Insider Trading February 17, 2026

Monolithic Power Systems CEO Disposes $38.6M in Shares as Company Posts Strong Q4 Results

Michael Hsing sold 31,260 shares under a pre-arranged 10b5-1 plan; firm posts record revenue and multiple analyst price-target increases

By Priya Menon MPWR
Monolithic Power Systems CEO Disposes $38.6M in Shares as Company Posts Strong Q4 Results
MPWR

Monolithic Power Systems Inc. Chief Executive Officer Michael Hsing sold 31,260 shares on February 12, 2026, for about $38.6 million under a Rule 10b5-1 plan. The transactions occurred at prices between $1,155.71 and $1,217.12, while the stock trades near its 52-week high of $1,250. The company reported robust fourth-quarter 2025 results and saw several firms lift price targets.

Key Points

  • Michael Hsing sold 31,260 shares on February 12, 2026, for about $38.6 million, with execution prices from $1,155.71 to $1,217.12.
  • Monolithic Power Systems reported record fourth-quarter 2025 revenue of $751.2 million and EPS of $4.79, topping expectations; several analysts raised price targets afterward.
  • The company trades near a 52-week high of $1,250, has delivered a 71% 12-month return, and InvestingPro’s analysis indicates MPWR appears overvalued relative to its calculated Fair Value.

Michael Hsing, chief executive officer of Monolithic Power Systems Inc (NASDAQ:MPWR), executed sales of 31,260 shares of the company's common stock on February 12, 2026, generating approximately $38.6 million in proceeds. The disposals were completed in multiple transactions, with executed prices ranging from $1,155.71 to $1,217.12 per share.

The stock continues to trade close to its 52-week high of $1,250 and has delivered a 71% return over the last 12 months. An InvestingPro analysis cited in company coverage indicates that, on a calculated basis, MPWR appears overvalued relative to its Fair Value assessment.


Ownership after the transactions

Following the recorded sales, Hsing retains direct ownership of 888,234 shares of Monolithic Power Systems. Additional indirect holdings include 133,040 shares held through the M Hsing 04 Trust and 12,825 shares held through the ZH Family 2020 Trust. Despite the February 12 sales, Hsing remains a significant shareholder in the business.


Trading plan and corporate context

The sales were executed under a Rule 10b5-1 trading plan that Hsing adopted on August 28, 2025. The transaction note accompanies recent operating and financial disclosures showing continued momentum at the company.

Monolithic Power Systems reported fourth-quarter 2025 earnings per share of $4.79, above the consensus forecast of $4.73. The firm also posted record quarterly revenue of $751.2 million, exceeding the anticipated $740.23 million. Over the last 12 months the company registered 26.4% revenue growth.


Analyst reactions and outlook

Following the quarterly release, several analysts revised their price targets upward. KeyBanc raised its price target on Monolithic Power Systems to $1,500 while keeping an Overweight rating, citing the strong fourth-quarter results and first-quarter guidance. TD Cowen lifted its target to $1,350, describing the quarter as a "solid beat and raise" and noting an optimistic outlook for Enterprise Data growth exceeding 50% by 2026. Needham moved its target to $1,300 and maintained a Buy rating, pointing to the company’s solid performance and an improved outlook in its Enterprise Data segment.


Dividends and capital return

The company has a history of dividend distributions, having paid dividends for 13 consecutive years and increased its dividend for eight straight years. The most recent 12-month period saw dividend growth of 60%.


Research and additional resources

An InvestingPro note referenced in the coverage flags an apparent valuation premium relative to calculated Fair Value. InvestingPro also offers Pro Research Reports covering MPWR and more than 1,400 other U.S. equities for users seeking deeper analysis of insider transactions and financial performance.

The facts recorded here - the insider sales, the 10b5-1 plan adoption date, the ownership breakdown, recent operating results, dividend history, and analyst price-target changes - provide a snapshot of the company’s current investor-facing profile.

Risks

  • Valuation discrepancy - InvestingPro analysis indicates MPWR appears overvalued compared to its calculated Fair Value, creating uncertainty around current pricing.
  • Market sensitivity to insider selling - the CEO’s sizable share disposition could prompt questions among investors about timing and intentions, adding to market perception uncertainty.
  • High share-price concentration near the 52-week high and recent strong price appreciation could increase volatility and investor attention to near-term company performance.

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