MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 62,050 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 62,050 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $241.85, for a total value of $15,006,792.50. Following the transaction, the insider owned 4,158,446 shares in the company, valued at $1,005,720,165.10. This represents a 1.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Large shareholders that own at least 10% of a company’s stock are required to disclose their transactions with the SEC.

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

• On Thursday, February 12th, Susan Ocampo sold 57,827 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $240.32, for a total value of $13,896,984.64.
• On Friday, February 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $235.85, for a total transaction of $23,585,000.00.
• On Tuesday, February 3rd, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $230.29, for a total transaction of $23,029,000.00.
• On Tuesday, December 9th, Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $190.07, for a total transaction of $23,011,204.69.
• On Friday, December 5th, Susan Ocampo sold 76,642 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $190.10, for a total transaction of $14,569,644.20.
• On Thursday, December 4th, Susan Ocampo sold 2,291 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $190.00, for a total transaction of $435,290.00.
• On Wednesday, December 3rd, Susan Ocampo sold 95,829 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $180.06, for a total transaction of $17,254,969.74.
• On Tuesday, December 2nd, Susan Ocampo sold 4,171 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $180.00, for a total value of $750,780.00.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $245.59 on Wednesday. The stock’s 50-day moving average price is $202.36 and its 200 day moving average price is $163.33. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The stock has a market capitalization of $18.42 billion, a PE ratio of 115.30, a price-to-earnings-growth ratio of 4.69 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $248.28.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The company had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. During the same period last year, the business posted $0.79 EPS. The company’s revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of MTSI. Northwestern Mutual Investment Management Company LLC raised its stake in shares of MACOM Technology Solutions by 0.4% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after acquiring an additional 53 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its holdings in MACOM Technology Solutions by 2.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after purchasing an additional 62 shares in the last quarter. Meeder Advisory Services Inc. raised its position in MACOM Technology Solutions by 3.5% in the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock valued at $324,000 after purchasing an additional 63 shares during the period. O Shaughnessy Asset Management LLC lifted its stake in shares of MACOM Technology Solutions by 2.4% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock worth $467,000 after purchasing an additional 63 shares in the last quarter. Finally, Merit Financial Group LLC lifted its stake in shares of MACOM Technology Solutions by 3.9% during the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock worth $228,000 after purchasing an additional 68 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MTSI has been the topic of a number of recent analyst reports. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Barclays raised their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Zacks Research cut MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. increased their price target on shares of MACOM Technology Solutions from $165.00 to $240.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Finally, Bank of America increased their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average target price of $228.27.

MACOM Technology Solutions Company 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.