KBC Group NV Has $3.64 Million Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

KBC Group NV lowered its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 5.5% in the second quarter, Holdings Channel reports. The institutional investor owned 25,375 shares of the semiconductor company’s stock after selling 1,469 shares during the period. KBC Group NV’s holdings in MACOM Technology Solutions were worth $3,636,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in MTSI. Vanguard Group Inc. increased its stake in MACOM Technology Solutions by 2.0% during the first quarter. Vanguard Group Inc. now owns 6,646,452 shares of the semiconductor company’s stock valued at $667,171,000 after acquiring an additional 129,201 shares during the period. Alliancebernstein L.P. grew its holdings in shares of MACOM Technology Solutions by 2.4% during the 1st quarter. Alliancebernstein L.P. now owns 1,468,782 shares of the semiconductor company’s stock worth $147,436,000 after purchasing an additional 34,214 shares in the last quarter. GW&K Investment Management LLC increased its position in shares of MACOM Technology Solutions by 9.9% during the first quarter. GW&K Investment Management LLC now owns 1,275,048 shares of the semiconductor company’s stock valued at $127,990,000 after purchasing an additional 114,780 shares during the period. Jennison Associates LLC raised its stake in shares of MACOM Technology Solutions by 18.4% in the first quarter. Jennison Associates LLC now owns 630,406 shares of the semiconductor company’s stock valued at $63,280,000 after purchasing an additional 97,943 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its position in MACOM Technology Solutions by 52.2% in the second quarter. Bank of New York Mellon Corp now owns 628,882 shares of the semiconductor company’s stock worth $90,113,000 after purchasing an additional 215,578 shares during the period. Institutional investors own 76.14% of the company’s stock.

Analyst Ratings Changes

MTSI has been the topic of several analyst reports. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. TD Cowen upped their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Weiss Ratings reissued a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. Barclays lifted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Finally, Benchmark increased their target price on MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $169.44.

Insider Buying and Selling

In other news, major shareholder Susan Ocampo sold 150,424 shares of MACOM Technology Solutions stock in a transaction on Monday, September 15th. The stock was sold at an average price of $132.43, for a total value of $19,920,650.32. Following the completion of the sale, the insider directly owned 3,584,621 shares of the company’s stock, valued at approximately $474,711,359.03. This trade represents a 4.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last 90 days, insiders sold 1,792,190 shares of company stock valued at $250,743,848. 16.30% of the stock is currently owned by company insiders.

MACOM Technology Solutions Stock Up 0.2%

Shares of NASDAQ:MTSI opened at $162.50 on Friday. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32. The firm has a market cap of $12.10 billion, a P/E ratio of -160.89, a P/E/G ratio of 2.26 and a beta of 1.52. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $84.00 and a 12 month high of $179.38. The company’s 50-day moving average price is $139.24 and its two-hundred day moving average price is $132.96.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The company had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. MACOM Technology Solutions’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period in the prior year, the business earned $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

MACOM Technology Solutions Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.