ING Groep NV Has $10.64 Million Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

ING Groep NV raised its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 148.4% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 85,460 shares of the semiconductor company’s stock after acquiring an additional 51,060 shares during the quarter. ING Groep NV’s holdings in MACOM Technology Solutions were worth $10,639,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Advisors Asset Management Inc. grew 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 acquiring an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in MACOM Technology Solutions by 9.2% in 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 valued at $15,778,000 after purchasing an additional 13,215 shares in the last quarter. Focus Partners Wealth increased its position in shares of MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after purchasing an additional 3,694 shares during the last quarter. US Bancorp DE increased its position in shares of MACOM Technology Solutions by 257.1% during the 2nd quarter. US Bancorp DE now owns 5,989 shares of the semiconductor company’s stock worth $858,000 after purchasing an additional 4,312 shares during the last quarter. Finally, Callan Family Office LLC bought a new stake in shares of MACOM Technology Solutions during the 2nd quarter worth approximately $310,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $236.94 on Thursday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $241.62. The company has a market capitalization of $17.77 billion, a price-to-earnings ratio of 111.24, a PEG ratio of 4.42 and a beta of 1.44. The company has a 50-day simple moving average of $197.79 and a 200 day simple moving average of $160.23. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96.

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. TD Cowen boosted their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Susquehanna initiated coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price objective for the company. Needham & Company LLC reaffirmed a “buy” rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a report on Friday, February 6th. Benchmark raised their target price on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Finally, Truist Financial boosted their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $228.27.

Insider Buying and Selling

In related news, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the completion of the sale, the chief executive officer directly owned 54,217 shares in the company, valued at $9,388,215.72. The trade was a 26.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total value of $1,192,240.44. Following the completion of the transaction, the senior vice president directly owned 38,604 shares in the company, valued at approximately $8,726,820.24. This represents a 12.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 555,703 shares of company stock valued at $112,309,657. Insiders own 0.36% of the company’s stock.

About MACOM Technology Solutions

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.