Fiera Capital Corp Sells 7,442 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Fiera Capital Corp lessened its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 2.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 283,886 shares of the semiconductor company’s stock after selling 7,442 shares during the quarter. Fiera Capital Corp owned 0.38% of MACOM Technology Solutions worth $35,341,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Hantz Financial Services Inc. grew its holdings in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares during the last quarter. Smartleaf Asset Management LLC lifted its position in MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 150 shares in the last quarter. Parkside Financial Bank & Trust boosted its stake in MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 240 shares during the last quarter. Bessemer Group Inc. boosted its stake in MACOM Technology Solutions by 44.0% during the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after purchasing an additional 106 shares during the last quarter. Finally, First Horizon Advisors Inc. increased its holdings in MACOM Technology Solutions by 112.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 192 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Key Stories Impacting MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Q4 results and guidance beat: MACOM reported quarterly EPS and revenue above consensus and set Q2 FY2026 EPS guidance of $1.05–$1.09, supporting growth expectations and helping push the shares higher. Earnings & Outlook
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple brokers (including Truist and Benchmark) raised price targets and maintained Buy ratings after the prints, giving the stock additional upward momentum. Analyst Notes
• Neutral Sentiment: Strong institutional ownership and healthy liquidity: Institutions own ~76% of the float and the company shows solid current/quick ratios and modest leverage—factors that can stabilize the stock amid volatility. Ownership & Financials
• Negative Sentiment: Large, repeated insider sales by major shareholder Susan Ocampo: Ocampo executed multiple large disposals in February (including 80,123 shares on Feb 17 and additional tranches), representing meaningful cashing‑out that may pressure sentiment. Insider Sales
• Negative Sentiment: CFO selling: The company’s CFO sold 7,196 shares on Feb 17, which, when paired with the major shareholder’s sales, can amplify investor concern about insider timing. CFO Filing

Analyst Ratings Changes

Several research analysts recently issued reports on the company. TD Cowen lifted their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Jefferies Financial Group lifted their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Bank of America upped their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Finally, Benchmark upped their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $228.27.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $243.59 on Friday. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. The stock has a fifty day simple moving average of $205.95 and a two-hundred day simple moving average of $165.18. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $251.27. The firm has a market cap of $18.27 billion, a price-to-earnings ratio of 114.36, a price-to-earnings-growth ratio of 4.65 and a beta of 1.44.

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

Insider Transactions at MACOM Technology Solutions

In related news, CFO John Kober sold 7,196 shares of MACOM Technology Solutions stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the transaction, the chief financial officer directly owned 48,508 shares in the company, valued at approximately $11,790,839.56. The trade was a 12.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the 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 sale, the chief executive officer owned 54,217 shares in the company, valued at approximately $9,388,215.72. This represents a 26.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 743,998 shares of company stock worth $159,860,587 over the last quarter. Corporate insiders own 0.36% of the company’s stock.

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.