T. Rowe Price Investment Management Inc. Reduces Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

T. Rowe Price Investment Management Inc. reduced its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 5,400,028 shares of the semiconductor company’s stock after selling 73,903 shares during the quarter. T. Rowe Price Investment Management Inc. owned 0.07% of MACOM Technology Solutions worth $924,917,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Northwestern Mutual Investment Management Company LLC lifted its stake in shares of MACOM Technology Solutions by 0.4% in 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 during the period. Sumitomo Mitsui Trust Group Inc. grew its position in 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 valued at $479,000 after buying an additional 62 shares during the period. Meeder Advisory Services Inc. grew its position in 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 valued at $324,000 after buying an additional 63 shares during the period. O Shaughnessy Asset Management LLC increased its holdings in MACOM Technology Solutions by 2.4% during the fourth 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 increased its holdings in MACOM Technology Solutions by 3.9% during the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after buying an additional 68 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Trading Up 6.6%

Shares of MACOM Technology Solutions stock opened at $391.41 on Friday. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $418.90. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The company has a market capitalization of $29.86 billion, a P/E ratio of 169.44, a P/E/G ratio of 3.01 and a beta of 1.66. The company has a fifty day moving average of $335.69 and a 200 day moving average of $255.70.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.07 by $0.02. The business had revenue of $288.95 million for the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The business’s revenue was up 22.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Charles R. Bland sold 800 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total value of $304,000.00. Following the completion of the transaction, the director directly owned 14,338 shares in the company, valued at $5,448,440. This represents a 5.28% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Donghyun Thomas Hwang sold 2,595 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $360.64, for a total transaction of $935,860.80. Following the sale, the senior vice president directly owned 32,376 shares of the company’s stock, valued at approximately $11,676,080.64. This trade represents a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 75,476 shares of company stock worth $27,755,202 in the last three months. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Susquehanna increased their price target on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Loop Capital started coverage on MACOM Technology Solutions in a report on Friday, April 10th. They issued a “buy” rating and a $300.00 target price on the stock. Barclays boosted their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, June 6th. Finally, Truist Financial boosted their price objective 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. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average price target of $321.36.

MACOM Technology Solutions 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.