Mutual of America Capital Management LLC Sells 1,013 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Mutual of America Capital Management LLC lowered its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 3.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,595 shares of the semiconductor company’s stock after selling 1,013 shares during the quarter. Mutual of America Capital Management LLC’s holdings in MACOM Technology Solutions were worth $4,241,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MTSI. Sowell Financial Services LLC grew its stake in shares of MACOM Technology Solutions by 3.9% in the 2nd quarter. Sowell Financial Services LLC now owns 2,135 shares of the semiconductor company’s stock valued at $306,000 after purchasing an additional 80 shares during the period. Fifth Third Bancorp grew its stake in shares of MACOM Technology Solutions by 17.9% in the 2nd quarter. Fifth Third Bancorp now owns 757 shares of the semiconductor company’s stock valued at $108,000 after purchasing an additional 115 shares during the period. State of Wyoming grew its position in MACOM Technology Solutions by 8.2% in the first quarter. State of Wyoming now owns 1,635 shares of the semiconductor company’s stock valued at $164,000 after acquiring an additional 124 shares during the period. CWM LLC grew its position in MACOM Technology Solutions by 7.9% in the second quarter. CWM LLC now owns 1,882 shares of the semiconductor company’s stock valued at $270,000 after acquiring an additional 137 shares during the period. Finally, Securian Asset Management Inc. grew its position in MACOM Technology Solutions by 3.2% in the first quarter. Securian Asset Management Inc. now owns 4,517 shares of the semiconductor company’s stock valued at $453,000 after acquiring an additional 139 shares during the period. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $135.91 on Thursday. The stock has a market cap of $10.12 billion, a price-to-earnings ratio of -134.56, a P/E/G ratio of 2.07 and a beta of 1.48. 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 12-month low of $84.00 and a 12-month high of $152.50. The business’s 50-day simple moving average is $129.48 and its 200 day simple moving average is $125.79.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.01. The company had revenue of $252.08 million for the quarter, compared to analyst estimates 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 company’s revenue for the quarter was up 32.3% on a year-over-year basis. During the same quarter last 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, research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Insider Transactions at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 150,424 shares of the firm’s stock in a transaction on Monday, September 15th. The stock was sold at an average price of $132.43, for a total value of $19,920,650.32. Following the transaction, the insider directly owned 3,584,621 shares in the company, valued at $474,711,359.03. This trade represents a 4.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders have sold 1,311,966 shares of company stock valued at $175,551,396 over the last quarter. 16.30% of the stock is currently owned by company insiders.

Analyst Ratings Changes

MTSI has been the topic of several analyst reports. Truist Financial upped 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. Weiss Ratings reiterated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. TD Cowen began coverage on shares of MACOM Technology Solutions in a research note on Wednesday, October 1st. They set a “buy” rating and a $150.00 price objective on the stock. Finally, Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $146.56.

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.