Sumitomo Mitsui Trust Group Inc. Has $526,000 Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Sumitomo Mitsui Trust Group Inc. raised its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 11.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,671 shares of the semiconductor company’s stock after purchasing an additional 391 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in MACOM Technology Solutions were worth $526,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MTSI. SVB Wealth LLC acquired a new position in shares of MACOM Technology Solutions during the first quarter worth approximately $34,000. Allworth Financial LP grew its stake in shares of MACOM Technology Solutions by 131.3% in the first quarter. Allworth Financial LP now owns 347 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 197 shares during the last quarter. Maseco LLP acquired a new stake in shares of MACOM Technology Solutions in the second quarter worth $48,000. Advisors Asset Management Inc. grew its stake in shares of MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 161 shares during the last quarter. Finally, AlphaQuest LLC grew its stake in shares of MACOM Technology Solutions by 74.5% in the first quarter. AlphaQuest LLC now owns 569 shares of the semiconductor company’s stock worth $57,000 after acquiring an additional 243 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Down 1.6%

Shares of NASDAQ MTSI opened at $148.13 on Friday. The stock has a market cap of $11.03 billion, a PE ratio of -146.66, a PEG ratio of 2.26 and a beta of 1.48. The business has a fifty day moving average of $132.70 and a two-hundred day moving average of $128.41. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $154.86. The company has a debt-to-equity ratio of 0.32, a quick ratio of 3.10 and a current ratio of 3.83.

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

Insider Activity

In related news, major shareholder Susan Ocampo sold 150,424 shares of MACOM Technology Solutions stock in a transaction dated Monday, September 15th. The stock was sold at an average price of $132.43, for a total value of $19,920,650.32. Following the completion of the transaction, the insider directly owned 3,584,621 shares of the company’s stock, valued at $474,711,359.03. The trade was a 4.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Insiders sold 1,553,712 shares of company stock valued at $211,008,498 over the last three months. Insiders own 16.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Zacks Research raised MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research report on Wednesday, August 20th. Stifel Nicolaus raised their target price on MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research report on Friday, July 18th. TD Cowen started coverage on MACOM Technology Solutions in a research report on Wednesday, October 1st. They issued a “buy” rating and a $150.00 target price for the company. Finally, Truist Financial raised their target price on MACOM Technology Solutions from $136.00 to $154.00 and gave the stock a “buy” rating in a research report on Monday, July 7th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, MACOM Technology Solutions has an average rating of “Moderate Buy” and a consensus target price of $150.50.

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.