Sage Mountain Advisors LLC Acquires Shares of 351 Monolithic Power Systems, Inc. $MPWR

Sage Mountain Advisors LLC acquired a new stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 351 shares of the semiconductor company’s stock, valued at approximately $257,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Price T Rowe Associates Inc. MD grew its holdings in shares of 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 valued at $1,180,104,000 after purchasing an additional 506,430 shares during the last quarter. Nuveen LLC bought a new position in shares of Monolithic Power Systems during the first quarter valued at approximately $105,751,000. BNP Paribas Financial Markets grew its holdings in shares of 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 valued at $164,771,000 after purchasing an additional 132,880 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in shares of 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 purchasing an additional 132,078 shares during the last quarter. Finally, T. Rowe Price Investment Management Inc. grew its holdings in shares of Monolithic Power Systems by 70.8% during the first quarter. T. Rowe Price Investment Management Inc. now owns 314,449 shares of the semiconductor company’s stock valued at $182,375,000 after purchasing an additional 130,394 shares during the last quarter. Institutional investors and hedge funds own 93.46% of the company’s stock.

Monolithic Power Systems Stock Up 0.4%

MPWR opened at $1,074.91 on Monday. The stock has a fifty day moving average of $907.57 and a 200-day moving average of $765.81. The firm has a market capitalization of $51.48 billion, a P/E ratio of 27.99, a PEG ratio of 4.00 and a beta of 1.27. Monolithic Power Systems, Inc. has a 12-month low of $438.86 and a 12-month high of $1,091.91.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, July 31st. The semiconductor company reported $4.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.12 by $0.09. The company had revenue of $664.57 million during 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 company’s revenue for the quarter was up 31.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $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 Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 15th. Stockholders of record on Tuesday, September 30th were issued a $1.56 dividend. The ex-dividend date was Tuesday, September 30th. This represents a $6.24 dividend on an annualized basis and a dividend yield of 0.6%. Monolithic Power Systems’s dividend payout ratio is presently 16.25%.

Insiders Place Their Bets

In related news, Director Carintia Martinez sold 1,400 shares of the stock in a transaction on Thursday, September 18th. The stock was sold at an average price of $900.00, for a total transaction of $1,260,000.00. Following the completion of the sale, the director directly owned 878 shares in the company, valued at approximately $790,200. This trade represents a 61.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Jeff Zhou sold 193 shares of the stock in a transaction on Wednesday, August 27th. The stock was sold at an average price of $870.00, for a total value of $167,910.00. Following the sale, the director owned 5,611 shares of the company’s stock, valued at approximately $4,881,570. This represents a 3.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 83,842 shares of company stock worth $72,387,683 over the last three months. Company insiders own 3.40% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on MPWR shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Monolithic Power Systems in a report on Saturday. William Blair raised Monolithic Power Systems to a “strong-buy” rating in a report on Wednesday, August 13th. Rosenblatt Securities reaffirmed a “neutral” rating and set a $800.00 target price on shares of Monolithic Power Systems in a report on Friday, August 1st. Needham & Company LLC increased their price objective on Monolithic Power Systems from $820.00 to $1,025.00 and gave the stock a “buy” rating in a report on Monday, September 29th. Finally, Wells Fargo & Company increased their price objective on Monolithic Power Systems from $750.00 to $970.00 and gave the stock an “equal weight” rating in a report on Monday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $963.18.

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.