Lmcg Investments LLC Has $12.66 Million Position in Marvell Technology, Inc. $MRVL

Lmcg Investments LLC trimmed its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 5.1% during the third quarter, Holdings Channel reports. The firm owned 150,608 shares of the semiconductor company’s stock after selling 8,050 shares during the quarter. Lmcg Investments LLC’s holdings in Marvell Technology were worth $12,662,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Game Plan Financial Advisors LLC bought a new stake in Marvell Technology in the second quarter worth approximately $27,000. Atlantic Edge Private Wealth Management LLC increased its stake in shares of Marvell Technology by 160.0% in the 3rd quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 200 shares in the last quarter. Kiker Wealth Management LLC lifted its position in shares of Marvell Technology by 374.7% during the 2nd quarter. Kiker Wealth Management LLC now owns 356 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 281 shares during the period. Nova Wealth Management Inc. boosted its stake in Marvell Technology by 3,922.2% during the third quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 353 shares in the last quarter. Finally, Westside Investment Management Inc. grew its holdings in Marvell Technology by 62.5% in the second quarter. Westside Investment Management Inc. now owns 416 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 160 shares during the period. Institutional investors own 83.51% of the company’s stock.

Analyst Ratings Changes

MRVL has been the topic of a number of recent research reports. Roth Capital increased their target price on Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Cantor Fitzgerald set a $100.00 price objective on shares of Marvell Technology in a research note on Tuesday, December 16th. Royal Bank Of Canada assumed coverage on shares of Marvell Technology in a research report on Wednesday. They set an “outperform” rating and a $105.00 target price for the company. Susquehanna set a $120.00 target price on shares of Marvell Technology and gave the stock a “positive” rating in a report on Wednesday, December 3rd. Finally, Stifel Nicolaus lifted their price target on Marvell Technology from $95.00 to $114.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $115.70.

Marvell Technology Stock Up 0.1%

Shares of NASDAQ:MRVL opened at $80.46 on Friday. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $127.48. The company has a market capitalization of $68.24 billion, a PE ratio of 28.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.95. The business has a fifty day moving average price of $86.48 and a two-hundred day moving average price of $80.85. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64.

Marvell Technology (NASDAQ:MRVL) last issued its quarterly earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.02. The company had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $2.06 billion. Marvell Technology had a net margin of 31.75% and a return on equity of 13.15%. The firm’s quarterly revenue was up 36.8% on a year-over-year basis. During the same period in the previous year, the firm earned $0.43 EPS. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. Analysts forecast that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 29th. Investors of record on Friday, January 9th will be issued a $0.06 dividend. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Friday, January 9th. Marvell Technology’s payout ratio is 8.42%.

Marvell Technology announced that its Board of Directors has approved a share buyback plan on Wednesday, September 24th that allows the company to buyback $5.00 billion in outstanding shares. This buyback authorization allows the semiconductor company to purchase up to 7.8% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Jefferies named Marvell one of “3 Chip Stocks to Buy for 2026,” citing accelerating AI demand and expected earnings upside — a headline that can boost investor momentum. 3 Chip Stocks to Buy for 2026, According to an Analyst
• Positive Sentiment: Zacks highlights Marvell’s data-center switching business as a new growth engine (projected >$300M in FY2026 and >$500M in FY2027) — concrete revenue ramps that support a higher multiple if execution continues. MRVL’s Data Center Switching Business Expands: New Growth Engine?
• Positive Sentiment: RBC initiated coverage / upgraded Marvell (coverage noted as “outperform”/”moderate buy”), adding institutional analyst support that often lifts demand for a stock. RBC Capital initiates coverage of Marvell Technology (MRVL) with outperform recommendation
• Positive Sentiment: Analyst consensus sits around a “moderate buy” as brokerages reiterate bullish views on Marvell’s AI/data-center exposure, reinforcing the buy-side narrative. Marvell Technology, Inc. Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Pieces reviewing Marvell’s investability and analyst ratings explain the debate between upside from AI exposure and valuation risks — useful context but not a direct catalyst. Is It Worth Investing in Marvell (MRVL) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Options-focused analysis describes strategies (e.g., butterfly spreads) for traders expecting limited near-term movement — indicates some traders view the near-term range as bounded. Analyzing a Butterfly Spread on Marvell Technology
• Negative Sentiment: Recent trading notes show MRVL has experienced short-term pullbacks (reports of 1–2% daily declines and a larger ~30% drop earlier versus its highs), signaling lingering downside sensitivity if broader semiconductor sentiment turns negative. Marvell Technology (MRVL) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: Commentary noting Marvell’s substantial prior drawdown (despite strong revenue growth) underscores valuation risk if AI/data-center ramps disappoint or multiple compression continues. 1 AI Stock With the Potential to Deliver Outsize Returns Over the Next 10 Years

Insiders Place Their Bets

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 0.19% of the company’s stock.

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.