Marvell Technology, Inc. $MRVL Shares Acquired by OFI Invest Asset Management

OFI Invest Asset Management grew its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 42.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 499,984 shares of the semiconductor company’s stock after acquiring an additional 150,138 shares during the quarter. OFI Invest Asset Management’s holdings in Marvell Technology were worth $42,034,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Taylor Frigon Capital Management LLC raised its stake in Marvell Technology by 16.5% during the 2nd quarter. Taylor Frigon Capital Management LLC now owns 33,605 shares of the semiconductor company’s stock valued at $2,601,000 after purchasing an additional 4,748 shares during the period. Waterfront Wealth Inc. grew its holdings in shares of Marvell Technology by 21.5% during the 2nd quarter. Waterfront Wealth Inc. now owns 18,394 shares of the semiconductor company’s stock valued at $1,424,000 after acquiring an additional 3,258 shares in the last quarter. BOCHK Asset Management Ltd acquired a new stake in Marvell Technology in the 2nd quarter valued at approximately $1,486,000. Westbourne Investments Inc. lifted its holdings in shares of Marvell Technology by 442.4% during the second quarter. Westbourne Investments Inc. now owns 21,695 shares of the semiconductor company’s stock worth $1,679,000 after buying an additional 17,695 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of Marvell Technology in the second quarter valued at approximately $716,713,000. Institutional investors and hedge funds own 83.51% of the company’s stock.

Key Stores Impacting Marvell Technology

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

• Positive Sentiment: Wall Street still bullish on Marvell’s long-term AI/data-center upside — multiple recent write-ups highlight sizable analyst upside and the company’s role in high-speed data movement and interconnects, supporting continued investor interest. Wall Street Maintains a Positive Outlook on Marvell Technology (MRVL), Here’s Why
• Positive Sentiment: Institutional ownership is high (about 83%), which can amplify moves on buy/sell signals and tends to stabilize stock when large holders are confident. That concentration makes analyst commentary more impactful. Marvell Technology, Inc. (NASDAQ:MRVL) is favoured by institutional owners who hold 83% of the company
• Positive Sentiment: Analyst and media bullish takes (Fool, Zacks, and other AI-themed roundups) continue to cast Marvell as a top AI semiconductor play for 2026, reinforcing investor expectations for above-market growth if data-center demand holds. Prediction: Marvell Stock Could Rise 80 Percent in 2026
• Positive Sentiment: Inclusion in analyst “top AI semiconductor” lists (with NVIDIA and Micron) keeps Marvell visible to growth-focused funds rotating into AI hardware names. Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026
• Neutral Sentiment: Corporate/ticker confusion risk — a separate company using the MRVL ticker (Marvel Biosciences on TSXV) had a C-suite interview; this is unrelated to Marvell Technology but can create short-term news noise or search/ticker confusion. Toronto Stock Exchange, Marvel Biosciences Corp., The View from the C-Suite
• Negative Sentiment: Certain brokers trimmed price targets / lowered guidance expectations — Cantor Fitzgerald cut its PT to $100 with a Neutral rating, and BofA reduced its PT as well. Downward revisions can pressure near-term performance even as long-term thesis remains intact. Cantor Fitzgerald Trims Marvell (MRVL) PT to $100, Cites Neutral Stance Amid AI Expansion BofA Reduces PT on Marvell Technology (MRVL) Stock

Insider Buying and Selling

In other Marvell Technology news, EVP Mark Casper sold 1,253 shares of Marvell Technology stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $101.00, for a total transaction of $126,553.00. Following the transaction, the executive vice president directly owned 9,023 shares in the company, valued at approximately $911,323. The trade was a 12.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Matthew J. Murphy bought 13,600 shares of the firm’s stock in a transaction on Thursday, September 25th. The stock was acquired at an average cost of $77.09 per share, with a total value of $1,048,424.00. Following the completion of the purchase, the chief executive officer owned 268,637 shares of the company’s stock, valued at approximately $20,709,226.33. This trade represents a 5.33% increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired 27,200 shares of company stock worth $2,109,632 over the last ninety days. Insiders own 0.33% of the company’s stock.

Marvell Technology Price Performance

Shares of MRVL opened at $84.80 on Tuesday. The stock has a market cap of $71.92 billion, a P/E ratio of 29.75, a price-to-earnings-growth ratio of 0.81 and a beta of 1.93. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $127.48. The stock’s 50-day moving average price is $87.63 and its two-hundred day moving average price is $79.24. The company has a current ratio of 2.01, a quick ratio of 1.64 and a debt-to-equity ratio of 0.28.

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

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

Marvell Technology Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 29th. Stockholders of record on Friday, January 9th will be given a dividend of $0.06 per share. 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 dividend payout ratio (DPR) is currently 8.42%.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the stock. UBS Group set a $100.00 target price on shares of Marvell Technology in a research report on Wednesday, December 3rd. Roth Capital boosted their price objective on shares of Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. B. Riley reiterated a “buy” rating and issued a $130.00 target price (up previously from $100.00) on shares of Marvell Technology in a research note on Wednesday, December 3rd. The Goldman Sachs Group lifted their target price on Marvell Technology from $80.00 to $90.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Finally, Evercore ISI raised their target price on shares of Marvell Technology from $122.00 to $156.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Four investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and fourteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $111.25.

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.