Dakota Wealth Management grew its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 124.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,549 shares of the semiconductor company’s stock after purchasing an additional 6,952 shares during the quarter. Dakota Wealth Management’s holdings in Marvell Technology were worth $1,066,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also modified their holdings of MRVL. Trifecta Capital Advisors LLC raised its holdings in Marvell Technology by 8.8% during the third quarter. Trifecta Capital Advisors LLC now owns 1,430 shares of the semiconductor company’s stock valued at $120,000 after buying an additional 116 shares in the last quarter. GAMMA Investing LLC boosted its stake in shares of Marvell Technology by 1.7% during the 3rd quarter. GAMMA Investing LLC now owns 7,306 shares of the semiconductor company’s stock worth $614,000 after acquiring an additional 122 shares in the last quarter. FSM Wealth Advisors LLC boosted its stake in shares of Marvell Technology by 4.4% during the 3rd quarter. FSM Wealth Advisors LLC now owns 2,939 shares of the semiconductor company’s stock worth $247,000 after acquiring an additional 123 shares in the last quarter. Faithward Advisors LLC increased its holdings in shares of Marvell Technology by 2.1% during the 3rd quarter. Faithward Advisors LLC now owns 6,242 shares of the semiconductor company’s stock valued at $525,000 after acquiring an additional 126 shares during the last quarter. Finally, Meeder Asset Management Inc. increased its holdings in shares of Marvell Technology by 30.4% during the 3rd quarter. Meeder Asset Management Inc. now owns 557 shares of the semiconductor company’s stock valued at $47,000 after acquiring an additional 130 shares during the last quarter. Institutional investors and hedge funds own 83.51% of the company’s stock.
Insider Activity at Marvell Technology
In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the firm’s stock in a transaction 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 sale, the executive vice president directly owned 19,418 shares in the company, valued at $1,807,427.44. This trade represents 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. Also, insider Sandeep Bharathi sold 44,414 shares of the business’s stock in a transaction dated Thursday, March 26th. The stock was sold at an average price of $99.61, for a total transaction of $4,424,078.54. Following the transaction, the insider owned 55,199 shares in the company, valued at approximately $5,498,372.39. The trade was a 44.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 79,414 shares of company stock worth $7,850,479 in the last ninety days. 0.33% of the stock is currently owned by insiders.
Marvell Technology Price Performance
Marvell Technology (NASDAQ:MRVL – Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, topping the consensus estimate of $0.79 by $0.01. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The company had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.21 billion. During the same period in the previous year, the business posted $0.60 EPS. The company’s revenue for the quarter was up 22.1% on a year-over-year basis. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Research analysts predict that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.
Marvell Technology Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, April 10th will be given a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, April 10th. This represents a $0.24 dividend on an annualized basis and a yield of 0.3%. Marvell Technology’s payout ratio is 7.79%.
Wall Street Analyst Weigh In
Several equities research analysts recently weighed in on the company. Rosenblatt Securities boosted their target price on Marvell Technology from $115.00 to $140.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Needham & Company LLC lowered their price target on Marvell Technology from $120.00 to $118.00 and set a “buy” rating on the stock in a report on Tuesday, February 3rd. UBS Group lifted their price target on shares of Marvell Technology from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Monday, February 23rd. Susquehanna restated a “positive” rating on shares of Marvell Technology in a research note on Tuesday, February 24th. Finally, Benchmark raised shares of Marvell Technology from a “hold” rating to a “buy” rating and set a $130.00 price objective for the company in a report on Friday, March 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Marvell Technology has an average rating of “Moderate Buy” and a consensus target price of $117.24.
Read Our Latest Stock Analysis on Marvell Technology
Key Marvell Technology News
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Analysts and coverage point to sizable AI-driven growth in Marvell’s data‑center business, with the firm’s data‑center revenues cited at $6.1B — evidence of durable demand for Marvell’s silicon and interconnect products that supports revenue acceleration forecasts. MRVL’s Data Center Revenues Hit $6.1B: Can the Momentum Continue?
- Positive Sentiment: The Motley Fool frames Marvell’s accelerating data‑center revenue (21% growth) as a catalyst that could still leave substantial upside (the article models ~50% potential upside in 2026 if AI demand continues). This sets a bullish narrative for investors focused on AI exposure. Marvell’s Data Center Revenue Just Grew 21%. Here’s Why This Artificial Intelligence (AI) Stock Could Deliver 50% Upside in 2026.
- Neutral Sentiment: Trefis highlights Marvell’s AI edge with modeled ~30% growth but also notes a valuation around ~26x earnings — a mix of strong fundamental growth and an elevated multiple that warrants watching for execution vs. expectations. Marvell’s AI Edge: 30% Growth at 26x Earnings
- Neutral Sentiment: Market commentary notes that MRVL has become a trending/most‑searched stock on platforms like Zacks/Yahoo — higher retail and analyst attention can amplify moves but doesn’t by itself change fundamentals. Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Additional Yahoo coverage (“Why Marvell Could Be Worth Watching”) summarizes the recent price move and investor interest — useful context but not new fundamental news. Why Marvell Technology, Inc. (NASDAQ:MRVL) Could Be Worth Watching
- Negative Sentiment: Broad market pressure — futures and sector rotation driven by oil, yields and geopolitical headlines — can pull high‑beta, growth‑oriented names like Marvell lower even on company‑specific positive news. Dow Jones Futures Fall As Oil Prices, Yields Rise Amid Iran War Deal Hopes, Doubts
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.
Further Reading
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