Insider Selling: MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $14,322,675.66 in Stock

Posted by Lauren Steadman on Oct 19th, 2025

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) major shareholder Susan Ocampo sold 102,261 shares of the stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $140.06, for a total transaction of $14,322,675.66. Following the sale, the insider directly owned 2,854,345 shares of the company’s stock, valued at approximately $399,779,560.70. This trade represents a 3.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Major shareholders that own more than 10% 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 Wednesday, October 15th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $136.02, for a total transaction of $20,403,000.00.
On Tuesday, October 14th, Susan Ocampo sold 53,104 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.03, for a total transaction of $7,064,425.12.
On Wednesday, October 8th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.03, for a total transaction of $19,954,500.00.
On Tuesday, October 7th, Susan Ocampo sold 62,476 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.22, for a total transaction of $8,323,052.72.
On Thursday, September 18th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The shares were 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 shares were 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 shares were 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 shares were 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 shares were sold at an average price of $132.49, for a total value of $10,717,248.59.
On Wednesday, September 10th, Susan Ocampo sold 50,361 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.64, for a total value of $6,679,883.04.

MACOM Technology Solutions Stock Down 0.8%

NASDAQ MTSI opened at $136.82 on Friday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 3.10 and a current ratio of 3.83. The company has a market capitalization of $10.19 billion, a P/E ratio of -135.47, a P/E/G ratio of 2.03 and a beta of 1.48. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $152.50. The stock has a 50 day moving average price of $128.56 and a 200-day moving average price of $125.04.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its earnings results on Thursday, August 7th. The semiconductor company reported $0.90 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.01. The firm had revenue of $252.08 million during the quarter, compared to the consensus estimate of $249.89 million. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The company’s quarterly revenue was up 32.3% compared to the same quarter last year. During the same period in the prior year, the company earned $0.66 EPS. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have weighed in on MTSI. Truist Financial boosted their price objective on shares of MACOM Technology Solutions from $136.00 to $154.00 and gave the company a “buy” rating in a research report on Monday, July 7th. TD Cowen assumed coverage on shares of MACOM Technology Solutions in a report on Wednesday, October 1st. They set a “buy” rating and a $150.00 price target on the stock. Zacks Research upgraded shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 20th. Weiss Ratings reiterated a “sell (d+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, October 8th. Finally, Stifel Nicolaus upped their price target on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the company a “buy” rating in a report on Friday, July 18th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $146.56.

Read Our Latest Report on MTSI

Institutional Trading of MACOM Technology Solutions

Several institutional investors and hedge funds have recently made changes to their positions in MTSI. Norges Bank bought a new stake in shares of MACOM Technology Solutions during the second quarter worth $113,936,000. Fiera Capital Corp bought a new stake in shares of MACOM Technology Solutions during the second quarter worth $41,744,000. AQR Capital Management LLC lifted its position in shares of MACOM Technology Solutions by 5,891.8% during the first quarter. AQR Capital Management LLC now owns 247,400 shares of the semiconductor company’s stock worth $23,510,000 after purchasing an additional 243,271 shares during the last quarter. Nuveen LLC bought a new stake in shares of MACOM Technology Solutions during the first quarter worth $23,767,000. Finally, Bank of New York Mellon Corp increased its stake in shares of MACOM Technology Solutions by 52.2% during the second quarter. Bank of New York Mellon Corp now owns 628,882 shares of the semiconductor company’s stock valued at $90,113,000 after buying an additional 215,578 shares during the period. 76.14% of the stock is currently owned by institutional investors.

About MACOM Technology Solutions

(Get Free Report)

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.