Public Employees Retirement System of Ohio Acquires Shares of 20,042 MACOM Technology Solutions Holdings, Inc. $MTSI

Public Employees Retirement System of Ohio acquired a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 20,042 shares of the semiconductor company’s stock, valued at approximately $7,623,000.

A number of other large investors also recently modified their holdings of the company. Advisors Asset Management Inc. grew its position in MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in MACOM Technology Solutions by 9.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after buying an additional 13,215 shares during the last quarter. Focus Partners Wealth lifted its stake in shares of MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after buying an additional 3,694 shares in the last quarter. Cetera Investment Advisers bought a new position in shares of MACOM Technology Solutions in the second quarter valued at $372,000. Finally, Marshall Wace LLP acquired a new position in shares of MACOM Technology Solutions during the second quarter valued at about $544,000. 76.14% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently commented on MTSI shares. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 24th. Truist Financial lifted their price target on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Susquehanna decreased their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a report on Tuesday, July 21st. Barclays increased their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Finally, HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

Insider Activity

In related news, COO Robert Dennehy sold 252 shares of MACOM Technology Solutions stock in a transaction on Friday, August 28th. The stock was sold at an average price of $275.20, for a total transaction of $69,350.40. Following the sale, the chief operating officer directly owned 12,758 shares in the company, valued at approximately $3,511,001.60. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the sale, the senior vice president owned 29,756 shares in the company, valued at $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 10,261 shares of company stock valued at $3,484,495 over the last three months. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Stock Down 0.7%

MACOM Technology Solutions stock opened at $262.01 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90. The stock has a market cap of $20.01 billion, a PE ratio of 84.25, a price-to-earnings-growth ratio of 1.46 and a beta of 1.71. The firm’s 50-day simple moving average is $294.53 and its 200 day simple moving average is $294.16. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm had revenue of $342.24 million during the quarter, compared to analyst estimates of $336.08 million. During the same quarter last year, the business posted $0.90 EPS. The company’s revenue for the quarter was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current fiscal year.

Key Headlines Impacting MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Zacks Research maintains a “Strong-Buy” rating and raised its EPS forecast for fiscal 2026 to $4.35 from $3.49, fiscal 2027 to $4.84 from $3.99, and fiscal 2028 to $4.53 from $4.23. It also increased several quarterly estimates, including Q4 2026 to $1.67 from $0.90 and Q4 2027 to $1.51 from $1.13, suggesting improved expectations for MACOM’s earnings growth. Zacks analyst estimates and industry outlook
• Positive Sentiment: Analysts see approximately 47% potential upside for MTSI based on average price targets. Zacks noted that the upward trend in earnings revisions could support further appreciation, although price-target metrics are not always reliable. MTSI price target outlook
• Neutral Sentiment: COO Robert Dennehy sold 252 shares worth about $69,350 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced his holdings by 1.94%, but he still owns 12,758 shares; the planned nature and small size make it a limited signal about management’s outlook. SEC insider transaction filing
• Negative Sentiment: Zacks modestly reduced its Q3 2028 EPS estimate to $1.13 from $1.15, providing a small counterpoint to the otherwise widespread upward revisions.

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.