Marvell Technology, Inc. $MRVL Shares Sold by Blue Trust Inc.

Blue Trust Inc. lowered its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 74.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,760 shares of the semiconductor company’s stock after selling 5,179 shares during the quarter. Blue Trust Inc.’s holdings in Marvell Technology were worth $150,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Trifecta Capital Advisors LLC increased its position in shares of Marvell Technology by 8.8% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 1,430 shares of the semiconductor company’s stock worth $120,000 after purchasing an additional 116 shares during the last quarter. GAMMA Investing LLC increased its position in shares of Marvell Technology by 1.7% in the 3rd quarter. GAMMA Investing LLC now owns 7,306 shares of the semiconductor company’s stock worth $614,000 after purchasing an additional 122 shares during the last quarter. FSM Wealth Advisors LLC increased its position in shares of Marvell Technology by 4.4% in the 3rd quarter. FSM Wealth Advisors LLC now owns 2,939 shares of the semiconductor company’s stock worth $247,000 after purchasing an additional 123 shares during the last quarter. Faithward Advisors LLC increased its position in shares of Marvell Technology by 2.1% in the 3rd quarter. Faithward Advisors LLC now owns 6,242 shares of the semiconductor company’s stock worth $525,000 after purchasing an additional 126 shares during the last quarter. Finally, Meeder Asset Management Inc. increased its position in shares of Marvell Technology by 30.4% in the 3rd quarter. Meeder Asset Management Inc. now owns 557 shares of the semiconductor company’s stock worth $47,000 after purchasing an additional 130 shares during the last quarter. Institutional investors own 83.51% of the company’s stock.

Insider Buying and Selling at Marvell Technology

In other Marvell Technology news, insider Sandeep Bharathi sold 44,414 shares of the company’s stock in a transaction dated Thursday, March 26th. The shares were sold at an average price of $99.61, for a total value of $4,424,078.54. Following the completion of the transaction, the insider owned 55,199 shares in the company, valued at approximately $5,498,372.39. This represents a 44.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Chris Koopmans sold 10,000 shares of the company’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $110.24, for a total transaction of $1,102,400.00. Following the completion of the transaction, the chief operating officer owned 133,870 shares of the company’s stock, valued at approximately $14,757,828.80. This trade represents a 6.95% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 109,168 shares of company stock worth $11,139,940 in the last quarter. 0.33% of the stock is currently owned by corporate insiders.

Marvell Technology Price Performance

Shares of NASDAQ:MRVL opened at $109.38 on Wednesday. The company has a quick ratio of 1.58, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. Marvell Technology, Inc. has a fifty-two week low of $48.09 and a fifty-two week high of $111.89. The firm has a 50-day simple moving average of $86.48 and a 200 day simple moving average of $86.25. The company has a market cap of $95.65 billion, a PE ratio of 35.51, a P/E/G ratio of 0.97 and a beta of 1.83.

Marvell Technology (NASDAQ:MRVL) last announced its quarterly earnings data on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The business had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.21 billion. During the same quarter in the prior year, the firm earned $0.60 EPS. The company’s revenue for the quarter was up 22.1% compared to the same quarter last year. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. On average, sell-side analysts anticipate that Marvell Technology, Inc. will post 0.91 EPS for the current year.

Marvell Technology Announces Dividend

The firm also recently disclosed 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. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, April 10th. Marvell Technology’s dividend payout ratio is currently 7.79%.

Analysts Set New Price Targets

MRVL has been the subject of several research analyst reports. Cantor Fitzgerald reissued a “neutral” rating on shares of Marvell Technology in a research report on Friday, March 6th. UBS Group boosted their target price on shares of Marvell Technology from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. Bank of America raised shares of Marvell Technology from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $90.00 to $110.00 in a research report on Friday, March 6th. Needham & Company LLC dropped their target price on shares of Marvell Technology from $120.00 to $118.00 and set a “buy” rating for the company in a research report on Tuesday, February 3rd. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday, January 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Marvell Technology has a consensus rating of “Moderate Buy” and a consensus target price of $117.24.

More Marvell Technology News

Here are the key news stories impacting Marvell Technology this week:

• Positive Sentiment: NVIDIA agreed to a $2 billion investment and expanded partnership with Marvell around NVLink Fusion, scale-up networking, optical interconnects and silicon photonics — a major strategic validation, adds ~$2B to Marvell’s balance sheet and increases the likelihood Marvell products will be sold into large NVIDIA-led AI deals. NVIDIA Invests $2B in Marvell
• Positive Sentiment: News of the NVIDIA deal and management’s upbeat guidance triggered unusual, heavy options activity and a powerful rally in MRVL earlier this week — both signs of elevated bullish positioning by traders. Unusual Options Trades
• Neutral Sentiment: Analyst/commentary pieces note MRVL’s strong March performance and continued upside potential, but these are forward-looking and depend on execution of the NVIDIA partnership and integration of recent acquisitions (e.g., Celestial AI). TipRanks Coverage
• Neutral Sentiment: MarketBeat’s roundup highlighted Marvell as a buy-and-hold name in some model portfolios, reflecting broader positive sentiment for data-center and AI suppliers — useful context but not an immediate catalyst. Bridget’s Buys
• Negative Sentiment: Multiple insider sales were disclosed: EVP Mark Casper sold 6,900 shares (about $755k) and COO Chris Koopmans sold 10,000 shares under a pre-arranged Rule 10b5‑1 plan; another report notes an insider sale of ~18,000 shares. Insider sales can signal short-term profit-taking and add near-term selling pressure, though the COO sale was pre-planned which reduces red-flag concerns. Mark Casper SEC filing: Mark Casper SEC — COO filing: Chris Koopmans SEC
• Negative Sentiment: After the big rally, the stock is more vulnerable to short-term profit-taking and heightened volatility (options flow and large insider sales amplify that risk). Several articles pose the question of whether recent strength is already priced in. Benzinga on Rally

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.