MACOM Technology Solutions Holdings, Inc. $MTSI Shares Acquired by Nissay Asset Management Corp Japan

Nissay Asset Management Corp Japan boosted its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 44.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,564 shares of the semiconductor company’s stock after purchasing an additional 8,210 shares during the quarter. Nissay Asset Management Corp Japan’s holdings in MACOM Technology Solutions were worth $10,104,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Empowered Funds LLC purchased a new position in MACOM Technology Solutions during the 2nd quarter worth $17,852,000. United Capital Financial Advisors LLC purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $547,000. Equitable Holdings Inc. purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $262,000. Jefferies Financial Group Inc. acquired a new stake in shares of MACOM Technology Solutions during the second quarter worth about $1,688,000. Finally, Public Employees Retirement System of Ohio acquired a new stake in shares of MACOM Technology Solutions during the second quarter worth about $7,623,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction 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. The trade was a 8.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction that occurred 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 transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. This trade represents a 18.03% 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. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Stock Down 4.3%

Shares of NASDAQ:MTSI opened at $265.27 on Friday. The company has a market cap of $20.26 billion, a price-to-earnings ratio of 85.30, a PEG ratio of 1.52 and a beta of 1.70. The firm’s 50-day simple moving average is $299.38 and its 200-day simple moving average is $293.35. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.05. The firm had revenue of $342.24 million during 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% on a year-over-year basis. During the same period in the prior year, the company posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages recently issued reports on MTSI. Susquehanna dropped their price target on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 24th. Finally, Barclays boosted their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Two equities 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 company’s stock. According to MarketBeat, the company presently has an average 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.