Rockefeller Capital Management L.P. Buys 1,811 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Rockefeller Capital Management L.P. lifted its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 98.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 3,654 shares of the semiconductor company’s stock after acquiring an additional 1,811 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in MACOM Technology Solutions were worth $626,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. World Investment Advisors bought a new position in MACOM Technology Solutions during the 4th quarter worth approximately $330,000. Hsbc Holdings PLC boosted its position in shares of MACOM Technology Solutions by 5,004.6% during the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock valued at $17,796,000 after purchasing an additional 100,893 shares in the last quarter. MidFirst Bank bought a new stake in shares of MACOM Technology Solutions during the 4th quarter valued at about $248,000. Pacer Advisors Inc. grew its stake in MACOM Technology Solutions by 6.2% during the fourth quarter. Pacer Advisors Inc. now owns 11,984 shares of the semiconductor company’s stock worth $2,053,000 after purchasing an additional 698 shares during the period. Finally, Mercer Global Advisors Inc. ADV grew its stake in MACOM Technology Solutions by 83.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 3,058 shares of the semiconductor company’s stock worth $524,000 after purchasing an additional 1,388 shares during the period. 76.14% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,644 shares of the business’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $359.25, for a total value of $2,746,107.00. Following the transaction, the chief financial officer owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. The trade was a 15.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the completion of the transaction, the director owned 6,781 shares of the company’s stock, valued at $2,564,574.20. This trade represents a 86.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 78,096 shares of company stock worth $28,760,941. 0.36% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Barclays boosted their price target 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. Needham & Company LLC increased their price objective on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Truist Financial boosted their price objective on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a report on Friday, May 8th. Stifel Nicolaus lifted their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Finally, Loop Capital began coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They issued a “buy” rating and a $300.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $335.00.

MACOM Technology Solutions Price Performance

MTSI opened at $322.26 on Friday. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $118.16 and a 1 year high of $418.90. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The company has a market capitalization of $24.59 billion, a price-to-earnings ratio of 139.51, a P/E/G ratio of 2.64 and a beta of 1.65. The firm’s fifty day moving average price is $358.02 and its two-hundred day moving average price is $269.35.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company had revenue of $288.95 million for the quarter, compared to analyst estimates of $285.20 million. During the same period last year, the firm earned $0.85 earnings per share. The firm’s revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share 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.