Valley National Advisers Inc. Raises Stake in Monolithic Power Systems, Inc. $MPWR

Valley National Advisers Inc. grew its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 1.1% in the second quarter, HoldingsChannel.com reports. The firm owned 2,312 shares of the semiconductor company’s stock after acquiring an additional 26 shares during the period. Valley National Advisers Inc.’s holdings in Monolithic Power Systems were worth $1,690,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC increased its stake in Monolithic Power Systems by 13.3% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 3,719 shares of the semiconductor company’s stock worth $2,157,000 after buying an additional 438 shares in the last quarter. OneDigital Investment Advisors LLC bought a new position in shares of Monolithic Power Systems in the first quarter worth about $204,000. Praxis Investment Management Inc. bought a new position in shares of Monolithic Power Systems in the first quarter worth about $980,000. Jackson Wealth Management LLC grew its position in shares of Monolithic Power Systems by 29.5% during the first quarter. Jackson Wealth Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $1,680,000 after purchasing an additional 659 shares in the last quarter. Finally, DAVENPORT & Co LLC raised its stake in Monolithic Power Systems by 52.6% during the 1st quarter. DAVENPORT & Co LLC now owns 653 shares of the semiconductor company’s stock valued at $379,000 after purchasing an additional 225 shares during the period. 93.46% of the stock is currently owned by institutional investors.

Monolithic Power Systems Stock Down 1.3%

Shares of NASDAQ:MPWR opened at $918.83 on Monday. The firm has a 50 day moving average of $846.21 and a 200 day moving average of $719.29. The company has a market capitalization of $44.00 billion, a price-to-earnings ratio of 23.93, a price-to-earnings-growth ratio of 3.42 and a beta of 1.27. Monolithic Power Systems, Inc. has a 52 week low of $438.86 and a 52 week high of $954.81.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly 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 business had revenue of $664.57 million for the quarter, compared to the consensus estimate 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 revenue was up 31.0% compared to the same quarter last year. During the same period last year, the business posted $3.17 EPS. Monolithic Power Systems has set its Q3 2025 guidance at EPS. On average, sell-side analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.

Monolithic Power Systems Announces Dividend

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

Insider Activity

In other news, Director Carintia Martinez sold 1,400 shares of the company’s 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 transaction, the director directly owned 878 shares of the company’s stock, valued at approximately $790,200. This represents a 61.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Saria Tseng sold 14,510 shares of the firm’s stock in a transaction on Thursday, September 18th. The stock was sold at an average price of $914.45, for a total value of $13,268,669.50. Following the completion of the sale, the executive vice president directly owned 144,494 shares of the company’s stock, valued at $132,132,538.30. The trade was a 9.13% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 65,702 shares of company stock worth $53,834,480 over the last 90 days. 3.40% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms recently commented on MPWR. Stifel Nicolaus boosted their price target on Monolithic Power Systems from $880.00 to $930.00 and gave the stock a “buy” rating in a report on Friday, August 1st. William Blair raised Monolithic Power Systems to a “strong-buy” rating in a research note on Wednesday, August 13th. Wells Fargo & Company increased their target price on Monolithic Power Systems from $730.00 to $750.00 and gave the company an “equal weight” rating in a research report on Friday, August 1st. Rosenblatt Securities reissued a “neutral” rating and issued a $800.00 target price on shares of Monolithic Power Systems in a report on Friday, August 1st. Finally, KeyCorp upped their price target on shares of Monolithic Power Systems from $950.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Tuesday, September 30th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $880.50.

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.