Power Integrations INC (NASDAQ:POWI) reported insider stock activity this month after Director Balu Balakrishnan filed a Form 4 with the Securities and Exchange Commission disclosing two sales totaling $532,053. The filings list transactions dated February 9 and February 10, 2026, with per-share prices spanning $46.5298 to $47.1976.
According to the filing, Balakrishnan sold 6,368 shares on February 9 and an additional 4,995 shares on February 10. The disclosure states these dispositions were made to satisfy tax obligations arising from the vesting of Performance Stock Units (PSUs) and Restricted Stock Awards (RSAs).
Earlier in the month, on February 6, Balakrishnan received 12,288 shares of common stock as part of a Performance Stock Unit award. The transaction is recorded with a value of $0, reflecting the accounting treatment for the award following the satisfaction of the performance conditions for 2025. After these moves, Balakrishnans aggregate holding in Power Integrations stands at 576,256 shares, which he holds indirectly through a trust.
Power Integrations is a semiconductor company with a market valuation of $2.54 billion. InvestingPro data referenced in the filing indicates the stock is trading close to the services Fair Value estimate and carries a high price-to-earnings ratio of 117.5. The companys balance sheet profile, as noted in the same data, shows more cash than debt and a long history of shareholder distributions - 19 consecutive years of dividend payments.
In related corporate news, the company reported fourth-quarter 2025 earnings that nominally outpaced analyst expectations. Reported earnings per share for the quarter were $0.23, compared with the $0.22 consensus estimate. Despite the modest beat, the stock slipped in after-hours trading following the results.
The post-report trading reaction is described in the company update as potentially reflecting broader market concerns and considerations around future guidance. The earnings result itself highlights that Power Integrations delivered slightly stronger-than-expected profitability for the quarter, a data point investors scrutinize when assessing near-term performance.
This collection of insider activity and quarterly performance details offers a snapshot of recent executive compensation events alongside a concise financial update from Power Integrations. The directors share sales were explicitly linked to tax liabilities from equity vesting, while the companys reported metrics underline a solid cash position and a long-standing dividend record. Market reaction to the quarter underscores that investor sentiment can diverge from headline earnings beats when guidance and macro considerations are in focus.