HB Wealth Management LLC Increases Stock Position in Marvell Technology, Inc. $MRVL

HB Wealth Management LLC raised its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 85.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,704 shares of the semiconductor company’s stock after acquiring an additional 7,228 shares during the period. HB Wealth Management LLC’s holdings in Marvell Technology were worth $1,320,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the company. Caldwell Trust Co purchased a new position in Marvell Technology during the 3rd quarter worth approximately $1,387,000. CX Institutional purchased a new stake in Marvell Technology in the third quarter valued at approximately $102,000. E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of Marvell Technology by 86.7% in the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 605 shares of the semiconductor company’s stock valued at $51,000 after acquiring an additional 281 shares during the period. Index Fund Advisors Inc. purchased a new position in shares of Marvell Technology during the third quarter worth approximately $623,000. Finally, Penbrook Management LLC purchased a new position in shares of Marvell Technology during the third quarter worth approximately $819,000. Hedge funds and other institutional investors own 83.51% of the company’s stock.

Insider Buying and Selling

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the transaction, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

MRVL has been the subject of a number of recent research reports. Wells Fargo & Company increased their price target on shares of Marvell Technology from $90.00 to $135.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 3rd. Hsbc Global Res raised shares of Marvell Technology to a “hold” rating in a report on Monday, November 24th. HSBC began coverage on Marvell Technology in a report on Monday, November 24th. They set a “hold” rating and a $85.00 price target on the stock. JPMorgan Chase & Co. upped their price objective on Marvell Technology from $120.00 to $130.00 and gave the company an “overweight” rating in a research note on Wednesday, December 3rd. Finally, Benchmark reaffirmed a “hold” rating on shares of Marvell Technology in a research report on Tuesday, December 23rd. Four research 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. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $116.03.

Key Stories Impacting 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 Stock Performance

NASDAQ MRVL opened at $83.22 on Monday. The stock has a market capitalization of $70.58 billion, a price-to-earnings ratio of 29.20, a PEG ratio of 0.81 and a beta of 1.95. The business’s 50 day moving average is $87.43 and its two-hundred day moving average is $80.73. Marvell Technology, Inc. has a 12-month low of $47.08 and a 12-month high of $127.48. 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 posted its quarterly earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.02. The firm had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $2.06 billion. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The company’s revenue for the quarter was up 36.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.43 earnings per share. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. Research analysts expect that Marvell Technology, Inc. will post 0.91 EPS for the current year.

Marvell Technology announced that its board has authorized a share repurchase program on Wednesday, September 24th that permits the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization permits the semiconductor company to buy up to 7.8% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s board of directors believes its stock is undervalued.

Marvell Technology Dividend Announcement

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

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.