Advisors Management Group Inc. ADV trimmed its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 44.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,730 shares of the semiconductor company’s stock after selling 14,352 shares during the period. Advisors Management Group Inc. ADV’s holdings in Marvell Technology were worth $1,507,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of MRVL. Intech Investment Management LLC raised its stake in Marvell Technology by 3.9% during the 1st 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 period. CreativeOne Wealth LLC lifted its holdings in Marvell Technology by 9.4% in the 2nd quarter. CreativeOne Wealth LLC now owns 9,760 shares of the semiconductor company’s stock worth $755,000 after purchasing an additional 840 shares in the last quarter. Steward Partners Investment Advisory LLC boosted its stake in Marvell Technology by 16.3% in the 2nd quarter. Steward Partners Investment Advisory LLC now owns 33,083 shares of the semiconductor company’s stock worth $2,561,000 after purchasing an additional 4,631 shares during the period. J.W. Cole Advisors Inc. grew its holdings in Marvell Technology by 16.7% during the 2nd quarter. J.W. Cole Advisors Inc. now owns 23,051 shares of the semiconductor company’s stock valued at $1,784,000 after buying an additional 3,294 shares in the last quarter. Finally, Russell Investments Group Ltd. grew its holdings in Marvell Technology by 26.6% during the 2nd quarter. Russell Investments Group Ltd. now owns 495,693 shares of the semiconductor company’s stock valued at $38,339,000 after buying an additional 104,035 shares in the last quarter. Hedge funds and other institutional investors own 83.51% of the company’s stock.
Insider Buying and Selling
In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the firm’s stock in a transaction on 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 in the company, valued at $1,807,427.44. This trade represents a 20.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Sandeep Bharathi sold 44,414 shares of Marvell Technology stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $99.61, for a total value of $4,424,078.54. Following the sale, the insider directly owned 55,199 shares of the company’s stock, valued at approximately $5,498,372.39. This trade represents a 44.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 79,414 shares of company stock valued at $7,850,479 in the last 90 days. Company insiders own 0.19% of the company’s stock.
More Marvell Technology News
- Positive Sentiment: Analysts and coverage point to sizable AI-driven growth in Marvell’s data‑center business, with the firm’s data‑center revenues cited at $6.1B — evidence of durable demand for Marvell’s silicon and interconnect products that supports revenue acceleration forecasts. MRVL’s Data Center Revenues Hit $6.1B: Can the Momentum Continue?
- Positive Sentiment: The Motley Fool frames Marvell’s accelerating data‑center revenue (21% growth) as a catalyst that could still leave substantial upside (the article models ~50% potential upside in 2026 if AI demand continues). This sets a bullish narrative for investors focused on AI exposure. Marvell’s Data Center Revenue Just Grew 21%. Here’s Why This Artificial Intelligence (AI) Stock Could Deliver 50% Upside in 2026.
- Neutral Sentiment: Trefis highlights Marvell’s AI edge with modeled ~30% growth but also notes a valuation around ~26x earnings — a mix of strong fundamental growth and an elevated multiple that warrants watching for execution vs. expectations. Marvell’s AI Edge: 30% Growth at 26x Earnings
- Neutral Sentiment: Market commentary notes that MRVL has become a trending/most‑searched stock on platforms like Zacks/Yahoo — higher retail and analyst attention can amplify moves but doesn’t by itself change fundamentals. Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Additional Yahoo coverage (“Why Marvell Could Be Worth Watching”) summarizes the recent price move and investor interest — useful context but not new fundamental news. Why Marvell Technology, Inc. (NASDAQ:MRVL) Could Be Worth Watching
- Negative Sentiment: Broad market pressure — futures and sector rotation driven by oil, yields and geopolitical headlines — can pull high‑beta, growth‑oriented names like Marvell lower even on company‑specific positive news. Dow Jones Futures Fall As Oil Prices, Yields Rise Amid Iran War Deal Hopes, Doubts
Analysts Set New Price Targets
Several research firms have recently commented on MRVL. Royal Bank Of Canada boosted their target price on shares of Marvell Technology from $105.00 to $115.00 and gave the stock an “outperform” rating in a report on Monday, March 2nd. Wall Street Zen lowered Marvell Technology from a “buy” rating to a “hold” rating in a research report on Sunday, March 15th. Citigroup boosted their target price on Marvell Technology from $113.00 to $118.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Cantor Fitzgerald reissued a “neutral” rating on shares of Marvell Technology in a research note on Friday, March 6th. Finally, Roth Mkm 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. Two equities research 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $117.24.
View Our Latest Research Report on MRVL
Marvell Technology Trading Down 2.9%
Shares of MRVL opened at $94.88 on Friday. Marvell Technology, Inc. has a twelve month low of $47.08 and a twelve month high of $102.77. The company has a market cap of $82.97 billion, a P/E ratio of 30.81, a P/E/G ratio of 0.86 and a beta of 1.97. The company has a current ratio of 2.01, a quick ratio of 1.58 and a debt-to-equity ratio of 0.28. The company’s fifty day simple moving average is $83.36 and its 200-day simple moving average is $84.46.
Marvell Technology (NASDAQ:MRVL – Get Free Report) last released its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The firm 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 company earned $0.60 EPS. The firm’s revenue for the quarter was up 22.1% compared to the same quarter last year. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, analysts expect that Marvell Technology, Inc. will post 0.91 EPS for the current year.
Marvell Technology Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Friday, April 10th will be issued a $0.06 dividend. The ex-dividend date is Friday, April 10th. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.3%. Marvell Technology’s dividend payout ratio is presently 7.79%.
Marvell Technology Company 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.
Further Reading
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