MACOM Technology Solutions Holdings, Inc. $MTSI Shares Bought by Nissay Asset Management Corp Japan

Posted by George Bondi on Aug 30th, 2026

Nissay Asset Management Corp Japan raised its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 44.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,564 shares of the semiconductor company’s stock after purchasing an additional 8,210 shares during the period. Nissay Asset Management Corp Japan’s holdings in MACOM Technology Solutions were worth $10,104,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Empowered Funds LLC purchased a new stake in shares of MACOM Technology Solutions during the second quarter worth approximately $17,852,000. United Capital Financial Advisors LLC purchased a new position in MACOM Technology Solutions in the second quarter worth approximately $547,000. Equitable Holdings Inc. purchased a new position in MACOM Technology Solutions in the second quarter worth approximately $262,000. Jefferies Financial Group Inc. acquired a new position in MACOM Technology Solutions during the 2nd quarter worth approximately $1,688,000. Finally, Public Employees Retirement System of Ohio acquired a new position in MACOM Technology Solutions during the 2nd quarter worth approximately $7,623,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on MTSI shares. Susquehanna dropped their price objective on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. Needham & Company LLC lifted their price objective on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. BMO Capital Markets began coverage on MACOM Technology Solutions in a report on Friday, August 21st. They issued a “market perform” rating and a $335.00 target price on the stock. Finally, Benchmark assumed coverage on MACOM Technology Solutions in a research note on Thursday, August 13th. They issued a “buy” rating and a $375.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $341.25.

Check Out Our Latest Stock Analysis on MACOM Technology Solutions

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $265.27 on Friday. The firm has a market capitalization of $20.26 billion, a P/E ratio of 85.30, a P/E/G ratio of 1.52 and a beta of 1.70. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $121.97 and a 52 week high of $418.90. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The firm’s 50 day moving average is $299.38 and its two-hundred day moving average is $293.35.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The business had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. During the same quarter in the previous year, the firm earned $0.90 EPS. The company’s revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of the company’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the transaction, the senior vice president owned 29,756 shares in the company, valued at $11,422,435.72. This represents a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the firm’s stock in a transaction dated 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 approximately $10,950,744.64. The trade was a 18.03% 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. 0.36% of the stock is owned by company insiders.

MACOM Technology Solutions Company 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.