Insider Selling: MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $6,367,358.90 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 44,809 shares of the stock in a transaction on Friday, October 24th. The shares were sold at an average price of $142.10, for a total transaction of $6,367,358.90. Following the transaction, the insider owned 2,770,912 shares of the company’s stock, valued at $393,746,595.20. This trade represents a 1.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Large shareholders that own 10% or more of a company’s shares are required to disclose their transactions with the SEC.

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

• On Monday, October 27th, Susan Ocampo sold 60,705 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $147.02, for a total transaction of $8,924,849.10.
• On Thursday, October 23rd, Susan Ocampo sold 1,862 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $141.00, for a total transaction of $262,542.00.
• On Monday, October 20th, Susan Ocampo sold 36,762 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $141.01, for a total transaction of $5,183,809.62.
• 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 transaction 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 transaction of $20,403,000.00.
• On Tuesday, October 14th, Susan Ocampo sold 53,104 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.03, for a total transaction of $7,064,425.12.
• 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 transaction 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 transaction 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 transaction 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 transaction of $8,305,103.70.

MACOM Technology Solutions Trading Up 3.2%

Shares of MTSI opened at $152.66 on Thursday. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $154.54. The company has a market cap of $11.37 billion, a P/E ratio of -151.15, a P/E/G ratio of 2.19 and a beta of 1.48. The company has a current ratio of 3.83, a quick ratio of 3.10 and a debt-to-equity ratio of 0.32. The company’s fifty day simple moving average is $131.72 and its 200-day simple moving average is $127.91.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.01. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. 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 prior year, the firm posted $0.66 earnings per share. The business’s revenue for the quarter was up 32.3% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. As a group, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Wall Street Analysts Forecast Growth

MTSI has been the topic of several recent analyst reports. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Zacks Research raised shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 20th. Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. TD Cowen started coverage on shares of MACOM Technology Solutions in a research note on Wednesday, October 1st. They issued a “buy” rating and a $150.00 price target on the stock. Finally, Truist Financial raised their price target 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 research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $150.50.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in MACOM Technology Solutions by 2.0% during the 1st quarter. Vanguard Group Inc. now owns 6,646,452 shares of the semiconductor company’s stock valued at $667,171,000 after purchasing an additional 129,201 shares during the period. Invesco Ltd. increased its position in MACOM Technology Solutions by 3.2% during the 2nd quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after purchasing an additional 106,004 shares during the period. Alliancebernstein L.P. increased its position in MACOM Technology Solutions by 2.4% during the 1st quarter. Alliancebernstein L.P. now owns 1,468,782 shares of the semiconductor company’s stock valued at $147,436,000 after purchasing an additional 34,214 shares during the period. GW&K Investment Management LLC increased its position in MACOM Technology Solutions by 9.9% during the 1st quarter. GW&K Investment Management LLC now owns 1,275,048 shares of the semiconductor company’s stock valued at $127,990,000 after purchasing an additional 114,780 shares during the period. Finally, Geode Capital Management LLC increased its position in MACOM Technology Solutions by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock valued at $165,177,000 after purchasing an additional 28,257 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.