Sanctuary Advisors LLC Takes $1.02 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Sanctuary Advisors LLC acquired a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, Holdings Channel.com reports. The institutional investor acquired 2,680 shares of the semiconductor company’s stock, valued at approximately $1,019,000.

Other large investors have also modified their holdings of the company. Swedbank AB bought a new stake in MACOM Technology Solutions during the first quarter valued at about $13,059,000. Principal Financial Group Inc. increased its stake in shares of MACOM Technology Solutions by 41.7% in the first quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock worth $43,337,000 after purchasing an additional 57,474 shares during the period. Azzad Asset Management Inc. ADV increased its stake in shares of MACOM Technology Solutions by 94.4% in the first quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock worth $4,466,000 after purchasing an additional 9,767 shares during the period. Fifth Third Bancorp lifted its position in shares of MACOM Technology Solutions by 2,385.6% during the 1st quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock worth $4,101,000 after purchasing an additional 17,725 shares during the last quarter. Finally, Hsbc Holdings PLC lifted its position in shares of MACOM Technology Solutions by 5,004.6% during the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock worth $17,796,000 after purchasing an additional 100,893 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $326.08, for a total value of $2,409,405.12. Following the completion of the sale, the chief financial officer owned 33,583 shares in the company, valued at approximately $10,950,744.64. This trade represents a 18.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This represents a 8.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions Stock Up 1.6%

NASDAQ MTSI opened at $277.15 on Friday. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $121.97 and a 1-year high of $418.90. The company has a market capitalization of $21.17 billion, a price-to-earnings ratio of 89.12, a PEG ratio of 1.56 and a beta of 1.70. The stock’s 50 day moving average is $301.90 and its two-hundred day moving average is $293.54. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. The business had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm’s revenue for the quarter was up 35.8% on a year-over-year basis. During the same quarter last year, the company posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms have issued reports on MTSI. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Monday. Truist Financial upped their price target on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Needham & Company LLC increased their price objective on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Barclays raised their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Finally, HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $341.25.

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.