Jupiter Asset Management Ltd. Boosts Position in Monolithic Power Systems, Inc. $MPWR

Jupiter Asset Management Ltd. grew its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 170.6% in the second quarter, HoldingsChannel reports. The institutional investor owned 70,356 shares of the semiconductor company’s stock after purchasing an additional 44,355 shares during the period. Jupiter Asset Management Ltd.’s holdings in Monolithic Power Systems were worth $51,457,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. SBI Securities Co. Ltd. grew its stake in Monolithic Power Systems by 6.3% in the 2nd quarter. SBI Securities Co. Ltd. now owns 356 shares of the semiconductor company’s stock valued at $260,000 after acquiring an additional 21 shares during the last quarter. National Pension Service lifted its holdings in shares of Monolithic Power Systems by 0.7% in the second quarter. National Pension Service now owns 77,151 shares of the semiconductor company’s stock valued at $56,427,000 after purchasing an additional 567 shares in the last quarter. Pembroke Management LTD grew its position in shares of Monolithic Power Systems by 30.2% in the second quarter. Pembroke Management LTD now owns 54,969 shares of the semiconductor company’s stock valued at $40,203,000 after purchasing an additional 12,750 shares during the last quarter. Boston Partners acquired a new stake in shares of Monolithic Power Systems in the second quarter valued at approximately $3,408,000. Finally, CENTRAL TRUST Co increased its stake in shares of Monolithic Power Systems by 6.6% during the 2nd quarter. CENTRAL TRUST Co now owns 712 shares of the semiconductor company’s stock worth $521,000 after purchasing an additional 44 shares in the last quarter. Institutional investors and hedge funds own 93.46% of the company’s stock.

Insider Activity

In other Monolithic Power Systems news, EVP Saria Tseng sold 1,300 shares of the company’s stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $1,087.62, for a total transaction of $1,413,906.00. Following the completion of the sale, the executive vice president directly owned 126,354 shares in the company, valued at $137,425,137.48. This represents a 1.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Carintia Martinez sold 1,400 shares of Monolithic Power Systems stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $900.00, for a total value of $1,260,000.00. Following the completion of the transaction, the director directly owned 878 shares in the company, valued at $790,200. This represents a 61.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 43,443 shares of company stock valued at $41,703,115 in the last 90 days. 3.40% of the stock is owned by corporate insiders.

Monolithic Power Systems Stock Performance

Shares of MPWR stock opened at $954.71 on Wednesday. Monolithic Power Systems, Inc. has a one year low of $438.86 and a one year high of $1,123.38. The company has a 50 day moving average price of $949.42 and a 200 day moving average price of $808.04. The firm has a market capitalization of $45.74 billion, a price-to-earnings ratio of 24.86, a price-to-earnings-growth ratio of 4.08 and a beta of 1.33.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly earnings results on Thursday, October 30th. The semiconductor company reported $4.73 earnings per share for the quarter, beating analysts’ consensus estimates of $4.62 by $0.11. Monolithic Power Systems had a net margin of 73.17% and a return on equity of 19.14%. The company had revenue of $737.18 million for the quarter, compared to analyst estimates of $720.66 million. During the same quarter last year, the business earned $4.06 EPS. Monolithic Power Systems’s revenue for the quarter was up 18.9% on a year-over-year basis. Monolithic Power Systems has set its Q4 2025 guidance at EPS. As a group, equities analysts forecast that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages have commented on MPWR. KeyCorp increased their target price on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Stifel Nicolaus upped their price objective on Monolithic Power Systems from $930.00 to $1,100.00 and gave the company a “buy” rating in a research report on Friday, October 17th. Cowen reaffirmed a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, October 31st. Weiss Ratings reissued a “hold (c+)” rating on shares of Monolithic Power Systems in a research note on Wednesday, October 8th. Finally, Needham & Company LLC raised their price target on shares of Monolithic Power Systems from $820.00 to $1,025.00 and gave the stock a “buy” rating in a research note on Monday, September 29th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,047.27.

Monolithic Power Systems 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.