Strs Ohio Purchases 2,403 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Strs Ohio raised its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 4.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 54,016 shares of the semiconductor company’s stock after acquiring an additional 2,403 shares during the period. Strs Ohio owned approximately 0.07% of MACOM Technology Solutions worth $9,252,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of MTSI. Advisors Asset Management Inc. grew its stake in shares of MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after buying an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of MACOM Technology Solutions by 9.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after buying an additional 13,215 shares during the last quarter. Focus Partners Wealth grew its stake in shares of MACOM Technology Solutions by 121.3% during the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after buying an additional 3,694 shares during the last quarter. Cetera Investment Advisers bought a new position in shares of MACOM Technology Solutions during the second quarter valued at approximately $372,000. Finally, Marshall Wace LLP bought a new position in shares of MACOM Technology Solutions during the second quarter valued at approximately $544,000. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Up 2.6%

Shares of NASDAQ MTSI opened at $291.47 on Tuesday. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. The firm has a market capitalization of $21.86 billion, a price-to-earnings ratio of 136.84, a PEG ratio of 4.72 and a beta of 1.60. The stock has a 50 day moving average price of $244.61 and a 200 day moving average price of $205.85. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $109.09 and a 52-week high of $299.82.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The firm had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.MACOM Technology Solutions’s quarterly revenue was up 24.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.2 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on MTSI shares. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Zacks Research cut MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Bank of America upped their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Truist Financial upped their target price on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Finally, Benchmark upped their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average price target of $251.45.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, COO Robert Dennehy sold 18,398 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the sale, the chief operating officer owned 12,864 shares in the company, valued at $3,154,896. This represents a 58.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Geoffrey G. Ribar sold 2,244 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $253.59, for a total value of $569,055.96. Following the sale, the director owned 13,410 shares of the company’s stock, valued at approximately $3,400,641.90. This represents a 14.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 651,557 shares of company stock valued at $161,175,774 in the last ninety days. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Profile

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.