Envestnet Asset Management Inc. Boosts Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Envestnet Asset Management Inc. boosted its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 4.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 133,007 shares of the semiconductor company’s stock after acquiring an additional 6,120 shares during the quarter. Envestnet Asset Management Inc. owned about 0.18% of MACOM Technology Solutions worth $16,558,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Principal Financial Group Inc. lifted its stake in MACOM Technology Solutions by 5.1% in the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock worth $17,693,000 after acquiring an additional 6,874 shares during the last quarter. Ethic Inc. acquired a new stake in MACOM Technology Solutions during the third quarter worth approximately $1,208,000. Hantz Financial Services Inc. lifted its position in shares of MACOM Technology Solutions by 2,180.1% during the 3rd quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock worth $599,000 after buying an additional 4,600 shares during the last quarter. Deltec Asset Management LLC acquired a new position in shares of MACOM Technology Solutions in the 3rd quarter valued at $1,429,000. Finally, Massachusetts Financial Services Co. MA grew its position in shares of MACOM Technology Solutions by 205.3% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 390,450 shares of the semiconductor company’s stock valued at $48,607,000 after buying an additional 262,557 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $244.16 on Monday. The business’s 50 day moving average is $200.03 and its two-hundred day moving average is $161.81. The stock has a market capitalization of $18.31 billion, a price-to-earnings ratio of 114.63, a PEG ratio of 4.69 and a beta of 1.44. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $245.47.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $269.02 million. During the same period in the previous year, the firm earned $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. Research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 5,274 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the transaction, the senior vice president owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This trade represents a 12.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, major shareholder Susan Ocampo sold 100,000 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $235.85, for a total transaction of $23,585,000.00. Following the completion of the transaction, the insider directly owned 4,278,323 shares of the company’s stock, valued at $1,009,042,479.55. The trade was a 2.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 554,703 shares of company stock worth $112,151,867 in the last three months. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the stock. Jefferies Financial Group upped their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. TD Cowen upped their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Needham & Company LLC reaffirmed a “buy” rating and set a $250.00 price target on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, Benchmark raised their target price on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $228.27.

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.