UniSuper Management Pty Ltd Raises Holdings in Monolithic Power Systems, Inc. $MPWR

Key Points

• UniSuper Management Pty Ltd increased its stake in Monolithic Power Systems by 3.7%, bringing its total holdings to 11,242 shares valued at approximately $6.52 million.
• Major institutional investors such as Vanguard Group and Price T Rowe Associates significantly raised their shares in Monolithic Power Systems, with 93.46% of the stock now owned by institutional investors.
• Monolithic Power Systems reported strong earnings, with an EPS of $4.21, exceeding analyst expectations and a revenue increase of 31% year over year.

UniSuper Management Pty Ltd raised its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 3.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 11,242 shares of the semiconductor company's stock after purchasing an additional 400 shares during the period. UniSuper Management Pty Ltd's holdings in Monolithic Power Systems were worth $6,520,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Monolithic Power Systems by 1.7% during the 1st quarter. Vanguard Group Inc. now owns 5,920,669 shares of the semiconductor company's stock valued at $3,433,870,000 after buying an additional 96,395 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in Monolithic Power Systems by 33.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 2,034,731 shares of the semiconductor company's stock worth $1,180,104,000 after purchasing an additional 506,430 shares during the period. Invesco Ltd. raised its holdings in Monolithic Power Systems by 7.5% during the first quarter. Invesco Ltd. now owns 1,249,335 shares of the semiconductor company's stock valued at $724,589,000 after acquiring an additional 86,853 shares during the period. GAMMA Investing LLC raised its holdings in Monolithic Power Systems by 76,432.3% during the first quarter. GAMMA Investing LLC now owns 778,333 shares of the semiconductor company's stock valued at $451,418,000 after acquiring an additional 777,316 shares during the period. Finally, JPMorgan Chase & Co. raised its holdings in Monolithic Power Systems by 26.5% during the first quarter. JPMorgan Chase & Co. now owns 629,566 shares of the semiconductor company's stock valued at $365,136,000 after acquiring an additional 132,078 shares during the period. 93.46% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have commented on MPWR. William Blair raised Monolithic Power Systems to a "strong-buy" rating in a report on Wednesday, August 13th. Loop Capital lifted their target price on Monolithic Power Systems from $760.00 to $800.00 and gave the stock a "buy" rating in a report on Wednesday, July 23rd. KeyCorp lifted their target price on Monolithic Power Systems from $940.00 to $950.00 and gave the stock an "overweight" rating in a report on Friday, August 1st. Rosenblatt Securities reaffirmed a "neutral" rating and issued a $800.00 target price on shares of Monolithic Power Systems in a report on Friday, August 1st. Finally, Stifel Nicolaus lifted their target price on Monolithic Power Systems from $880.00 to $930.00 and gave the stock a "buy" rating in a report on Friday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $838.09.

Monolithic Power Systems Price Performance

Shares of NASDAQ:MPWR opened at $865.86 on Monday. Monolithic Power Systems, Inc. has a 1 year low of $438.86 and a 1 year high of $954.00. The business has a 50 day simple moving average of $784.36 and a two-hundred day simple moving average of $680.45. The firm has a market capitalization of $41.47 billion, a PE ratio of 22.55, a price-to-earnings-growth ratio of 3.23 and a beta of 1.23.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its earnings results 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 return on equity of 19.14% and a net margin of 73.17%.The business had revenue of $664.57 million during the quarter, compared to analyst estimates of $648.74 million. During the same quarter in the previous year, the business earned $3.17 earnings per share. The company'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. Equities research analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Dividend Announcement

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

Insider Activity

In related news, Director Jeff Zhou sold 193 shares of the business's stock in a transaction that occurred on Wednesday, August 27th. The shares were sold at an average price of $870.00, for a total value of $167,910.00. Following the completion of the transaction, the director owned 5,611 shares of the company's stock, valued at $4,881,570. The trade was a 3.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Deming Xiao sold 39,999 shares of the business's stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 121,605 shares of the company's stock, valued at $94,851,900. This trade represents a 24.75% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 52,792 shares of company stock valued at $41,066,150. Corporate insiders own 3.40% of the company's stock.

Monolithic Power Systems 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.

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