Schroder Investment Management Group Has $57.83 Million Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Schroder Investment Management Group grew its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 13.1% during the third quarter, HoldingsChannel.com reports. The firm owned 469,040 shares of the semiconductor company’s stock after buying an additional 54,239 shares during the quarter. Schroder Investment Management Group’s holdings in MACOM Technology Solutions were worth $57,828,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Merit Financial Group LLC grew its holdings in shares of 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 worth $228,000 after buying an additional 68 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in 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 acquiring an additional 93 shares in the last quarter. Wedmont Private Capital lifted its stake in MACOM Technology Solutions by 5.4% in the 3rd quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after acquiring an additional 99 shares in the last quarter. ProShare Advisors LLC boosted its position in MACOM Technology Solutions by 4.1% during the 2nd quarter. ProShare Advisors LLC now owns 2,638 shares of the semiconductor company’s stock worth $378,000 after acquiring an additional 105 shares during the last quarter. Finally, Stephens Inc. AR grew its stake in shares of MACOM Technology Solutions by 6.6% during the 3rd quarter. Stephens Inc. AR now owns 1,705 shares of the semiconductor company’s stock worth $212,000 after acquiring an additional 105 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO John Kober sold 7,196 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the sale, the chief financial officer directly owned 48,508 shares in the company, valued at approximately $11,790,839.56. This trade represents a 12.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Geoffrey G. Ribar sold 2,244 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $253.59, for a total value of $569,055.96. Following the transaction, the director directly owned 13,410 shares in the company, valued at approximately $3,400,641.90. This trade represents a 14.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 753,113 shares of company stock worth $184,368,095 in the last 90 days. 0.36% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Susquehanna began coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price for the company. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Bank of America boosted their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, Benchmark increased their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $228.27.

MACOM Technology Solutions Trading Up 0.9%

Shares of MACOM Technology Solutions stock opened at $220.59 on Wednesday. The stock has a market cap of $16.55 billion, a P/E ratio of 103.56, a P/E/G ratio of 4.17 and a beta of 1.41. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $258.98. The business’s 50 day moving average is $221.24 and its 200-day moving average is $175.23.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results 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 business had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. During the same period last year, the business earned $0.79 earnings per share. The firm’s revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

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.