Mirae Asset Global Investments Co. Ltd. Acquires New Holdings in Monolithic Power Systems, Inc. $MPWR

Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) in the 3rd quarter, Holdings Channel.com reports. The firm acquired 111,087 shares of the semiconductor company’s stock, valued at approximately $149,659,000.

A number of other institutional investors also recently made changes to their positions in the company. BlackRock Inc. acquired a new position in shares of Monolithic Power Systems in the second quarter valued at approximately $7,727,289,000. State Street Corp increased its stake in shares of Monolithic Power Systems by 4.3% during the second quarter. State Street Corp now owns 2,282,186 shares of the semiconductor company’s stock worth $3,159,219,000 after purchasing an additional 93,732 shares during the period. Van ECK Associates Corp increased its stake in shares of Monolithic Power Systems by 42.3% during the second quarter. Van ECK Associates Corp now owns 746,237 shares of the semiconductor company’s stock worth $1,031,568,000 after purchasing an additional 221,666 shares during the period. Bank of America Corp DE acquired a new stake in Monolithic Power Systems during the 2nd quarter worth approximately $741,271,000. Finally, Royal Bank of Canada lifted its holdings in Monolithic Power Systems by 168.1% during the 1st quarter. Royal Bank of Canada now owns 473,368 shares of the semiconductor company’s stock worth $517,557,000 after purchasing an additional 296,788 shares during the last quarter. Institutional investors own 93.46% of the company’s stock.

Monolithic Power Systems Stock Performance

MPWR opened at $1,211.63 on Friday. The firm has a market cap of $59.54 billion, a P/E ratio of 66.90 and a beta of 1.68. Monolithic Power Systems, Inc. has a 52-week low of $833.18 and a 52-week high of $1,714.09. The business’s fifty day moving average is $1,274.70 and its 200-day moving average is $1,310.31.

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, topping analysts’ consensus estimates of $7.79 by $0.40. The company had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.16 billion. Monolithic Power Systems had a return on equity of 25.29% and a net margin of 23.85%. Monolithic Power Systems’s revenue was up 63.1% on a year-over-year basis. During the same quarter last year, the business earned $4.73 earnings per share. On average, research analysts predict that Monolithic Power Systems, Inc. will post 23.95 earnings per share for the current fiscal year.

Monolithic Power Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th were paid a dividend of $2.00 per share. This represents a $8.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Wednesday, September 30th. Monolithic Power Systems’s dividend payout ratio is presently 49.05%.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Truist Financial boosted their price target on Monolithic Power Systems from $1,889.00 to $1,906.00 and gave the company a “buy” rating in a research note on Friday. Oppenheimer lowered their price objective on 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. Wells Fargo & Company lowered their price objective on Monolithic Power Systems from $1,800.00 to $1,550.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 20th. TD Cowen reissued a “buy” rating on shares of Monolithic Power Systems in a report on Friday. Finally, Rosenblatt Securities raised shares of Monolithic Power Systems from a “neutral” rating to a “buy” rating and boosted their target price for the company from $1,575.00 to $1,700.00 in a research report on Friday. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,783.77.

Key Stories Impacting Monolithic Power Systems

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.

Insider Transactions at Monolithic Power Systems

In other Monolithic Power Systems news, Director Kuo Wei Chang sold 50 shares of the firm’s stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $1,281.57, for a total value of $64,078.50. Following the transaction, the director directly owned 515 shares of the company’s stock, valued at $660,008.55. This trade represents a 8.85% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Maurice Sciammas sold 30 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $1,343.94, for a total transaction of $40,318.20. Following the completion of the transaction, the executive vice president owned 1,119 shares of the company’s stock, valued at $1,503,868.86. The trade was a 2.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 130 shares of company stock worth $175,397 over the last quarter. Corporate insiders own 3.60% of the company’s stock.

Monolithic Power Systems Company 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.