Teacher Retirement System of Texas Increases Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Teacher Retirement System of Texas increased its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 8.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,942 shares of the semiconductor company’s stock after buying an additional 1,431 shares during the period. Teacher Retirement System of Texas’ holdings in MACOM Technology Solutions were worth $2,571,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Bessemer Group Inc. raised its stake in MACOM Technology Solutions by 44.0% in the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after purchasing an additional 106 shares during the last quarter. Envestnet Asset Management Inc. raised its stake in MACOM Technology Solutions by 29.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 126,887 shares of the semiconductor company’s stock valued at $18,182,000 after purchasing an additional 28,679 shares during the last quarter. Oppenheimer Asset Management Inc. raised its stake in MACOM Technology Solutions by 20.5% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 16,748 shares of the semiconductor company’s stock valued at $2,400,000 after purchasing an additional 2,852 shares during the last quarter. AlphaQuest LLC raised its stake in MACOM Technology Solutions by 245.9% in the 2nd quarter. AlphaQuest LLC now owns 1,968 shares of the semiconductor company’s stock valued at $282,000 after purchasing an additional 1,399 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. raised its stake in MACOM Technology Solutions by 11.9% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,671 shares of the semiconductor company’s stock valued at $526,000 after purchasing an additional 391 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Down 1.6%

Shares of MTSI opened at $148.13 on Monday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $154.86. The company has a market capitalization of $11.03 billion, a PE ratio of -146.66, a price-to-earnings-growth ratio of 2.26 and a beta of 1.48. The stock has a fifty day simple moving average of $132.70 and a two-hundred day simple moving average of $128.83. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.89 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The business had revenue of $252.08 million during the quarter, compared to the consensus estimate of $249.89 million. During the same period last year, the company earned $0.66 EPS. The company’s revenue for the quarter 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. As a group, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analyst Ratings Changes

Several research firms recently commented on MTSI. Weiss Ratings reissued a “sell (d+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, October 8th. Truist Financial increased their price objective on MACOM Technology Solutions from $136.00 to $154.00 and gave the company a “buy” rating in a research note on Monday, July 7th. Zacks Research raised MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research note on Wednesday, August 20th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Finally, Stifel Nicolaus raised their target price on MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $150.50.

Insider Buying and Selling

In related news, SVP Robert Dennehy sold 4,128 shares of the firm’s stock in a transaction dated Thursday, October 16th. The stock was sold at an average price of $140.02, for a total transaction of $578,002.56. Following the completion of the sale, the senior vice president directly owned 6,552 shares of the company’s stock, valued at approximately $917,411.04. This trade represents a 38.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO John Kober sold 1,497 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $145.53, for a total value of $217,858.41. Following the sale, the chief financial officer directly owned 43,580 shares of the company’s stock, valued at $6,342,197.40. The trade was a 3.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,553,712 shares of company stock valued at $211,008,498. 16.30% of the stock is currently owned by insiders.

About MACOM Technology Solutions

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.