Public Sector Pension Investment Board Buys 556 Shares of Monolithic Power Systems, Inc. $MPWR

Public Sector Pension Investment Board increased its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 1.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 34,587 shares of the semiconductor company’s stock after buying an additional 556 shares during the quarter. Public Sector Pension Investment Board owned about 0.07% of Monolithic Power Systems worth $31,842,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. BLB&B Advisors LLC boosted its position in shares of Monolithic Power Systems by 9.1% during the second quarter. BLB&B Advisors LLC now owns 9,205 shares of the semiconductor company’s stock valued at $6,732,000 after buying an additional 768 shares during the period. AE Wealth Management LLC bought a new stake in shares of Monolithic Power Systems during the 3rd quarter worth approximately $1,121,000. Penserra Capital Management LLC boosted its holdings in Monolithic Power Systems by 88.9% during the 3rd quarter. Penserra Capital Management LLC now owns 2,191 shares of the semiconductor company’s stock valued at $2,016,000 after acquiring an additional 1,031 shares during the period. Candriam S.C.A. grew its position in Monolithic Power Systems by 6.9% in the 3rd quarter. Candriam S.C.A. now owns 85,907 shares of the semiconductor company’s stock valued at $79,089,000 after acquiring an additional 5,561 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund increased its stake in Monolithic Power Systems by 30.9% in the third quarter. Oregon Public Employees Retirement Fund now owns 5,475 shares of the semiconductor company’s stock worth $5,041,000 after purchasing an additional 1,293 shares during the period. 93.46% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Monolithic Power Systems news, EVP Maurice Sciammas sold 27,966 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $881.66, for a total value of $24,656,503.56. Following the completion of the transaction, the executive vice president owned 148,306 shares in the company, valued at approximately $130,755,467.96. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Theodore Blegen sold 21,725 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total value of $25,443,451.00. Following the completion of the sale, the chief financial officer directly owned 82,353 shares in the company, valued at approximately $96,448,539.48. The trade was a 20.87% 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 160,726 shares of company stock valued at $170,024,209. Insiders own 3.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on MPWR shares. TD Cowen reissued a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, October 31st. Zacks Research raised shares of Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Needham & Company LLC upped their target price on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Wells Fargo & Company lifted their price target on shares of Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Finally, Truist Financial boosted their price target on Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a “buy” rating in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Monolithic Power Systems has a consensus rating of “Buy” and an average target price of $1,218.42.

Monolithic Power Systems Stock Performance

NASDAQ MPWR opened at $1,155.93 on Friday. Monolithic Power Systems, Inc. has a one year low of $438.86 and a one year high of $1,250.00. The company has a market capitalization of $55.38 billion, a price-to-earnings ratio of 90.73, a price-to-earnings-growth ratio of 3.03 and a beta of 1.45. The company’s 50-day simple moving average is $1,022.64 and its two-hundred day simple moving average is $945.45.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share for the quarter, beating analysts’ consensus estimates of $4.74 by $0.05. The business had revenue of $751.16 million for the quarter, compared to analysts’ expectations of $741.69 million. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.09%. The company’s revenue was up 20.8% compared to the same quarter last year. During the same period last year, the business earned $4.09 EPS. Equities analysts expect that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current fiscal year.

Monolithic Power Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $2.00 per share. This is an increase from Monolithic Power Systems’s previous quarterly dividend of $1.56. This represents a $8.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, March 31st. Monolithic Power Systems’s dividend payout ratio (DPR) is 48.98%.

Trending Headlines about Monolithic Power Systems

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

• Positive Sentiment: Q4 results and outlook beat — MPWR reported revenue and EPS above consensus, management signaled book‑to‑bill >1 with backlog into Q3 2026 and highlighted strengthening data‑center demand, supporting multi‑quarter growth expectations. Q4 earnings / call
• Positive Sentiment: Dividend raised — the company increased the quarterly dividend from $1.56 to $2.00 (annualized $8.00), signaling confidence in cash flow and returning cash to shareholders. Dividend announcement
• Positive Sentiment: Analyst upgrades and momentum calls — Zacks upgraded MPWR to a strong‑buy and several firms lifted price targets, while earnings estimate revisions have trended higher, which can support further buying interest. Zacks coverage
• Neutral Sentiment: Momentum / growth profiles highlighted by media — multiple outlets profile MPWR as a top growth/momentum pick, which can attract retail and momentum flows but also increase volatility. MSN growth story
• Neutral Sentiment: Valuation debate — coverage notes the stock has run sharply and now trades at premium multiples; expectations are baked in for continued execution, making shares sensitive to any miss. Valuation analysis
• Negative Sentiment: Clustered insider selling — recent filings show multiple senior insiders sold shares (including CFO Theodore Blegen’s 21,725‑share sale and other EVP/director sales). Large, near‑simultaneous insider exits often weigh on sentiment even if routine or for tax/diversification reasons. SEC/filing links: CFO filing Director filing

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.