American Century Companies Inc. Has $60.02 Million Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Key Points

• American Century Companies cut its stake in MACOM by 38.9% in Q3, selling 306,870 shares and retaining 482,084 shares valued at about $60.02 million (0.65% of the company).
• Insiders have been large net sellers: Director John Ritchie sold 1,573 shares and major shareholder Susan Ocampo sold 261,763 shares for ~$66.6 million, with insiders offloading 950,822 shares (~$221.95 million) in the last quarter.
• MACOM recently beat quarterly estimates (EPS $1.02 vs. $0.99) with revenue up 24.5% year-over-year, set Q2 2026 EPS guidance of $1.05–$1.09, and trades near $239 with a market cap of about $17.93 billion and a P/E of 112.21.

American Century Companies Inc. cut its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) by 38.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 482,084 shares of the semiconductor company's stock after selling 306,870 shares during the quarter. American Century Companies Inc. owned 0.65% of MACOM Technology Solutions worth $60,015,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. EverSource Wealth Advisors LLC lifted its position in shares of MACOM Technology Solutions by 75.6% during the 3rd 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 period. Hantz Financial Services Inc. increased its stake in 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 purchasing an additional 134 shares in the last quarter. Smartleaf Asset Management LLC raised its holdings 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 valued at $36,000 after purchasing an additional 150 shares during the period. Parkside Financial Bank & Trust raised its holdings in shares of MACOM Technology Solutions by 282.4% during the third 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. Finally, Advisors Asset Management Inc. boosted 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 worth $49,000 after purchasing an additional 161 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company's stock.

Insiders Place Their Bets

In related news, Director John Ritchie sold 1,573 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $255.00, for a total value of $401,115.00. Following the sale, the director owned 8,690 shares of the company's stock, valued at approximately $2,215,950. The trade was a 15.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, major shareholder Susan Ocampo sold 261,763 shares of the company'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 completion of the transaction, the insider owned 3,759,895 shares in the company, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 950,822 shares of company stock valued at $221,948,944. Company insiders own 0.36% of the company's stock.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $239.00 on Thursday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $258.98. The company's 50 day moving average price is $217.71 and its two-hundred day moving average price is $172.19. The stock has a market cap of $17.93 billion, a P/E ratio of 112.21, a P/E/G ratio of 4.60 and a beta of 1.41. 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 issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, beating analysts' consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million during the quarter, compared to the consensus estimate 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 was up 24.5% on a year-over-year basis. During the same period last year, the business posted $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms recently weighed in on MTSI. TD Cowen upped their price target on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a "buy" rating in a research note on Friday, November 7th. Susquehanna began coverage on MACOM Technology Solutions in a report on Monday, December 15th. They set a "neutral" rating and a $200.00 price objective for the company. Zacks Research cut MACOM Technology Solutions from a "strong-buy" rating to a "hold" rating in a report on Thursday, January 29th. Stifel Nicolaus boosted their price target on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a "buy" rating in a research note on Friday, February 6th. Finally, Needham & Company LLC restated a "buy" rating and set a $250.00 price objective on shares of MACOM Technology Solutions in a report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $228.27.

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.

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