Allworth Financial LP Acquires 2,879 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Posted by Stanley Muller on Sep 12th, 2026

Allworth Financial LP increased its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 91.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,035 shares of the semiconductor company’s stock after buying an additional 2,879 shares during the period. Allworth Financial LP’s holdings in MACOM Technology Solutions were worth $2,296,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in MTSI. California State Teachers Retirement System increased its position in MACOM Technology Solutions by 37,467.0% in the 2nd quarter. California State Teachers Retirement System now owns 29,824,812 shares of the semiconductor company’s stock valued at $11,344,464,000 after acquiring an additional 29,745,421 shares during the period. Price T Rowe Associates Inc. MD raised its stake in shares of MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock valued at $331,374,000 after acquiring an additional 136,262 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after purchasing an additional 37,222 shares during the period. GW&K Investment Management LLC lifted its holdings in shares of MACOM Technology Solutions by 6.1% during the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock worth $208,609,000 after purchasing an additional 70,167 shares during the period. Finally, Wellington Management Group LLP grew its stake in shares of MACOM Technology Solutions by 3.0% in the fourth quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock worth $173,947,000 after purchasing an additional 29,131 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

MACOM Technology Solutions Stock Up 0.9%

MTSI stock opened at $274.90 on Friday. The stock’s 50 day simple moving average is $280.19 and its 200 day simple moving average is $295.31. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The company has a market cap of $20.99 billion, a P/E ratio of 88.39, a price-to-earnings-growth ratio of 1.51 and a beta of 1.71.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The business had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. During the same quarter in the prior year, the company earned $0.90 earnings per share. The company’s quarterly revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the company. Needham & Company LLC increased their price objective on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 24th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Finally, Stifel Nicolaus raised their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $341.25.

Get Our Latest Stock Report on MACOM Technology Solutions

Insider Buying and Selling

In related news, CFO John Kober sold 7,389 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares in the company, valued at $10,950,744.64. This trade represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of MACOM Technology Solutions stock in a transaction on Friday, August 28th. The shares were sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the sale, the chief operating officer directly owned 12,758 shares of the company’s stock, valued at approximately $3,511,001.60. The trade was a 1.94% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 10,261 shares of company stock worth $3,484,495 in the last ninety days. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Company Profile

(Free Report)

MACOM Technology Solutions Holdings, Inc (NASDAQ:MTSI) develops and manufactures high-performance semiconductor products for communications, aerospace and defense, industrial, and test and measurement applications. The company’s technologies are designed to support the transmission, processing, and control of high-frequency signals across a range of electronic systems.

Its product portfolio includes radio-frequency, microwave, and millimeter-wave components; analog and mixed-signal devices; compound semiconductor products; and optical components used in communications infrastructure and data-center networks.