MACOM Technology Solutions Holdings, Inc. $MTSI Shares Bought by Russell Investments Group Ltd.

Russell Investments Group Ltd. raised its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 87.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,396 shares of the semiconductor company’s stock after acquiring an additional 6,236 shares during the period. Russell Investments Group Ltd.’s holdings in MACOM Technology Solutions were worth $1,345,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Opal Wealth Advisors LLC acquired a new position in MACOM Technology Solutions in the first quarter valued at $25,000. Elequin Capital LP acquired a new position in MACOM Technology Solutions in the fourth quarter valued at $26,000. Versant Capital Management Inc boosted its stake in MACOM Technology Solutions by 9,400.0% in the first quarter. Versant Capital Management Inc now owns 285 shares of the semiconductor company’s stock valued at $29,000 after acquiring an additional 282 shares in the last quarter. Allworth Financial LP boosted its stake in MACOM Technology Solutions by 131.3% in the first quarter. Allworth Financial LP now owns 347 shares of the semiconductor company’s stock valued at $37,000 after acquiring an additional 197 shares in the last quarter. Finally, UMB Bank n.a. boosted its stake in MACOM Technology Solutions by 182.7% in the first quarter. UMB Bank n.a. now owns 670 shares of the semiconductor company’s stock valued at $67,000 after acquiring an additional 433 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $129.63 on Thursday. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32. The company has a market cap of $9.65 billion, a P/E ratio of -128.35, a PEG ratio of 2.43 and a beta of 1.38. 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 50-day moving average price of $134.54 and a 200 day moving average price of $120.29.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, August 7th. The semiconductor company reported $0.90 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.01. The firm had revenue of $252.08 million during the quarter, compared to the consensus estimate of $249.89 million. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. The firm’s revenue was up 32.3% compared to the same quarter last year. During the same quarter last year, the firm earned $0.66 earnings per share. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. Research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Analyst Ratings Changes

MTSI has been the subject of several research analyst reports. Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the company a “buy” rating in a research note on Friday, July 18th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Sunday, July 20th. Barclays increased their target price on shares of MACOM Technology Solutions from $125.00 to $150.00 and gave the stock an “overweight” rating in a research note on Friday, May 9th. Bank of America increased their target price on shares of MACOM Technology Solutions from $140.00 to $160.00 and gave the stock a “buy” rating in a research note on Tuesday, June 24th. Finally, Truist Financial increased their target price on shares of MACOM Technology Solutions from $136.00 to $154.00 and gave the stock a “buy” rating in a research note on Monday, July 7th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $146.13.

Insider Transactions at MACOM Technology Solutions

In related news, CFO John Kober sold 1,000 shares of the firm’s stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $123.40, for a total value of $123,400.00. Following the completion of the sale, the chief financial officer owned 46,128 shares in the company, valued at $5,692,195.20. This trade represents a 2.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Stephen G. Daly sold 2,380 shares of the firm’s stock in a transaction dated Friday, June 6th. The shares were sold at an average price of $125.70, for a total transaction of $299,166.00. Following the completion of the sale, the chief executive officer owned 24,573 shares of the company’s stock, valued at approximately $3,088,826.10. The trade was a 8.83% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 38,219 shares of company stock valued at $4,908,347 over the last 90 days. Insiders own 16.30% of the company’s stock.

MACOM Technology Solutions Company Profile

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.