TD Asset Management Inc Has $47.96 Million Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

TD Asset Management Inc increased its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 3.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 280,018 shares of the semiconductor company’s stock after buying an additional 10,354 shares during the period. TD Asset Management Inc’s holdings in MACOM Technology Solutions were worth $47,961,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Advisory Services Network LLC acquired a new stake in shares of MACOM Technology Solutions in the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC lifted its position in MACOM Technology Solutions by 75.6% in 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 in the last quarter. Measured Wealth Private Client Group LLC bought a new position in MACOM Technology Solutions in the 4th quarter valued at about $30,000. Smartleaf Asset Management LLC lifted its position 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 acquiring an additional 150 shares in the last quarter. Finally, Bayforest Capital Ltd bought a new position in MACOM Technology Solutions in the 4th quarter valued at about $39,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $345.40 on Friday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $418.90. The company’s 50 day moving average price is $310.09 and its two-hundred day moving average price is $241.99. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The stock has a market cap of $26.35 billion, a P/E ratio of 149.52, a P/E/G ratio of 3.14 and a beta of 1.66.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm had revenue of $288.96 million for the quarter, compared to analysts’ expectations of $285.20 million. During the same quarter last year, the firm earned $0.85 EPS. The company’s quarterly revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Wall Street Analysts Forecast Growth

MTSI has been the topic of several recent research reports. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. JPMorgan Chase & Co. raised their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Benchmark raised their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Barclays raised their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Finally, Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $321.36.

Insider Activity

In related news, Director Geoffrey G. Ribar sold 1,623 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $361.84, for a total value of $587,266.32. Following the sale, the director owned 12,563 shares of the company’s stock, valued at approximately $4,545,795.92. The trade was a 11.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares in the company, valued at $2,564,574.20. This trade represents a 86.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 75,476 shares of company stock worth $27,755,202. Corporate insiders own 0.36% of the company’s stock.

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.