Mirova Has $1.78 Million Position in Monolithic Power Systems, Inc. $MPWR

Key Points

• Mirova decreased its holdings in Monolithic Power Systems by 9.7% during Q1, owning 3,069 shares worth approximately $1.78 million after selling 328 shares.
• Other major investors, including Vanguard Group and Price T Rowe Associates, increased their stakes, reflecting a high level of interest with 93.46% of shares owned by institutional investors.
• Monolithic Power Systems reported Q2 earnings of $4.21 per share, surpassing estimates, with revenue of $664.57 million, marking a 31.0% increase year-over-year.

Mirova cut its holdings in Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 9.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,069 shares of the semiconductor company's stock after selling 328 shares during the quarter. Mirova's holdings in Monolithic Power Systems were worth $1,780,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in MPWR. Beverly Hills Private Wealth LLC grew its stake in shares of Monolithic Power Systems by 3.2% in the 1st 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 period. Cromwell Holdings LLC grew its stake in shares of Monolithic Power Systems by 18.7% in the 1st quarter. Cromwell Holdings LLC now owns 127 shares of the semiconductor company's stock valued at $74,000 after buying an additional 20 shares during the period. Burney Co. grew its stake in shares of 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 buying an additional 20 shares during the period. Horizon Investments LLC grew its stake in shares of Monolithic Power Systems by 3.3% in the 1st quarter. Horizon Investments LLC now owns 688 shares of the semiconductor company's stock valued at $399,000 after buying an additional 22 shares during the period. Finally, Kestra Private Wealth Services LLC grew its stake in shares of Monolithic Power Systems by 2.9% in the 1st quarter. Kestra Private Wealth Services LLC now owns 897 shares of the semiconductor company's stock valued at $520,000 after buying an additional 25 shares during the period. 93.46% of the stock is owned by hedge funds and other institutional investors.

Monolithic Power Systems Stock Down 2.8%

Shares of MPWR traded down $24.26 on Friday, hitting $834.20. 189,364 shares of the stock traded hands, compared to its average volume of 789,511. Monolithic Power Systems, Inc. has a 1 year low of $438.86 and a 1 year high of $959.64. The firm has a market capitalization of $39.95 billion, a P/E ratio of 21.71, a P/E/G ratio of 3.23 and a beta of 1.18. The stock's 50 day moving average is $769.41 and its two-hundred day moving average is $674.55.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its 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. The business had revenue of $664.57 million for the quarter, compared to the consensus estimate of $648.74 million. Monolithic Power Systems had a return on equity of 19.14% and a net margin of 73.17%.The company's revenue was up 31.0% on a year-over-year basis. During the same period last year, the business posted $3.17 EPS. Monolithic Power Systems has set its Q3 2025 guidance at EPS. 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 disclosed a quarterly dividend, which was paid on Tuesday, July 15th. Investors of record on Monday, June 30th were issued a $1.56 dividend. 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%.

Insiders Place Their Bets

In other Monolithic Power Systems news, Director Jeff Zhou sold 193 shares of the business's stock in a transaction dated Wednesday, August 27th. The shares were sold at an average price of $870.00, for a total transaction of $167,910.00. Following the sale, the director directly owned 5,611 shares in the company, valued at approximately $4,881,570. The trade was a 3.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Deming Xiao sold 39,999 shares of the business's stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $780.00, for a total transaction of $31,199,220.00. Following the sale, the executive vice president owned 121,605 shares in the company, valued at $94,851,900. This trade represents a 24.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 49,792 shares of company stock worth $38,623,130. 3.40% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research firms have recently issued reports on MPWR. Citigroup reissued a "buy" rating and issued a $825.00 price target (up from $785.00) on shares of Monolithic Power Systems in a research note on Monday, August 4th. Oppenheimer reissued an "outperform" rating and issued a $800.00 price target (up from $700.00) on shares of Monolithic Power Systems in a research note on Tuesday, July 15th. 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. William Blair raised shares of Monolithic Power Systems to a "strong-buy" rating in a research note on Wednesday, August 13th. Finally, Rosenblatt Securities reissued a "neutral" rating and issued a $800.00 price target on shares of Monolithic Power Systems in a research note on Friday, August 1st. One research analyst has rated the stock with a Strong Buy rating, nine have issued 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.

Monolithic Power Systems Company Profile

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.