Insider Selling: MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells 95,829 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 95,829 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $180.06, for a total transaction of $17,254,969.74. Following the sale, the insider owned 4,678,323 shares of the company’s stock, valued at approximately $842,378,839.38. The trade was a 2.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Major shareholders that own 10% or more of a company’s shares are required to disclose their transactions with the SEC.

Susan Ocampo also recently made the following trade(s):

• On Tuesday, December 2nd, Susan Ocampo sold 4,171 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $180.00, for a total value of $750,780.00.
• On Monday, November 10th, Susan Ocampo sold 43,289 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $171.47, for a total transaction of $7,422,764.83.
• On Friday, November 7th, Susan Ocampo sold 56,711 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $170.01, for a total value of $9,641,437.11.
• On Thursday, November 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $160.08, for a total value of $16,008,000.00.
• On Wednesday, October 29th, Susan Ocampo sold 8,358 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $150.01, for a total value of $1,253,783.58.
• On Tuesday, October 28th, Susan Ocampo sold 124,515 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $148.02, for a total value of $18,430,710.30.
• On Monday, October 27th, Susan Ocampo sold 60,705 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $147.02, for a total transaction of $8,924,849.10.
• On Friday, October 24th, Susan Ocampo sold 44,809 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $142.10, for a total transaction of $6,367,358.90.
• On Thursday, October 23rd, Susan Ocampo sold 1,862 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $141.00, for a total value of $262,542.00.
• On Monday, October 20th, Susan Ocampo sold 36,762 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $141.01, for a total transaction of $5,183,809.62.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock traded up $3.70 during trading hours on Thursday, reaching $187.16. The company’s stock had a trading volume of 952,320 shares, compared to its average volume of 849,753. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $190.00. The company’s 50 day simple moving average is $148.84 and its 200 day simple moving average is $137.56. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. The stock has a market cap of $14.02 billion, a P/E ratio of -231.55, a price-to-earnings-growth ratio of 2.44 and a beta of 1.47.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The firm had revenue of $261.17 million for the quarter, compared to analysts’ expectations of $260.16 million. During the same quarter last year, the company posted $0.73 earnings per share. MACOM Technology Solutions’s revenue was up 3.6% on a year-over-year basis. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Advisory Services Network LLC bought a new position in shares of MACOM Technology Solutions during the 3rd quarter worth approximately $25,000. EverSource Wealth Advisors LLC boosted its stake in shares of MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares in the last quarter. Hantz Financial Services Inc. grew its holdings in shares of MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 134 shares during the last quarter. SVB Wealth LLC bought a new stake in shares of MACOM Technology Solutions in the 1st quarter worth about $34,000. Finally, Smartleaf Asset Management LLC increased its position in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Wall Street Analyst Weigh In

MTSI has been the topic of a number of research analyst reports. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. TD Cowen upped their price objective on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. Benchmark lifted their target price on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Finally, Truist Financial reissued a “buy” rating and set a $180.00 target price (up previously from $158.00) on shares of MACOM Technology Solutions in a research note on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $169.44.

MACOM Technology Solutions Company Profile

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.