MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 53,509 Shares

Posted by Anthony Miller on Feb 26th, 2026

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) major shareholder Susan Ocampo sold 53,509 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $250.08, for a total transaction of $13,381,530.72. Following the completion of the transaction, the insider owned 4,021,658 shares of the company’s stock, valued at approximately $1,005,736,232.64. The trade was a 1.31% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Major shareholders that own at least 10% of a company’s shares are required to disclose their transactions with the SEC.

Susan Ocampo also recently made the following trade(s):

On Wednesday, February 25th, Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $254.43, for a total transaction of $66,600,360.09.
On Wednesday, February 18th, Susan Ocampo sold 3,156 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $250.00, for a total transaction of $789,000.00.
On Tuesday, February 17th, Susan Ocampo sold 80,123 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $245.32, for a total transaction of $19,655,774.36.
On Friday, February 13th, Susan Ocampo sold 62,050 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $241.85, for a total transaction of $15,006,792.50.
On Thursday, February 12th, Susan Ocampo sold 57,827 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $240.32, for a total value of $13,896,984.64.
On Friday, February 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $235.85, for a total value of $23,585,000.00.
On Tuesday, February 3rd, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $230.29, for a total value of $23,029,000.00.
On Tuesday, December 9th, Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $190.07, for a total value of $23,011,204.69.
On Friday, December 5th, Susan Ocampo sold 76,642 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $190.10, for a total transaction of $14,569,644.20.
On Thursday, December 4th, Susan Ocampo sold 2,291 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $190.00, for a total transaction of $435,290.00.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock traded down $9.72 during trading hours on Thursday, reaching $243.66. 506,752 shares of the stock were exchanged, compared to its average volume of 1,449,438. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $256.12. The stock has a market cap of $18.28 billion, a P/E ratio of 114.37, a P/E/G ratio of 4.76 and a beta of 1.44. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. The firm’s 50 day moving average is $210.50 and its 200 day moving average is $167.89.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business’s revenue was up 24.5% compared to the same quarter last year. During the same period in the previous year, the business posted $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Institutional Trading of MACOM Technology Solutions

A number of large investors have recently made changes to their positions in MTSI. Northwestern Mutual Investment Management Company LLC raised its holdings in shares of MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after buying an additional 53 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its position in MACOM Technology Solutions by 2.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after acquiring an additional 62 shares during the period. Meeder Advisory Services Inc. boosted its position in MACOM Technology Solutions by 3.5% during the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after acquiring an additional 63 shares during the period. O Shaughnessy Asset Management LLC grew its stake in shares of MACOM Technology Solutions by 2.4% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock worth $467,000 after purchasing an additional 63 shares in the last quarter. Finally, Merit Financial Group LLC increased 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 valued at $228,000 after purchasing an additional 68 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analysts Set New Price Targets

Several research firms have issued reports on MTSI. Benchmark increased their price objective on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Stifel Nicolaus raised their price objective on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Needham & Company LLC reiterated a “buy” rating and set a $250.00 price target on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Finally, Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average target price of $228.27.

Read Our Latest Report on MTSI

About MACOM Technology Solutions

(Get Free Report)

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.