Susan Ocampo Sells 261,763 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) 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 sale, the insider owned 3,759,895 shares in the company, valued at approximately $956,630,084.85. This trade represents a 6.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Major shareholders that own more than 10% of a company’s shares are required to disclose their transactions with the SEC.

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

• On Tuesday, February 24th, Susan Ocampo sold 53,509 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $250.08, for a total transaction of $13,381,530.72.
• On Wednesday, February 18th, Susan Ocampo sold 3,156 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $250.00, for a total transaction of $789,000.00.
• On Tuesday, February 17th, Susan Ocampo sold 80,123 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $245.32, for a total transaction of $19,655,774.36.
• On Friday, February 13th, Susan Ocampo sold 62,050 shares of MACOM Technology Solutions stock. The stock was 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 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 shares were sold at an average price of $235.85, for a total value of $23,585,000.00.
• On Tuesday, February 3rd, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $230.29, for a total value 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 stock was sold at an average price of $190.00, for a total transaction of $435,290.00.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $248.12 on Friday. The firm’s 50 day moving average price is $213.49 and its two-hundred day moving average price is $169.34. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $256.12. The stock has a market cap of $18.61 billion, a PE ratio of 116.49, a PEG ratio of 4.74 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates 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 quarter in the prior year, the business posted $0.79 EPS. The firm’s quarterly 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, analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Northwestern Mutual Investment Management Company LLC increased its holdings in MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock worth $2,454,000 after purchasing an additional 53 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its position in shares of MACOM Technology Solutions by 2.3% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock worth $479,000 after buying an additional 62 shares during the period. Meeder Advisory Services Inc. grew its holdings in shares of MACOM Technology Solutions by 3.5% during the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after buying an additional 63 shares in the last quarter. O Shaughnessy Asset Management LLC raised its position in MACOM Technology Solutions by 2.4% in the 4th 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 during the last quarter. Finally, Merit Financial Group LLC lifted its stake in MACOM Technology Solutions by 3.9% in the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after acquiring an additional 68 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on MTSI. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Truist Financial boosted their price target on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a report on Friday, February 6th. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective on the stock. Finally, Stifel Nicolaus boosted their target price on MACOM Technology Solutions from $215.00 to $255.00 and gave the company 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 given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target 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.