Global Retirement Partners LLC Acquires New Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Global Retirement Partners LLC bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 2,995 shares of the semiconductor company’s stock, valued at approximately $1,139,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of MTSI. Vanguard Group Inc. raised its holdings in shares of MACOM Technology Solutions by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock valued at $1,237,515,000 after buying an additional 157,343 shares during the last quarter. Price T Rowe Associates Inc. MD grew its holdings in MACOM Technology Solutions by 7.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after buying an additional 136,262 shares in the last quarter. Geode Capital Management LLC grew its holdings in MACOM Technology Solutions by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after buying an additional 37,222 shares in the last quarter. GW&K Investment Management LLC increased its position in MACOM Technology Solutions by 6.1% in the 4th quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after acquiring an additional 70,167 shares during the period. Finally, Wellington Management Group LLP increased its position in MACOM Technology Solutions by 3.0% in the 4th quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock valued at $173,947,000 after acquiring an additional 29,131 shares during the period. Institutional investors own 76.14% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on MTSI shares. Needham & Company LLC boosted their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Susquehanna lowered their price target on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. Finally, Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $341.82.

Insider Activity

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the transaction, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the transaction, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This represents a 29.19% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is currently owned by insiders.

MACOM Technology Solutions Price Performance

NASDAQ MTSI opened at $327.53 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $118.28 and a 12 month high of $418.90. The firm has a market capitalization of $25.01 billion, a PE ratio of 105.32, a P/E/G ratio of 1.99 and a beta of 1.70. The company’s 50 day simple moving average is $318.11 and its 200 day simple moving average is $290.99. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. During the same period in the prior year, the firm posted $0.90 earnings per share. The firm’s revenue for the quarter was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.76 EPS for the current fiscal year.

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.