MACOM Technology Solutions Holdings, Inc. $MTSI Stock Holdings Increased by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio raised its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 2.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,716 shares of the semiconductor company’s stock after acquiring an additional 484 shares during the period. Public Employees Retirement System of Ohio’s holdings in MACOM Technology Solutions were worth $2,825,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Opal Wealth Advisors LLC bought a new stake in shares of MACOM Technology Solutions in the 1st quarter worth $25,000. Versant Capital Management Inc raised its stake in shares of MACOM Technology Solutions by 9,400.0% in the 1st quarter. Versant Capital Management Inc now owns 285 shares of the semiconductor company’s stock worth $29,000 after buying an additional 282 shares in the last quarter. SVB Wealth LLC bought a new stake in shares of MACOM Technology Solutions in the 1st quarter worth $34,000. Allworth Financial LP raised its stake in shares of MACOM Technology Solutions by 131.3% in the 1st quarter. Allworth Financial LP now owns 347 shares of the semiconductor company’s stock worth $37,000 after buying an additional 197 shares in the last quarter. Finally, Maseco LLP bought a new stake in shares of MACOM Technology Solutions in the 2nd quarter worth $48,000. Institutional investors own 76.14% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Donghyun Thomas Hwang sold 5,000 shares of MACOM Technology Solutions stock in a transaction on Tuesday, July 22nd. The stock was sold at an average price of $137.40, for a total transaction of $687,000.00. Following the transaction, the senior vice president owned 30,779 shares in the company, valued at approximately $4,229,034.60. The trade was a 13.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, major shareholder Susan Ocampo sold 150,424 shares of MACOM Technology Solutions stock in a transaction on Monday, September 15th. The shares were sold at an average price of $132.43, for a total value of $19,920,650.32. Following the transaction, the insider owned 3,584,621 shares in the company, valued at $474,711,359.03. This represents a 4.03% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 753,235 shares of company stock worth $99,772,780 in the last quarter. 16.30% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $126.56 on Thursday. 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 quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32. The stock has a market capitalization of $9.42 billion, a price-to-earnings ratio of -125.31, a PEG ratio of 2.36 and a beta of 1.48. The stock’s fifty day simple moving average is $129.68 and its 200 day simple moving average is $122.82.

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

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Zacks Research raised MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 20th. TD Cowen assumed coverage on MACOM Technology Solutions in a research note on Wednesday. They issued a “buy” rating and a $150.00 price objective on the stock. Truist Financial boosted their price objective on MACOM Technology Solutions from $136.00 to $154.00 and gave the stock a “buy” rating in a research note on Monday, July 7th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Sunday, July 20th. Finally, 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. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average price target of $146.56.

About MACOM Technology Solutions

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.