MTSI MACOM Technology Solutions (MTSI) Insider Trading, Ownership & Congress Trades
Semiconductors & Electronics · Semiconductors & related devices · CIK 0001493594
Congress · 1Form 144 · 3
Insider buyers, 180 days
0
Funds added, last quarter
400
13F, latest reported quarter
What the filings say about MTSI
Insiders, 180 days
-$31.4M net sold
8 sellers · 3% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2026-09-29
Planned sales (Form 144), 90 days
$498.4K
3 notices
MACOM Technology Solutions insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, MACOM Technology Solutions Holdings, Inc. insiders sold a net $31.4M of stock across 649 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 29 earlier Form 4 trades (code P or S) here by this insider (29 sales), the last on Nov 19, 2025.
- The trade is 7.1% of the 9,184 shares held after it.
- No other insider sold within 30 days.
- 400 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, GC and Secretary Roth Ambra R. sold about $195.9K of MTSI under a 10b5-1 plan on Oct 1, 2026; 400 funds added in the latest 13F quarter.Context
- 70 earlier Form 4 trades (code P or S) here by this insider (70 sales), the last on Feb 26, 2026.
- The trade is 2.0% of the 12,758 shares held after it.
- 1 other insider sold within 30 days.
- 400 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior VP and COO Dennehy Robert sold about $69.4K of MTSI under a 10b5-1 plan on Aug 28, 2026; 1 other insider sold within 30 days and 400 funds added in the latest 13F quarter.Context
- 60 earlier Form 4 trades (code P or S) here by this insider (60 sales), the last on May 18, 2026.
- The trade is 4.0% of the 39,382 shares held after it.
- 1 other insider sold within 30 days.
- 400 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior VP and CFO Kober John sold about $509.7K of MTSI on Aug 17, 2026; 1 other insider sold within 30 days and 400 funds added in the latest 13F quarter.Context
- 60 earlier Form 4 trades (code P or S) here by this insider (60 sales), the last on May 18, 2026.
- The trade is 1.0% of the 38,982 shares held after it.
- 1 other insider sold within 30 days.
- 400 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior VP and CFO Kober John sold about $129.6K of MTSI on Aug 17, 2026; 1 other insider sold within 30 days and 400 funds added in the latest 13F quarter.Context
- 60 earlier Form 4 trades (code P or S) here by this insider (60 sales), the last on May 18, 2026.
- The trade is 2.4% of the 38,082 shares held after it.
- 1 other insider sold within 30 days.
- 400 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior VP and CFO Kober John sold about $292.7K of MTSI on Aug 17, 2026; 1 other insider sold within 30 days and 400 funds added in the latest 13F quarter.649 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$31.4M over 180 days
-$2.7M over 90 days
below 74% of Semiconductors & Electronics
Congress
1 member bought in the last year
the lowest in Semiconductors & Electronics
Funds
400 funds bought in last quarter
more than 83% of Semiconductors & Electronics
Revenue
+32.6% year over year
more than 74% of Semiconductors & Electronics
Margin
-5.6% net margin
below 58% of Semiconductors & Electronics
Buybacks
$47.9M repurchased, FY to 2026-01-02
more than 53% of Semiconductors & Electronics
Short interest
4.8% of the float short (float per yahoo 2026-10-26) · 2.6 days to cover · settled 2026-09-30
below 52% of Semiconductors & Electronics
What changed in the last 30 days
Oct 26Officer John F. Kober Ill filed to sell $242.6K by Oct 26 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 12Rep. Gilbert Cisneros sold $15K to $50K, disclosed 13 days after the trade
Why it matters
House members report a bracket, not an exact amount, and have 45 days to do it; the trade is weeks old when it becomes public.
Oct 12Rep. Gilbert Cisneros sold $1.0K to $15K, disclosed 21 days after the trade
Why it matters
House members report a bracket, not an exact amount, and have 45 days to do it; the trade is weeks old when it becomes public.
