Trilogy Capital Inc. Increases Stock Position in Monolithic Power Systems, Inc. $MPWR

Trilogy Capital Inc. grew its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 10.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,975 shares of the semiconductor company’s stock after purchasing an additional 383 shares during the quarter. Trilogy Capital Inc.’s holdings in Monolithic Power Systems were worth $2,907,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of MPWR. Brighton Jones LLC increased its stake in shares of Monolithic Power Systems by 46.0% in the fourth quarter. Brighton Jones LLC now owns 635 shares of the semiconductor company’s stock worth $376,000 after buying an additional 200 shares during the period. Wealth Enhancement Advisory Services LLC lifted its stake in shares of Monolithic Power Systems by 3.2% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 3,281 shares of the semiconductor company’s stock worth $1,942,000 after purchasing an additional 101 shares during the period. Parallel Advisors LLC raised its stake in Monolithic Power Systems by 52.4% during the 1st quarter. Parallel Advisors LLC now owns 448 shares of the semiconductor company’s stock worth $260,000 after acquiring an additional 154 shares during the period. Rhumbline Advisers increased its position in Monolithic Power Systems by 8.1% in the first quarter. Rhumbline Advisers now owns 116,467 shares of the semiconductor company’s stock worth $67,548,000 after purchasing an additional 8,693 shares during the last quarter. Finally, Czech National Bank boosted its stake in Monolithic Power Systems by 3.8% during the first quarter. Czech National Bank now owns 10,984 shares of the semiconductor company’s stock worth $6,370,000 after buying an additional 401 shares during the period. 93.46% of the stock is currently owned by institutional investors.

Insider Activity at Monolithic Power Systems

In related news, Director Jeff Zhou sold 400 shares of the business’s stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $850.00, for a total value of $340,000.00. Following the transaction, the director 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock in a transaction on Friday, August 1st. The shares were sold at an average price of $750.00, for a total transaction of $2,250,000.00. Following the completion of the sale, the chief financial officer directly owned 43,939 shares of the company’s stock, valued at approximately $32,954,250. This trade represents a 6.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 62,702 shares of company stock valued at $51,094,820 in the last quarter. Insiders own 3.40% of the company’s stock.

Monolithic Power Systems Stock Performance

NASDAQ:MPWR opened at $920.64 on Wednesday. The stock’s fifty day moving average price is $833.86 and its two-hundred day moving average price is $712.47. The company has a market cap of $44.09 billion, a price-to-earnings ratio of 23.98, a P/E/G ratio of 3.30 and a beta of 1.23. Monolithic Power Systems, Inc. has a 52-week low of $438.86 and a 52-week high of $954.00.

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, topping analysts’ consensus estimates of $4.12 by $0.09. The firm had revenue of $664.57 million during the quarter, compared to analysts’ expectations 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 was up 31.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.17 EPS. Monolithic Power Systems has set its Q3 2025 guidance at EPS. On average, equities analysts predict that Monolithic Power Systems, Inc. will post 13.2 EPS for the current fiscal year.

Monolithic Power Systems Dividend Announcement

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

Analyst Ratings Changes

Several research firms have recently issued reports on MPWR. Raymond James Financial restated an “outperform” rating and set a $875.00 price objective (up previously from $720.00) on shares of Monolithic Power Systems in a report on Friday, August 1st. Rosenblatt Securities reissued a “neutral” rating and set a $800.00 target price on shares of Monolithic Power Systems in a research report on Friday, August 1st. Wells Fargo & Company boosted their target price on Monolithic Power Systems from $730.00 to $750.00 and gave the stock an “equal weight” rating in a research report on Friday, August 1st. Oppenheimer reaffirmed an “outperform” rating and issued a $800.00 target price (up previously from $700.00) on shares of Monolithic Power Systems in a research report on Tuesday, July 15th. Finally, William Blair raised Monolithic Power Systems to a “strong-buy” rating in a report on Wednesday, August 13th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $865.82.

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.