California Public Employees Retirement System Buys 74,822 Shares of Monolithic Power Systems, Inc. $MPWR

Posted by Stanley Muller on Jul 19th, 2026

California Public Employees Retirement System raised its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 88.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 159,658 shares of the semiconductor company’s stock after buying an additional 74,822 shares during the period. California Public Employees Retirement System’s holdings in Monolithic Power Systems were worth $174,562,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. State Street Corp increased its holdings in shares of Monolithic Power Systems by 2.1% during the fourth quarter. State Street Corp now owns 2,180,419 shares of the semiconductor company’s stock worth $1,979,610,000 after buying an additional 45,715 shares in the last quarter. Corient Private Wealth LLC lifted its stake in shares of Monolithic Power Systems by 3,719.6% in the 4th quarter. Corient Private Wealth LLC now owns 2,047,173 shares of the semiconductor company’s stock valued at $1,855,476,000 after acquiring an additional 1,993,576 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in shares of Monolithic Power Systems by 7.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,691,394 shares of the semiconductor company’s stock valued at $1,533,013,000 after acquiring an additional 117,596 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of Monolithic Power Systems by 25.9% during the 4th quarter. Invesco Ltd. now owns 1,434,689 shares of the semiconductor company’s stock valued at $1,300,345,000 after acquiring an additional 295,556 shares in the last quarter. Finally, Geode Capital Management LLC grew its position in Monolithic Power Systems by 3.3% during the 4th quarter. Geode Capital Management LLC now owns 1,382,280 shares of the semiconductor company’s stock worth $1,248,436,000 after acquiring an additional 44,583 shares during the last quarter. Institutional investors own 93.46% of the company’s stock.

Monolithic Power Systems Trading Up 0.5%

NASDAQ MPWR opened at $1,312.00 on Friday. The business’s 50-day moving average price is $1,486.13 and its two-hundred day moving average price is $1,286.19. Monolithic Power Systems, Inc. has a 12 month low of $702.32 and a 12 month high of $1,714.09. The firm has a market capitalization of $64.46 billion, a PE ratio of 94.59, a price-to-earnings-growth ratio of 2.33 and a beta of 1.71.

Monolithic Power Systems (NASDAQ:MPWR – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share for the quarter, beating the consensus estimate of $4.90 by $0.20. Monolithic Power Systems had a return on equity of 19.58% and a net margin of 22.84%.The company had revenue of $804.19 million during the quarter, compared to analysts’ expectations of $781.93 million. During the same quarter in the prior year, the firm posted $4.04 earnings per share. The business’s quarterly revenue was up 26.1% on a year-over-year basis. As a group, analysts forecast that Monolithic Power Systems, Inc. will post 20.26 earnings per share for the current fiscal year.

Monolithic Power Systems Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were given a dividend of $2.00 per share. This represents a $8.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, June 30th. Monolithic Power Systems’s dividend payout ratio is currently 57.68%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on MPWR shares. Rosenblatt Securities upped their target price on Monolithic Power Systems from $1,000.00 to $1,575.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Zacks Research raised Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a research note on Thursday, June 18th. Raymond James Financial restated an “outperform” rating and set a $1,800.00 price target on shares of Monolithic Power Systems in a report on Friday, May 1st. Needham & Company LLC upped their price objective on Monolithic Power Systems from $1,300.00 to $1,750.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Truist Financial set a $1,805.00 price objective on shares of Monolithic Power Systems in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,599.17.

View Our Latest Stock Report on MPWR

More Monolithic Power Systems News

Here are the key news stories impacting Monolithic Power Systems this week:

Positive Sentiment: KeyCorp reiterated an Overweight rating on Monolithic Power Systems and set a $2,000 price target, signaling confidence in the semiconductor company’s long-term growth prospects.
Positive Sentiment: The firm’s new forecasts call for strong earnings growth, including FY2026 EPS of $21.05 versus the current consensus of $20.23, and FY2027 EPS of $29.54, suggesting analysts see room for continued outperformance.
Positive Sentiment: KeyCorp also raised quarterly estimates across 2026 and 2027, with EPS projected to climb from $4.92 in Q2 2026 to $8.61 in Q4 2027, reinforcing expectations for sustained profit expansion.
Positive Sentiment: Separately, coverage commentary noted Monolithic Power Systems has a history of beating earnings estimates, which could keep investor sentiment constructive ahead of the next report. Will Monolithic (MPWR) Beat Estimates Again in Its Next Earnings Report?
Neutral Sentiment: Brokerage sentiment remains broadly supportive, with the stock carrying an average rating of Moderate Buy from analysts.

Insider Buying and Selling at Monolithic Power Systems

In other news, Director Jeff Zhou sold 486 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $1,680.00, for a total value of $816,480.00. Following the transaction, the director owned 3,800 shares in the company, valued at approximately $6,384,000. The trade was a 11.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Eugen J. Elmiger sold 12,000 shares of the company’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $1,584.96, for a total transaction of $19,019,520.00. Following the completion of the sale, the director directly owned 5,402 shares in the company, valued at approximately $8,561,953.92. This represents a 68.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 69,370 shares of company stock worth $112,702,503. Company insiders own 3.60% of the company’s stock.

Monolithic Power Systems Company Profile

(Free Report)

Monolithic Power Systems (NASDAQ: MPWR) is a fabless semiconductor company that designs and supplies high-performance power management solutions for a broad range of electronic systems. Founded in 1997 and headquartered in Kirkland, Washington, the company focuses on analog and mixed-signal integrated circuits that convert, regulate and monitor electrical power with an emphasis on efficiency, integration and power density.

MPS’s product portfolio includes DC‑DC switching regulators, power modules, power management ICs (PMICs), LED drivers, battery-management ICs, motor drivers, and AC‑DC power solutions.