Marvell Technology, Inc. $MRVL Shares Purchased by Highland Capital Management LLC

Highland Capital Management LLC increased its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 14.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 83,751 shares of the semiconductor company’s stock after purchasing an additional 10,421 shares during the quarter. Highland Capital Management LLC’s holdings in Marvell Technology were worth $7,117,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MRVL. Vanguard Group Inc. raised its holdings in Marvell Technology by 23.5% during the third quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock worth $6,692,830,000 after purchasing an additional 15,166,976 shares during the last quarter. Ameriprise Financial Inc. raised its holdings in Marvell Technology by 59.7% during the third quarter. Ameriprise Financial Inc. now owns 16,624,827 shares of the semiconductor company’s stock worth $1,397,751,000 after purchasing an additional 6,217,952 shares during the last quarter. Franklin Resources Inc. raised its holdings in Marvell Technology by 47.0% during the third quarter. Franklin Resources Inc. now owns 11,903,051 shares of the semiconductor company’s stock worth $1,000,689,000 after purchasing an additional 3,805,431 shares during the last quarter. Rafferty Asset Management LLC raised its holdings in Marvell Technology by 111.0% during the second quarter. Rafferty Asset Management LLC now owns 5,810,359 shares of the semiconductor company’s stock worth $449,722,000 after purchasing an additional 3,056,808 shares during the last quarter. Finally, Westfield Capital Management Co. LP acquired a new position in Marvell Technology during the third quarter worth $219,587,000. 83.51% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Marvell Technology

Here are the key news stories impacting Marvell Technology this week:

• Positive Sentiment: Large strategic/partner news is supporting the stock: Trefis highlights a reported $2 billion strategic investment from Nvidia, co?development talks with Alphabet and multiple cloud provider design wins — positive signals for sustained AI infrastructure revenue. Marvell Stock: A 16% Yield Trade With A 46% Margin of Safety
• Positive Sentiment: Investor narratives from outlets like The Motley Fool emphasize Marvell’s role as a custom?chip and infrastructure supplier in the AI cycle, reinforcing demand expectations and contributing to recent share gains. Nvidia Is Up 7 in 2026 While Marvell Technology Has Nearly Doubled. Here’s Why.
• Neutral Sentiment: Event risk: Management will report Q1 FY2027 results and host a conference call on May 27 — guidance, revenue mix (hyperscaler/cloud vs. other), and timing of design wins will likely drive the next leg of volatility. Marvell Q1 FY2027 Conference Call
• Neutral Sentiment: Analyst/valuation coverage is active: multiple bullish notes and price?target raises are circulating, but longer pieces flag that the stock’s rapid run (50%+ last month per some write?ups) leaves valuation stretched versus near?term earnings. Useful context for risk/reward. Is It Worth Investing in Marvell (MRVL) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Insider sale: COO Chris Koopmans sold 10,000 shares (~$1.63M) on May 1 under a pre?arranged Rule 10b5?1 plan, cutting his stake ~4.6%. While pre?planned sales are common, the disclosure can prompt short?term selling or investor questions about timing. SEC Form 4: Koopmans Sale

Analyst Upgrades and Downgrades

MRVL has been the topic of a number of recent research reports. Zacks Research raised Marvell Technology from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 31st. UBS Group upped their target price on Marvell Technology from $120.00 to $195.00 and gave the company a “buy” rating in a research note on Monday. Benchmark restated a “buy” rating and set a $130.00 target price on shares of Marvell Technology in a research report on Tuesday, March 31st. Royal Bank Of Canada restated an “outperform” rating and set a $170.00 target price on shares of Marvell Technology in a research report on Tuesday, April 21st. Finally, Rosenblatt Securities raised their target price on shares of Marvell Technology from $115.00 to $140.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $125.00.

Insiders Place Their Bets

In related news, CFO Willem A. Meintjes sold 30,000 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $134.01, for a total value of $4,020,300.00. Following the transaction, the chief financial officer directly owned 154,111 shares of the company’s stock, valued at approximately $20,652,415.11. This trade represents a 16.29% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Mark Casper sold 10,854 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $107.01, for a total value of $1,161,486.54. Following the completion of the transaction, the executive vice president directly owned 4,023 shares in the company, valued at $430,501.23. This trade represents a 72.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 233,560 shares of company stock worth $27,870,662. Corporate insiders own 0.19% of the company’s stock.

Marvell Technology Price Performance

Marvell Technology stock opened at $163.66 on Tuesday. Marvell Technology, Inc. has a 1 year low of $53.78 and a 1 year high of $170.84. The firm has a 50 day moving average price of $108.68 and a 200 day moving average price of $93.39. The company has a market cap of $143.11 billion, a price-to-earnings ratio of 53.14, a PEG ratio of 1.49 and a beta of 2.25. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.58 and a current ratio of 2.01.

Marvell Technology (NASDAQ:MRVL) last released its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The firm had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.21 billion. During the same period in the previous year, the firm earned $0.60 earnings per share. Marvell Technology’s revenue was up 22.1% compared to the same quarter last year. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Sell-side analysts predict that Marvell Technology, Inc. will post 3.04 earnings per share for the current year.

Marvell Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Friday, April 10th were given a $0.06 dividend. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Friday, April 10th. Marvell Technology’s dividend payout ratio (DPR) is 7.79%.

Marvell Technology Profile

Marvell Technology Group is a global semiconductor company that designs and develops integrated circuits and related software for data infrastructure, networking, storage and connectivity markets. The company’s product portfolio includes system-on-chip (SoC) solutions, Ethernet physical-layer transceivers (PHYs), switch and switch silicon, optical interconnect components, storage controllers, and security processors. Marvell’s technology is used to enable high-performance data centers, carrier networks, enterprise and cloud storage, as well as connectivity in automotive and industrial applications.

Founded in 1995 and headquartered in Santa Clara, California, Marvell has grown through both organic development and strategic acquisitions to broaden its capabilities across networking and data interconnect.