Oct 5SVP, GC and Secretary Roth Ambra R. sold $195.9K under a 10b5-1 plan (Oct 1)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 1Officer AMBRA ROTH filed to sell $186.0K by Oct 1 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch MTSI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+73.8%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns MTSI: institutional holders (13F)
13F holdings, latest reported quarter
10,527,144 sh
$4.0B
9,512,899 sh
$3.6B
3,605,324 sh
$1.4B
3,064,683 sh
$1.2B
2,262,242 sh
$860.5M
Congress trades in MTSI
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-09-29 · disclosed 13 days later
$15,001 - $50,000
Sold 2026-09-21 · disclosed 21 days later
$1,001 - $15,000
Sold 2026-07-16 · disclosed 50 days later
$1,001 - $15,000
Sold 2026-05-22 · disclosed 17 days later
$1,001 - $15,000
Sold 2026-03-27 · disclosed 11 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
MTSI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
John F. Kober Ill
Filed 2026-10-26
$242.6K
AMBRA ROTH
Filed 2026-10-01
$186.0K
ROBERT DENNEHY
Filed 2026-08-28
$69.8K
MTSI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Spear Alpha ETF
$13.7M position · as of 2026-06-30
4.7%
Columbia Select Small Cap Value Fund
$18.3M position · as of 2026-05-31
4.5%
SEGALL BRYANT & HAMILL SELECT EQUITY ETF
$15.7M position · as of 2026-06-30
4.4%
Carillon Chartwell Small Cap Fund
$9.6M position · as of 2026-06-30
3.8%
Carillon Chartwell Small Cap Growth Fund
$7.3M position · as of 2026-06-30
3.7%
Victory RS Select Growth Fund
$3.2M position · as of 2026-06-30
3.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Daly
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.1M
$24.3M
$3.3M
+277%
+196%
2024
$6.0M
$14.8M
$2.3M
+230%
+135%
2023
$6.0M
$18.5M
$2.4M
+141%
+55%
2022
$8.3M
$3.1M
$2.6M
+53%
+4%
2021
$3.2M
$31.4M
$1.2M
+93%
+47%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $31.4M sold by insiders over 180 days, 400 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $498.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
MTSI financials
Revenue growth
+32.6%
XBRL, annual
Net margin
-5.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.2B
four quarters, 2025-07-05 to 2026-07-03
Revenue, TTM MTSI
| FY Oct 2025 | $967.3M |
| FY Sep 2024 | $729.6M |
| FY Sep 2023 | $648.4M |
| FY Sep 2022 | $675.2M |
| FY Oct 2021 | $606.9M |
| Jul 2026 | $342.2M |
| Apr 2026 | $289.0M |
| Jan 2026 | $271.6M |
| Oct 2025 | $261.2M |
| Jul 2025 | $252.1M |
| Apr 2025 | $235.9M |
| Jan 2025 | $218.1M |
| Sep 2024 | $200.7M |
At each fiscal year end
Single quarter
Net margin, TTM
+20.7%
net income over revenue, 2025-07-05 to 2026-07-03
Net margin, TTM MTSI
| FY Oct 2025 | -5.6% |
| FY Sep 2024 | +10.5% |
| FY Sep 2023 | +14.1% |
| FY Sep 2022 | +65.2% |
| FY Oct 2021 | +6.3% |
| Jul 2026 | +29.4% |
| Apr 2026 | +16.0% |
| Jan 2026 | +18.0% |
| Oct 2025 | +17.3% |
| Jul 2025 | +14.5% |
| Apr 2025 | +13.4% |
| Jan 2025 | -76.8% |
| Sep 2024 | +14.7% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$204.1M
operating cash flow minus capex, 2025-07-05 to 2026-07-03
Free cash flow, TTM MTSI
| FY Oct 2025 | $192.8M |
| FY Sep 2024 | $140.2M |
| FY Sep 2023 | $142.2M |
| FY Sep 2022 | $150.5M |
