MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 150,000 Shares

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $136.02, for a total value of $20,403,000.00. Following the completion of the sale, the insider owned 2,956,606 shares in the company, valued at approximately $402,157,548.12. The trade was a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Large 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 Thursday, October 16th, Susan Ocampo sold 102,261 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $140.06, for a total value of $14,322,675.66.
• On Tuesday, October 14th, Susan Ocampo sold 53,104 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $133.03, for a total value of $7,064,425.12.
• On Wednesday, October 8th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $133.03, for a total value of $19,954,500.00.
• On Tuesday, October 7th, Susan Ocampo sold 62,476 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $133.22, for a total value of $8,323,052.72.
• On Thursday, September 18th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $133.09, for a total value of $19,963,500.00.
• On Wednesday, September 17th, Susan Ocampo sold 62,435 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $133.02, for a total value of $8,305,103.70.
• On Monday, September 15th, Susan Ocampo sold 150,424 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $132.43, for a total value of $19,920,650.32.
• On Friday, September 12th, Susan Ocampo sold 89,868 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $132.86, for a total value of $11,939,862.48.
• On Thursday, September 11th, Susan Ocampo sold 80,891 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $132.49, for a total transaction of $10,717,248.59.
• On Wednesday, September 10th, Susan Ocampo sold 50,361 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $132.64, for a total transaction of $6,679,883.04.

MACOM Technology Solutions Trading Up 0.8%

MTSI opened at $137.94 on Friday. The company has a debt-to-equity ratio of 0.32, a current ratio of 3.83 and a quick ratio of 3.10. The company’s 50 day simple moving average is $128.25 and its two-hundred day simple moving average is $124.65. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $152.50. The firm has a market capitalization of $10.27 billion, a price-to-earnings ratio of -136.57, a price-to-earnings-growth ratio of 2.03 and a beta of 1.48.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.01. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. The business had revenue of $252.08 million for the quarter, compared to analyst estimates of $249.89 million. During the same period last year, the company posted $0.66 EPS. The business’s revenue was up 32.3% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. Analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have weighed in on MTSI shares. Stifel Nicolaus raised their target price on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. Weiss Ratings reissued a “sell (d+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, October 8th. Bank of America lifted their price target on shares of MACOM Technology Solutions from $140.00 to $160.00 and gave the company a “buy” rating in a research report on Tuesday, June 24th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Finally, TD Cowen assumed coverage on shares of MACOM Technology Solutions in a research report on Wednesday, October 1st. They set a “buy” rating and a $150.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $146.56.

Institutional Trading of MACOM Technology Solutions

Several institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. raised its position in MACOM Technology Solutions by 2.0% in the first quarter. Vanguard Group Inc. now owns 6,646,452 shares of the semiconductor company’s stock valued at $667,171,000 after purchasing an additional 129,201 shares during the period. Invesco Ltd. raised its position in MACOM Technology Solutions by 3.2% in the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after purchasing an additional 106,004 shares during the period. Alliancebernstein L.P. raised its position in MACOM Technology Solutions by 2.4% in the first quarter. Alliancebernstein L.P. now owns 1,468,782 shares of the semiconductor company’s stock valued at $147,436,000 after purchasing an additional 34,214 shares during the period. GW&K Investment Management LLC raised its position in MACOM Technology Solutions by 9.9% in the first quarter. GW&K Investment Management LLC now owns 1,275,048 shares of the semiconductor company’s stock valued at $127,990,000 after purchasing an additional 114,780 shares during the period. Finally, Geode Capital Management LLC raised its position in MACOM Technology Solutions by 2.5% in the second quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock valued at $165,177,000 after purchasing an additional 28,257 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.