American Century Companies Inc. Sells 306,870 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

American Century Companies Inc. reduced its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 38.9% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 482,084 shares of the semiconductor company’s stock after selling 306,870 shares during the period. American Century Companies Inc.’s holdings in MACOM Technology Solutions were worth $60,015,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Principal Financial Group Inc. grew its stake in MACOM Technology Solutions by 5.1% during the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock valued at $17,693,000 after acquiring an additional 6,874 shares in the last quarter. Bryce Point Capital LLC bought a new position in MACOM Technology Solutions in the third quarter valued at $572,000. Ethic Inc. purchased a new position in shares of MACOM Technology Solutions during the 3rd quarter valued at about $1,208,000. Hantz Financial Services Inc. raised its stake in shares of MACOM Technology Solutions by 2,180.1% during the third quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock worth $599,000 after acquiring an additional 4,600 shares in the last quarter. Finally, New York State Common Retirement Fund lifted its stake in MACOM Technology Solutions by 3.9% in the third quarter. New York State Common Retirement Fund now owns 354,494 shares of the semiconductor company’s stock worth $44,131,000 after purchasing an additional 13,321 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Trading Down 0.8%

MTSI opened at $239.00 on Thursday. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $258.98. The stock has a market cap of $17.93 billion, a PE ratio of 112.21, a PEG ratio of 4.60 and a beta of 1.41. The business has a 50 day moving average of $217.71 and a 200-day moving average of $172.19.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm’s revenue for the quarter was up 24.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Insider Activity

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total transaction of $66,600,360.09. Following the completion of the transaction, the insider owned 3,759,895 shares in the company, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Robert Dennehy sold 18,398 shares of the company’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the transaction, the chief operating officer owned 12,864 shares in the company, valued at approximately $3,154,896. The trade was a 58.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 950,822 shares of company stock valued at $221,948,944. 0.36% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

MTSI has been the subject of several recent research reports. Truist Financial boosted their price objective on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Benchmark boosted their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Finally, JPMorgan Chase & Co. raised their target price on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and an average target price of $228.27.

MACOM Technology Solutions Company 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.