Danske Bank A S Has $22.13 Million Holdings in Monolithic Power Systems, Inc. $MPWR

Key Points

• Danske Bank A/S cut its stake in Monolithic Power Systems by 28.3% in Q4, selling 9,641 shares and leaving it with 24,417 shares worth about $22.13 million (≈0.05% of the company).
• Strong Q1 and guidance: MPWR beat estimates with $5.10 EPS and $804.2M revenue (up ~26%) and issued robust Q2 revenue guidance (~$890–$910M), triggering several analyst upgrades and higher price targets.
• Risks remain: Insiders sold roughly 137,683 shares (~$158M) last quarter and third‑party reports flagged a ~59% drop in operating cash flow and rising liabilities, while valuation is high (market cap ~$77.8B, P/E ~114).

Danske Bank A S lessened its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 28.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 24,417 shares of the semiconductor company's stock after selling 9,641 shares during the period. Danske Bank A S owned about 0.05% of Monolithic Power Systems worth $22,131,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in MPWR. Penserra Capital Management LLC lifted its position in Monolithic Power Systems by 88.9% in 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 in the last quarter. AE Wealth Management LLC bought a new position in Monolithic Power Systems in the 3rd quarter valued at approximately $1,121,000. Candriam S.C.A. raised its stake in Monolithic Power Systems by 6.9% during the 3rd quarter. Candriam S.C.A. now owns 85,907 shares of the semiconductor company's stock valued at $79,089,000 after buying an additional 5,561 shares during the last quarter. Vanguard Group Inc. raised its stake in Monolithic Power Systems by 2.3% during the 3rd quarter. Vanguard Group Inc. now owns 6,074,033 shares of the semiconductor company's stock valued at $5,591,998,000 after buying an additional 134,087 shares during the last quarter. Finally, First Trust Advisors LP raised its stake in Monolithic Power Systems by 66.4% during the 3rd quarter. First Trust Advisors LP now owns 447,801 shares of the semiconductor company's stock valued at $412,263,000 after buying an additional 178,622 shares during the last quarter. Institutional investors and hedge funds own 93.46% of the company's stock.

Monolithic Power Systems Stock Down 1.9%

MPWR opened at $1,583.48 on Friday. The firm has a 50-day simple moving average of $1,228.53 and a two-hundred day simple moving average of $1,086.58. Monolithic Power Systems, Inc. has a 52 week low of $608.96 and a 52 week high of $1,661.79. The company has a market capitalization of $77.78 billion, a PE ratio of 114.17, a price-to-earnings-growth ratio of 4.01 and a beta of 1.74.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $5.10 EPS for the quarter, beating analysts' consensus estimates of $4.90 by $0.20. Monolithic Power Systems had a net margin of 22.84% and a return on equity of 19.82%. The firm had revenue of $804.19 million during the quarter, compared to the consensus estimate of $781.93 million. During the same quarter last year, the firm earned $4.04 EPS. The firm's revenue for the quarter was up 26.1% compared to the same quarter last year. As a group, sell-side analysts expect that Monolithic Power Systems, Inc. will post 17.01 earnings per share for the current year.

Monolithic Power Systems Increases Dividend

The firm 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 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. This is a positive change from Monolithic Power Systems's previous quarterly dividend of $1.56. Monolithic Power Systems's payout ratio is 62.79%.

Analyst Ratings Changes

A number of brokerages have weighed in on MPWR. Citigroup reiterated a "buy" rating on shares of Monolithic Power Systems in a research note on Friday. TD Cowen upped their price objective on Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the stock a "buy" rating in a research note on Friday. Wells Fargo & Company upped their price objective on Monolithic Power Systems from $1,650.00 to $1,860.00 and gave the stock an "overweight" rating in a research note on Friday. Oppenheimer set a $1,700.00 price target on Monolithic Power Systems in a research note on Friday. Finally, 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 note on Friday. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $1,599.17.

Insider Transactions at Monolithic Power Systems

In related news, Director Victor K. Lee sold 400 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $1,212.16, for a total value of $484,864.00. Following the completion of the transaction, the director owned 27,756 shares of the company's stock, valued at approximately $33,644,712.96. This trade represents a 1.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Maurice Sciammas sold 22,875 shares of the firm's stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total transaction of $26,790,285.00. Following the completion of the sale, the executive vice president directly owned 178,625 shares of the company's stock, valued at approximately $209,198,455. The trade was a 11.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 137,683 shares of company stock worth $158,138,447 in the last quarter. Company insiders own 3.40% of the company's stock.

Trending Headlines about Monolithic Power Systems

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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