FengHe Fund Management Pte. Ltd. Lowers Position in Marvell Technology, Inc. $MRVL

FengHe Fund Management Pte. Ltd. lowered its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 25.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 500,600 shares of the semiconductor company’s stock after selling 173,900 shares during the period. Marvell Technology makes up about 3.8% of FengHe Fund Management Pte. Ltd.’s portfolio, making the stock its 8th largest holding. FengHe Fund Management Pte. Ltd. owned approximately 0.06% of Marvell Technology worth $42,085,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in MRVL. Game Plan Financial Advisors LLC bought a new stake in shares of Marvell Technology in the second quarter valued at approximately $27,000. Kiker Wealth Management LLC raised its holdings in Marvell Technology by 374.7% in 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 in the last quarter. Nova Wealth Management Inc. raised its holdings in Marvell Technology by 3,922.2% in the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 353 shares in the last quarter. N.E.W. Advisory Services LLC bought a new stake in shares of Marvell Technology during the 2nd quarter valued at $32,000. Finally, Westside Investment Management Inc. grew its holdings in shares of Marvell Technology by 62.5% during the 2nd quarter. Westside Investment Management Inc. now owns 416 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 160 shares in the last quarter. Institutional investors and hedge funds own 83.51% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on the company. The Goldman Sachs Group boosted their price target on Marvell Technology from $80.00 to $90.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Benchmark restated a “hold” rating on shares of Marvell Technology in a research report on Tuesday, December 23rd. Summit Insights raised shares of Marvell Technology from a “hold” rating to a “buy” rating in a report on Wednesday, December 3rd. Citigroup reissued a “buy” rating on shares of Marvell Technology in a research note on Monday, December 22nd. Finally, Zacks Research upgraded shares of Marvell Technology from a “hold” rating to a “strong-buy” rating in a research report on Friday, December 5th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Marvell Technology currently has an average rating of “Moderate Buy” and an average target price of $116.03.

Marvell Technology Stock Performance

Shares of Marvell Technology stock opened at $83.22 on Friday. The company’s 50 day moving average price is $87.43 and its two-hundred day moving average price is $80.66. The firm has a market capitalization of $70.58 billion, a P/E ratio of 29.20, a P/E/G ratio of 0.81 and a beta of 1.95. Marvell Technology, Inc. has a fifty-two week low of $47.08 and a fifty-two week high of $127.48. 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 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. The company had revenue of $2.07 billion during the quarter, compared to analysts’ expectations of $2.06 billion. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.Marvell Technology’s revenue was up 36.8% compared to the same quarter last year. During the same period in the prior year, the company earned $0.43 EPS. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. On average, equities analysts forecast that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.

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 issued a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Friday, January 9th. Marvell Technology’s payout ratio is 8.42%.

Marvell Technology announced that its board has authorized a share buyback plan on Wednesday, September 24th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the semiconductor company to repurchase up to 7.8% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its stock is undervalued.

Insider Activity

In related news, EVP Mark Casper sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $93.08, for a total value of $465,400.00. Following the completion of the transaction, the executive vice president owned 19,418 shares in the company, valued at $1,807,427.44. This trade represents a 20.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Acquisition: Marvell agreed to buy XConn to expand AI‑data‑center interconnect capabilities, which strengthens its addressable market and complements its silicon roadmap — a strategic move that supports longer‑term AI revenue prospects. Marvell Stock Pops as It Gears Up for the Next Generation of AI With XConn Acquisition
• Positive Sentiment: Analyst support: Rosenblatt reiterated a “Buy” and other broker notes remain constructive, citing robust AI bookings — this underpins upside expectations for data‑center demand. Rosenblatt Securities Reiterates “Buy” Rating for Marvell Technology (NASDAQ:MRVL)
• Positive Sentiment: Bull thesis intact: multiple deep‑dive pieces argue Marvell’s connectivity push validates the bullish case for secular AI and data‑center tailwinds for patient investors. Marvell Technology: Connectivity Push Keeps Bull Thesis Intact
• Neutral Sentiment: Valuation debate: commentary is mixed — some see recent weakness as a buying opportunity, others warn expectations for AI could already be baked in, fueling both dip‑buyers and caution. Is Marvell Technology (MRVL) Attractively Priced After Recent Share Price Weakness
• Neutral Sentiment: Options activity: elevated put volume has drawn attention — may indicate hedging or speculative bets ahead of near‑term volatility rather than a clear fundamental shift. Unusual Volume in Marvell Technology Put Options – Is MRVL Stock Undervalued?
• Negative Sentiment: Insider selling: EVP Mark Casper sold 5,000 shares recently — a disclosed sale that some traders view negatively even though single transactions don’t necessarily signal business weakness. Mark Casper Sells 5,000 Shares of Marvell Technology (NASDAQ:MRVL) Stock
• Negative Sentiment: Near‑term profit‑taking: there was selling after the XConn announcement and headlines noting a post‑deal pullback — concerns focus on integration costs, margin impact and short‑term execution risk. Marvell stock falls after announcing XConn Technologies acquisition

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.