Global X Japan Co. Ltd. lowered its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 15.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 33,848 shares of the semiconductor company’s stock after selling 6,011 shares during the period. Global X Japan Co. Ltd.’s holdings in Marvell Technology were worth $2,876,000 as of its most recent SEC filing.
Other hedge funds also recently modified their holdings of the company. Trifecta Capital Advisors LLC raised its position in Marvell Technology by 8.8% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 1,430 shares of the semiconductor company’s stock worth $120,000 after purchasing an additional 116 shares during the last quarter. GAMMA Investing LLC lifted its holdings in Marvell Technology by 1.7% during the 3rd quarter. GAMMA Investing LLC now owns 7,306 shares of the semiconductor company’s stock worth $614,000 after buying an additional 122 shares during the period. FSM Wealth Advisors LLC grew its position in shares of Marvell Technology by 4.4% in the 3rd quarter. FSM Wealth Advisors LLC now owns 2,939 shares of the semiconductor company’s stock valued at $247,000 after buying an additional 123 shares during the last quarter. Faithward Advisors LLC grew its position in shares of Marvell Technology by 2.1% in the 3rd quarter. Faithward Advisors LLC now owns 6,242 shares of the semiconductor company’s stock valued at $525,000 after buying an additional 126 shares during the last quarter. Finally, Meeder Asset Management Inc. raised its position in shares of Marvell Technology by 30.4% during the third quarter. Meeder Asset Management Inc. now owns 557 shares of the semiconductor company’s stock worth $47,000 after acquiring an additional 130 shares during the last quarter. Institutional investors and hedge funds own 83.51% of the company’s stock.
Insider Buying and Selling
In other news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the transaction, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.19% of the company’s stock.
Marvell Technology Stock Performance
Marvell Technology (NASDAQ:MRVL – Get Free Report) last posted its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.21 billion. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The firm’s revenue was up 22.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Sell-side analysts predict that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal 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 given a dividend of $0.06 per share. The ex-dividend date is Friday, April 10th. This represents a $0.24 annualized dividend and a dividend yield of 0.2%. Marvell Technology’s dividend payout ratio is currently 7.79%.
Wall Street Analysts Forecast Growth
MRVL has been the topic of a number of analyst reports. Morgan Stanley upped their price objective on shares of Marvell Technology from $95.00 to $103.00 and gave the company an “equal weight” rating in a research note on Friday, March 6th. Bank of America upgraded shares of Marvell Technology from a “neutral” rating to a “buy” rating and boosted their target price for the company from $90.00 to $110.00 in a report on Friday, March 6th. Roth Mkm upped their price target on shares of Marvell Technology from $105.00 to $135.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. UBS Group increased their price target on Marvell Technology from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Finally, Evercore restated an “outperform” rating and set a $133.00 target price on shares of Marvell Technology in a research report 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. Based on data from MarketBeat, Marvell Technology presently has an average rating of “Moderate Buy” and a consensus target price of $117.24.
Read Our Latest Stock Analysis on Marvell Technology
Key Marvell Technology News
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Data-center revenue surge — Marvell’s data-center business has reached roughly $6.1B on strong AI-driven demand across its silicon and interconnect product lines, supporting longer-term revenue growth and reinforcing the company’s market narrative around AI infrastructure leadership. MRVL’s Data Center Revenues Hit $6.1B: Can the Momentum Continue?
- Positive Sentiment: Unusually large options activity — Investors bought ~109,766 call options (a ~23% increase vs. typical call volume), signaling bullish positioning and short-term optimism among traders. (No article link available)
- Neutral Sentiment: Increased attention/“trending” coverage — Zacks and Yahoo pieces are flagging MRVL as a heavily searched/trending stock, which can amplify flows but doesn’t by itself change fundamentals. Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Analyst/retail write-ups — Additional Yahoo coverage highlights why MRVL could be worth watching after the recent run; useful for sentiment but not new fundamental data. Why Marvell Technology, Inc. (NASDAQ:MRVL) Could Be Worth Watching
- Neutral Sentiment: Sector-level funding for AI infrastructure — A separate report (Mojo Vision funding) highlights ongoing investment in AI optical/I/O technologies, underscoring broader ecosystem funding that benefits infrastructure suppliers like Marvell indirectly. Mojo Vision Secures $17.5M Strategic Investment from Future Ventures to Advance Next-Generation Optical I/O for AI Infrastructure
- Negative Sentiment: Macro headwinds — Broader market softness (futures falling amid oil/geo-political headlines) trimmed gains for tech names today and likely pressured MRVL despite company-level positives. Dow Jones Futures Fall As Oil Prices, Yields Rise Amid Iran War Deal Hopes, Doubts
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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