Vantage Investment Partners LLC Grows Stake in Monolithic Power Systems, Inc. $MPWR

Vantage Investment Partners LLC increased its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 8.6% in the 2nd quarter, Holdings Channel reports. The firm owned 47,536 shares of the semiconductor company’s stock after purchasing an additional 3,768 shares during the period. Monolithic Power Systems accounts for 2.5% of Vantage Investment Partners LLC’s investment portfolio, making the stock its 18th largest holding. Vantage Investment Partners LLC’s holdings in Monolithic Power Systems were worth $34,767,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the company. Kickstand Ventures LLC. raised its stake in Monolithic Power Systems by 5.5% in the 2nd quarter. Kickstand Ventures LLC. now owns 480 shares of the semiconductor company’s stock valued at $351,000 after purchasing an additional 25 shares during the last quarter. Checchi Capital Advisers LLC acquired a new stake in shares of Monolithic Power Systems in the second quarter valued at about $248,000. 111 Capital purchased a new position in shares of Monolithic Power Systems in the second quarter worth about $202,000. Corundum Group Inc. acquired a new position in Monolithic Power Systems during the second quarter worth about $203,000. Finally, Vaughan Nelson Investment Management L.P. grew its stake in Monolithic Power Systems by 6.3% during the 2nd quarter. Vaughan Nelson Investment Management L.P. now owns 272,047 shares of the semiconductor company’s stock valued at $198,970,000 after acquiring an additional 16,019 shares in the last quarter. Institutional investors and hedge funds own 93.46% of the company’s stock.

Analyst Upgrades and Downgrades

MPWR has been the topic of a number of research reports. Oppenheimer reissued an “outperform” rating and issued a $800.00 target price (up from $700.00) on shares of Monolithic Power Systems in a research note on Tuesday, July 15th. Stifel Nicolaus lifted their price objective on Monolithic Power Systems from $880.00 to $930.00 and gave the stock a “buy” rating in a research report on Friday, August 1st. William Blair raised Monolithic Power Systems to a “strong-buy” rating in a research note on Wednesday, August 13th. Raymond James Financial reaffirmed an “outperform” rating and issued a $875.00 target price (up from $720.00) on shares of Monolithic Power Systems in a research note on Friday, August 1st. Finally, Rosenblatt Securities reissued a “neutral” rating and set a $800.00 price target on shares of Monolithic Power Systems in a research report on Friday, August 1st. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $880.50.

Insiders Place Their Bets

In other news, Director Carintia Martinez sold 1,400 shares of the business’s stock in a transaction dated 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 transaction, the director directly owned 878 shares of the company’s stock, valued at approximately $790,200. The trade was a 61.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Jeff Zhou sold 400 shares of the company’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 transaction of $340,000.00. Following the sale, 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 disclosure for this sale can be found here. In the last ninety days, insiders have sold 65,702 shares of company stock worth $53,834,480. Corporate insiders own 3.40% of the company’s stock.

Monolithic Power Systems Stock Down 1.3%

Monolithic Power Systems stock opened at $918.83 on Monday. Monolithic Power Systems, Inc. has a 52-week low of $438.86 and a 52-week high of $954.81. The firm has a market cap of $44.00 billion, a PE ratio of 23.93, a price-to-earnings-growth ratio of 3.42 and a beta of 1.27. The company’s 50 day moving average is $846.21 and its two-hundred day moving average is $719.29.

Monolithic Power Systems (NASDAQ:MPWR) last posted its quarterly earnings results on Thursday, July 31st. The semiconductor company reported $4.21 EPS for the quarter, topping the consensus estimate of $4.12 by $0.09. The business had revenue of $664.57 million during the quarter, compared to the consensus estimate of $648.74 million. Monolithic Power Systems had a net margin of 73.17% and a return on equity of 19.14%. The company’s quarterly revenue was up 31.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.17 earnings per share. Monolithic Power Systems has set its Q3 2025 guidance at EPS. On average, equities research analysts anticipate that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current fiscal year.

Monolithic Power Systems Dividend Announcement

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 $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 yield of 0.7%. Monolithic Power Systems’s dividend payout ratio (DPR) is currently 16.25%.

About Monolithic Power Systems

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.