Key Points
- EVP Saria Tseng sold 22,875 shares on Feb. 6 at an average price of $1,171.16 for about $26.79M, leaving her with 200,626 shares — a 10.23% reduction in her stake.
- Clustered insider selling that day involved four senior executives (including the CFO) disposing of roughly 90,350 shares — about $105.8M in total — which could weigh on market sentiment despite no indication of company trouble.
- Fundamentals remain strong: Monolithic Power beat Q4 revenue and EPS estimates with revenue up 20.8% year-over‑year, analysts raised price targets, and the company increased its quarterly dividend to $2.00 ($8.00 annualized).
Monolithic Power Systems, Inc. (NASDAQ:MPWR - Get Free Report) CFO Theodore Blegen sold 21,725 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total transaction of $25,443,451.00. Following the sale, the chief financial officer directly owned 82,353 shares in the company, valued at approximately $96,448,539.48. This represents a 20.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.
Theodore Blegen also recently made the following trade(s):
- On Monday, February 2nd, Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock. The stock was sold at an average price of $1,129.76, for a total transaction of $3,389,280.00.
- On Friday, January 2nd, Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock. The stock was sold at an average price of $940.47, for a total transaction of $2,821,410.00.
- On Monday, December 1st, Theodore Blegen sold 3,000 shares of Monolithic Power Systems stock. The shares were sold at an average price of $908.21, for a total transaction of $2,724,630.00.
Monolithic Power Systems Price Performance
Shares of Monolithic Power Systems stock opened at $1,141.92 on Wednesday. The firm has a 50 day simple moving average of $1,013.80 and a 200 day simple moving average of $942.20. Monolithic Power Systems, Inc. has a fifty-two week low of $438.86 and a fifty-two week high of $1,250.00. The firm has a market cap of $54.71 billion, a P/E ratio of 89.63, a P/E/G ratio of 3.20 and a beta of 1.45.
Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, beating analysts' consensus estimates of $4.74 by $0.05. The firm had revenue of $751.16 million for the quarter, compared to analyst estimates of $741.69 million. Monolithic Power Systems had a return on equity of 18.09% and a net margin of 22.07%.The business's quarterly revenue was up 20.8% compared to the same quarter last year. During the same period last year, the company earned $4.09 EPS. On average, sell-side analysts expect that Monolithic Power Systems, Inc. will post 13.2 EPS for the current year.
Monolithic Power Systems Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a $2.00 dividend. This is a positive change from Monolithic Power Systems's previous quarterly dividend of $1.56. This represents a $8.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, March 31st. Monolithic Power Systems's dividend payout ratio (DPR) is 48.98%.
Monolithic Power Systems News Roundup
Here are the key news stories impacting Monolithic Power Systems this week:
- Positive Sentiment: Analyst price-target lift — an update raised MPWR’s price target to $1,350, signaling continued analyst confidence and providing potential upside support. Price Target Raised to $1,350
- Positive Sentiment: Strong earnings and growth guidance — Q4 revenue and EPS beat, management raised near-term revenue outlook (book-to-bill >1, backlog into Q3 2026) and highlighted accelerated data‑center demand and early 800 VDC samples, all supporting multi-quarter growth expectations. MarketBeat: Has Valuation Caught Up?
- Neutral Sentiment: Media/analyst discussion around valuation — coverage notes MPWR’s high multiple and that much growth appears priced-in; consensus targets vary widely (some show meaningful upside, others show downside), increasing sensitivity to any execution miss. MSN / MarketBeat coverage
- Negative Sentiment: Cluster of insider sales — four senior executives (CFO Theodore Blegen and three EVPs) disclosed sales on Feb. 6 totaling ~90,350 shares (~$105.8M at the sale price), each reducing their holdings by ~9–21%. Large, coordinated insider selling can weigh on sentiment even if pre‑planned or for diversification. Filings: CFO filing EVP Sciammas filing EVP Tseng filing EVP Xiao filing
Wall Street Analyst Weigh In
Several research analysts have recently issued reports on MPWR shares. Wells Fargo & Company raised their target price on shares of Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the company an "overweight" rating in a research note on Friday, February 6th. Oppenheimer restated an "outperform" rating and issued a $1,300.00 price objective on shares of Monolithic Power Systems in a report on Thursday, January 29th. Truist Financial raised their price objective on shares of Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a "buy" rating in a research note on Friday. Stifel Nicolaus upped their target price on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a "buy" rating in a research report on Wednesday, February 4th. Finally, Wolfe Research set a $1,200.00 price target on Monolithic Power Systems and gave the company an "outperform" rating in a research note on Tuesday, October 14th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the company's stock. According to MarketBeat.com, Monolithic Power Systems presently has a consensus rating of "Buy" and an average target price of $1,218.42.
Get Our Latest Research Report on Monolithic Power Systems
Institutional Inflows and Outflows
A number of institutional investors have recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in 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 purchasing an additional 200 shares during the period. Empowered Funds LLC grew its holdings in shares of Monolithic Power Systems by 3.1% in the 1st quarter. Empowered Funds LLC now owns 5,325 shares of the semiconductor company's stock valued at $3,088,000 after buying an additional 161 shares during the period. Callan Family Office LLC bought a new stake in shares of Monolithic Power Systems in the 2nd quarter valued at $944,000. Blue Trust Inc. raised its stake in Monolithic Power Systems by 8.8% during the 2nd quarter. Blue Trust Inc. now owns 906 shares of the semiconductor company's stock worth $662,000 after buying an additional 73 shares during the period. Finally, Aberdeen Group plc raised its stake in Monolithic Power Systems by 4.4% during the 2nd quarter. Aberdeen Group plc now owns 37,889 shares of the semiconductor company's stock worth $28,026,000 after buying an additional 1,600 shares during the period. Institutional investors and hedge funds own 93.46% of the company's stock.
Monolithic Power Systems Company Profile
(
Get 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.
Featured Articles
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
