Westfield Capital Management Co. LP Sells 272,937 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Westfield Capital Management Co. LP cut its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 38.5% in the 3rd quarter, Holdings Channel.com reports. The fund owned 436,496 shares of the semiconductor company’s stock after selling 272,937 shares during the quarter. Westfield Capital Management Co. LP’s holdings in MACOM Technology Solutions were worth $54,339,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the stock. Advisors Asset Management Inc. raised its stake in MACOM Technology Solutions by 49.7% in the first 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. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after acquiring an additional 13,215 shares during the period. Focus Partners Wealth boosted 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 acquiring an additional 3,694 shares in the last quarter. Asset Management One Co. Ltd. increased its stake in MACOM Technology Solutions by 10.5% in the second quarter. Asset Management One Co. Ltd. now owns 2,232 shares of the semiconductor company’s stock valued at $320,000 after acquiring an additional 212 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. lifted its stake in MACOM Technology Solutions by 11.9% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,671 shares of the semiconductor company’s stock worth $526,000 after purchasing an additional 391 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CFO John Kober sold 7,196 shares of the business’s stock in a transaction 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 sale, the chief financial officer owned 48,508 shares of the company’s stock, valued at $11,790,839.56. The trade was a 12.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, major shareholder Susan Ocampo sold 261,763 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total value of $66,600,360.09. Following the transaction, the insider directly owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. This represents a 6.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,055,270 shares of company stock valued at $239,182,477 in the last ninety days. 0.36% of the stock is currently owned by insiders.

MACOM Technology Solutions Price Performance

Shares of MTSI opened at $247.11 on Friday. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The stock has a market cap of $18.54 billion, a PE ratio of 116.01, a PEG ratio of 4.86 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $256.12. The business has a 50-day simple moving average of $212.02 and a two-hundred day simple moving average of $168.44.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The company had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. During the same period in the previous year, the business posted $0.79 earnings per share. The business’s quarterly revenue 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. Analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently issued reports on MTSI. Jefferies Financial Group lifted their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 target price for the company. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Finally, TD Cowen lifted their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. 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 data from MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $228.27.

MACOM Technology Solutions 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.