Strs Ohio lessened its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 28.8% during the first quarter, Holdings Channel reports. The firm owned 38,485 shares of the semiconductor company’s stock after selling 15,531 shares during the quarter. Strs Ohio’s holdings in MACOM Technology Solutions were worth $8,546,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Advisory Services Network LLC purchased a new stake in MACOM Technology Solutions in the 3rd quarter worth approximately $25,000. EverSource Wealth Advisors LLC increased its stake in shares of MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the period. Measured Wealth Private Client Group LLC purchased a new position in shares of MACOM Technology Solutions during the fourth quarter valued at approximately $30,000. GHP Investment Advisors Inc. bought a new position in shares of MACOM Technology Solutions during the first quarter valued at approximately $31,000. Finally, Bayforest Capital Ltd purchased a new stake in MACOM Technology Solutions in the fourth quarter worth $39,000. Institutional investors own 76.14% of the company’s stock.

Insider Activity

In related news, CFO John Kober sold 7,644 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the transaction, the chief financial officer owned 40,972 shares of the company’s stock, valued at $14,719,191. This trade represents a 15.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Geoffrey G. Ribar sold 1,623 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $361.84, for a total value of $587,266.32. Following the transaction, the director owned 12,563 shares of the company’s stock, valued at $4,545,795.92. The trade was a 11.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 78,096 shares of company stock valued at $28,760,941. 0.36% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several analysts recently weighed in on MTSI shares. JPMorgan Chase & Co. lifted their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Loop Capital started coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 target price for the company. Stifel Nicolaus raised their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Truist Financial boosted their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $335.00.

View Our Latest Research Report on MACOM Technology Solutions

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $322.26 on Monday. The business’s fifty day moving average is $358.02 and its 200 day moving average is $270.01. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The stock has a market cap of $24.59 billion, a price-to-earnings ratio of 139.51, a PEG ratio of 2.64 and a beta of 1.65. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.07 by $0.02. The business had revenue of $288.95 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

About MACOM Technology Solutions

(Free Report)

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.

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Want to see what other hedge funds are holding MTSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report).

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