Harel Insurance Investments & Financial Services Ltd. Acquires 302,011 Shares of Marvell Technology, Inc. $MRVL

Harel Insurance Investments & Financial Services Ltd. lifted its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 80.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 678,965 shares of the semiconductor company’s stock after purchasing an additional 302,011 shares during the period. Harel Insurance Investments & Financial Services Ltd. owned 0.08% of Marvell Technology worth $57,081,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. Atlantic Edge Private Wealth Management LLC boosted its holdings in Marvell Technology by 160.0% during the third quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock worth $27,000 after buying an additional 200 shares during the last quarter. Game Plan Financial Advisors LLC acquired a new stake in shares of Marvell Technology in the 2nd quarter valued at approximately $27,000. Kiker Wealth Management LLC raised its position in shares of 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 during the period. Nova Wealth Management Inc. boosted its stake in Marvell Technology by 3,922.2% during the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 353 shares during the last quarter. Finally, N.E.W. Advisory Services LLC acquired a new position in Marvell Technology during the second quarter valued at approximately $32,000. 83.51% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting 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

Marvell Technology Stock Up 0.1%

NASDAQ:MRVL opened at $80.46 on Friday. Marvell Technology, Inc. has a twelve month low of $47.08 and a twelve month high of $127.48. The firm has a market capitalization of $68.24 billion, a price-to-earnings ratio of 28.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.95. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. The stock’s 50 day moving average price is $86.48 and its two-hundred day moving average price is $80.85.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings data on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share (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%.The business’s revenue was up 36.8% on a year-over-year basis. During the same period last year, the firm posted $0.43 earnings per share. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. Equities research analysts expect that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.

Marvell Technology declared that its Board of Directors has initiated a share repurchase program on Wednesday, September 24th that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the semiconductor company to reacquire up to 7.8% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Marvell Technology Dividend Announcement

The firm also recently declared 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 is 8.42%.

Insiders Place Their Bets

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction dated 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 sale, the executive vice president owned 19,418 shares of the company’s stock, valued at $1,807,427.44. The trade was a 20.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.19% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on MRVL shares. Hsbc Global Res upgraded shares of Marvell Technology to a “hold” rating in a report on Monday, November 24th. Evercore ISI upped their price objective on shares of Marvell Technology from $122.00 to $156.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. Citigroup reaffirmed a “buy” rating on shares of Marvell Technology in a research note on Monday, December 22nd. Melius raised Marvell Technology from a “hold” rating to a “buy” rating and set a $135.00 target price for the company in a research note on Monday, January 5th. Finally, Susquehanna set a $120.00 price target on Marvell Technology and gave the stock a “positive” rating in a report on Wednesday, December 3rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, Marvell Technology has a consensus rating of “Moderate Buy” and an average price target of $115.70.

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.