AI Power Semiconductor Beneficiary CFO Sells $4 Billion Stake... Dividend Increased by 28%

Monolithic Power Systems, Inc. (MPWR) Chief Financial Officer Theodore Blegen sold approximately 2,700 shares of common stock on February 2 under a pre-established Rule 10b5-1 trading plan, generating roughly $3.12 million in proceeds. According to the company’s filing, Blegen still holds about 65,000 shares directly, in addition to indirect holdings through a family trust. On the same day, Monolithic filed a Form 8-K disclosing preliminary fourth-quarter and full-year 2025 results, issuing first-quarter 2026 guidance, and announcing a 28% increase in its quarterly cash dividend—from $1.56 to $2.00 per share.

In a February 5 press release, the company reported fourth-quarter 2025 revenue of $751.2 million, a year-over-year increase of over 20%, and provided first-quarter 2026 revenue guidance that exceeds market expectations. On the U.S. stock market, MPWR shares have been trading near their 52-week highs, with investors closely watching the earnings report, dividend hike, and the planned insider sale.

Monolithic Power Systems, Inc. (MPWR) is a fabless designer and marketer of power-management semiconductors, supplying high-performance power solutions for data centers, AI servers, automotive applications, and industrial power systems. The company is strategically evolving from a pure chip supplier into a full-service power solutions provider, leveraging its U.S. and Swiss bases to expand its global customer footprint.