Bfsg LLC Has $12.37 Million Holdings in Marvell Technology, Inc. $MRVL

Bfsg LLC boosted its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 37.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 147,133 shares of the semiconductor company’s stock after purchasing an additional 40,020 shares during the quarter. Marvell Technology comprises approximately 1.2% of Bfsg LLC’s holdings, making the stock its 15th largest position. Bfsg LLC’s holdings in Marvell Technology were worth $12,369,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in MRVL. Vanguard Group Inc. lifted its position in shares of Marvell Technology by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 64,443,232 shares of the semiconductor company’s stock worth $4,987,906,000 after acquiring an additional 673,110 shares during the period. Brown Advisory Inc. raised its position in Marvell Technology by 8.0% in the 2nd quarter. Brown Advisory Inc. now owns 20,840,336 shares of the semiconductor company’s stock valued at $1,613,044,000 after purchasing an additional 1,539,809 shares during the last quarter. State Street Corp grew its holdings in Marvell Technology by 2.7% during the 2nd quarter. State Street Corp now owns 20,573,260 shares of the semiconductor company’s stock worth $1,592,370,000 after acquiring an additional 533,946 shares during the last quarter. Ameriprise Financial Inc. raised its position in Marvell Technology by 16.4% in the 2nd quarter. Ameriprise Financial Inc. now owns 10,406,875 shares of the semiconductor company’s stock worth $805,473,000 after purchasing an additional 1,464,571 shares during the last quarter. Finally, Norges Bank acquired a new stake in Marvell Technology in the second quarter worth about $716,713,000. Institutional investors and hedge funds own 83.51% of the company’s stock.

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

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Raymond James Financial restated a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday, January 6th. B. Riley reaffirmed a “buy” rating and set a $130.00 price target (up previously from $100.00) on shares of Marvell Technology in a research report on Wednesday, December 3rd. Barclays raised their target price on shares of Marvell Technology from $80.00 to $105.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 3rd. Wells Fargo & Company raised their price objective on Marvell Technology from $90.00 to $135.00 and gave the company an “overweight” rating in a research report on Wednesday, December 3rd. Finally, Deutsche Bank Aktiengesellschaft increased their price target on shares of Marvell Technology from $90.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $115.70.

Marvell Technology Stock Up 0.1%

MRVL stock opened at $80.46 on Friday. The firm has a 50-day moving average price of $86.48 and a 200-day moving average price of $80.85. The stock has a market capitalization of $68.24 billion, a P/E ratio of 28.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.95. 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, Inc. has a 12 month low of $47.08 and a 12 month high of $127.48.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings data on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $2.06 billion. During the same quarter last year, the business posted $0.43 EPS. Marvell Technology’s revenue for the quarter was up 36.8% on a year-over-year basis. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. As a group, equities research analysts anticipate that Marvell Technology, Inc. will post 0.91 EPS for the current fiscal year.

Marvell Technology Dividend Announcement

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

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

Insider Buying and Selling

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the stock in a transaction that occurred 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 sale, the executive vice president owned 19,418 shares of the company’s stock, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.19% of the stock is owned by insiders.

About Marvell Technology

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.