Voya Investment Management LLC Has $101.63 Million Stock Holdings in Monolithic Power Systems, Inc. $MPWR

Key Points

• Voya Investment Management LLC reduced its stake in Monolithic Power Systems by 11.7%, owning approximately 175,229 shares valued at about $101.63 million.
• Monolithic Power Systems reported a quarterly EPS of $4.21, exceeding estimates, with revenue of $664.57 million which was a 31% increase year-over-year.
• The company declared a quarterly dividend of $1.56 per share, with a payout rate currently at 16.25% and a yield of 0.7% on an annualized basis.

Voya Investment Management LLC reduced its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 11.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 175,229 shares of the semiconductor company's stock after selling 23,275 shares during the quarter. Voya Investment Management LLC owned approximately 0.37% of Monolithic Power Systems worth $101,629,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. GAMMA Investing LLC increased 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 buying an additional 777,316 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in Monolithic Power Systems by 33.1% during the first 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 buying an additional 506,430 shares during the last quarter. Siemens Fonds Invest GmbH boosted its holdings in Monolithic Power Systems by 18,567.3% during the fourth quarter. Siemens Fonds Invest GmbH now owns 200,487 shares of the semiconductor company's stock worth $118,628,000 after buying an additional 199,413 shares during the last quarter. Nuveen LLC bought a new position in Monolithic Power Systems during the first quarter worth about $105,751,000. Finally, BNP Paribas Financial Markets boosted its holdings in Monolithic Power Systems by 87.9% during the first quarter. BNP Paribas Financial Markets now owns 284,097 shares of the semiconductor company's stock worth $164,771,000 after buying an additional 132,880 shares during the last quarter. 93.46% of the stock is owned by institutional investors.

Monolithic Power Systems Stock Performance

Monolithic Power Systems stock traded up $41.19 during midday trading on Thursday, reaching $918.85. The stock had a trading volume of 331,303 shares, compared to its average volume of 766,755. The stock has a market capitalization of $44.00 billion, a P/E ratio of 23.92, a price-to-earnings-growth ratio of 3.19 and a beta of 1.23. Monolithic Power Systems, Inc. has a 1-year low of $438.86 and a 1-year high of $954.00. The firm's fifty day simple moving average is $800.80 and its 200-day simple moving average is $691.61.

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

Monolithic Power Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th will be given a dividend of $1.56 per share. The ex-dividend date of this dividend is Tuesday, September 30th. This represents a $6.24 annualized dividend and a dividend yield of 0.7%. Monolithic Power Systems's payout ratio is 16.25%.

Analyst Ratings Changes

A number of brokerages have issued reports on MPWR. Rosenblatt Securities restated a "neutral" rating and set a $800.00 target price on shares of Monolithic Power Systems in a report on Friday, August 1st. Stifel Nicolaus lifted their price objective on Monolithic Power Systems from $880.00 to $930.00 and gave the company a "buy" rating in a report on Friday, August 1st. KeyCorp lifted their price objective on Monolithic Power Systems from $940.00 to $950.00 and gave the company an "overweight" rating in a report on Friday, August 1st. Oppenheimer reiterated an "outperform" rating and set a $800.00 price objective (up previously from $700.00) on shares of Monolithic Power Systems in a report on Tuesday, July 15th. Finally, Wells Fargo & Company lifted their price objective on Monolithic Power Systems from $730.00 to $750.00 and gave the company an "equal weight" rating in a report on Friday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $838.09.

Insiders Place Their Bets

In other Monolithic Power Systems news, 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 transaction, the executive vice president owned 121,605 shares of the company's stock, valued at $94,851,900. The trade was a 24.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Jeff Zhou sold 400 shares of the business's stock in a transaction that occurred on Wednesday, August 13th. The stock was sold at an average price of $850.00, for a total value of $340,000.00. Following the transaction, the director directly owned 5,804 shares in the company, valued at $4,933,400. The trade was a 6.45% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 52,792 shares of company stock valued at $41,066,150 in the last 90 days. 3.40% of the stock is currently owned by insiders.

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.