KBC Group NV Sells 1,922 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

KBC Group NV lessened its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 7.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,613 shares of the semiconductor company’s stock after selling 1,922 shares during the quarter. KBC Group NV’s holdings in MACOM Technology Solutions were worth $4,044,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Advisory Services Network LLC bought a new position in MACOM Technology Solutions in the 3rd quarter worth $25,000. EverSource Wealth Advisors LLC raised its holdings in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 93 shares during the period. Smartleaf Asset Management LLC raised its holdings in MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 150 shares during the period. Parkside Financial Bank & Trust raised its holdings in MACOM Technology Solutions by 282.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 240 shares during the period. Finally, Advisors Asset Management Inc. raised its holdings in MACOM Technology Solutions by 49.7% in the 1st 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 period. Institutional investors own 76.14% of the company’s stock.

Insider Buying and Selling at MACOM Technology Solutions

In other news, COO Robert Dennehy sold 18,398 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total value of $4,512,109.50. Following the sale, the chief operating officer directly owned 12,864 shares in the company, valued at approximately $3,154,896. This represents a 58.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, major shareholder Susan Ocampo sold 261,763 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the transaction, the insider directly owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 753,113 shares of company stock worth $184,368,095. 0.36% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Stifel Nicolaus lifted their target price on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday. Loop Capital assumed coverage on shares of MACOM Technology Solutions in a report on Friday, April 10th. They set a “buy” rating and a $300.00 price objective on the stock. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Finally, Benchmark boosted their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average price target of $251.45.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $276.97 on Monday. The firm has a market capitalization of $20.78 billion, a PE ratio of 130.03, a price-to-earnings-growth ratio of 4.60 and a beta of 1.48. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18. The company’s fifty day moving average price is $237.67 and its two-hundred day moving average price is $196.37. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $93.24 and a 52-week high of $277.37.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The company had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. During the same quarter in the prior year, the company posted $0.79 EPS. The business’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. On average, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

About MACOM Technology Solutions

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.