Arta Finance Wealth Management LLC acquired a new stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 15,632 shares of the semiconductor company’s stock, valued at approximately $1,327,000. Marvell Technology makes up approximately 0.7% of Arta Finance Wealth Management LLC’s portfolio, making the stock its 29th largest holding.
A number of other hedge funds also recently bought and sold shares of the business. Ellsworth Advisors LLC acquired a new position in shares of Marvell Technology during the 3rd quarter valued at about $5,864,000. Vanguard Group Inc. increased its position in Marvell Technology by 23.5% during the third quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock worth $6,692,830,000 after purchasing an additional 15,166,976 shares during the last quarter. OVERSEA CHINESE BANKING Corp Ltd increased its position in Marvell Technology by 1,292.1% during the third quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 389,809 shares of the semiconductor company’s stock worth $32,656,000 after purchasing an additional 361,807 shares during the last quarter. Triasima Portfolio Management inc. purchased a new position in Marvell Technology during the third quarter worth about $1,426,000. Finally, Robeco Schweiz AG raised its stake in Marvell Technology by 1.4% during the third quarter. Robeco Schweiz AG now owns 973,765 shares of the semiconductor company’s stock worth $81,864,000 after purchasing an additional 12,977 shares during the period. 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 10,854 shares of Marvell Technology stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $107.01, for a total value of $1,161,486.54. Following the completion of the transaction, the executive vice president directly owned 4,023 shares of the company’s stock, valued at $430,501.23. The trade was a 72.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Matthew J. Murphy sold 30,000 shares of the stock in a transaction dated Thursday, March 26th. The stock was sold at an average price of $98.70, for a total transaction of $2,961,000.00. Following the sale, the chief executive officer directly owned 310,106 shares in the company, valued at $30,607,462.20. This represents a 8.82% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 97,268 shares of company stock worth $9,747,735. 0.19% of the stock is currently owned by company insiders.
Key Marvell Technology News
- Positive Sentiment: NVIDIA’s $2 billion investment and NVLink Fusion partnership positions Marvell at the center of GPU-to-network AI fabric adoption, expanding addressable markets for Marvell’s XPUs, optical/connectivity and switch dies — a clear catalyst for revenue and cross‑sell into data center/AI RAN deals. Marvell Gets Nvidia’s $2B ‘Vote of Confidence’: Analysts Strike a Bullish Chord
- Positive Sentiment: Analyst upgrades and fresh buy coverage (including Erste and other broker lifts) have driven optimism and pushed MRVL to a new 1‑year high, supporting momentum and ETF/quant flows into the stock. Marvell Technology (NASDAQ:MRVL) Reaches New 1-Year High Following Analyst Upgrade
- Positive Sentiment: Analyst debate versus peers (Broadcom, etc.) highlights Marvell’s attractive AI/data‑center growth profile, reinforcing buy‑side interest from institutional desks. Broadcom (AVGO) or Marvell (MRVL)? Top Analyst Picks the Better Chip Stock
- Neutral Sentiment: Q4 results beat consensus and management set Q1 guidance in a constructive range — underpins the long‑term thesis but is less immediate than the Nvidia news for intraday moves. Marvell Technology (MRVL): Buy, Sell, or Hold Post Q4 Earnings?
- Neutral Sentiment: Zacks’ upgrade from “strong sell” to “hold” reduces negative bias but doesn’t add new buying conviction — a modest, non‑marketmoving data point. Zacks upgrade coverage
- Negative Sentiment: Insider selling: EVP Mark Casper disclosed large sales (~17,800 shares across April 1–2), which investors sometimes view as a cautionary signal on near‑term valuation or rotation — this can sap short‑term sentiment. SEC Form 4 filing (Mark Casper)
- Negative Sentiment: Macro/geopolitical headlines (e.g., recent Trump/Iran tensions) have pressured chip names broadly and can trigger episodic selloffs in MRVL despite company positives. Chip Stocks Fall After Trump Iran Warning
Analyst Ratings Changes
Several analysts have recently weighed in on MRVL shares. Susquehanna reissued a “positive” rating on shares of Marvell Technology in a research note on Tuesday, February 24th. B. Riley Financial reaffirmed a “buy” rating and set a $135.00 price target (up from $130.00) on shares of Marvell Technology in a research report on Friday, March 6th. Wall Street Zen lowered Marvell Technology from a “buy” rating to a “hold” rating in a research report on Sunday, March 15th. Zacks Research raised Marvell Technology from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 31st. Finally, KGI Securities upgraded Marvell Technology from a “neutral” rating to an “outperform” rating and set a $110.00 target price on the stock in a research report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $117.24.
Check Out Our Latest Analysis on MRVL
Marvell Technology Stock Performance
Shares of MRVL stock opened at $107.11 on Friday. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.58 and a current ratio of 2.01. The firm has a market cap of $93.66 billion, a P/E ratio of 34.78, a P/E/G ratio of 0.97 and a beta of 1.83. The firm’s 50 day moving average price is $85.40 and its 200-day moving average price is $85.65. Marvell Technology, Inc. has a one year low of $47.08 and a one year high of $107.84.
Marvell Technology (NASDAQ:MRVL – Get Free Report) last posted its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.01. The firm had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.21 billion. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The firm’s revenue for the quarter was up 22.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, equities research analysts predict that Marvell Technology, Inc. will post 0.91 EPS for the current year.
Marvell Technology Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, April 10th will be issued a $0.06 dividend. This represents a $0.24 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Friday, April 10th. Marvell Technology’s payout ratio is currently 7.79%.
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.
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