Vanguard Group Inc. Has $1.24 Billion Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Vanguard Group Inc. lifted its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,225,100 shares of the semiconductor company’s stock after buying an additional 157,343 shares during the period. Vanguard Group Inc. owned approximately 0.10% of MACOM Technology Solutions worth $1,237,515,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Resonant Capital Advisors LLC acquired a new position in MACOM Technology Solutions in the 4th quarter valued at $232,000. Arizona State Retirement System lifted its position in shares of MACOM Technology Solutions by 0.9% during the 4th quarter. Arizona State Retirement System now owns 18,852 shares of the semiconductor company’s stock valued at $3,229,000 after acquiring an additional 161 shares during the period. Peregrine Capital Management LLC acquired a new stake in shares of MACOM Technology Solutions during the 4th quarter worth $14,302,000. M&T Bank Corp grew its holdings in shares of MACOM Technology Solutions by 1,941.7% during the 4th quarter. M&T Bank Corp now owns 38,914 shares of the semiconductor company’s stock worth $6,665,000 after purchasing an additional 37,008 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH increased its position in shares of MACOM Technology Solutions by 30.8% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 82,036 shares of the semiconductor company’s stock worth $14,051,000 after purchasing an additional 19,309 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $284.18 on Friday. The stock has a 50-day moving average price of $244.61 and a two-hundred day moving average price of $204.81. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $108.21 and a 12 month high of $294.00. The company has a market capitalization of $21.32 billion, a PE ratio of 133.42, a P/E/G ratio of 4.68 and a beta of 1.60. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The company had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. During the same quarter in the previous year, the business posted $0.79 EPS. MACOM Technology Solutions’s revenue for the quarter was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.2 EPS for the current year.

Insider Buying and Selling

In other news, Director Geoffrey G. Ribar sold 2,244 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $253.59, for a total value of $569,055.96. Following the completion of the sale, the director directly owned 13,410 shares in the company, valued at $3,400,641.90. This trade represents a 14.33% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, major shareholder Susan Ocampo sold 261,763 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the sale, the insider directly owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. The trade was a 6.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 753,113 shares of company stock worth $184,368,095 over the last 90 days. 0.36% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

MTSI has been the subject of a number of analyst reports. Benchmark boosted 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. Bank of America increased their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Truist Financial raised their target price on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a report on Friday, February 6th. Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $251.45.

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.