Aristotle Capital Boston LLC Sells 69,665 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Aristotle Capital Boston LLC decreased its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSIFree Report) by 21.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 256,388 shares of the semiconductor company’s stock after selling 69,665 shares during the period. MACOM Technology Solutions makes up approximately 2.4% of Aristotle Capital Boston LLC’s portfolio, making the stock its 2nd largest position. Aristotle Capital Boston LLC’s holdings in MACOM Technology Solutions were worth $43,914,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Measured Wealth Private Client Group LLC acquired a new position in shares of MACOM Technology Solutions during the 4th quarter worth $30,000. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions during the 3rd quarter worth $25,000. EverSource Wealth Advisors LLC increased its stake 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 purchasing an additional 93 shares during the last quarter. Bayforest Capital Ltd acquired a new position in shares of MACOM Technology Solutions during the 4th quarter worth $39,000. Finally, Clearstead Advisors LLC increased its stake in shares of MACOM Technology Solutions by 156.5% during the 4th 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 last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $367.11 on Thursday. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $418.90. The firm has a fifty day moving average price of $332.60 and a two-hundred day moving average price of $254.17. The company has a market cap of $28.01 billion, a PE ratio of 158.92, a price-to-earnings-growth ratio of 3.02 and a beta of 1.66.

MACOM Technology Solutions (NASDAQ:MTSIGet Free Report) last issued its quarterly 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. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. During the same period in the prior year, the firm earned $0.85 EPS. 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 expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares of the company’s stock, valued at $2,564,574.20. This represents a 86.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO John Kober sold 7,644 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the sale, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. This trade represents a 15.72% decrease in their ownership of the stock. 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. Over the last quarter, insiders sold 75,476 shares of company stock worth $27,755,202. 0.36% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on MTSI. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Barclays increased their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Bank of America increased their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Finally, Susquehanna upped their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $321.36.

Read Our Latest Stock Analysis on MACOM Technology Solutions

About MACOM Technology Solutions

(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.

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Institutional Ownership by Quarter for MACOM Technology Solutions (NASDAQ:MTSI)

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