Meiji Yasuda Asset Management Co Ltd. Invests $252,000 in MACOM Technology Solutions Holdings, Inc. $MTSI

Meiji Yasuda Asset Management Co Ltd. acquired a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 1,470 shares of the semiconductor company’s stock, valued at approximately $252,000.

Other large investors have also modified their holdings of the company. Advisory Services Network LLC purchased a new position in shares of MACOM Technology Solutions during the 3rd quarter worth about $25,000. EverSource Wealth Advisors LLC lifted its holdings in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 93 shares during the period. Smartleaf Asset Management LLC lifted its holdings in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 150 shares during the period. Bayforest Capital Ltd purchased a new position in shares of MACOM Technology Solutions during the 4th quarter worth about $39,000. Finally, Parkside Financial Bank & Trust lifted its holdings in shares of MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 240 shares during the period. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $385.98 on Monday. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.16 and a 52-week high of $401.24. The company has a 50 day moving average of $279.04 and a two-hundred day moving average of $227.27. The company has a market capitalization of $29.45 billion, a price-to-earnings ratio of 167.09, a price-to-earnings-growth ratio of 3.20 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. During the same quarter last year, the company earned $0.85 earnings per share. MACOM Technology Solutions’s revenue for the quarter was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.65 earnings per share for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,595 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $360.64, for a total value of $935,860.80. Following the completion of the sale, the senior vice president owned 32,376 shares of the company’s stock, valued at $11,676,080.64. This trade represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the sale, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at $14,719,191. This trade represents a 15.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 397,135 shares of company stock valued at $107,430,282 over the last three months. Company insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

MTSI has been the topic of several recent analyst reports. Needham & Company LLC increased their price objective on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, May 8th. JPMorgan Chase & Co. increased their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Bank of America increased their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Finally, Stifel Nicolaus increased their target price on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $321.36.

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.