Monolithic Power Systems, Inc. $MPWR Stock: Sumitomo Mitsui Trust Group Inc. Trims Stake

Sumitomo Mitsui Trust Group Inc. reduced its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 3.1% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 107,388 shares of the semiconductor company’s stock after selling 3,431 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Monolithic Power Systems were worth $144,675,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of Monolithic Power Systems during the 3rd quarter worth $149,659,000. ProShare Advisors LLC grew its position in Monolithic Power Systems by 5.8% in the third quarter. ProShare Advisors LLC now owns 68,320 shares of the semiconductor company’s stock valued at $92,042,000 after acquiring an additional 3,720 shares during the last quarter. Vise Technologies Inc. grew its position in Monolithic Power Systems by 66.7% in the third quarter. Vise Technologies Inc. now owns 2,587 shares of the semiconductor company’s stock valued at $3,485,000 after acquiring an additional 1,035 shares during the last quarter. Moss Adams Wealth Advisors LLC raised its stake in Monolithic Power Systems by 6.0% during the third quarter. Moss Adams Wealth Advisors LLC now owns 231 shares of the semiconductor company’s stock worth $312,000 after acquiring an additional 13 shares in the last quarter. Finally, MGO One Seven LLC lifted its holdings in shares of Monolithic Power Systems by 4.1% in the third quarter. MGO One Seven LLC now owns 1,392 shares of the semiconductor company’s stock worth $1,875,000 after acquiring an additional 55 shares during the last quarter. 93.46% of the stock is currently owned by institutional investors and hedge funds.

Monolithic Power Systems Price Performance

MPWR opened at $1,211.63 on Monday. Monolithic Power Systems, Inc. has a twelve month low of $833.18 and a twelve month high of $1,714.09. The company has a fifty day moving average of $1,274.70 and a 200-day moving average of $1,310.31. The stock has a market cap of $59.54 billion, a PE ratio of 66.90 and a beta of 1.68.

Monolithic Power Systems (NASDAQ:MPWR) last issued its quarterly earnings results on Thursday, October 29th. The semiconductor company reported $8.19 EPS for the quarter, beating analysts’ consensus estimates of $7.79 by $0.40. Monolithic Power Systems had a net margin of 23.85% and a return on equity of 25.23%. The business had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.16 billion. During the same quarter in the prior year, the firm posted $4.73 earnings per share. The business’s quarterly revenue was up 63.1% compared to the same quarter last year. Sell-side analysts anticipate that Monolithic Power Systems, Inc. will post 23.95 EPS for the current fiscal year.

Monolithic Power Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Investors of record on Wednesday, September 30th were given a dividend of $2.00 per share. The ex-dividend date was Wednesday, September 30th. This represents a $8.00 annualized dividend and a dividend yield of 0.7%. Monolithic Power Systems’s dividend payout ratio is presently 44.17%.

Insider Buying and Selling

In related news, Director Kuo Wei Chang sold 50 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $1,281.57, for a total transaction of $64,078.50. Following the completion of the sale, the director owned 515 shares of the company’s stock, valued at $660,008.55. This trade represents a 8.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 3.60% of the stock is owned by corporate insiders.

Monolithic Power Systems News Roundup

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

• Positive Sentiment: Strong Q3 results: Monolithic Power reported adjusted earnings of $8.19 per share and revenue of approximately $1.20 billion, exceeding consensus estimates of $7.79 per share and $1.16 billion. Revenue increased 63.1% year over year, while earnings rose 73.2%, reflecting powerful demand from enterprise data and artificial-intelligence customers. MPWR Q3 Earnings Surpass Estimates on Enterprise Data Strength
• Positive Sentiment: AI growth outlook improves: Management raised its 2026 enterprise-data growth outlook as AI-related demand accelerates. Capacity expansion and additional opportunities in communications and automotive could support continued revenue growth. The company also issued upbeat fourth-quarter guidance. MPWR Q3 Earnings Call Highlights AI Demand and Capacity Expansion
• Positive Sentiment: Analyst upgrades and targets: Rosenblatt Securities upgraded MPWR to “buy” and raised its target to $1,700 from $1,575. Truist Financial also maintained a “buy” rating and lifted its target to $1,906 from $1,889, signaling substantial expected upside based on the current quotation.
• Neutral Sentiment: Management changes: Tony Balow was appointed chief financial officer and Robert Dean chief accounting officer. The appointments may improve financial oversight, but leadership transitions can create near-term uncertainty. Monolithic Power Systems Announces CFO and CAO Appointments
• Negative Sentiment: Legal and fund-flow risks: Rosen Law Firm announced an investigation into potential fiduciary-duty breaches by MPWR directors and officers; no wrongdoing has been established. Separately, ETFs were reported as net sellers, which could add short-term selling pressure.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Zacks Research downgraded shares of Monolithic Power Systems from a “strong-buy” rating to a “hold” rating in a research note on Friday, October 2nd. Rosenblatt Securities upgraded Monolithic Power Systems from a “neutral” rating to a “buy” rating and increased their price target for the company from $1,575.00 to $1,700.00 in a research note on Friday. Weiss Ratings raised Monolithic Power Systems from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, October 8th. TD Cowen reaffirmed a “buy” rating on shares of Monolithic Power Systems in a research note on Friday. Finally, Oppenheimer cut their target price on shares of Monolithic Power Systems from $1,700.00 to $1,500.00 and set an “outperform” rating on the stock in a research report on Friday, October 23rd. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Monolithic Power Systems presently has an average rating of “Moderate Buy” and an average price target of $1,783.77.

Monolithic Power Systems Profile

Monolithic Power Systems, Inc (NASDAQ: MPWR) is a semiconductor company that designs, develops and markets high-performance power-management solutions. Its products help regulate, convert, distribute and control electrical power in electronic systems, supporting applications that require efficient and reliable power delivery.

The company’s portfolio includes integrated circuits, power modules, battery-management products, motor drivers, LED drivers and related analog and mixed-signal semiconductor solutions.