Oppenheimer Asset Management Inc. Boosts Stock Position in Monolithic Power Systems, Inc. $MPWR

Oppenheimer Asset Management Inc. grew its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 16.1% in the second quarter, Holdings Channel reports. The institutional investor owned 2,129 shares of the semiconductor company’s stock after purchasing an additional 296 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Monolithic Power Systems were worth $1,557,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Price T Rowe Associates Inc. MD increased its holdings in shares of Monolithic Power Systems by 33.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 2,034,731 shares of the semiconductor company’s stock valued at $1,180,104,000 after acquiring an additional 506,430 shares during the last quarter. Nuveen LLC purchased a new position in Monolithic Power Systems in the first quarter valued at approximately $105,751,000. BNP Paribas Financial Markets increased its stake in Monolithic Power Systems by 87.9% in the first quarter. BNP Paribas Financial Markets now owns 284,097 shares of the semiconductor company’s stock valued at $164,771,000 after purchasing an additional 132,880 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in Monolithic Power Systems by 26.5% during the first quarter. JPMorgan Chase & Co. now owns 629,566 shares of the semiconductor company’s stock worth $365,136,000 after purchasing an additional 132,078 shares in the last quarter. Finally, T. Rowe Price Investment Management Inc. lifted its position in shares of Monolithic Power Systems by 70.8% during the 1st quarter. T. Rowe Price Investment Management Inc. now owns 314,449 shares of the semiconductor company’s stock worth $182,375,000 after buying an additional 130,394 shares during the last quarter. 93.46% of the stock is owned by institutional investors and hedge funds.

Monolithic Power Systems Price Performance

Shares of NASDAQ:MPWR opened at $1,087.56 on Friday. Monolithic Power Systems, Inc. has a 1-year low of $438.86 and a 1-year high of $1,123.38. The stock has a market cap of $52.08 billion, a P/E ratio of 28.32, a P/E/G ratio of 4.08 and a beta of 1.27. The firm has a fifty day moving average price of $928.18 and a 200 day moving average price of $779.89.

Monolithic Power Systems (NASDAQ:MPWR) last announced its earnings results on Thursday, October 30th. The semiconductor company reported $4.73 EPS 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 business had revenue of $737.18 million during the quarter, compared to analysts’ expectations of $720.66 million. During the same period in the prior year, the company earned $4.06 earnings per share. The business’s revenue was up 18.9% compared to the same quarter last year. Monolithic Power Systems has set its Q4 2025 guidance at EPS. Sell-side analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th were paid a dividend of $1.56 per share. The ex-dividend date of this dividend was Tuesday, September 30th. This represents a $6.24 annualized dividend and a yield of 0.6%. Monolithic Power Systems’s dividend payout ratio is currently 16.25%.

Wall Street Analyst Weigh In

MPWR has been the subject of several research analyst reports. Weiss Ratings restated a “hold (c+)” rating on shares of Monolithic Power Systems in a report on Wednesday, October 8th. Citigroup boosted their price target on shares of Monolithic Power Systems from $825.00 to $1,100.00 and gave the company a “buy” rating in a research report on Friday, October 3rd. William Blair upgraded shares of Monolithic Power Systems to a “strong-buy” rating in a research note on Wednesday, August 13th. Stifel Nicolaus lifted their target price on Monolithic Power Systems from $930.00 to $1,100.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Finally, Wolfe Research set a $1,200.00 target price on Monolithic Power Systems and gave the company an “outperform” rating in a report on Tuesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $963.18.

Insider Buying and Selling

In other news, Director Carintia Martinez sold 1,400 shares of the company’s stock in a transaction that occurred on Thursday, September 18th. The stock was sold at an average price of $900.00, for a total transaction of $1,260,000.00. Following the completion of the sale, the director owned 878 shares in the company, valued at $790,200. This represents a 61.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Saria Tseng sold 1,300 shares of the stock in a transaction on Friday, October 24th. The stock was sold at an average price of $1,087.62, for a total value of $1,413,906.00. Following the sale, the executive vice president directly owned 126,354 shares of the company’s stock, valued at approximately $137,425,137.48. This represents a 1.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 40,843 shares of company stock valued at $38,938,463 over the last 90 days. Insiders own 3.40% of the company’s stock.

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.