Jump Financial LLC Buys New Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Key Points

• Jump Financial LLC has acquired a new stake in MACOM Technology Solutions, purchasing 33,315 shares valued at approximately $3.34 million during the first quarter.
• A significant number of institutional investors have also increased their positions in MACOM, with Nuveen LLC investing nearly $23.77 million in a new stake during the same period.
• Insider trading activity indicates a reduction in positions by company executives, with Director Jihye Whang Rosenband and SVP Donghyun Thomas Hwang selling shares recently, decreasing their ownership percentages.

Jump Financial LLC bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 33,315 shares of the semiconductor company's stock, valued at approximately $3,344,000.

Several other institutional investors also recently bought and sold shares of MTSI. Nuveen LLC purchased a new stake in MACOM Technology Solutions during the 1st quarter valued at about $23,767,000. Nuveen Asset Management LLC boosted its holdings in MACOM Technology Solutions by 129.4% during the 4th quarter. Nuveen Asset Management LLC now owns 328,081 shares of the semiconductor company's stock valued at $42,621,000 after acquiring an additional 185,075 shares during the period. GAMMA Investing LLC lifted its holdings in MACOM Technology Solutions by 12,383.2% in the 1st quarter. GAMMA Investing LLC now owns 146,053 shares of the semiconductor company's stock worth $14,661,000 after buying an additional 144,883 shares during the period. Balyasny Asset Management L.P. bought a new stake in shares of MACOM Technology Solutions in the 4th quarter worth approximately $18,362,000. Finally, Vanguard Group Inc. grew its position in shares of MACOM Technology Solutions by 2.0% in the 1st quarter. Vanguard Group Inc. now owns 6,646,452 shares of the semiconductor company's stock worth $667,171,000 after buying an additional 129,201 shares during the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other MACOM Technology Solutions news, Director Jihye Whang Rosenband sold 800 shares of MACOM Technology Solutions stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $123.81, for a total value of $99,048.00. Following the completion of the transaction, the director directly owned 7,189 shares of the company's stock, valued at approximately $890,070.09. The trade was a 10.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Donghyun Thomas Hwang sold 5,000 shares of the business's stock in a transaction dated Tuesday, July 22nd. The stock was sold at an average price of $137.40, for a total value of $687,000.00. Following the completion of the transaction, the senior vice president directly owned 30,779 shares of the company's stock, valued at approximately $4,229,034.60. This trade represents a 13.97% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 40,469 shares of company stock valued at $5,191,060. 16.30% of the stock is owned by company insiders.

MACOM Technology Solutions Trading Up 0.4%

MACOM Technology Solutions stock opened at $126.69 on Tuesday. The company has a current ratio of 3.83, a quick ratio of 3.10 and a debt-to-equity ratio of 0.32. The business's fifty day simple moving average is $134.69 and its two-hundred day simple moving average is $120.17. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $84.00 and a 12 month high of $152.50. The company has a market capitalization of $9.43 billion, a price-to-earnings ratio of -125.44, a price-to-earnings-growth ratio of 2.39 and a beta of 1.38.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last released its earnings results on Thursday, August 7th. The semiconductor company reported $0.90 EPS for the quarter, topping the consensus estimate of $0.89 by $0.01. The business had revenue of $252.08 million for the quarter, compared to the consensus estimate of $249.89 million. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The company's revenue for the quarter was up 32.3% compared to the same quarter last year. During the same period in the previous year, the company posted $0.66 earnings per share. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. Benchmark reiterated a "buy" rating and issued a $160.00 price objective on shares of MACOM Technology Solutions in a research report on Friday, May 9th. Stifel Nicolaus boosted their price target on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the company a "buy" rating in a research report on Friday, July 18th. Truist Financial boosted their price target on shares of MACOM Technology Solutions from $136.00 to $154.00 and gave the company a "buy" rating in a research report on Monday, July 7th. Zacks Research upgraded shares of MACOM Technology Solutions from a "strong sell" rating to a "hold" rating in a research report on Wednesday, August 20th. Finally, Barclays increased their target price on MACOM Technology Solutions from $125.00 to $150.00 and gave the stock an "overweight" rating in a research report on Friday, May 9th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $146.13.

MACOM Technology Solutions Company 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.

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