Westfield Capital Management Co. LP Sells 205,403 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Westfield Capital Management Co. LP decreased its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 47.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 231,093 shares of the semiconductor company’s stock after selling 205,403 shares during the period. Westfield Capital Management Co. LP’s holdings in MACOM Technology Solutions were worth $39,582,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Principal Financial Group Inc. increased its holdings in MACOM Technology Solutions by 5.1% in the 3rd quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock worth $17,693,000 after buying an additional 6,874 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its holdings in MACOM Technology Solutions by 22.4% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock worth $16,936,000 after buying an additional 18,096 shares during the period. Bryce Point Capital LLC acquired a new position in MACOM Technology Solutions in the 3rd quarter worth approximately $572,000. Hantz Financial Services Inc. increased its holdings in MACOM Technology Solutions by 2,180.1% in the 3rd quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock worth $599,000 after buying an additional 4,600 shares during the period. Finally, SG Americas Securities LLC increased its holdings in MACOM Technology Solutions by 33.9% in the 4th quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock worth $9,255,000 after buying an additional 13,668 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Transactions at MACOM Technology Solutions

In related news, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the sale, the director owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This trade represents a 86.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Donghyun Thomas Hwang sold 2,595 shares of MACOM Technology Solutions stock in a transaction on Monday, May 18th. The shares were sold at an average price of $360.64, for a total transaction of $935,860.80. Following the completion of the sale, the senior vice president directly owned 32,376 shares in the company, valued at $11,676,080.64. This represents a 7.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 75,476 shares of company stock worth $27,755,202 in the last ninety days. Company insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on MTSI. Susquehanna increased their price target on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Barclays increased their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, Bank of America raised their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and an average target price of $321.36.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $345.40 on Friday. The stock has a market capitalization of $26.35 billion, a price-to-earnings ratio of 149.52, a PEG ratio of 3.14 and a beta of 1.66. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $118.16 and a 12 month high of $418.90. The firm’s 50 day simple moving average is $310.09 and its 200-day simple moving average is $241.99. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business had revenue of $288.96 million for the quarter, compared to analysts’ expectations of $285.20 million. During the same quarter last year, the company earned $0.85 EPS. The business’s revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

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.