Geneva Partners LLC Makes New $3.26 Million Investment in Monolithic Power Systems, Inc. $MPWR

Posted by George Bondi on Oct 27th, 2026

Geneva Partners LLC acquired a new stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) in the 3rd quarter, Holdings Channel.com reports. The fund acquired 2,421 shares of the semiconductor company’s stock, valued at approximately $3,262,000.

A number of other hedge funds have also recently modified their holdings of the business. BlackRock Inc. bought a new position in shares of Monolithic Power Systems in the 2nd quarter worth about $7,727,289,000. State Street Corp lifted its position in Monolithic Power Systems by 4.3% during the 2nd quarter. State Street Corp now owns 2,282,186 shares of the semiconductor company’s stock valued at $3,159,219,000 after acquiring an additional 93,732 shares during the period. Van ECK Associates Corp lifted its position in Monolithic Power Systems by 42.3% during the 2nd quarter. Van ECK Associates Corp now owns 746,237 shares of the semiconductor company’s stock valued at $1,031,568,000 after acquiring an additional 221,666 shares during the period. Bank of America Corp DE bought a new stake in Monolithic Power Systems during the second quarter worth about $741,271,000. Finally, Royal Bank of Canada boosted its stake in Monolithic Power Systems by 168.1% during the first quarter. Royal Bank of Canada now owns 473,368 shares of the semiconductor company’s stock worth $517,557,000 after acquiring an additional 296,788 shares in the last quarter. Institutional investors own 93.46% of the company’s stock.

Analyst Ratings Changes

MPWR has been the topic of a number of recent research reports. TD Cowen cut their price objective on shares of Monolithic Power Systems from $1,850.00 to $1,700.00 and set a “buy” rating on the stock in a report on Monday, October 19th. Wall Street Zen upgraded shares of Monolithic Power Systems from a “hold” rating to a “buy” rating in a report on Sunday. Needham & Company LLC lifted their target price on shares of Monolithic Power Systems from $1,750.00 to $2,000.00 and gave the company a “buy” rating in a report on Friday, July 31st. Arete Research assumed coverage on Monolithic Power Systems in a research report on Thursday, August 20th. They issued a “buy” rating and a $2,013.00 price target on the stock. Finally, Weiss Ratings upgraded Monolithic Power Systems from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. Thirteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,692.64.

Check Out Our Latest Analysis on MPWR

Monolithic Power Systems News Summary

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

Positive Sentiment: Analysts expect strong third-quarter results, driven by continued artificial-intelligence data-center demand, improving revenue expectations and growth across several business segments. The outlook builds on the company’s previous quarterly performance, when revenue rose 47.6% year over year and earnings exceeded consensus estimates. Can Healthy Top-Line Growth Benefit Monolithic Power’s Q3 Earnings?
Positive Sentiment: Wall Street Zen upgraded MPWR to “Buy,” while the stock’s consensus price target was reported at $1,735.50. These recommendations indicate that some analysts see upside from current valuation levels, although the target is not a guarantee of future performance. Monolithic Power Systems Raised to Buy at Wall Street Zen Monolithic Power Systems Has Consensus Target Price of $1,735.50
Neutral Sentiment: Reported short interest was zero shares, implying no measurable short-squeeze pressure. The figure may reflect a data or reporting anomaly, so it provides limited insight into investor positioning.
Negative Sentiment: Rosen Law Firm announced an investigation into possible breaches of fiduciary duties by MPWR’s directors and officers. The development could increase legal costs, reputational risk and uncertainty for shareholders. Rosen Law Firm Announces Investigation
Negative Sentiment: Schubert Jonckheer & Kolbe said it is investigating possible wrongdoing after a 30% stock decline and court rulings allowed key claims in a securities-fraud lawsuit against Monolithic Power, its CEO and former CFO to proceed. This adds an overhang ahead of the earnings report. Schubert Jonckheer Investor Reminder

Insider Activity at Monolithic Power Systems

In other news, Director Kuo Wei Chang sold 50 shares of the stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $1,281.57, for a total transaction of $64,078.50. Following the sale, the director owned 515 shares in the company, valued at $660,008.55. This represents a 8.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Maurice Sciammas sold 30 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $1,343.94, for a total transaction of $40,318.20. Following the sale, the executive vice president directly owned 1,119 shares of the company’s stock, valued at $1,503,868.86. This trade represents a 2.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 130 shares of company stock worth $175,397. Insiders own 3.60% of the company’s stock.

Monolithic Power Systems Price Performance

MPWR opened at $1,167.27 on Tuesday. The stock has a 50-day moving average price of $1,285.22 and a 200-day moving average price of $1,305.36. The firm has a market cap of $57.36 billion, a PE ratio of 71.57 and a beta of 1.68. Monolithic Power Systems, Inc. has a 1 year low of $833.18 and a 1 year high of $1,714.09.

Monolithic Power Systems (NASDAQ:MPWR – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The semiconductor company reported $6.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.87 by $0.63. The company had revenue of $980.64 million for the quarter, compared to analysts’ expectations of $903.30 million. Monolithic Power Systems had a net margin of 24.41% and a return on equity of 22.31%. Monolithic Power Systems’s revenue was up 47.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.21 EPS. As a group, sell-side analysts anticipate that Monolithic Power Systems, Inc. will post 23.95 EPS for the current year.

Monolithic Power Systems Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th were paid a $2.00 dividend. This represents a $8.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Wednesday, September 30th. Monolithic Power Systems’s dividend payout ratio is currently 49.05%.

Monolithic Power Systems Profile

(Free Report)

Monolithic Power Systems, Inc (NASDAQ: MPWR) is a semiconductor company that designs, develops and markets high-performance power-management solutions. Its products help regulate, convert, distribute and control electrical power in electronic systems, supporting applications that require efficient and reliable power delivery.

The company’s portfolio includes integrated circuits, power modules, battery-management products, motor drivers, LED drivers and related analog and mixed-signal semiconductor solutions.