Rockefeller Capital Management L.P. Has $626,000 Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Rockefeller Capital Management L.P. grew its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 98.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,654 shares of the semiconductor company’s stock after acquiring an additional 1,811 shares during the period. Rockefeller Capital Management L.P.’s holdings in MACOM Technology Solutions were worth $626,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions during the third quarter worth approximately $25,000. EverSource Wealth Advisors LLC increased its holdings in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of MACOM Technology Solutions during the 4th quarter worth approximately $30,000. Bayforest Capital Ltd bought a new stake in MACOM Technology Solutions in the 4th quarter valued at $39,000. Finally, Clearstead Advisors LLC boosted its position in MACOM Technology Solutions by 156.5% during 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 during the period. 76.14% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several brokerages recently commented on MTSI. Bank of America lifted their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Needham & Company LLC increased their target price on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Stifel Nicolaus boosted their price target on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Finally, Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Two equities research 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 presently has an average rating of “Moderate Buy” and a consensus target price of $335.00.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $276.74, for a total value of $1,028,919.32. Following the transaction, the senior vice president owned 34,886 shares in the company, valued at $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the transaction, the chief financial officer owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. This represents a 15.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 78,096 shares of company stock worth $28,760,941. 0.36% of the stock is owned by company insiders.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $322.26 on Friday. The firm has a market cap of $24.59 billion, a PE ratio of 139.51, a price-to-earnings-growth ratio of 2.64 and a beta of 1.65. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The stock’s fifty day moving average price is $358.02 and its two-hundred day moving average price is $269.35. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.16 and a one year high of $418.90.

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

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.