Marvell Technology, Inc. $MRVL Shares Bought by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co boosted its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 25.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 158,588 shares of the semiconductor company’s stock after buying an additional 32,130 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in Marvell Technology were worth $13,477,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in MRVL. CENTRAL TRUST Co grew its position in shares of Marvell Technology by 16.5% in the fourth quarter. CENTRAL TRUST Co now owns 7,603 shares of the semiconductor company’s stock valued at $646,000 after purchasing an additional 1,077 shares during the last quarter. Chung Wu Investment Group LLC acquired a new position in shares of Marvell Technology during the 4th quarter worth approximately $59,000. Addison Capital Co raised its position in shares of Marvell Technology by 16.3% during the 4th quarter. Addison Capital Co now owns 9,863 shares of the semiconductor company’s stock worth $838,000 after purchasing an additional 1,383 shares during the last quarter. PFA Pension Forsikringsaktieselskab acquired a new position in shares of Marvell Technology during the 4th quarter worth approximately $40,392,000. Finally, Horizon Investments LLC acquired a new position in shares of Marvell Technology during the 4th quarter worth approximately $1,699,000. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on MRVL. Zacks Research upgraded Marvell Technology from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 31st. Cantor Fitzgerald lifted their price objective on Marvell Technology from $100.00 to $120.00 and gave the stock a “neutral” rating in a research report on Thursday, April 9th. Benchmark restated a “buy” rating and set a $130.00 price objective on shares of Marvell Technology in a research report on Tuesday, March 31st. UBS Group lifted their price objective on Marvell Technology from $120.00 to $195.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Evercore restated an “outperform” rating and set a $133.00 price objective on shares of Marvell Technology in a research report on Wednesday, March 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $125.00.

Marvell Technology Stock Down 0.8%

MRVL stock opened at $163.66 on Tuesday. The stock has a market capitalization of $143.11 billion, a P/E 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, Inc. has a one year low of $53.78 and a one year high of $170.84. The company has a 50 day moving average price of $108.68 and a two-hundred day moving average price of $93.39.

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

Marvell Technology Announces Dividend

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

Insider Transactions at Marvell Technology

In other Marvell Technology news, CFO Willem A. Meintjes sold 30,000 shares of Marvell Technology stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $134.01, for a total value of $4,020,300.00. Following the completion of the sale, the chief financial officer directly owned 154,111 shares of the company’s stock, valued at approximately $20,652,415.11. The trade was a 16.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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, CEO Matthew J. Murphy sold 7,500 shares of Marvell Technology stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $134.46, for a total transaction of $1,008,450.00. Following the completion of the sale, the chief executive officer directly owned 302,606 shares of the company’s stock, valued at $40,688,402.76. The trade was a 2.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. Insiders sold 233,560 shares of company stock worth $27,870,662 in the last three months. 0.19% of the stock is currently owned by company insiders.

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

About Marvell Technology

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.