Parcion Private Wealth LLC Buys New Stake in Monolithic Power Systems, Inc. $MPWR

Key Points

• Parcion Private Wealth LLC purchased 5,053 shares of Monolithic Power Systems, Inc. valued at approximately $3.7 million in the second quarter, reflecting growing institutional interest in the company.
• Monolithic Power reported a quarterly earnings per share (EPS) of $4.21, surpassing expectations and demonstrating a 31% year-over-year revenue growth, with a net margin of 73.17%.
• The company recently announced a quarterly dividend of $1.56 per share, indicating a 0.6% yield, with a payout ratio of 16.25% for investors.

Parcion Private Wealth LLC bought a new stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 5,053 shares of the semiconductor company's stock, valued at approximately $3,696,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. WPG Advisers LLC acquired a new position in Monolithic Power Systems during the first quarter valued at $27,000. Strategic Investment Solutions Inc. IL acquired a new position in shares of Monolithic Power Systems in the second quarter worth about $36,000. SouthState Corp acquired a new position in shares of Monolithic Power Systems in the first quarter worth about $33,000. AdvisorNet Financial Inc raised its position in shares of Monolithic Power Systems by 306.3% in the second quarter. AdvisorNet Financial Inc now owns 65 shares of the semiconductor company's stock worth $48,000 after acquiring an additional 49 shares during the period. Finally, Trust Co. of Toledo NA OH acquired a new position in shares of Monolithic Power Systems in the second quarter worth about $48,000. 93.46% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Monolithic Power Systems

In other news, EVP Saria Tseng sold 2,812 shares of the stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $1,025.72, for a total value of $2,884,324.64. Following the completion of the sale, the executive vice president owned 127,654 shares of the company's stock, valued at $130,937,260.88. This represents a 2.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Theodore Blegen sold 3,000 shares of the stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $913.22, for a total transaction of $2,739,660.00. Following the completion of the sale, the chief financial officer directly owned 37,940 shares of the company's stock, valued at approximately $34,647,566.80. This trade represents a 7.33% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 82,542 shares of company stock worth $70,973,777 in the last 90 days. 3.40% of the stock is currently owned by insiders.

Monolithic Power Systems Trading Down 0.3%

Shares of NASDAQ MPWR opened at $1,028.67 on Wednesday. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,041.50. The stock has a market cap of $49.27 billion, a PE ratio of 26.79, a P/E/G ratio of 3.84 and a beta of 1.27. The company has a 50-day moving average of $895.37 and a 200 day moving average of $752.25.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its quarterly earnings data on Thursday, July 31st. The semiconductor company reported $4.21 earnings per share (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 company had revenue of $664.57 million during the quarter, compared to analysts' expectations of $648.74 million. During the same quarter in the prior year, the company earned $3.17 EPS. Monolithic Power Systems's revenue was up 31.0% compared to the same quarter last year. Monolithic Power Systems has set its Q3 2025 guidance at EPS. On average, sell-side analysts forecast that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Tuesday, September 30th were paid a dividend of $1.56 per share. This represents a $6.24 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, September 30th. Monolithic Power Systems's dividend payout ratio is currently 16.25%.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on MPWR. Needham & Company LLC upped their price objective on shares of Monolithic Power Systems from $820.00 to $1,025.00 and gave the stock a "buy" rating in a research report on Monday, September 29th. Rosenblatt Securities reiterated a "neutral" rating and issued a $800.00 price objective on shares of Monolithic Power Systems in a research report on Friday, August 1st. Stifel Nicolaus upped their price target on shares of Monolithic Power Systems from $930.00 to $1,100.00 and gave the stock a "buy" rating in a research report on Friday. Wells Fargo & Company upped their price target on shares of Monolithic Power Systems from $750.00 to $970.00 and gave the stock an "equal weight" rating in a research report on Monday. Finally, 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 report on Tuesday, July 15th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $945.00.

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.

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