5,996 Shares in Monolithic Power Systems, Inc. $MPWR Bought by Aware Super Pty Ltd as trustee of Aware Super

Key Points

• Aware Super disclosed a new first-quarter stake in Monolithic Power Systems, buying 5,996 shares valued at about $6.56 million.
• The stock continues to draw strong institutional interest, with hedge funds and other investors owning 93.46% of shares, even as several insiders have recently sold stock.
• Analysts remain upbeat on MPWR: KeyCorp reiterated an Overweight rating and lifted its price target to $2,000, while the company also recently reported earnings and revenue beats for the quarter.

Aware Super Pty Ltd as trustee of Aware Super acquired a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 5,996 shares of the semiconductor company's stock, valued at approximately $6,556,000.

A number of other institutional investors have also modified their holdings of MPWR. State Street Corp lifted its position in Monolithic Power Systems by 2.1% during the fourth quarter. State Street Corp now owns 2,180,419 shares of the semiconductor company's stock worth $1,979,610,000 after buying an additional 45,715 shares in the last quarter. Corient Private Wealth LLC boosted its stake in shares of Monolithic Power Systems by 3,719.6% in the 4th quarter. Corient Private Wealth LLC now owns 2,047,173 shares of the semiconductor company's stock valued at $1,855,476,000 after buying an additional 1,993,576 shares during the period. Price T Rowe Associates Inc. MD increased its holdings in shares of Monolithic Power Systems by 7.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,691,394 shares of the semiconductor company's stock valued at $1,533,013,000 after acquiring an additional 117,596 shares during the last quarter. Invesco Ltd. raised its position in shares of Monolithic Power Systems by 25.9% during the 4th quarter. Invesco Ltd. now owns 1,434,689 shares of the semiconductor company's stock worth $1,300,345,000 after acquiring an additional 295,556 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in Monolithic Power Systems by 3.3% during the fourth quarter. Geode Capital Management LLC now owns 1,382,280 shares of the semiconductor company's stock worth $1,248,436,000 after purchasing an additional 44,583 shares during the last quarter. Hedge funds and other institutional investors own 93.46% of the company's stock.

Insider Buying and Selling

In related news, EVP Saria Tseng sold 7,565 shares of Monolithic Power Systems stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $1,700.00, for a total value of $12,860,500.00. Following the completion of the sale, the executive vice president directly owned 144,218 shares in the company, valued at $245,170,600. This trade represents a 4.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Maurice Sciammas sold 30 shares of Monolithic Power Systems stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,351.61, for a total transaction of $40,548.30. Following the transaction, the executive vice president directly owned 1,149 shares in the company, valued at $1,552,999.89. The trade was a 2.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 69,370 shares of company stock worth $112,702,503. Insiders own 3.60% of the company's stock.

Monolithic Power Systems News Roundup

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

• Positive Sentiment: KeyCorp reiterated an Overweight rating on Monolithic Power Systems and set a $2,000 price target, signaling confidence in the semiconductor company’s long-term growth prospects.
• Positive Sentiment: The firm’s new forecasts call for strong earnings growth, including FY2026 EPS of $21.05 versus the current consensus of $20.23, and FY2027 EPS of $29.54, suggesting analysts see room for continued outperformance.
• Positive Sentiment: KeyCorp also raised quarterly estimates across 2026 and 2027, with EPS projected to climb from $4.92 in Q2 2026 to $8.61 in Q4 2027, reinforcing expectations for sustained profit expansion.
• Positive Sentiment: Separately, coverage commentary noted Monolithic Power Systems has a history of beating earnings estimates, which could keep investor sentiment constructive ahead of the next report. Will Monolithic (MPWR) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Brokerage sentiment remains broadly supportive, with the stock carrying an average rating of Moderate Buy from analysts.

Monolithic Power Systems Trading Up 0.5%

Shares of Monolithic Power Systems stock opened at $1,312.00 on Friday. The business's fifty day moving average price is $1,486.13 and its 200 day moving average price is $1,286.19. The stock has a market capitalization of $64.46 billion, a P/E ratio of 94.59, a PEG ratio of 2.32 and a beta of 1.71. Monolithic Power Systems, Inc. has a twelve month low of $702.32 and a twelve month high of $1,714.09.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share for the quarter, beating analysts' consensus estimates of $4.90 by $0.20. The firm had revenue of $804.19 million for the quarter, compared to analysts' expectations of $781.93 million. Monolithic Power Systems had a net margin of 22.84% and a return on equity of 19.58%. Monolithic Power Systems's revenue was up 26.1% compared to the same quarter last year. During the same period in the previous year, the company posted $4.04 earnings per share. As a group, sell-side analysts predict that Monolithic Power Systems, Inc. will post 20.26 EPS for the current year.

Monolithic Power Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were given a $2.00 dividend. This represents a $8.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, June 30th. Monolithic Power Systems's dividend payout ratio (DPR) is 57.68%.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. KeyCorp increased their price target on shares of Monolithic Power Systems from $1,500.00 to $2,000.00 and gave the company an "overweight" rating in a research note on Friday, May 1st. Wells Fargo & Company increased their target price on shares of Monolithic Power Systems from $1,650.00 to $1,860.00 and gave the company an "overweight" rating in a research report on Friday, May 1st. Weiss Ratings raised shares of Monolithic Power Systems from a "hold (c)" rating to a "hold (c+)" rating in a research report on Friday, June 12th. Needham & Company LLC upped their price objective on shares of Monolithic Power Systems from $1,300.00 to $1,750.00 and gave the company a "buy" rating in a research note on Friday, May 1st. Finally, Truist Financial set a $1,805.00 target price on Monolithic Power Systems in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $1,599.17.

Monolithic Power Systems Company 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.

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