Corient Private Wealth LP Acquires Shares of 11,359 MACOM Technology Solutions Holdings, Inc. $MTSI

Corient Private Wealth LP bought a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, Holdings Channel.com reports. The firm bought 11,359 shares of the semiconductor company’s stock, valued at approximately $4,321,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Versant Capital Management Inc increased its position in shares of MACOM Technology Solutions by 11.0% during the second quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock valued at $130,000 after acquiring an additional 34 shares during the last quarter. Pacer Advisors Inc. boosted its position in MACOM Technology Solutions by 0.4% in the first quarter. Pacer Advisors Inc. now owns 12,035 shares of the semiconductor company’s stock worth $2,673,000 after purchasing an additional 51 shares during the last quarter. Northwestern Mutual Investment Management Company LLC boosted its position in MACOM Technology Solutions by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock worth $2,454,000 after purchasing an additional 53 shares during the last quarter. Meeder Advisory Services Inc. boosted its position in MACOM Technology Solutions by 3.5% in the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after purchasing an additional 63 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC grew its stake in MACOM Technology Solutions by 2.4% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after purchasing an additional 63 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the sale, the senior vice president directly owned 29,756 shares in the company, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the sale, the chief financial officer directly owned 33,583 shares in the company, valued at $10,950,744.64. This trade represents a 18.03% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have recently commented on MTSI shares. Truist Financial lifted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Needham & Company LLC raised their price target on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Susquehanna lowered their price target on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, Weiss Ratings downgraded MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, August 21st. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $341.25.

MACOM Technology Solutions Price Performance

MTSI opened at $263.83 on Tuesday. The firm has a 50-day moving average price of $296.73 and a 200-day moving average price of $293.99. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $121.97 and a twelve month high of $418.90. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $20.15 billion, a price-to-earnings ratio of 84.83, a PEG ratio of 1.52 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The company had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. During the same period last year, the firm earned $0.90 EPS. MACOM Technology Solutions’s revenue for the quarter was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current year.

About MACOM Technology Solutions

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.