Fiera Capital Corp Trims Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Fiera Capital Corp cut its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 2.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 283,886 shares of the semiconductor company’s stock after selling 7,442 shares during the period. Fiera Capital Corp’s holdings in MACOM Technology Solutions were worth $35,341,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Hantz Financial Services Inc. grew its stake in MACOM Technology Solutions by 174.0% during 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. Smartleaf Asset Management LLC boosted its holdings in MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 150 shares during the period. Parkside Financial Bank & Trust boosted its holdings in MACOM Technology Solutions by 282.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 240 shares during the period. Advisors Asset Management Inc. grew its position in shares of MACOM Technology Solutions by 49.7% during the 1st 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. Finally, Bessemer Group Inc. increased its holdings in shares of MACOM Technology Solutions by 44.0% in the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after purchasing an additional 106 shares during the period. 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 MACOM Technology Solutions 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 transaction, the chief financial officer owned 48,508 shares in the company, valued at $11,790,839.56. This trade represents a 12.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, major shareholder Susan Ocampo sold 121,067 shares of the business’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the sale, the insider directly owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. This represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 743,998 shares of company stock valued at $159,860,587. 0.36% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $243.59 on Friday. The firm has a market capitalization of $18.27 billion, a PE ratio of 114.36, a price-to-earnings-growth ratio of 4.65 and a beta of 1.44. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $84.00 and a 12 month high of $251.27. The business’s 50-day moving average price is $205.95 and its 200-day moving average price is $165.18.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.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. Sell-side analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Trending Headlines about MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Q4 results and guidance beat: MACOM reported quarterly EPS and revenue above consensus and set Q2 FY2026 EPS guidance of $1.05–$1.09, supporting growth expectations and helping push the shares higher. Earnings & Outlook
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple brokers (including Truist and Benchmark) raised price targets and maintained Buy ratings after the prints, giving the stock additional upward momentum. Analyst Notes
• Neutral Sentiment: Strong institutional ownership and healthy liquidity: Institutions own ~76% of the float and the company shows solid current/quick ratios and modest leverage—factors that can stabilize the stock amid volatility. Ownership & Financials
• Negative Sentiment: Large, repeated insider sales by major shareholder Susan Ocampo: Ocampo executed multiple large disposals in February (including 80,123 shares on Feb 17 and additional tranches), representing meaningful cashing‑out that may pressure sentiment. Insider Sales
• Negative Sentiment: CFO selling: The company’s CFO sold 7,196 shares on Feb 17, which, when paired with the major shareholder’s sales, can amplify investor concern about insider timing. CFO Filing

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on MTSI. Barclays lifted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research note 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 report on Friday, February 6th. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Finally, Stifel Nicolaus lifted their target price on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average target price of $228.27.

MACOM Technology Solutions Company 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.