Marvell Technology, Inc. $MRVL Shares Newly Acquired by Candriam S.C.A.

Candriam S.C.A. purchased a new stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 434,204 shares of the semiconductor company’s stock, valued at approximately $115,140,000.

Several other institutional investors also recently bought and sold shares of MRVL. Coyle Financial Counsel LLC purchased a new position in Marvell Technology during the 3rd quarter valued at about $696,000. Birch Hill Investment Advisors LLC bought a new position in Marvell Technology in the third quarter worth approximately $848,000. Merit Financial Group LLC lifted its holdings in Marvell Technology by 22.9% during the second quarter. Merit Financial Group LLC now owns 27,079 shares of the semiconductor company’s stock worth $8,067,000 after buying an additional 5,047 shares during the period. Swiss National Bank boosted its position in Marvell Technology by 5.4% during the 1st quarter. Swiss National Bank now owns 2,489,003 shares of the semiconductor company’s stock valued at $246,536,000 after acquiring an additional 126,600 shares in the last quarter. Finally, Fifth Third Wealth Advisors LLC bought a new stake in Marvell Technology during the 3rd quarter valued at $24,014,000. 83.51% of the stock is currently owned by hedge funds and other institutional investors.

Marvell Technology News Roundup

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

• Positive Sentiment: Investors rotated back into beaten-down AI chip stocks, helping Marvell recover. Coverage characterized the move as a rebound after the recent tech-sector rout. What’s Going On With Marvell Technology Stock Friday?
• Positive Sentiment: Marvell’s AI networking business is benefiting from demand for data-center connectivity. Separately, Zacks Research modestly raised several longer-term EPS forecasts, supporting the growth outlook. MRVL’s Networking Business Grows on the Back of AI
• Neutral Sentiment: The proposed all-stock acquisition of Lumentum would add optical technology for AI data centers, potentially addressing a key connectivity bottleneck. The strategic opportunity is substantial, but investors are weighing it against its cost and execution risks. Marvell Is Betting $115 Billion on 1 of AI’s Biggest Bottlenecks
• Negative Sentiment: The Lumentum deal has fueled concerns about shareholder dilution and whether Marvell is paying too much. Because it is an all-stock offer, its value moves with Marvell’s share price; closing is not expected until the first half of 2028 and requires regulatory approval. Marvell’s Lumentum Offer and Deal Risks
• Negative Sentiment: Broader uncertainty over AI regulation and possible data-center construction restrictions is weighing on the sector, since slower infrastructure buildouts could temper demand for Marvell’s networking products. Why Marvell Stock Is Falling Today

Marvell Technology Stock Up 5.7%

Shares of MRVL stock opened at $141.20 on Friday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.62 and a current ratio of 3.17. Marvell Technology, Inc. has a fifty-two week low of $70.68 and a fifty-two week high of $329.88. The firm has a market capitalization of $123.82 billion, a PE ratio of 46.60, a P/E/G ratio of 4.22 and a beta of 2.32. The stock’s 50-day simple moving average is $234.31 and its 200-day simple moving average is $184.23.

Marvell Technology (NASDAQ:MRVL) last announced its quarterly earnings data on Thursday, August 27th. The semiconductor company reported $0.94 EPS for the quarter, beating the consensus estimate of $0.93 by $0.01. The business had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.72 billion. Marvell Technology had a net margin of 27.93% and a return on equity of 13.57%. The business’s quarterly revenue was up 36.5% compared to the same quarter last year. During the same period in the previous year, the business posted $0.67 EPS. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. Equities analysts expect that Marvell Technology, Inc. will post 3.05 earnings per share for the current year.

Marvell Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 29th. Stockholders of record on Friday, October 9th were paid a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Friday, October 9th. Marvell Technology’s dividend payout ratio is presently 7.92%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. HC Wainwright reaffirmed a “buy” rating on shares of Marvell Technology in a research report on Tuesday, August 25th. BMO Capital Markets reiterated a “market perform” rating and set a $325.00 price objective on shares of Marvell Technology in a research note on Wednesday, October 7th. Seaport Research Partners began coverage on shares of Marvell Technology in a research note on Tuesday, September 22nd. They issued a “buy” rating and a $270.00 target price for the company. Roth Capital reaffirmed a “buy” rating and set a $350.00 price target on shares of Marvell Technology in a research report on Thursday, August 20th. Finally, JPMorgan Chase & Co. boosted their target price on Marvell Technology from $305.00 to $360.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $300.85.

Insiders Place Their Bets

In other Marvell Technology news, insider Sandeep Bharathi sold 3,685 shares of the company’s stock in a transaction on Friday, October 16th. The shares were sold at an average price of $234.97, for a total transaction of $865,864.45. Following the completion of the transaction, the insider directly owned 58,748 shares in the company, valued at approximately $13,804,017.56. This represents a 5.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Chris Koopmans sold 10,000 shares of the firm’s stock in a transaction dated Monday, November 2nd. The shares were sold at an average price of $186.97, for a total transaction of $1,869,700.00. Following the completion of the transaction, the chief operating officer directly owned 202,800 shares in the company, valued at $37,917,516. This represents a 4.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 57,285 shares of company stock valued at $12,901,763 over the last quarter. Insiders own 0.12% of the company’s stock.

Marvell Technology Company Profile

Marvell Technology is a fabless semiconductor company that develops data infrastructure chips and related technologies. Its products include networking and Ethernet chips, storage controllers, processors, optical and connectivity solutions, and custom silicon used in data centers, carrier networks, enterprise systems, and other applications.

The company’s products help move, store, process, and secure data across cloud and telecommunications infrastructure. Marvell serves customers around the world, including equipment makers and technology companies that incorporate its semiconductors into their systems.

Founded in 1995, Marvell grew through product development and acquisitions to build a broad portfolio of infrastructure technologies.