Man Group plc Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Man Group plc purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 5,680 shares of the semiconductor company’s stock, valued at approximately $2,161,000.

A number of other institutional investors also recently bought and sold shares of the business. Price T Rowe Associates Inc. MD increased its position in MACOM Technology Solutions by 7.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock valued at $331,374,000 after acquiring an additional 136,262 shares during the period. Geode Capital Management LLC increased its holdings in shares of MACOM Technology Solutions by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after purchasing an additional 37,222 shares in the last quarter. GW&K Investment Management LLC increased its holdings in MACOM Technology Solutions by 6.1% in the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after buying an additional 70,167 shares in the last quarter. Wellington Management Group LLP lifted its position in shares of MACOM Technology Solutions by 3.0% during the 4th quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock valued at $173,947,000 after acquiring an additional 29,131 shares during the period. Finally, Janus Henderson Group PLC lifted its position in shares of MACOM Technology Solutions by 15.5% during the 1st quarter. Janus Henderson Group PLC now owns 784,118 shares of the semiconductor company’s stock valued at $174,109,000 after acquiring an additional 105,032 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

MTSI has been the topic of a number of research reports. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Monday, August 24th. Truist Financial boosted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Weiss Ratings lowered MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, August 21st. Finally, BMO Capital Markets started coverage on MACOM Technology Solutions in a research report on Friday, August 21st. They issued a “market perform” rating and a $335.00 price target for the company. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $341.25.

Insider Transactions at MACOM Technology Solutions

In other news, CFO John Kober sold 7,389 shares of the business’s stock in a transaction on 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 completion of the transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. The trade was a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the company’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $275.20, for a total value of $69,350.40. Following the completion of the sale, the chief operating officer owned 12,758 shares in the company, valued at $3,511,001.60. This represents a 1.94% decrease in their ownership of the stock. 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 sold a total of 10,261 shares of company stock valued at $3,484,495 over the last three months. 0.36% of the stock is currently owned by insiders.

MACOM Technology Solutions Stock Down 0.7%

MTSI stock opened at $262.01 on Wednesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The company’s 50 day simple moving average is $294.53 and its 200-day simple moving average is $294.16. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $121.97 and a 12 month high of $418.90. The firm has a market capitalization of $20.01 billion, a PE ratio of 84.25, a P/E/G ratio of 1.46 and a beta of 1.71.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.05. The firm had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company’s quarterly revenue was up 35.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.90 EPS. 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 4.26 earnings per share for the current fiscal year.

Key Stories Impacting MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Zacks Research maintains a “Strong-Buy” rating and raised its EPS forecast for fiscal 2026 to $4.35 from $3.49, fiscal 2027 to $4.84 from $3.99, and fiscal 2028 to $4.53 from $4.23. It also increased several quarterly estimates, including Q4 2026 to $1.67 from $0.90 and Q4 2027 to $1.51 from $1.13, suggesting improved expectations for MACOM’s earnings growth. Zacks analyst estimates and industry outlook
• Positive Sentiment: Analysts see approximately 47% potential upside for MTSI based on average price targets. Zacks noted that the upward trend in earnings revisions could support further appreciation, although price-target metrics are not always reliable. MTSI price target outlook
• Neutral Sentiment: COO Robert Dennehy sold 252 shares worth about $69,350 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced his holdings by 1.94%, but he still owns 12,758 shares; the planned nature and small size make it a limited signal about management’s outlook. SEC insider transaction filing
• Negative Sentiment: Zacks modestly reduced its Q3 2028 EPS estimate to $1.13 from $1.15, providing a small counterpoint to the otherwise widespread upward revisions.

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.