| FY Oct 2021 | $130.5M |
| Jul 2026 | $59.2M |
| Apr 2026 | $65.5M |
| Jan 2026 | $30.0M |
| Oct 2025 | $49.4M |
| Jul 2025 | $51.6M |
| Apr 2025 | $30.5M |
| Jan 2025 | $61.3M |
| Sep 2024 | $57.1M |
At each fiscal year end
Single quarter
Debt to equity
0.22x
long-term 2026-07-03 plus current 2026-07-03; equity 2026-07-03
Debt to equity MTSI
| FY Oct 2025 | 0.38x |
| FY Sep 2024 | 0.40x |
| FY Sep 2023 | 0.60x |
| FY Sep 2022 | 0.67x |
| FY Oct 2021 | 1.04x |
| Jul 2026 | 0.22x |
| Apr 2026 | 0.24x |
| Jan 2026 | 0.37x |
| Oct 2025 | 0.38x |
| Jul 2025 | 0.40x |
| Apr 2025 | 0.42x |
| Jan 2025 | 0.43x |
| Sep 2024 | 0.40x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.80x
TTM operating cash flow over long-term 2026-07-03 plus current 2026-07-03
Cash flow to debt MTSI
| FY Oct 2025 | 0.47x |
| FY Sep 2024 | 0.36x |
| FY Sep 2023 | 0.29x |
| FY Sep 2022 | 0.31x |
| FY Oct 2021 | 0.30x |
| Jul 2026 | 0.80x |
| Apr 2026 | 0.74x |
| Jan 2026 | 0.42x |
| Oct 2025 | 0.47x |
| Jul 2025 | 0.46x |
| Apr 2025 | 0.43x |
| Jan 2025 | 0.39x |
| Sep 2024 | 0.36x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+17.2%
TTM net income over average of 2025-07-04 and 2026-07-03
Return on equity MTSI
| FY Oct 2025 | -4.4% |
| FY Sep 2024 | +7.4% |
| FY Sep 2023 | +10.2% |
| FY Sep 2022 | +66.9% |
| FY Oct 2021 | +9.8% |
| Jul 2026 | +17.2% |
| Apr 2026 | +13.5% |
| Jan 2026 | +12.9% |
| Oct 2025 | -4.4% |
| Jul 2025 | -6.0% |
| Apr 2025 | -7.7% |
| Jan 2025 | -9.5% |
| Sep 2024 | +7.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+11.6%
TTM net income over average of 2025-07-04 and 2026-07-03
Return on assets MTSI
| FY Oct 2025 | -2.8% |
| FY Sep 2024 | +4.6% |
| FY Sep 2023 | +5.9% |
| FY Sep 2022 | +32.5% |
| FY Oct 2021 | +3.3% |
| Jul 2026 | +11.6% |
| Apr 2026 | +9.0% |
| Jan 2026 | +8.2% |
| Oct 2025 | -2.8% |
| Jul 2025 | -3.8% |
| Apr 2025 | -4.8% |
| Jan 2025 | -5.9% |
| Sep 2024 | +4.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+10.9%
operating income after a 15.8% effective tax rate, over long-term 2026-07-03 plus current 2026-07-03 plus average of 2025-07-04 and 2026-07-03 minus cash
Return on invested capital MTSI
| FY Oct 2025 | n/a |
| FY Sep 2024 | +4.7% |
| FY Sep 2023 | +6.5% |
| FY Sep 2022 | n/a |
| FY Oct 2021 | +9.7% |
| Jul 2026 | +10.9% |
| Apr 2026 | +9.5% |
| Jan 2026 | +8.4% |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Sep 2024 | +4.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+12.6%
operating income (EBIT proxy) over average of 2025-07-04 and 2026-07-03 minus current liabilities
Return on capital employed MTSI
| FY Oct 2025 | +7.6% |
| FY Sep 2024 | +4.7% |
| FY Sep 2023 | +7.3% |
| FY Sep 2022 | +10.5% |
| FY Oct 2021 | +7.7% |
| Jul 2026 | +12.6% |
| Apr 2026 | +9.8% |
| Jan 2026 | +9.2% |
| Oct 2025 | +7.6% |
| Jul 2025 | +7.1% |
| Apr 2025 | +6.3% |
| Jan 2025 | +5.1% |
| Sep 2024 | +4.7% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
75.24x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-05 to 2026-07-03
P/E, trailing MTSI
| FY Oct 2025 | n/a |
| FY Sep 2024 | 108.27x |
| FY Sep 2023 | 63.73x |
| FY Sep 2022 | 8.38x |
| FY Oct 2021 | 123.28x |
| Jul 2026 | 102.63x |
| Apr 2026 | 101.84x |
