7,772 Shares in Monolithic Power Systems, Inc. $MPWR Purchased by Benjamin Edwards Inc.

Key Points

• Benjamin Edwards Inc. opened a new position in Monolithic Power Systems (NASDAQ: MPWR), buying 7,772 shares worth about $7.04 million in Q4.
• Q1 results beat expectations — EPS $5.10 vs. $4.90 and revenue ~$804M (up ~26%) — and management issued strong Q2 revenue guidance (~$890M–$910M), prompting several analysts to raise price targets and a consensus "Moderate Buy" rating.
• There has been heavy insider selling and financial scrutiny: insiders sold 134,683 shares (~$154.7M) in the last 90 days and third‑party coverage flagged a ~59% drop in operating cash flow, which could weigh on sentiment despite the results.

Benjamin Edwards Inc. acquired a new position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 7,772 shares of the semiconductor company's stock, valued at approximately $7,043,000.

A number of other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its position in Monolithic Power Systems by 46.0% during the 4th quarter. Brighton Jones LLC now owns 635 shares of the semiconductor company's stock worth $376,000 after acquiring an additional 200 shares during the last quarter. Empowered Funds LLC grew its position in Monolithic Power Systems by 3.1% during the 1st quarter. Empowered Funds LLC now owns 5,325 shares of the semiconductor company's stock worth $3,088,000 after acquiring an additional 161 shares during the last quarter. NewEdge Advisors LLC grew its position in Monolithic Power Systems by 3.5% during the 2nd quarter. NewEdge Advisors LLC now owns 9,383 shares of the semiconductor company's stock worth $6,863,000 after acquiring an additional 314 shares during the last quarter. Treasurer of the State of North Carolina grew its position in Monolithic Power Systems by 35.2% during the 2nd quarter. Treasurer of the State of North Carolina now owns 35,789 shares of the semiconductor company's stock worth $26,175,000 after acquiring an additional 9,315 shares during the last quarter. Finally, Globeflex Capital L P bought a new stake in Monolithic Power Systems during the 2nd quarter worth approximately $347,000. Institutional investors own 93.46% of the company's stock.

Insider Activity at Monolithic Power Systems

In related news, EVP Maurice Sciammas sold 30 shares of the firm's stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $1,116.44, for a total value of $33,493.20. Following the completion of the sale, the executive vice president owned 1,239 shares of the company's stock, valued at $1,383,269.16. This trade represents a 2.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 transaction of $25,443,451.00. Following the completion of the sale, the chief financial officer directly owned 82,353 shares of the company's stock, valued at approximately $96,448,539.48. This represents a 20.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 134,683 shares of company stock worth $154,749,167. 3.40% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

MPWR has been the topic of a number of research analyst reports. Weiss Ratings lowered Monolithic Power Systems from a "buy (b-)" rating to a "hold (c)" rating in a research report on Monday, March 2nd. William Blair restated an "outperform" rating on shares of Monolithic Power Systems in a research report on Thursday, March 5th. Rosenblatt Securities increased their price target on Monolithic Power Systems from $1,000.00 to $1,575.00 and gave the stock a "neutral" rating in a research report on Friday. Truist Financial set a $1,805.00 price target on Monolithic Power Systems in a research report on Friday. Finally, Raymond James Financial restated an "outperform" rating and set a $1,800.00 price target on shares of Monolithic Power Systems in a research report on Friday. Twelve equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,599.17.

Monolithic Power Systems Price Performance

Shares of Monolithic Power Systems stock opened at $1,583.48 on Monday. The firm has a market cap of $77.78 billion, a P/E ratio of 114.17, a P/E/G ratio of 4.01 and a beta of 1.74. The firm has a 50 day simple moving average of $1,228.53 and a 200 day simple moving average of $1,087.41. Monolithic Power Systems, Inc. has a fifty-two week low of $608.96 and a fifty-two week high of $1,661.79.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last issued 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 business had revenue of $804.19 million during the quarter, compared to analyst estimates 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 for the quarter was up 26.1% compared to the same quarter last year. During the same quarter last year, the business posted $4.04 earnings per share. On average, sell-side analysts expect that Monolithic Power Systems, Inc. will post 17.01 EPS for the current year.

Monolithic Power Systems Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were issued a $2.00 dividend. This is an increase from Monolithic Power Systems's previous quarterly dividend of $1.56. This represents a $8.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, March 31st. Monolithic Power Systems's dividend payout ratio (DPR) is 62.79%.

Key Monolithic Power Systems News

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

• Positive Sentiment: Q1 results beat consensus — revenue grew ~26% to about $804M and EPS topped estimates; management cited AI-driven enterprise data demand and strength in communications & networking. Zacks: Q1 Earnings Beat
• Positive Sentiment: Company issued strong Q2 revenue guidance (~$890M–$910M) well above Street estimates, which supports continued top-line momentum if execution holds. GlobeNewswire: Q1 Results & Guidance
• Positive Sentiment: Wall Street support: Wells Fargo raised its price target to $1,860 (overweight) and Needham to $1,750 (buy), reflecting further upside expectations from the beat/guidance. Benzinga: Wells Fargo Raise TickerReport: Needham Raise
• Positive Sentiment: Legal win: MPS prevailed in a patent suit in West Texas; the plaintiff agreed to pay MPS court costs — removes a legal overhang. GlobeNewswire: Patent Lawsuit Resolution
• Neutral Sentiment: Full Q1 earnings call transcript and investor materials are available for deeper read-through of channel dynamics and product-level commentary. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Cash-flow and insider activity are potential drags: third‑party coverage flagged a ~59% drop in operating cash flow, rising liabilities and extensive insider share sales by multiple executives — factors that can pressure sentiment and fuel profit‑taking. QuiverQuant: Financials & Insider Selling
• Negative Sentiment: Some analysts remain cautious or show lower targets (Rosenblatt revised its target to $1,575 with a neutral rating; other published targets still sit well below the recent surge), which can limit near-term upside if momentum fades. Benzinga: Analyst Notes AmericanBankingNews: Lower Target

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.

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