Monolithic Power Systems, Inc. $MPWR Shares Sold by Segall Bryant & Hamill LLC

Posted by Francis Steltz on Aug 1st, 2026

Segall Bryant & Hamill LLC trimmed its position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 13.1% during the first quarter, Holdings Channel reports. The institutional investor owned 26,061 shares of the semiconductor company’s stock after selling 3,922 shares during the quarter. Segall Bryant & Hamill LLC’s holdings in Monolithic Power Systems were worth $28,494,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the company. Merit Financial Group LLC increased its holdings in Monolithic Power Systems by 183.9% in the fourth quarter. Merit Financial Group LLC now owns 2,757 shares of the semiconductor company’s stock valued at $2,499,000 after buying an additional 1,786 shares during the last quarter. Fideuram Asset Management Ireland dac purchased a new stake in Monolithic Power Systems during the 4th quarter worth about $3,983,000. Mirabaud Asset Management Ltd purchased a new stake in Monolithic Power Systems during the 4th quarter worth about $4,424,000. B. Metzler seel. Sohn & Co. AG boosted its position in shares of Monolithic Power Systems by 45.9% during the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 2,448 shares of the semiconductor company’s stock worth $2,219,000 after acquiring an additional 770 shares in the last quarter. Finally, Zurcher Kantonalbank Zurich Cantonalbank boosted its position in shares of Monolithic Power Systems by 37.7% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 90,070 shares of the semiconductor company’s stock worth $81,636,000 after acquiring an additional 24,657 shares in the last quarter. Institutional investors and hedge funds own 93.46% of the company’s stock.

Monolithic Power Systems Stock Up 8.3%

MPWR opened at $1,426.03 on Friday. The firm has a market cap of $70.06 billion, a price-to-earnings ratio of 87.43 and a beta of 1.71. Monolithic Power Systems, Inc. has a 52 week low of $706.00 and a 52 week high of $1,714.09. The business’s 50 day moving average is $1,440.58 and its two-hundred day moving average is $1,314.27.

Monolithic Power Systems (NASDAQ:MPWR – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The semiconductor company reported $6.50 earnings per share for the quarter, beating analysts’ consensus estimates of $5.87 by $0.63. The company had revenue of $980.64 million during the quarter, compared to analysts’ expectations of $903.30 million. Monolithic Power Systems had a return on equity of 22.78% and a net margin of 24.41%.The firm’s revenue for the quarter was up 47.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.21 earnings per share. Equities analysts expect that Monolithic Power Systems, Inc. will post 20.2 EPS for the current fiscal year.

Monolithic Power Systems Announces Dividend

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

Insider Transactions at Monolithic Power Systems

In other Monolithic Power Systems news, Director Eugen J. Elmiger sold 12,000 shares of the firm’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 transaction, the director directly owned 5,402 shares of the company’s stock, valued at approximately $8,561,953.92. This trade represents a 68.96% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Jeff Zhou sold 486 shares of Monolithic Power Systems stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $1,680.00, for a total transaction of $816,480.00. Following the completion of the transaction, the director owned 3,800 shares in the company, valued at approximately $6,384,000. This represents a 11.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 69,370 shares of company stock worth $112,702,503 over the last 90 days. Company insiders own 3.60% of the company’s stock.

Trending Headlines about Monolithic Power Systems

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

Positive Sentiment: Q2 results exceeded expectations: Monolithic Power reported adjusted earnings of $6.50 per share versus the $5.87 analyst consensus, while revenue reached $980.64 million, up 47.6% year over year and well above the $903.30 million estimate. Monolithic Power Systems Q2 earnings report
Positive Sentiment: AI and data-center demand is accelerating: Enterprise Data revenue surged 164.3%, and management highlighted expanding AI infrastructure demand, capacity investments and broader power-management solutions as key growth drivers. MPWR Q2 earnings call highlights
Positive Sentiment: Strong third-quarter outlook: Management projected approximately $1.14 billion to $1.16 billion in third-quarter sales, substantially above the roughly $980 million consensus estimate, reinforcing expectations for continued growth and operating leverage. Monolithic Power beats Q2 earnings estimates
Positive Sentiment: Analysts raised targets: KeyCorp increased its target to $2,100 with an overweight rating, Truist raised its target to $1,889 with a buy rating, and Wells Fargo lifted its target to $1,800 with an overweight rating. Analyst forecasts after strong Q2 results
Neutral Sentiment: Rosenblatt reaffirmed a neutral rating, although it raised its price target to $1,575, suggesting some analysts believe much of the near-term improvement is already reflected in the valuation. Rosenblatt rating
Negative Sentiment: Valuation remains a risk: MPWR has risen sharply over the past year and trades at a high earnings multiple, leaving the stock vulnerable to profit-taking if AI demand, margins or future guidance fail to meet elevated expectations. MPWR valuation analysis

Wall Street Analyst Weigh In

MPWR has been the topic of a number of recent analyst reports. Wells Fargo & Company increased their price objective on Monolithic Power Systems from $1,700.00 to $1,800.00 and gave the company an “overweight” rating in a report on Friday. Raymond James Financial restated an “outperform” rating and set a $1,800.00 target price on shares of Monolithic Power Systems in a research note on Friday, May 1st. Oppenheimer set a $1,700.00 price target on Monolithic Power Systems in a report on Friday, May 1st. TD Cowen increased their price target on shares of Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Zacks Research raised shares of Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Monolithic Power Systems has an average rating of “Moderate Buy” and an average price target of $1,705.82.

Get Our Latest Stock Report on Monolithic Power Systems

Monolithic Power Systems 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.