HB Wealth Management LLC Boosts Position in Marvell Technology, Inc. $MRVL

HB Wealth Management LLC grew its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 85.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 15,704 shares of the semiconductor company’s stock after purchasing an additional 7,228 shares during the period. HB Wealth Management LLC’s holdings in Marvell Technology were worth $1,320,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Integrity Alliance LLC. purchased a new position in Marvell Technology during the 1st quarter valued at about $228,000. Intech Investment Management LLC grew its position in shares of Marvell Technology by 3.9% in the first quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company’s stock valued at $1,772,000 after purchasing an additional 1,085 shares during the last quarter. Advisors Capital Management LLC increased its stake in shares of Marvell Technology by 6.2% during the 1st quarter. Advisors Capital Management LLC now owns 8,770 shares of the semiconductor company’s stock worth $540,000 after purchasing an additional 515 shares in the last quarter. Inspire Investing LLC raised its position in shares of Marvell Technology by 114.1% during the 1st quarter. Inspire Investing LLC now owns 5,016 shares of the semiconductor company’s stock worth $309,000 after purchasing an additional 2,673 shares during the last quarter. Finally, Private Client Services LLC purchased a new stake in Marvell Technology in the 2nd quarter valued at approximately $345,000. 83.51% of the stock is currently owned by hedge funds and other institutional investors.

Key Marvell Technology News

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

• Positive Sentiment: Acquisition: Marvell agreed to buy XConn to expand AI‑data‑center interconnect capabilities, which strengthens its addressable market and complements its silicon roadmap — a strategic move that supports longer‑term AI revenue prospects. Marvell Stock Pops as It Gears Up for the Next Generation of AI With XConn Acquisition
• Positive Sentiment: Analyst support: Rosenblatt reiterated a “Buy” and other broker notes remain constructive, citing robust AI bookings — this underpins upside expectations for data‑center demand. Rosenblatt Securities Reiterates “Buy” Rating for Marvell Technology (NASDAQ:MRVL)
• Positive Sentiment: Bull thesis intact: multiple deep‑dive pieces argue Marvell’s connectivity push validates the bullish case for secular AI and data‑center tailwinds for patient investors. Marvell Technology: Connectivity Push Keeps Bull Thesis Intact
• Neutral Sentiment: Valuation debate: commentary is mixed — some see recent weakness as a buying opportunity, others warn expectations for AI could already be baked in, fueling both dip‑buyers and caution. Is Marvell Technology (MRVL) Attractively Priced After Recent Share Price Weakness
• Neutral Sentiment: Options activity: elevated put volume has drawn attention — may indicate hedging or speculative bets ahead of near‑term volatility rather than a clear fundamental shift. Unusual Volume in Marvell Technology Put Options – Is MRVL Stock Undervalued?
• Negative Sentiment: Insider selling: EVP Mark Casper sold 5,000 shares recently — a disclosed sale that some traders view negatively even though single transactions don’t necessarily signal business weakness. Mark Casper Sells 5,000 Shares of Marvell Technology (NASDAQ:MRVL) Stock
• Negative Sentiment: Near‑term profit‑taking: there was selling after the XConn announcement and headlines noting a post‑deal pullback — concerns focus on integration costs, margin impact and short‑term execution risk. Marvell stock falls after announcing XConn Technologies acquisition

Wall Street Analysts Forecast Growth

MRVL has been the subject of several recent research reports. Raymond James Financial reissued a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday, January 6th. Benchmark reaffirmed a “hold” rating on shares of Marvell Technology in a research note on Tuesday, December 23rd. Melius Research raised shares of Marvell Technology from a “hold” rating to a “buy” rating and set a $135.00 target price for the company in a research note on Monday, January 5th. Oppenheimer restated an “outperform” rating and issued a $150.00 target price (up from $115.00) on shares of Marvell Technology in a report on Wednesday, December 3rd. Finally, Craig Hallum reaffirmed a “buy” rating and set a $141.00 price target on shares of Marvell Technology in a research note on Wednesday, December 3rd. Four investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $116.03.

Marvell Technology Stock Down 0.3%

MRVL opened at $83.22 on Monday. Marvell Technology, Inc. has a 12 month low of $47.08 and a 12 month high of $127.48. The business has a 50-day moving average of $87.43 and a two-hundred day moving average of $80.73. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64. The stock has a market capitalization of $70.58 billion, a price-to-earnings ratio of 29.20, a price-to-earnings-growth ratio of 0.81 and a beta of 1.95.

Marvell Technology (NASDAQ:MRVL) last released its earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.02. Marvell Technology had a net margin of 31.75% and a return on equity of 13.15%. The business had revenue of $2.07 billion for the quarter, compared to analysts’ expectations of $2.06 billion. During the same period last year, the company earned $0.43 earnings per share. The company’s quarterly revenue was up 36.8% on a year-over-year basis. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. On average, research analysts expect that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 29th. Stockholders of record on Friday, January 9th will be paid a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.3%. Marvell Technology’s payout ratio is currently 8.42%.

Marvell Technology declared that its board has approved a share repurchase program on Wednesday, September 24th that permits the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization permits the semiconductor company to repurchase up to 7.8% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s board of directors believes its stock is undervalued.

Insider Activity at Marvell Technology

In related news, EVP Mark Casper sold 5,000 shares of the stock in a transaction on Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following the transaction, the executive vice president directly owned 19,418 shares of the company’s stock, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.33% of the stock is currently owned by insiders.

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.