MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 261,763 Shares

Posted by Lindsey Winhoffer on Feb 26th, 2026

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) major shareholder Susan Ocampo sold 261,763 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the transaction, the insider owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. This trade represents a 6.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Large shareholders that own more than 10% of a company’s stock are required to disclose their sales and purchases with the SEC.

Susan Ocampo also recently made the following trade(s):

On Tuesday, February 24th, Susan Ocampo sold 53,509 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $250.08, for a total value of $13,381,530.72.
On Wednesday, February 18th, Susan Ocampo sold 3,156 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $250.00, for a total value of $789,000.00.
On Tuesday, February 17th, Susan Ocampo sold 80,123 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $245.32, for a total transaction of $19,655,774.36.
On Friday, February 13th, Susan Ocampo sold 62,050 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $241.85, for a total transaction of $15,006,792.50.
On Thursday, February 12th, Susan Ocampo sold 57,827 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $240.32, for a total transaction of $13,896,984.64.
On Friday, February 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $235.85, for a total transaction of $23,585,000.00.
On Tuesday, February 3rd, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $230.29, for a total transaction of $23,029,000.00.
On Tuesday, December 9th, Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $190.07, for a total value of $23,011,204.69.
On Friday, December 5th, Susan Ocampo sold 76,642 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $190.10, for a total value of $14,569,644.20.
On Thursday, December 4th, Susan Ocampo sold 2,291 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $190.00, for a total value of $435,290.00.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock traded down $9.72 on Thursday, reaching $243.66. 506,752 shares of the stock were exchanged, compared to its average volume of 1,449,438. The business has a 50 day moving average price of $210.50 and a two-hundred day moving average price of $167.89. The firm has a market capitalization of $18.28 billion, a price-to-earnings ratio of 114.37, a PEG ratio of 4.76 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $256.12. 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 – Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. MACOM Technology Solutions’s revenue for the quarter was up 24.5% compared to the same quarter last year. 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. Analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Institutional Trading of MACOM Technology Solutions

A number of institutional investors and hedge funds have recently modified their holdings of MTSI. Advisory Services Network LLC purchased a new position in MACOM Technology Solutions in the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC raised its holdings in shares of MACOM Technology Solutions by 75.6% during 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 last quarter. Hantz Financial Services Inc. lifted its position in shares of MACOM Technology Solutions by 174.0% in the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 134 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions in the fourth quarter worth approximately $30,000. Finally, Smartleaf Asset Management LLC increased its position in shares of MACOM Technology Solutions by 108.7% during the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Needham & Company LLC reissued a “buy” rating and set a $250.00 target price on shares of MACOM Technology Solutions in a research note on Friday, February 6th. TD Cowen raised 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. Truist Financial lifted their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Finally, JPMorgan Chase & Co. increased their price target on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $228.27.

Read Our Latest Stock Report on MTSI

About MACOM Technology Solutions

(Get Free Report)

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.