MACOM Technology Solutions Holdings, Inc. $MTSI Stake Decreased by Aristotle Capital Boston LLC

Aristotle Capital Boston LLC lessened its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 1.6% during the third quarter, HoldingsChannel reports. The fund owned 326,053 shares of the semiconductor company’s stock after selling 5,470 shares during the period. MACOM Technology Solutions comprises approximately 2.1% of Aristotle Capital Boston LLC’s investment portfolio, making the stock its 5th biggest holding. Aristotle Capital Boston LLC’s holdings in MACOM Technology Solutions were worth $40,590,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. EverSource Wealth Advisors LLC lifted its holdings in MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares during the period. Smartleaf Asset Management LLC grew its stake in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares during the period. Parkside Financial Bank & Trust grew its stake in shares of MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 240 shares during the period. Advisors Asset Management Inc. increased its holdings in shares of 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 in the last quarter. Finally, Elevation Point Wealth Partners LLC acquired a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $72,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insider Buying and Selling at MACOM Technology Solutions

In related news, CFO John Kober sold 7,196 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total value of $1,749,131.72. Following the sale, the chief financial officer owned 48,508 shares of the company’s stock, valued at approximately $11,790,839.56. This represents a 12.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Robert Dennehy sold 18,398 shares of the stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following the sale, the chief operating officer owned 12,864 shares in the company, valued at approximately $3,154,896. This trade represents a 58.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 753,113 shares of company stock valued at $184,368,095. Company insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the stock. Stifel Nicolaus boosted their price objective on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Susquehanna began coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 price target for the company. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Finally, Jefferies Financial Group upped their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average price target of $228.27.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $217.80 on Friday. The firm has a market capitalization of $16.34 billion, a PE ratio of 102.25, a P/E/G ratio of 4.16 and a beta of 1.41. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $258.98. The firm’s 50-day simple moving average is $224.01 and its 200 day simple moving average is $176.81. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. The firm had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The firm’s revenue for the quarter was up 24.5% on a year-over-year basis. During the same period last year, the firm posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

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.