Monolithic Power Systems, Inc. $MPWR Shares Acquired by BNP Paribas Financial Markets

Key Points

• BNP Paribas Financial Markets significantly increased its stake in Monolithic Power Systems by 87.9% during the first quarter, acquiring an additional 132,880 shares, leading to a total of 284,097 shares valued at approximately $164.77 million.
• Monolithic Power Systems reported an earnings per share of $4.21 for the last quarter, exceeding analysts' estimates, along with a revenue growth of 31.0% year-over-year.
• The company declared a quarterly dividend of $1.56 per share, translating to an annualized payout of $6.24 and a dividend yield of 0.7%.

BNP Paribas Financial Markets boosted its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 87.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 284,097 shares of the semiconductor company's stock after purchasing an additional 132,880 shares during the quarter. BNP Paribas Financial Markets owned about 0.59% of Monolithic Power Systems worth $164,771,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the company. Beverly Hills Private Wealth LLC raised its position in shares of Monolithic Power Systems by 3.2% in the first quarter. Beverly Hills Private Wealth LLC now owns 638 shares of the semiconductor company's stock valued at $370,000 after buying an additional 20 shares during the last quarter. Cromwell Holdings LLC grew its stake in Monolithic Power Systems by 18.7% in the 1st quarter. Cromwell Holdings LLC now owns 127 shares of the semiconductor company's stock worth $74,000 after acquiring an additional 20 shares during the period. Burney Co. raised its holdings in Monolithic Power Systems by 2.2% in the 1st quarter. Burney Co. now owns 946 shares of the semiconductor company's stock valued at $549,000 after acquiring an additional 20 shares during the last quarter. Horizon Investments LLC lifted its stake in shares of Monolithic Power Systems by 3.3% during the 1st quarter. Horizon Investments LLC now owns 688 shares of the semiconductor company's stock worth $399,000 after purchasing an additional 22 shares during the period. Finally, Kestra Private Wealth Services LLC boosted its holdings in shares of Monolithic Power Systems by 2.9% during the first quarter. Kestra Private Wealth Services LLC now owns 897 shares of the semiconductor company's stock worth $520,000 after purchasing an additional 25 shares during the last quarter. 93.46% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have recently commented on MPWR. Oppenheimer reaffirmed an "outperform" rating and issued a $800.00 price objective (up previously from $700.00) on shares of Monolithic Power Systems in a research report on Tuesday, July 15th. Needham & Company LLC lifted their price target on Monolithic Power Systems from $800.00 to $820.00 and gave the company a "buy" rating in a report on Friday, August 1st. William Blair upgraded shares of Monolithic Power Systems to a "strong-buy" rating in a report on Wednesday, August 13th. Citigroup reissued a "buy" rating and issued a $825.00 target price (up from $785.00) on shares of Monolithic Power Systems in a research report on Monday, August 4th. Finally, Stifel Nicolaus upped their price target on shares of Monolithic Power Systems from $880.00 to $930.00 and gave the stock a "buy" rating in a research report on Friday, August 1st. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat.com, Monolithic Power Systems currently has an average rating of "Moderate Buy" and an average target price of $838.09.

Monolithic Power Systems Stock Performance

Shares of NASDAQ:MPWR traded down $22.70 during trading on Monday, reaching $835.76. 568,918 shares of the stock were exchanged, compared to its average volume of 581,778. The firm's 50-day moving average price is $772.40 and its 200 day moving average price is $675.15. The firm has a market cap of $40.02 billion, a price-to-earnings ratio of 21.76, a price-to-earnings-growth ratio of 3.11 and a beta of 1.23. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $959.64.

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

Monolithic Power Systems Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 15th. Investors of record on Monday, June 30th were given a dividend of $1.56 per share. This represents a $6.24 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Monday, June 30th. Monolithic Power Systems's dividend payout ratio is 16.25%.

Insider Buying and Selling

In other news, CFO Theodore Blegen sold 3,000 shares of the company's stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $750.00, for a total value of $2,250,000.00. Following the completion of the sale, the chief financial officer owned 43,939 shares of the company's stock, valued at $32,954,250. This represents a 6.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Deming Xiao sold 39,999 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president owned 121,605 shares of the company's stock, valued at approximately $94,851,900. This trade represents a 24.75% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 49,792 shares of company stock valued at $38,623,130. Company insiders own 3.40% of the company's stock.

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.