5,914 Shares in Marvell Technology, Inc. $MRVL Acquired by Jackson Square Capital LLC

Key Points

• Jackson Square Capital acquired 5,914 Marvell Technology shares worth approximately $1.56 million during the third quarter, while institutional investors collectively own 83.51% of the company.
• Marvell insiders sold 57,285 shares valued at $12.84 million over the past 90 days, primarily through pre-arranged Rule 10b5-1 plans; insiders own just 0.12% of the stock.
• MRVL recently traded near $240.93, with analysts maintaining a “Moderate Buy” consensus and an average price target of $327.36. The company also reported year-over-year revenue growth of 36.5% in its latest quarter.

Jackson Square Capital LLC purchased a new position in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,914 shares of the semiconductor company's stock, valued at approximately $1,563,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Hilton Head Capital Partners LLC boosted its stake in Marvell Technology by 978.3% in the 1st quarter. Hilton Head Capital Partners LLC now owns 248 shares of the semiconductor company's stock worth $25,000 after purchasing an additional 225 shares in the last quarter. C M Bidwell & Associates Ltd. purchased a new stake in Marvell Technology during the 2nd quarter valued at $27,000. MidFirst Bank purchased a new stake in Marvell Technology during the 4th quarter valued at $28,000. Aberdeen Wealth Management LLC bought a new stake in shares of Marvell Technology in the 2nd quarter worth $30,000. Finally, Marquette Asset Management LLC bought a new stake in shares of Marvell Technology in the 3rd quarter worth $30,000. Institutional investors own 83.51% of the company's stock.

Insider Buying and Selling at Marvell Technology

In other news, insider Sandeep Bharathi sold 3,685 shares of the stock in a transaction that occurred on Friday, October 16th. The shares were sold at an average price of $234.97, for a total value of $865,864.45. Following the transaction, the insider owned 58,748 shares in the company, valued at $13,804,017.56. This represents a 5.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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, COO Chris Koopmans sold 10,000 shares of the firm's stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $262.05, for a total transaction of $2,620,500.00. Following the completion of the transaction, the chief operating officer directly owned 207,941 shares in the company, valued at approximately $54,490,939.05. The trade was a 4.59% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 57,285 shares of company stock worth $12,837,063 over the last 90 days. 0.12% of the stock is owned by company insiders.

More Marvell Technology News

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

• Positive Sentiment: An opinion piece argues that Marvell’s 17% one-week selloff has created an attractive entry point because the company’s underlying AI and data-center fundamentals remain strong. The author is buying ahead of an expected acceleration in demand, helping support the bullish case for MRVL. Marvell Technology Will Heat Up Very Soon and I’m Buying in Advance
• Positive Sentiment: Marvell remains part of the broader AI-stock rally, with market coverage highlighting the company alongside CoreWeave and SanDisk as beneficiaries of continued data-center investment and AI infrastructure demand. CoreWeave, SanDisk, Marvell, Tesla, SpaceX, and More Stocks That Explain Today’s Market
• Positive Sentiment: Focus Financial Network disclosed a new 2,640-share position valued at approximately $698,000. While modest relative to Marvell’s market capitalization, the purchase adds to evidence of institutional interest. Focus Financial Network Acquires Marvell Shares
• Neutral Sentiment: Marvell and Broadcom are competing for the rapidly expanding custom-silicon market, but the companies use different strategies. A potential supply crunch could determine which model wins, creating both an opportunity and execution risk for MRVL. Broadcom vs. Marvell: Custom Silicon Is Going to Get White Hot
• Negative Sentiment: Only a small minority of analysts are unwilling to recommend Marvell, but the caution reflects concerns after an approximately 81% six-month gain and the stock’s elevated valuation. Insider Matthew Murphy also sold 7,500 shares, contributing to recent selling pressure and investor scrutiny. What Do the 8% of Analysts Who Will Not Buy Marvell See?

Marvell Technology Stock Performance

Shares of MRVL stock traded up $13.10 on Monday, reaching $240.93. The stock had a trading volume of 9,982,926 shares, compared to its average volume of 27,417,393. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.62 and a current ratio of 3.17. Marvell Technology, Inc. has a 1 year low of $70.68 and a 1 year high of $329.88. The stock has a market cap of $211.27 billion, a P/E ratio of 79.76, a price-to-earnings-growth ratio of 6.79 and a beta of 2.26. The company has a 50 day simple moving average of $241.14 and a 200 day simple moving average of $217.01.

Marvell Technology (NASDAQ:MRVL - Get Free Report) last posted its quarterly earnings data on Thursday, August 27th. The semiconductor company reported $0.94 EPS for the quarter, beating analysts' consensus estimates of $0.93 by $0.01. The company had revenue of $2.74 billion during the quarter, compared to analysts' expectations of $2.72 billion. Marvell Technology had a return on equity of 13.57% and a net margin of 27.93%. Marvell Technology's revenue for the quarter was up 36.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.67 earnings per share. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. Equities research analysts expect that Marvell Technology, Inc. will post 3.05 EPS for the current year.

Marvell Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 29th. Stockholders of record on Friday, October 9th will be given a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. Marvell Technology's dividend payout ratio is presently 7.92%.

Analyst Ratings Changes

Several research firms have recently weighed in on MRVL. Susquehanna boosted their price target on Marvell Technology from $265.00 to $340.00 and gave the stock a "positive" rating in a research note on Wednesday, October 7th. Stifel Nicolaus increased their price objective on Marvell Technology from $350.00 to $370.00 and gave the company a "buy" rating in a research report on Wednesday, October 7th. Benchmark reiterated a "buy" rating on shares of Marvell Technology in a report on Monday, August 24th. Seaport Research Partners initiated coverage on Marvell Technology in a research report on Tuesday, September 22nd. They issued a "buy" rating and a $270.00 target price for the company. Finally, Bank of America upped their target price on shares of Marvell Technology from $240.00 to $365.00 and gave the company a "buy" rating in a research note on Tuesday, June 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $327.36.

Marvell Technology Profile

Marvell Technology, Inc NASDAQ: MRVL is a semiconductor company that develops infrastructure solutions for data centers, telecommunications networks, enterprise systems, automotive applications and other connected markets. Its products are designed to support the movement, processing, storage and security of data across complex computing and communications environments.

The company's portfolio includes data-processing and networking processors, custom application-specific integrated circuits, Ethernet switches and controllers, storage controllers, connectivity products, and electro-optics solutions.

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