Stephens Investment Management Group LLC Has $114.55 Million Stock Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Posted by Brenda Bartman on Jul 5th, 2026

Stephens Investment Management Group LLC decreased its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 4.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 515,820 shares of the semiconductor company’s stock after selling 25,239 shares during the period. MACOM Technology Solutions makes up 1.6% of Stephens Investment Management Group LLC’s holdings, making the stock its 5th biggest holding. Stephens Investment Management Group LLC’s holdings in MACOM Technology Solutions were worth $114,548,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Northwestern Mutual Investment Management Company LLC grew its holdings in MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock worth $2,454,000 after acquiring an additional 53 shares during the period. Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of MACOM Technology Solutions by 2.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after purchasing an additional 62 shares during the period. Meeder Advisory Services Inc. lifted its stake in shares of MACOM Technology Solutions by 3.5% in the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock valued at $324,000 after purchasing an additional 63 shares during the period. O Shaughnessy Asset Management LLC boosted its position in shares of MACOM Technology Solutions by 2.4% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after purchasing an additional 63 shares in the last quarter. Finally, Larson Financial Group LLC boosted its position in shares of MACOM Technology Solutions by 19.4% during the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after purchasing an additional 68 shares in the last quarter. Institutional investors own 76.14% of the company’s stock.

Analysts Set New Price Targets

MTSI has been the subject of several recent analyst reports. Stifel Nicolaus raised their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Loop Capital assumed coverage on MACOM Technology Solutions in a research note on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Susquehanna raised 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 report on Friday, May 8th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $335.00.

Read Our Latest Research Report on MACOM Technology Solutions

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $322.26 on Friday. The firm has a market capitalization 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 firm has a fifty day simple moving average of $358.02 and a two-hundred day simple moving average of $269.35. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $118.16 and a 12 month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $288.95 million for the quarter, compared to the consensus estimate of $285.20 million. During the same quarter in the prior year, the company posted $0.85 earnings per share. The business’s 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. Analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the transaction, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following the transaction, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 78,096 shares of company stock worth $28,760,941 over the last ninety days. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Profile

(Free Report)

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.