Marvell Technology, Inc. $MRVL Stake Raised by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 8.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,596 shares of the semiconductor company’s stock after buying an additional 7,199 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Marvell Technology were worth $7,448,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Game Plan Financial Advisors LLC acquired a new position in Marvell Technology during the 2nd quarter worth $27,000. Kiker Wealth Management LLC lifted its holdings in Marvell Technology by 374.7% in the second quarter. Kiker Wealth Management LLC now owns 356 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 281 shares during the period. Nova Wealth Management Inc. grew its position in Marvell Technology by 3,922.2% in the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 353 shares in the last quarter. N.E.W. Advisory Services LLC bought a new position in Marvell Technology in the 2nd quarter valued at about $32,000. Finally, Westside Investment Management Inc. increased its stake in Marvell Technology by 62.5% during the 2nd quarter. Westside Investment Management Inc. now owns 416 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 160 shares during the period. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $93.08, for a total value of $465,400.00. Following the completion of the sale, the executive vice president directly owned 19,418 shares in the company, valued at $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.33% of the company’s stock.

Key Headlines Impacting Marvell Technology

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

Marvell Technology Trading Down 0.3%

Marvell Technology stock 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 company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. The stock has a market cap of $70.58 billion, a P/E ratio of 29.20, a P/E/G ratio of 0.81 and a beta of 1.95. The company’s fifty day simple moving average is $87.43 and its 200-day simple moving average is $80.73.

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

Marvell Technology announced that its board has initiated a stock repurchase plan on Wednesday, September 24th that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the semiconductor company to reacquire up to 7.8% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

Marvell Technology Dividend Announcement

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

Wall Street Analyst Weigh In

MRVL has been the subject of a number of research analyst reports. Piper Sandler set a $110.00 price target on shares of Marvell Technology in a research note on Wednesday, December 3rd. Evercore ISI boosted their target price on Marvell Technology from $122.00 to $156.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Roth Capital increased their price target on Marvell Technology from $105.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. The Goldman Sachs Group boosted their price target on shares of Marvell Technology from $80.00 to $90.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Marvell Technology in a report on Tuesday, January 6th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $116.03.

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.