TimesSquare Capital Management LLC Buys 2,605 Shares of Monolithic Power Systems, Inc. $MPWR

TimesSquare Capital Management LLC lifted its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 1.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 147,907 shares of the semiconductor company’s stock after acquiring an additional 2,605 shares during the period. Monolithic Power Systems makes up about 1.6% of TimesSquare Capital Management LLC’s investment portfolio, making the stock its 11th largest holding. TimesSquare Capital Management LLC owned about 0.31% of Monolithic Power Systems worth $108,176,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in shares of Monolithic Power Systems by 46.0% during the fourth quarter. Brighton Jones LLC now owns 635 shares of the semiconductor company’s stock worth $376,000 after buying an additional 200 shares in the last quarter. Allworth Financial LP grew its stake in shares of Monolithic Power Systems by 21.9% during the 1st quarter. Allworth Financial LP now owns 189 shares of the semiconductor company’s stock worth $110,000 after acquiring an additional 34 shares in the last quarter. Alps Advisors Inc. raised its holdings in shares of Monolithic Power Systems by 40.4% in the first quarter. Alps Advisors Inc. now owns 556 shares of the semiconductor company’s stock valued at $322,000 after purchasing an additional 160 shares during the last quarter. Cerity Partners LLC lifted its position in shares of Monolithic Power Systems by 29.6% in the first quarter. Cerity Partners LLC now owns 4,743 shares of the semiconductor company’s stock worth $2,751,000 after purchasing an additional 1,083 shares in the last quarter. Finally, Ballentine Partners LLC bought a new stake in shares of Monolithic Power Systems in the first quarter worth $221,000. 93.46% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on MPWR. Wells Fargo & Company lifted their price target on shares of Monolithic Power Systems from $750.00 to $970.00 and gave the company an “equal weight” rating in a research note on Monday, October 20th. Raymond James Financial reaffirmed an “outperform” rating and issued a $875.00 target price (up previously from $720.00) on shares of Monolithic Power Systems in a research report on Friday, August 1st. TD Cowen upped their target price on Monolithic Power Systems from $1,100.00 to $1,250.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Oppenheimer restated an “outperform” rating and issued a $800.00 price target (up from $700.00) on shares of Monolithic Power Systems in a research note on Tuesday, July 15th. Finally, KeyCorp upped their price objective on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,047.27.

Insider Activity

In other news, EVP Saria Tseng sold 1,300 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $1,087.62, for a total transaction of $1,413,906.00. Following the transaction, the executive vice president directly owned 126,354 shares of the company’s stock, valued at approximately $137,425,137.48. This trade represents a 1.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jeff Zhou sold 193 shares of Monolithic Power Systems stock in a transaction on Wednesday, August 27th. The shares were sold at an average price of $870.00, for a total value of $167,910.00. Following the completion of the transaction, the director directly owned 5,611 shares of the company’s stock, valued at $4,881,570. This represents a 3.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 43,443 shares of company stock valued at $41,703,115. Company insiders own 3.40% of the company’s stock.

Monolithic Power Systems Stock Down 2.2%

NASDAQ:MPWR opened at $954.71 on Wednesday. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,123.38. The firm has a market capitalization of $45.74 billion, a price-to-earnings ratio of 24.86, a P/E/G ratio of 4.08 and a beta of 1.33. The stock’s 50 day moving average price is $949.42 and its two-hundred day moving average price is $808.04.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings data on Thursday, October 30th. The semiconductor company reported $4.73 EPS for the quarter, topping analysts’ consensus estimates of $4.62 by $0.11. The firm had revenue of $737.18 million during the quarter, compared to analysts’ expectations of $720.66 million. Monolithic Power Systems had a net margin of 73.17% and a return on equity of 19.14%. The company’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period in the previous year, the business posted $4.06 earnings per share. Monolithic Power Systems has set its Q4 2025 guidance at EPS. Equities research analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th were issued a $1.56 dividend. This represents a $6.24 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, September 30th. Monolithic Power Systems’s dividend payout ratio is currently 15.93%.

Monolithic Power Systems Company Profile

Monolithic Power Systems, Inc engages in the design, development, marketing, and sale of semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets. The company provides direct current (DC) to DC integrated circuits (ICs) that are used to convert and control voltages of various electronic systems, such as cloud-based CPU servers, server artificial intelligence applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, 4G and 5G infrastructure, and satellite communications applications.