Hartline Investment Corp Decreases Holdings in Marvell Technology, Inc. $MRVL

Hartline Investment Corp lowered its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 2.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 397,843 shares of the semiconductor company’s stock after selling 11,278 shares during the period. Marvell Technology makes up 3.5% of Hartline Investment Corp’s investment portfolio, making the stock its 6th largest position. Hartline Investment Corp’s holdings in Marvell Technology were worth $33,447,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of MRVL. Atlantic Edge Private Wealth Management LLC raised its stake in Marvell Technology by 160.0% in the third quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 200 shares in the last quarter. Game Plan Financial Advisors LLC purchased a new position in Marvell Technology in the 2nd quarter worth approximately $27,000. Kiker Wealth Management LLC increased its holdings 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 worth $28,000 after buying an additional 281 shares during the last quarter. Nova Wealth Management Inc. raised its position in shares of Marvell Technology by 3,922.2% during the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 353 shares in the last quarter. Finally, N.E.W. Advisory Services LLC bought a new stake in shares of Marvell Technology during the 2nd quarter worth $32,000. Institutional investors own 83.51% of the company’s stock.

Marvell Technology Price Performance

MRVL opened at $80.46 on Friday. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64. The stock’s 50 day simple moving average is $86.48 and its 200 day simple moving average is $80.85. The firm has a market cap of $68.24 billion, a price-to-earnings ratio of 28.23, a PEG ratio of 0.78 and a beta of 1.95. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $127.48.

Marvell Technology (NASDAQ:MRVL) last announced 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 firm had revenue of $2.07 billion during the quarter, compared to the consensus estimate of $2.06 billion. During the same quarter in the previous year, the company posted $0.43 earnings per share. The business’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. As a group, analysts predict that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

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

Marvell Technology Announces Dividend

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

Insider Activity at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of the 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 completion of the sale, 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on MRVL shares. Raymond James Financial reissued a “strong-buy” rating on shares of Marvell Technology in a research note on Tuesday, January 6th. Barclays lifted their price target on Marvell Technology from $80.00 to $105.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 3rd. Royal Bank Of Canada initiated coverage on Marvell Technology in a research report on Wednesday. They set an “outperform” rating and a $105.00 price objective on the stock. Susquehanna set a $120.00 target price on Marvell Technology and gave the stock a “positive” rating in a research report on Wednesday, December 3rd. Finally, Benchmark reaffirmed a “hold” rating on shares of Marvell Technology in a research note on Tuesday, December 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat.com, Marvell Technology currently has a consensus rating of “Moderate Buy” and a consensus price target of $115.70.

More Marvell Technology News

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 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.