Avior Wealth Management LLC trimmed its position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 26.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 18,002 shares of the semiconductor company’s stock after selling 6,330 shares during the period. Avior Wealth Management LLC’s holdings in Marvell Technology were worth $1,530,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake 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 acquiring an additional 15,166,976 shares in the last quarter. Norges Bank bought a new stake in shares of Marvell Technology in the 2nd quarter worth about $716,713,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in shares of Marvell Technology by 4,758.5% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,036,216 shares of the semiconductor company’s stock worth $544,603,000 after purchasing an additional 6,891,393 shares in the last quarter. Ameriprise Financial Inc. increased its position in shares of Marvell Technology by 59.7% during the 3rd 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 in the last quarter. Finally, Amundi increased its position in shares of Marvell Technology by 113.4% during the 2nd quarter. Amundi now owns 8,648,350 shares of the semiconductor company’s stock worth $642,140,000 after purchasing an additional 4,596,309 shares in the last quarter. Institutional investors own 83.51% of the company’s stock.
Key Marvell Technology News
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Marvell unveiled industry-first CXL and 260-lane PCIe 6.0 switches at OFC 2026 — products aimed at rack-level memory pooling and removing interconnect bottlenecks for AI data centers; live demos with partners reinforce commercialization progress and revenue relevance to AI infrastructure. Marvell’s New CXL And PCIe 6.0 Switches And What They Mean For MRVL
- Positive Sentiment: CEO Matt Murphy is scheduled to keynote at COMPUTEX 2026 (June 2), boosting executive visibility at a major industry event — could accelerate partner/customer announcements and product traction in Asia. Matt Murphy, Marvell Chairman and CEO, to Keynote at COMPUTEX 2026
- Neutral Sentiment: Marvell declared a quarterly dividend of $0.06 per share (payable Apr 30, record Apr 10), a modest yield (~0.3%). Signals cash return policy and confidence but is unlikely to be a major driver given the low yield. Marvell Technology, Inc. Declares Quarterly Dividend Payment
- Neutral Sentiment: Analyst/outlook pieces comparing Marvell vs. peers (e.g., Broadcom) highlight Marvell’s more aggressive growth profile in AI/data-center connectivity; helpful for positioning but not an immediate catalyst. Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth
- Neutral Sentiment: Sector commentary (optical/CPO demand) underscores durable demand drivers for companies supplying hyperscaler AI builds — a tailwind for Marvell’s networking and optical-facing products. Lumentum’s OCS & CPO Strength Reflects Broader Demand: What’s Ahead?
- Negative Sentiment: Macro risk: a market-wide pullback tied to geopolitical escalation (Iran) and renewed inflation concerns weighed on major indices and pressured chip stocks broadly — likely the primary driver of today’s weakness in MRVL. Stocks Finish Lower as Iran War Spurs Inflation Concerns
Marvell Technology Price Performance
Marvell Technology (NASDAQ:MRVL – Get Free Report) last announced its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.21 billion. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The business’s revenue for the quarter was up 22.1% on a year-over-year basis. During the same period last year, the firm posted $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. On average, sell-side analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current fiscal year.
Marvell Technology Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, April 10th will be paid a $0.06 dividend. The ex-dividend date of this dividend is Friday, April 10th. This represents a $0.24 annualized dividend and a dividend yield of 0.3%. Marvell Technology’s payout ratio is currently 7.79%.
Analyst Ratings Changes
A number of equities analysts have commented on MRVL shares. The Goldman Sachs Group boosted their price target on shares of Marvell Technology from $80.00 to $90.00 and gave the company a “neutral” rating in a research report on Wednesday, December 3rd. Jefferies Financial Group boosted their target price on Marvell Technology from $80.00 to $120.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Barclays increased their price objective on shares of Marvell Technology from $80.00 to $105.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 3rd. Morgan Stanley increased their price objective on Marvell Technology from $95.00 to $103.00 and gave the company an “equal weight” rating in a research report on Friday, March 6th. Finally, Evercore reissued an “outperform” rating and issued a $133.00 target price on shares of Marvell Technology in a research note on Wednesday, March 4th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $117.24.
Read Our Latest Report on MRVL
Insiders Place Their Bets
In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $93.08, for a total transaction 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. The trade was a 20.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is 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.
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