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Kayne Anderson Rudnick Investment Management LLC Reduces Position in Monolithic Power Systems, Inc. $MPWR

Monolithic Power Systems logo with Computer and Technology background

Key Points

  • Kayne Anderson Rudnick Investment Management LLC has reduced its position in Monolithic Power Systems by 0.5%, owning 361,124 shares valued at approximately $209.4 million after selling 1,637 shares in the first quarter.
  • Multiple hedge funds have increased their holdings in Monolithic Power Systems, with Synovus Financial Corp leading with a 37.9% increase in its position during the same quarter.
  • Monolithic Power Systems reported a quarterly earnings per share of $4.21, surpassing analyst expectations, and issued a dividend of $1.56 per share, reflecting a 0.7% yield.
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Kayne Anderson Rudnick Investment Management LLC lessened its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 0.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 361,124 shares of the semiconductor company's stock after selling 1,637 shares during the period. Kayne Anderson Rudnick Investment Management LLC owned 0.75% of Monolithic Power Systems worth $209,445,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Fourth Dimension Wealth LLC acquired a new position in shares of Monolithic Power Systems during the 4th quarter valued at $29,000. SouthState Corp bought a new stake in Monolithic Power Systems during the 1st quarter valued at $33,000. Itau Unibanco Holding S.A. increased its stake in Monolithic Power Systems by 637.5% during the 4th quarter. Itau Unibanco Holding S.A. now owns 59 shares of the semiconductor company's stock valued at $35,000 after purchasing an additional 51 shares in the last quarter. Meeder Asset Management Inc. increased its stake in Monolithic Power Systems by 146.4% during the 1st quarter. Meeder Asset Management Inc. now owns 69 shares of the semiconductor company's stock valued at $40,000 after purchasing an additional 41 shares in the last quarter. Finally, Global Financial Private Client LLC increased its stake in Monolithic Power Systems by 265.0% during the 1st quarter. Global Financial Private Client LLC now owns 73 shares of the semiconductor company's stock valued at $42,000 after purchasing an additional 53 shares in the last quarter. Institutional investors and hedge funds own 93.46% of the company's stock.

Analyst Upgrades and Downgrades

MPWR has been the subject of a number of recent research reports. TD Cowen boosted their price target on shares of Monolithic Power Systems from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Friday, May 2nd. Wells Fargo & Company boosted their price target on shares of Monolithic Power Systems from $730.00 to $750.00 and gave the company an "equal weight" rating in a research note on Friday, August 1st. Citigroup restated a "buy" rating and set a $825.00 price target (up previously from $785.00) on shares of Monolithic Power Systems in a research note on Monday, August 4th. Oppenheimer restated an "outperform" rating and set a $800.00 price target (up previously from $700.00) on shares of Monolithic Power Systems in a research note on Tuesday, July 15th. Finally, Needham & Company LLC boosted their price target on shares of Monolithic Power Systems from $800.00 to $820.00 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 issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $838.09.

Check Out Our Latest Stock Report on Monolithic Power Systems

Insider Activity at Monolithic Power Systems

In related news, Director Jeff Zhou sold 400 shares of the stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $850.00, for a total transaction of $340,000.00. Following the completion of the transaction, the director owned 5,804 shares in the company, valued at approximately $4,933,400. This represents a 6.45% 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 link. Also, CFO Theodore Blegen sold 6,000 shares of the company's stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $750.00, for a total transaction of $4,500,000.00. Following the sale, the chief financial officer directly owned 46,939 shares in the company, valued at approximately $35,204,250. This trade represents a 11.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 49,792 shares of company stock worth $38,623,130. 3.40% of the stock is owned by company insiders.

Monolithic Power Systems Stock Down 2.8%

MPWR traded down $24.26 during trading on Friday, hitting $834.20. 189,364 shares of the company traded hands, compared to its average volume of 789,511. The firm has a market cap of $39.95 billion, a P/E ratio of 21.71, a price-to-earnings-growth ratio of 3.23 and a beta of 1.18. The stock's fifty day moving average is $769.41 and its 200 day moving average is $674.55. Monolithic Power Systems, Inc. has a one year low of $438.86 and a one year 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 earnings per share for the quarter, beating the consensus estimate of $4.12 by $0.09. The company 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 firm's revenue for the quarter was up 31.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.17 earnings per share. Monolithic Power Systems has set its Q3 2025 guidance at EPS. On average, equities research analysts forecast that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Announces Dividend

The business 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. The ex-dividend date was Monday, June 30th. This represents a $6.24 annualized dividend and a yield of 0.7%. Monolithic Power Systems's dividend payout ratio is presently 16.25%.

Monolithic Power Systems Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Monolithic Power Systems (NASDAQ:MPWR)

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