Janus Henderson Group PLC Increases Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Janus Henderson Group PLC boosted its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 15.5% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 784,118 shares of the semiconductor company’s stock after acquiring an additional 105,032 shares during the quarter. Janus Henderson Group PLC’s holdings in MACOM Technology Solutions were worth $174,109,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in MTSI. GHP Investment Advisors Inc. purchased a new position in MACOM Technology Solutions during the first quarter valued at $31,000. Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions in the 4th quarter valued at about $30,000. Advisory Services Network LLC purchased a new position in MACOM Technology Solutions in the 3rd quarter valued at about $25,000. Bayforest Capital Ltd acquired a new stake in MACOM Technology Solutions in the 4th quarter worth about $39,000. Finally, Clearstead Advisors LLC increased its stake in MACOM Technology Solutions by 156.5% during the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after buying an additional 144 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Up 8.7%

MTSI stock opened at $248.71 on Friday. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. The firm has a 50-day moving average of $338.90 and a two-hundred day moving average of $284.66. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $118.16 and a 12 month high of $418.90. The company has a market cap of $18.98 billion, a price-to-earnings ratio of 107.67, a PEG ratio of 1.88 and a beta of 1.65.

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

Insider Activity

In other MACOM Technology Solutions news, Director Peter Y. Chung sold 43,268 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the transaction, the director owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. The trade was a 86.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Geoffrey G. Ribar sold 1,623 shares of the business’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $361.84, for a total value of $587,266.32. Following the transaction, the director directly owned 12,563 shares in the company, valued at $4,545,795.92. This trade represents a 11.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 74,378 shares of company stock valued at $27,732,022 in the last 90 days. 0.36% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities analysts have recently weighed in on MTSI shares. Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. Susquehanna reduced their price objective 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. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Friday, July 24th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $330.45.

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.