Schroder Investment Management Group Has $57.83 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Key Points

• Schroder Investment Management Group increased its position in MACOM by 13.1% to 469,040 shares, a stake valued at approximately $57.83 million, while institutional investors collectively own about 76.14% of the stock.
• Analysts hold a consensus rating of Moderate Buy with an average price target of $228.27, and several firms (including Bank of America, Jefferies and Needham) have raised targets up to $260.
• MACOM beat quarterly estimates with EPS of $1.02 and revenue of $271.6M (up 24.5% YoY) and issued Q2 2026 EPS guidance of 1.050–1.090, but insiders have sold 753,113 shares (around $184.4M) over the past 90 days.

Schroder Investment Management Group boosted its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) by 13.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 469,040 shares of the semiconductor company's stock after buying an additional 54,239 shares during the quarter. Schroder Investment Management Group owned approximately 0.63% of MACOM Technology Solutions worth $57,828,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Principal Financial Group Inc. lifted its holdings in MACOM Technology Solutions by 5.1% in the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company's stock valued at $17,693,000 after buying an additional 6,874 shares during the period. Bryce Point Capital LLC acquired a new stake in MACOM Technology Solutions during the 3rd quarter worth $572,000. Ethic Inc. bought a new stake in shares of MACOM Technology Solutions during the 3rd quarter valued at $1,208,000. Hantz Financial Services Inc. raised its position in shares of MACOM Technology Solutions by 2,180.1% during the 3rd quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company's stock valued at $599,000 after acquiring an additional 4,600 shares during the last quarter. Finally, New York State Common Retirement Fund lifted its stake in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. New York State Common Retirement Fund now owns 354,494 shares of the semiconductor company's stock valued at $44,131,000 after purchasing an additional 13,321 shares during the period. 76.14% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

MTSI has been the subject of a number of analyst reports. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a "neutral" rating and a $200.00 price objective for the company. Needham & Company LLC reissued a "buy" rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Bank of America raised their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a "buy" rating in a report on Wednesday, January 21st. JPMorgan Chase & Co. upped their price target on MACOM Technology Solutions from $165.00 to $240.00 and gave the company a "neutral" rating in a research note on Friday, February 6th. Finally, Jefferies Financial Group increased their price target on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a "buy" rating in a research report on Monday, February 2nd. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, MACOM Technology Solutions currently has an average rating of "Moderate Buy" and a consensus target price of $228.27.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $220.59 on Wednesday. The company has a market capitalization of $16.55 billion, a PE ratio of 103.56, a PEG ratio of 4.17 and a beta of 1.41. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $84.00 and a 12 month high of $258.98. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. The stock's fifty day simple moving average is $221.24 and its 200 day simple moving average is $175.23.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last posted its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm had revenue of $271.61 million during the quarter, compared to analysts' expectations of $269.02 million. During the same period in the previous year, the firm earned $0.79 earnings per share. The company's revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, CFO John Kober sold 7,196 shares of the firm's stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the sale, the chief financial officer directly owned 48,508 shares in the company, valued at approximately $11,790,839.56. This trade represents a 12.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, COO Robert Dennehy sold 18,398 shares of the firm's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the sale, the chief operating officer owned 12,864 shares in the company, valued at approximately $3,154,896. The trade was a 58.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 753,113 shares of company stock valued at $184,368,095 over the last 90 days. 0.36% of the stock is owned by company insiders.

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.

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