng sold 7,565 shares of the business’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $1,700.00, for a total value of $12,860,500.00. Following the completion of the transaction, the executive vice president owned 144,218 shares in the company, valued at $245,170,600. The trade was a 4.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 69,370 shares of company stock worth $112,702,503. Corporate insiders own 3.60% of the company’s stock.

Key Stories Impacting Monolithic Power Systems

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.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Citigroup reiterated a “buy” rating on shares of Monolithic Power Systems in a research report on Friday, May 1st. Rosenblatt Securities raised their price target on Monolithic Power Systems from $1,000.00 to $1,575.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Needham & Company LLC boosted their price objective on Monolithic Power Systems from $1,300.00 to $1,750.00 and gave the company a “buy” rating in a report on Friday, May 1st. Stifel Nicolaus upped their target price on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, KeyCorp increased their target price on Monolithic Power Systems from $1,500.00 to $2,000.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Monolithic Power Systems presently has an average rating of “Moderate Buy” and an average price target of $1,599.17.

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.