The Manufacturers Life Insurance Company Reduces Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

The Manufacturers Life Insurance Company decreased its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 36.6% in the 1st quarter, Holdings Channel reports. The fund owned 305,954 shares of the semiconductor company’s stock after selling 176,863 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in MACOM Technology Solutions were worth $67,943,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the company. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions in the 3rd quarter valued at about $25,000. Measured Wealth Private Client Group LLC bought a new position in MACOM Technology Solutions during the fourth quarter worth about $30,000. GHP Investment Advisors Inc. bought a new position in MACOM Technology Solutions during the first quarter worth about $31,000. Bayforest Capital Ltd purchased a new position in shares of MACOM Technology Solutions in the fourth quarter worth about $39,000. Finally, Clearstead Advisors LLC increased its stake in shares of MACOM Technology Solutions by 156.5% in the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 144 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on MTSI. Loop Capital started coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 price target on the stock. Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Bank of America boosted their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Barclays increased their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. Finally, Needham & Company LLC raised their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average target price of $330.45.

MACOM Technology Solutions Trading Down 8.2%

Shares of MTSI opened at $228.71 on Thursday. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90. The stock has a market cap of $17.45 billion, a PE ratio of 99.01, a P/E/G ratio of 2.04 and a beta of 1.65. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The business’s 50-day moving average price is $341.53 and its 200-day moving average price is $284.14.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.95 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. MACOM Technology Solutions’s revenue was up 22.5% compared to the same quarter last year. During the same period last year, the business earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. This trade represents a 8.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the transaction, the director owned 6,781 shares of the company’s stock, valued at $2,564,574.20. This trade represents a 86.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 74,378 shares of company stock worth $27,732,022. Company 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.