United Services Automobile Association Acquires New Holdings in Monolithic Power Systems, Inc. $MPWR

Key Points

• United Services Automobile Association purchased a new stake in Monolithic Power Systems, acquiring 1,101 shares valued at approximately $638,000.
• Monolithic Power Systems reported a strong earnings performance, with $4.21 earnings per share, exceeding estimates of $4.12, and a quarterly revenue increase of 31.0% year-over-year.
• The company recently announced a quarterly dividend of $1.56 per share, resulting in an annualized dividend yield of 0.7% and a payout ratio of 16.25%.

United Services Automobile Association acquired a new stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,101 shares of the semiconductor company's stock, valued at approximately $638,000.

Several other large investors also recently modified their holdings of the stock. GAMMA Investing LLC grew its stake in shares of Monolithic Power Systems by 76,432.3% in 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 in the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of Monolithic Power Systems by 33.1% in the first quarter. Price T Rowe Associates Inc. MD now owns 2,034,731 shares of the semiconductor company's stock valued at $1,180,104,000 after acquiring an additional 506,430 shares in the last quarter. Siemens Fonds Invest GmbH grew its stake in shares of Monolithic Power Systems by 18,567.3% in the fourth quarter. Siemens Fonds Invest GmbH now owns 200,487 shares of the semiconductor company's stock valued at $118,628,000 after acquiring an additional 199,413 shares in the last quarter. Nuveen LLC acquired a new position in shares of Monolithic Power Systems in the first quarter valued at about $105,751,000. Finally, BNP Paribas Financial Markets grew its stake in shares of Monolithic Power Systems by 87.9% in the first quarter. BNP Paribas Financial Markets now owns 284,097 shares of the semiconductor company's stock valued at $164,771,000 after acquiring an additional 132,880 shares in the last quarter. 93.46% of the stock is owned by institutional investors.

Insider Activity

In other news, EVP Deming Xiao sold 39,999 shares of the firm's stock in a transaction that occurred on Friday, August 1st. The shares were sold at an average price of $780.00, for a total value of $31,199,220.00. Following the sale, the executive vice president directly owned 121,605 shares in the company, valued at approximately $94,851,900. This trade represents a 24.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Theodore Blegen sold 3,000 shares of the firm's stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $814.34, for a total transaction of $2,443,020.00. Following the completion of the sale, the chief financial officer owned 40,939 shares in the company, valued at approximately $33,338,265.26. The trade was a 6.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 52,792 shares of company stock worth $41,066,150. Corporate insiders own 3.40% of the company's stock.

Monolithic Power Systems Trading Up 1.5%

Monolithic Power Systems stock traded up $12.88 during trading hours on Monday, reaching $847.02. 81,039 shares of the stock were exchanged, compared to its average volume of 771,735. The company has a market cap of $40.56 billion, a P/E ratio of 22.07, a price-to-earnings-growth ratio of 3.11 and a beta of 1.23. Monolithic Power Systems, Inc. has a twelve month low of $438.86 and a twelve month high of $954.00. The stock has a 50 day moving average of $794.18 and a two-hundred day moving average of $687.48.

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, topping analysts' consensus estimates of $4.12 by $0.09. The firm had revenue of $664.57 million for the quarter, compared to the consensus estimate of $648.74 million. Monolithic Power Systems had a net margin of 73.17% and a return on equity of 19.14%. The business's revenue for the quarter was up 31.0% on a year-over-year basis. During the same period in the prior year, the company posted $3.17 earnings per share. Monolithic Power Systems has set its Q3 2025 guidance at EPS. On average, analysts expect that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current fiscal year.

Monolithic Power Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Stockholders of record on Tuesday, September 30th will be paid a $1.56 dividend. This represents a $6.24 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Tuesday, September 30th. Monolithic Power Systems's dividend payout ratio (DPR) is presently 16.25%.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Stifel Nicolaus upped their price target on shares of Monolithic Power Systems from $880.00 to $930.00 and gave the company a "buy" rating in a research note on Friday, August 1st. Loop Capital upped their price target on shares of Monolithic Power Systems from $760.00 to $800.00 and gave the company a "buy" rating in a research note on Wednesday, July 23rd. Rosenblatt Securities restated a "neutral" rating and issued a $800.00 price target on shares of Monolithic Power Systems in a research note on Friday, August 1st. Citigroup restated 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. Finally, Oppenheimer restated 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. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $838.09.

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.