Corient Private Wealth LP Invests $4.32 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Corient Private Wealth LP acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 11,359 shares of the semiconductor company’s stock, valued at approximately $4,321,000.

Other institutional investors also recently modified their holdings of the company. Price T Rowe Associates Inc. MD boosted its stake in MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after acquiring an additional 136,262 shares in the last quarter. Geode Capital Management LLC increased its stake in MACOM Technology Solutions by 3.0% in the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after purchasing an additional 37,222 shares in the last quarter. GW&K Investment Management LLC raised its holdings in shares of MACOM Technology Solutions by 6.1% during the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after purchasing an additional 70,167 shares during the period. Wellington Management Group LLP raised its holdings in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock valued at $173,947,000 after purchasing an additional 29,131 shares during the period. Finally, Janus Henderson Group PLC boosted its position in shares of MACOM Technology Solutions by 15.5% during the 1st quarter. Janus Henderson Group PLC now owns 784,118 shares of the semiconductor company’s stock worth $174,109,000 after purchasing an additional 105,032 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Trading Down 0.5%

NASDAQ:MTSI opened at $263.83 on Tuesday. 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 Holdings, Inc. has a one year low of $121.97 and a one year high of $418.90. The company has a market cap of $20.15 billion, a PE ratio of 84.83, a PEG ratio of 1.52 and a beta of 1.70. The firm has a 50-day moving average of $296.73 and a 200-day moving average of $293.99.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating the consensus estimate of $1.35 by $0.05. The business had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same quarter last year, the firm earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In related news, CFO John Kober sold 7,389 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the completion of the sale, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. This represents a 18.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Susquehanna reduced their target price on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research note on Tuesday, July 21st. Weiss Ratings lowered MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, August 21st. Barclays raised their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Finally, HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average price target of $341.25.

MACOM Technology Solutions Company 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.