MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Corient Private Wealth LLC

Corient Private Wealth LLC lowered its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 13.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 11,991 shares of the semiconductor company’s stock after selling 1,830 shares during the period. Corient Private Wealth LLC’s holdings in MACOM Technology Solutions were worth $2,083,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in MTSI. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of MACOM Technology Solutions by 22.4% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock worth $16,936,000 after purchasing an additional 18,096 shares during the period. SG Americas Securities LLC increased its position in MACOM Technology Solutions by 33.9% during the 4th quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock worth $9,255,000 after purchasing an additional 13,668 shares in the last quarter. FengHe Fund Management Pte. Ltd. purchased a new position in MACOM Technology Solutions in the fourth quarter valued at approximately $90,663,000. Boothbay Fund Management LLC raised its holdings in MACOM Technology Solutions by 42.7% in the third quarter. Boothbay Fund Management LLC now owns 22,389 shares of the semiconductor company’s stock valued at $2,787,000 after buying an additional 6,704 shares during the period. Finally, Peregrine Capital Management LLC acquired a new position in MACOM Technology Solutions during the fourth quarter valued at approximately $14,302,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’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 transaction, the senior vice president owned 29,756 shares in the company, valued at $11,422,435.72. The trade was a 8.09% decrease in their position. The sale was disclosed in a 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, Director Charles R. Bland sold 800 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $380.00, for a total transaction of $304,000.00. Following the completion of the transaction, the director directly owned 14,338 shares of the company’s stock, valued at approximately $5,448,440. The trade was a 5.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 78,096 shares of company stock worth $28,760,941 over the last three months. 0.36% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions Stock Up 0.9%

NASDAQ MTSI opened at $372.59 on Tuesday. The stock has a market cap of $28.43 billion, a PE ratio of 161.30, a P/E/G ratio of 3.03 and a beta of 1.66. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $418.90. The business has a 50 day moving average price of $352.93 and a two-hundred day moving average price of $265.46. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.

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

Analysts Set New Price Targets

Several equities research analysts have issued reports on MTSI shares. Susquehanna boosted their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Stifel Nicolaus raised their target price 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 lifted 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. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Needham & Company LLC increased their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a report on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $335.00.

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.