Monolithic Power Systems, Inc. $MPWR Shares Sold by Bokf Na

Bokf Na reduced its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 26.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,288 shares of the semiconductor company’s stock after selling 3,342 shares during the period. Bokf Na’s holdings in Monolithic Power Systems were worth $8,418,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Resonant Capital Advisors LLC lifted its stake in shares of Monolithic Power Systems by 4.1% during the fourth quarter. Resonant Capital Advisors LLC now owns 253 shares of the semiconductor company’s stock worth $230,000 after buying an additional 10 shares during the period. YANKCOM Partnership lifted its stake in shares of Monolithic Power Systems by 6.7% during the fourth quarter. YANKCOM Partnership now owns 176 shares of the semiconductor company’s stock worth $160,000 after buying an additional 11 shares during the period. First National Bank of Hutchinson lifted its stake in shares of Monolithic Power Systems by 1.2% during the fourth quarter. First National Bank of Hutchinson now owns 948 shares of the semiconductor company’s stock worth $859,000 after buying an additional 11 shares during the period. Cromwell Holdings LLC lifted its stake in shares of Monolithic Power Systems by 9.2% during the third quarter. Cromwell Holdings LLC now owns 143 shares of the semiconductor company’s stock worth $132,000 after buying an additional 12 shares during the period. Finally, Sagespring Wealth Partners LLC lifted its stake in shares of Monolithic Power Systems by 2.4% during the third quarter. Sagespring Wealth Partners LLC now owns 512 shares of the semiconductor company’s stock worth $471,000 after buying an additional 12 shares during the period. 93.46% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Monolithic Power Systems

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

• Positive Sentiment: Analysts raised estimates and upgraded the stock following a strong April-quarter report (beat on EPS and revenue) and bullish commentary about MPWR’s AI-related growth, supporting the recent rally. Monolithic Power Systems: AI Stock Beat, Raised and Upgraded Post-Earnings
• Neutral Sentiment: EVP Maurice Sciammas executed a small sale of 30 shares on May 4 under a pre-arranged Rule 10b5-1 plan (?$47.7k), which reduces the negative signal typically associated with insider selling. The 10b5-1 filing is available here: SEC Filing: Sciammas 10b5-1 Sale
• Negative Sentiment: Director Jeff Zhou sold 1,014 shares on May 5 (~$1.61M) and 500 shares on May 6 (~$825k), totaling ~1,514 shares and ~$2.43M of proceeds; these transactions reduced his stake by double-digit percentages and may be viewed negatively by some investors. SEC disclosure: SEC Filing: Zhou Sales
• Negative Sentiment: EVP Maurice Sciammas also sold 380 shares on May 5 (~$601.8k), reducing his holding by ~29%, which is a larger, possibly negative signal despite the smaller dollar amount versus director sales. SEC disclosure: SEC Filing: Sciammas Sale

Insider Activity

In other news, EVP Saria Tseng sold 8,963 shares of Monolithic Power Systems stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $1,305.22, for a total value of $11,698,686.86. Following the sale, the executive vice president owned 156,983 shares in the company, valued at $204,897,351.26. This trade represents a 5.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jeff Zhou sold 500 shares of Monolithic Power Systems stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $1,650.00, for a total transaction of $825,000.00. Following the completion of the sale, the director owned 4,286 shares in the company, valued at approximately $7,071,900. This trade represents a 10.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 136,607 shares of company stock worth $157,832,956 over the last 90 days. 3.40% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on MPWR shares. TD Cowen raised their target price on shares of Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Weiss Ratings cut shares of Monolithic Power Systems from a “buy (b-)” rating to a “hold (c)” rating in a report on Monday, March 2nd. Citigroup reissued a “buy” rating on shares of Monolithic Power Systems in a report on Friday, May 1st. Rosenblatt Securities raised their target price on shares of 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. Finally, Oppenheimer set a $1,700.00 target price on shares of Monolithic Power Systems in a report on Friday, May 1st. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,599.17.

Monolithic Power Systems Stock Performance

MPWR opened at $1,652.35 on Thursday. Monolithic Power Systems, Inc. has a fifty-two week low of $613.00 and a fifty-two week high of $1,662.00. The company has a fifty day moving average of $1,245.48 and a two-hundred day moving average of $1,095.91. The stock has a market capitalization of $81.18 billion, a price-to-earnings ratio of 119.13, a PEG ratio of 3.27 and a beta of 1.74.

Monolithic Power Systems (NASDAQ:MPWR) last announced its 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 net margin of 22.84% and a return on equity of 19.58%. The business had revenue of $804.19 million for the quarter, compared to analyst estimates of $781.93 million. During the same quarter last year, the business earned $4.04 earnings per share. The company’s revenue for the quarter was up 26.1% compared to the same quarter last year. On average, equities research analysts forecast that Monolithic Power Systems, Inc. will post 17.39 earnings per share for the current year.

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.