| Jan 2026 | 81.00x |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Sep 2024 | 108.27x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$18.3B
market value at close 2026-10-23 on 2026-08-03 shares, plus long-term 2026-07-03 plus current 2026-07-03, minus cash 2026-07-03
Enterprise value MTSI
| FY Oct 2025 | $9.9B |
| FY Sep 2024 | $8.4B |
| FY Sep 2023 | $6.2B |
| FY Sep 2022 | $4.1B |
| FY Oct 2021 | $4.8B |
| Jul 2026 | $24.8B |
| Apr 2026 | $18.1B |
| Jan 2026 | $13.5B |
| Oct 2025 | $9.9B |
| Jul 2025 | $10.8B |
| Apr 2025 | $7.1B |
| Jan 2025 | $10.2B |
| Sep 2024 | $8.4B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+1.1%
TTM free cash flow over market value at close 2026-10-23
FCF yield MTSI
| FY Oct 2025 | +2.0% |
| FY Sep 2024 | +1.7% |
| FY Sep 2023 | +2.5% |
| FY Sep 2022 | +4.2% |
| FY Oct 2021 | +2.9% |
| Jul 2026 | +0.8% |
| Apr 2026 | +1.1% |
| Jan 2026 | +1.2% |
| Oct 2025 | +2.0% |
| Jul 2025 | +1.9% |
| Apr 2025 | +2.9% |
| Jan 2025 | +1.8% |
| Sep 2024 | +1.7% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
PEG, trailing MTSI
| FY Oct 2025 | n/a |
| FY Sep 2024 | n/a |
| FY Sep 2023 | n/a |
| FY Sep 2022 | 0.01x |
| FY Oct 2021 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-10 | 2024-09 | 2023-09 | 2022-09 | |
|---|---|---|---|---|
| Revenue | $967.3M | $729.6M | $648.4M | $675.2M |
| Gross profit | $529.0M | $393.8M | $385.8M | $406.2M |
| Operating income | $129.7M | $73.7M | $107.4M | $132.7M |
| Net income | -$54.2M | $76.9M | $91.6M | $440.0M |
| EPS (diluted) | -0.73 | 1.04 | 1.28 | 6.18 |
| Operating cash flow | $235.4M | $162.6M | $166.9M | $177.0M |
| Cash | $112.1M | $146.8M | $174.0M | $120.0M |
| Long-term debt | $339.6M | $448.3M | $447.1M | $565.9M |
| Buybacks | $43.1M | $14.2M | $32.6M | $36.0M |
SEC XBRL, fiscal years, as known on 2026-10-27
MTSI Stock Sonar score 6/7 axes
Find similar shapesCompareMTSI ranks highest on growth (74th percentile) and profitability (71st), and lowest on insider conviction (13th), among Semiconductors & Electronics peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
MTSI filings, in plain words
Are MACOM Technology Solutions insiders buying or selling MTSI?
In the 180 days to 2026-10-27, MACOM Technology Solutions insiders were net sellers, a net $31.4M across purchases and sales reported on Form 4, by 8 sellers.
Have members of Congress traded MTSI?
Yes. In the year to 2026-10-27, 1 House member disclosed buying MTSI and 1 House member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-09-29.
Are there planned insider sales of MTSI?
Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $498.4K of stock; the latest, by John F. Kober Ill, was filed 2026-10-26.
Read the full summary
In the 180 days to 2026-10-27, MACOM Technology Solutions insiders were net sellers of MTSI, a net $31.4M across purchases and sales reported on Form 4 by 8 sellers. 3% of the 77 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 1 member of Congress disclosed buying MTSI and 1 member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-09-29. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $498.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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