Amundi Acquires 13,424 Shares of Monolithic Power Systems, Inc. $MPWR

Key Points

• Amundi increased its stake in Monolithic Power Systems by 14.6% in Q1, owning 105,612 shares valued at $56.38 million as per the latest SEC filing.
• Institutional investors and hedge funds collectively own 93.46% of the company's stock, indicating strong institutional interest in the semiconductor firm.
• Monolithic Power Systems recently reported earnings per share of $4.21, exceeding analyst expectations, with a revenue increase of 31% year-over-year to $664.57 million.

Amundi boosted its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 14.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 105,612 shares of the semiconductor company's stock after acquiring an additional 13,424 shares during the period. Amundi owned 0.22% of Monolithic Power Systems worth $56,376,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the business. Adage Capital Partners GP L.L.C. lifted its position in Monolithic Power Systems by 24.0% during the 1st quarter. Adage Capital Partners GP L.L.C. now owns 116,100 shares of the semiconductor company's stock valued at $67,336,000 after acquiring an additional 22,500 shares during the period. Perbak Capital Partners LLP purchased a new position in Monolithic Power Systems during the 1st quarter valued at about $330,000. EP Wealth Advisors LLC lifted its position in Monolithic Power Systems by 5.3% during the 1st quarter. EP Wealth Advisors LLC now owns 499 shares of the semiconductor company's stock valued at $289,000 after acquiring an additional 25 shares during the period. Focus Partners Advisor Solutions LLC purchased a new position in Monolithic Power Systems during the 1st quarter valued at about $207,000. Finally, Nomura Holdings Inc. lifted its position in Monolithic Power Systems by 104.0% during the 1st quarter. Nomura Holdings Inc. now owns 4,766 shares of the semiconductor company's stock valued at $2,764,000 after acquiring an additional 124,480 shares during the period. 93.46% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Monolithic Power Systems

In other news, EVP Deming Xiao sold 39,999 shares of the business's stock in a transaction on Friday, August 1st. The shares were sold at an average price of $780.00, for a total value of $31,199,220.00. Following the transaction, the executive vice president owned 121,605 shares of the company's stock, valued at approximately $94,851,900. The trade was a 24.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jeff Zhou sold 400 shares of the business's stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $850.00, for a total transaction of $340,000.00. Following the completion of the transaction, the director directly owned 5,804 shares in the company, valued at $4,933,400. This trade represents a 6.45% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 52,792 shares of company stock valued at $41,066,150. 3.40% of the stock is currently owned by corporate insiders.

Monolithic Power Systems Stock Performance

Shares of MPWR stock traded down $6.24 during trading hours on Friday, reaching $834.14. The company had a trading volume of 329,688 shares, compared to its average volume of 471,037. The business has a fifty day moving average price of $794.18 and a 200-day moving average price of $686.83. Monolithic Power Systems, Inc. has a one year low of $438.86 and a one year high of $954.00. The firm has a market cap of $39.95 billion, a PE ratio of 21.72, a price-to-earnings-growth ratio of 3.13 and a beta of 1.23.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its quarterly earnings results on Thursday, July 31st. The semiconductor company reported $4.21 EPS for the quarter, topping analysts' consensus estimates of $4.12 by $0.09. The firm had revenue of $664.57 million during the quarter, compared to analyst estimates of $648.74 million. Monolithic Power Systems had a net margin of 73.17% and a return on equity of 19.14%. The business's revenue for the quarter was up 31.0% on a year-over-year basis. During the same period in the previous year, the business posted $3.17 earnings per share. Monolithic Power Systems has set its Q3 2025 guidance at EPS. Equities research analysts forecast that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 15th. Stockholders of record on Tuesday, September 30th will be issued a $1.56 dividend. This represents a $6.24 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, September 30th. Monolithic Power Systems's payout ratio is 16.25%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on MPWR shares. KeyCorp lifted their price target on shares of Monolithic Power Systems from $940.00 to $950.00 and gave the company an "overweight" rating in a research report on Friday, August 1st. Rosenblatt Securities reissued a "neutral" rating and set a $800.00 price target on shares of Monolithic Power Systems in a research report on Friday, August 1st. William Blair upgraded shares of Monolithic Power Systems to a "strong-buy" rating in a research note on Wednesday, August 13th. Raymond James Financial restated an "outperform" rating and set a $875.00 price objective (up from $720.00) on shares of Monolithic Power Systems in a research note on Friday, August 1st. Finally, Stifel Nicolaus raised their price objective on shares of Monolithic Power Systems from $880.00 to $930.00 and gave the company a "buy" rating in a research note on Friday, August 1st. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Monolithic Power Systems has a consensus rating of "Moderate Buy" and a consensus target price of $838.09.

About Monolithic Power Systems

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.