MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $8,305,103.70 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 62,435 shares of the company’s stock in a transaction dated Wednesday, September 17th. The shares were sold at an average price of $133.02, for a total transaction of $8,305,103.70. Following the completion of the sale, the insider directly owned 3,522,186 shares in the company, valued at approximately $468,521,181.72. The trade was a 1.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this link. Large shareholders that own at least 10% of a company’s stock are required to disclose their transactions with the SEC.

Susan Ocampo also recently made the following trade(s):

• On Monday, September 15th, Susan Ocampo sold 150,424 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.43, for a total transaction of $19,920,650.32.
• On Friday, September 12th, Susan Ocampo sold 89,868 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.86, for a total transaction of $11,939,862.48.
• On Thursday, September 11th, Susan Ocampo sold 80,891 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.49, for a total transaction of $10,717,248.59.
• On Wednesday, September 10th, Susan Ocampo sold 50,361 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.64, for a total transaction of $6,679,883.04.
• On Tuesday, September 9th, Susan Ocampo sold 45,986 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $131.12, for a total transaction of $6,029,684.32.
• On Monday, September 8th, Susan Ocampo sold 3,195 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.06, for a total transaction of $421,931.70.
• On Friday, September 5th, Susan Ocampo sold 113,275 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $131.41, for a total transaction of $14,885,467.75.

MACOM Technology Solutions Stock Down 1.6%

MACOM Technology Solutions stock opened at $129.73 on Friday. The stock has a market cap of $9.66 billion, a P/E ratio of -128.45, a P/E/G ratio of 2.50 and a beta of 1.49. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $152.50. The company’s 50-day moving average price is $131.81 and its two-hundred day moving average price is $121.48.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.01. The firm had revenue of $252.08 million for the quarter, compared to analysts’ expectations of $249.89 million. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. The business’s revenue was up 32.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.66 EPS. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. As a group, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analyst Ratings Changes

Several research analysts have weighed in on MTSI shares. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Sunday, July 20th. Bank of America increased their price target on shares of MACOM Technology Solutions from $140.00 to $160.00 and gave the company a “buy” rating in a report on Tuesday, June 24th. Zacks Research raised shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 20th. Truist Financial raised their target price on shares of MACOM Technology Solutions from $136.00 to $154.00 and gave the stock a “buy” rating in a report on Monday, July 7th. Finally, Stifel Nicolaus raised their target price on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a report on Friday, July 18th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average price target of $146.13.

Institutional Trading of MACOM Technology Solutions

Several large investors have recently made changes to their positions in MTSI. Nuveen Asset Management LLC increased its stake in MACOM Technology Solutions by 129.4% in the fourth quarter. Nuveen Asset Management LLC now owns 328,081 shares of the semiconductor company’s stock valued at $42,621,000 after acquiring an additional 185,075 shares during the last quarter. Quantinno Capital Management LP increased its stake in MACOM Technology Solutions by 63.1% in the fourth quarter. Quantinno Capital Management LP now owns 3,679 shares of the semiconductor company’s stock valued at $478,000 after acquiring an additional 1,424 shares during the last quarter. ProShare Advisors LLC increased its stake in MACOM Technology Solutions by 7.6% in the fourth quarter. ProShare Advisors LLC now owns 2,710 shares of the semiconductor company’s stock valued at $352,000 after acquiring an additional 192 shares during the last quarter. Tidal Investments LLC increased its stake in MACOM Technology Solutions by 4.7% in the fourth quarter. Tidal Investments LLC now owns 15,773 shares of the semiconductor company’s stock valued at $2,049,000 after acquiring an additional 702 shares during the last quarter. Finally, Two Sigma Investments LP bought a new position in MACOM Technology Solutions in the fourth quarter valued at approximately $7,665,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.