MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $7,064,425.12 in Stock

Posted by Brian Himes on Oct 19th, 2025

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) major shareholder Susan Ocampo sold 53,104 shares of the firm’s stock in a transaction on Tuesday, October 14th. The shares were sold at an average price of $133.03, for a total value of $7,064,425.12. Following the sale, the insider directly owned 3,106,606 shares of the company’s stock, valued at $413,271,796.18. This represents a 1.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Major shareholders that own more than 10% of a company’s shares are required to disclose their sales and purchases with the SEC.

Susan Ocampo also recently made the following trade(s):

On Thursday, October 16th, Susan Ocampo sold 102,261 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $140.06, for a total value of $14,322,675.66.
On Wednesday, October 15th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $136.02, for a total value of $20,403,000.00.
On Wednesday, October 8th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.03, for a total value of $19,954,500.00.
On Tuesday, October 7th, Susan Ocampo sold 62,476 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.22, for a total value of $8,323,052.72.
On Thursday, September 18th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.09, for a total value of $19,963,500.00.
On Wednesday, September 17th, Susan Ocampo sold 62,435 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.02, for a total value of $8,305,103.70.
On Monday, September 15th, Susan Ocampo sold 150,424 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.43, for a total value of $19,920,650.32.
On Friday, September 12th, Susan Ocampo sold 89,868 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.86, for a total value of $11,939,862.48.
On Thursday, September 11th, Susan Ocampo sold 80,891 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.49, for a total value of $10,717,248.59.
On Wednesday, September 10th, Susan Ocampo sold 50,361 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.64, for a total value of $6,679,883.04.

MACOM Technology Solutions Stock Down 0.8%

NASDAQ MTSI opened at $136.82 on Friday. The stock has a fifty day moving average of $128.56 and a 200-day moving average of $125.04. The stock has a market capitalization of $10.19 billion, a P/E ratio of -135.47, a price-to-earnings-growth ratio of 2.03 and a beta of 1.48. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $152.50. The company has a debt-to-equity ratio of 0.32, a quick ratio of 3.10 and a current ratio of 3.83.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last released its earnings results on Thursday, August 7th. The semiconductor company reported $0.90 EPS for the quarter, beating the consensus estimate of $0.89 by $0.01. The company had revenue of $252.08 million during the quarter, compared to analysts’ expectations of $249.89 million. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The business’s revenue for the quarter was up 32.3% on a year-over-year basis. During the same period last year, the firm earned $0.66 EPS. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. On average, equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on MTSI. Bank of America lifted their price objective on MACOM Technology Solutions from $140.00 to $160.00 and gave the stock a “buy” rating in a research note on Tuesday, June 24th. Stifel Nicolaus lifted their target price on MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a report on Friday, July 18th. Weiss Ratings restated a “sell (d+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, October 8th. Truist Financial lifted their target price on MACOM Technology Solutions from $136.00 to $154.00 and gave the company a “buy” rating in a research report on Monday, July 7th. Finally, Wall Street Zen raised 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 assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $146.56.

Read Our Latest Research Report on MTSI

Institutional Trading of MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently modified their holdings of MTSI. Norges Bank acquired a new position in MACOM Technology Solutions during the second quarter worth approximately $113,936,000. Fiera Capital Corp acquired a new position in MACOM Technology Solutions during the second quarter worth approximately $41,744,000. AQR Capital Management LLC increased its position in MACOM Technology Solutions by 5,891.8% during the first quarter. AQR Capital Management LLC now owns 247,400 shares of the semiconductor company’s stock worth $23,510,000 after buying an additional 243,271 shares during the last quarter. Nuveen LLC acquired a new position in MACOM Technology Solutions during the first quarter worth approximately $23,767,000. Finally, Bank of New York Mellon Corp increased its position in MACOM Technology Solutions by 52.2% during the second quarter. Bank of New York Mellon Corp now owns 628,882 shares of the semiconductor company’s stock worth $90,113,000 after buying an additional 215,578 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Company Profile

(Get Free Report)

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.