MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $789,000.00 in Stock

Posted by Defense World Staff on Feb 22nd, 2026

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) major shareholder Susan Ocampo sold 3,156 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $250.00, for a total value of $789,000.00. Following the transaction, the insider directly owned 4,075,167 shares in the company, valued at approximately $1,018,791,750. This represents a 0.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Major shareholders that own 10% or more of a company’s shares are required to disclose their sales and purchases with the SEC.

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

On Tuesday, February 17th, Susan Ocampo sold 80,123 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $245.32, for a total value of $19,655,774.36.
On Friday, February 13th, Susan Ocampo sold 62,050 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $241.85, for a total transaction of $15,006,792.50.
On Thursday, February 12th, Susan Ocampo sold 57,827 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $240.32, for a total transaction 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 stock was 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 shares were 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 value 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 value of $17,254,969.74.
On Tuesday, December 2nd, Susan Ocampo sold 4,171 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $180.00, for a total value of $750,780.00.

MACOM Technology Solutions Stock Performance

MTSI opened at $243.59 on Friday. 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’s 50 day moving average price is $205.95 and its two-hundred day moving average price is $165.37. The firm has a market capitalization of $18.27 billion, a P/E ratio of 114.36, a price-to-earnings-growth ratio of 4.67 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $251.27.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $269.02 million. During the same period in the prior year, the business earned $0.79 earnings per share. MACOM Technology Solutions’s revenue for the quarter was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

MACOM Technology Solutions News Roundup

Here are the key news stories impacting MACOM Technology Solutions this week:

Positive Sentiment: Q4 results and guidance beat: MACOM reported quarterly EPS and revenue above consensus and set Q2 FY2026 EPS guidance of $1.05–$1.09, supporting growth expectations and helping push the shares higher. Earnings & Outlook
Positive Sentiment: Analyst upgrades and higher price targets: Multiple brokers (including Truist and Benchmark) raised price targets and maintained Buy ratings after the prints, giving the stock additional upward momentum. Analyst Notes
Neutral Sentiment: Strong institutional ownership and healthy liquidity: Institutions own ~76% of the float and the company shows solid current/quick ratios and modest leverage—factors that can stabilize the stock amid volatility. Ownership & Financials
Negative Sentiment: Large, repeated insider sales by major shareholder Susan Ocampo: Ocampo executed multiple large disposals in February (including 80,123 shares on Feb 17 and additional tranches), representing meaningful cashing‑out that may pressure sentiment. Insider Sales
Negative Sentiment: CFO selling: The company’s CFO sold 7,196 shares on Feb 17, which, when paired with the major shareholder’s sales, can amplify investor concern about insider timing. CFO Filing

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Barclays increased their target price on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. TD Cowen raised their price objective on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Susquehanna initiated coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective on the stock. Bank of America raised their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, Benchmark lifted their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $228.27.

Read Our Latest Stock Report on MACOM Technology Solutions

Institutional Trading of MACOM Technology Solutions

Large investors have recently bought and sold shares of the stock. Northwestern Mutual Investment Management Company LLC lifted its holdings in shares of MACOM Technology Solutions by 0.4% during the fourth 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 position in shares of MACOM Technology Solutions by 2.3% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock worth $479,000 after purchasing an additional 62 shares in the last quarter. Meeder Advisory Services Inc. lifted its holdings in MACOM Technology Solutions by 3.5% during the 4th 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 last quarter. O Shaughnessy Asset Management LLC boosted its position in MACOM Technology Solutions by 2.4% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after buying an additional 63 shares in the last quarter. Finally, Merit Financial Group LLC grew its stake in 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 buying an additional 68 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.

About MACOM Technology Solutions

(Get Free Report)

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.