MACOM Technology Solutions Holdings, Inc. $MTSI Position Boosted by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. increased its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 824.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 86,578 shares of the semiconductor company’s stock after purchasing an additional 77,213 shares during the quarter. Jefferies Financial Group Inc.’s holdings in MACOM Technology Solutions were worth $14,829,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MTSI. Wellington Management Group LLP grew its holdings in MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after buying an additional 634,903 shares in the last quarter. Bessemer Group Inc. boosted its stake in MACOM Technology Solutions by 170,782.0% during the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after purchasing an additional 568,704 shares in the last quarter. Rafferty Asset Management LLC bought a new position in MACOM Technology Solutions during the 3rd quarter valued at $67,486,000. FengHe Fund Management Pte. Ltd. bought a new position in MACOM Technology Solutions during the 4th quarter valued at $90,663,000. Finally, Vanguard Group Inc. boosted its stake in MACOM Technology Solutions by 5.9% during the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock valued at $879,865,000 after purchasing an additional 392,365 shares in the last quarter. 76.14% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have issued reports on MTSI. Bank of America increased their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Benchmark increased their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Barclays increased their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday. Truist Financial increased their price target on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Finally, Susquehanna increased their price target on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $321.36.

MACOM Technology Solutions Stock Performance

MTSI opened at $385.98 on Monday. The firm has a market cap of $29.45 billion, a PE ratio of 167.09, a P/E/G ratio of 3.20 and a beta of 1.60. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The business has a fifty day simple moving average of $279.04 and a 200-day simple moving average of $227.27. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $401.24.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.02. The business had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s revenue was up 22.5% compared to the same quarter last year. During the same period last year, the company posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.65 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,595 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $360.64, for a total transaction of $935,860.80. Following the completion of the sale, the senior vice president directly owned 32,376 shares of the company’s stock, valued at $11,676,080.64. This trade represents a 7.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total value of $16,363,957.60. Following the sale, the director directly owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 397,135 shares of company stock worth $107,430,282. 0.36% of the stock is owned by insiders.

About MACOM Technology Solutions

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.