MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH lowered its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 3.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 62,727 shares of the semiconductor company’s stock after selling 2,483 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned 0.08% of MACOM Technology Solutions worth $7,809,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Hantz Financial Services Inc. grew its stake in MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 134 shares during the last quarter. Advisors Asset Management Inc. lifted its holdings 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 valued at $49,000 after purchasing an additional 161 shares in the last quarter. Bessemer Group Inc. grew its position in shares of MACOM Technology Solutions by 44.0% in the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after purchasing an additional 106 shares during the last quarter. First Horizon Advisors Inc. increased its stake in shares of MACOM Technology Solutions by 112.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 192 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC acquired a new position in shares of MACOM Technology Solutions during the 2nd quarter worth approximately $72,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $219.26 on Monday. The company has a market cap of $16.45 billion, a P/E ratio of -270.69, a P/E/G ratio of 4.09 and a beta of 1.43. The business has a fifty day simple moving average of $182.24 and a 200-day simple moving average of $152.28. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $230.82. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.01. The firm had revenue of $261.17 million for the quarter, compared to the consensus estimate of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Barclays increased their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Bank of America increased their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Susquehanna initiated coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price on the stock. Finally, Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $190.50.

Insiders Place Their Bets

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 20,000 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the transaction, the chief executive officer owned 54,217 shares of the company’s stock, valued at $9,388,215.72. This trade represents a 26.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Charles R. Bland sold 4,000 shares of MACOM Technology Solutions stock in a transaction on Monday, November 24th. The shares were sold at an average price of $165.00, for a total transaction of $660,000.00. Following the completion of the transaction, the director owned 15,362 shares in the company, valued at approximately $2,534,730. This trade represents a 20.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 724,277 shares of company stock valued at $124,264,519. 0.36% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions Profile

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.