New England Research & Management Inc. Makes New Investment in Marvell Technology, Inc. $MRVL

New England Research & Management Inc. bought a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 11,000 shares of the semiconductor company’s stock, valued at approximately $935,000.

A number of other large investors have also made changes to their positions in MRVL. Intech Investment Management LLC lifted its position in Marvell Technology by 3.9% during the first quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company’s stock worth $1,772,000 after buying an additional 1,085 shares in the last quarter. Empowered Funds LLC grew its holdings in Marvell Technology by 29.3% in the 2nd quarter. Empowered Funds LLC now owns 61,084 shares of the semiconductor company’s stock valued at $4,728,000 after buying an additional 13,858 shares in the last quarter. Wealthspire Advisors LLC purchased a new stake in Marvell Technology in the 2nd quarter valued at $207,000. Ensign Peak Advisors Inc increased its stake in shares of Marvell Technology by 3.4% in the 2nd quarter. Ensign Peak Advisors Inc now owns 412,551 shares of the semiconductor company’s stock worth $31,931,000 after acquiring an additional 13,633 shares during the last quarter. Finally, Handelsbanken Fonder AB increased its stake in shares of Marvell Technology by 30.3% in the 2nd quarter. Handelsbanken Fonder AB now owns 464,886 shares of the semiconductor company’s stock worth $35,982,000 after acquiring an additional 108,208 shares during the last quarter. 83.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of the stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the sale, the executive vice president owned 19,418 shares of the company’s stock, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.19% of the stock is owned by company insiders.

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

Analysts Set New Price Targets

MRVL has been the topic of several recent research reports. B. Riley Financial reissued a “buy” rating and set a $135.00 price target (up from $130.00) on shares of Marvell Technology in a research report on Friday, March 6th. Bank of America upgraded shares of Marvell Technology from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $90.00 to $110.00 in a research report on Friday, March 6th. KeyCorp lifted their target price on shares of Marvell Technology from $90.00 to $130.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 3rd. Jefferies Financial Group boosted their target price on shares of Marvell Technology from $80.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Finally, Wall Street Zen cut shares of Marvell Technology from a “buy” rating to a “hold” rating in a research note on Sunday, March 15th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Marvell Technology has a consensus rating of “Moderate Buy” and an average target price of $117.24.

Marvell Technology Stock Down 1.8%

NASDAQ:MRVL opened at $87.92 on Friday. Marvell Technology, Inc. has a 52 week low of $47.08 and a 52 week high of $102.77. The stock’s fifty day moving average is $82.05 and its two-hundred day moving average is $83.40. The stock has a market capitalization of $76.87 billion, a price-to-earnings ratio of 28.54, a price-to-earnings-growth ratio of 0.80 and a beta of 1.97. The company has a quick ratio of 1.58, a current ratio of 2.01 and a debt-to-equity ratio of 0.28.

Marvell Technology (NASDAQ:MRVL) last issued its quarterly earnings data on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The business had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.21 billion. During the same period in the previous year, the firm posted $0.60 earnings per share. The company’s revenue was up 22.1% on a year-over-year basis. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Research analysts anticipate that Marvell Technology, Inc. will post 0.91 EPS for the current year.

Marvell Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, April 10th will be paid a dividend of $0.06 per share. The ex-dividend date is Friday, April 10th. This represents a $0.24 dividend on an annualized basis and a yield of 0.3%. Marvell Technology’s dividend payout ratio is 7.79%.

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.