Annex Advisory Services LLC bought a new stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 53,622 shares of the semiconductor company’s stock, valued at approximately $4,557,000.
Several other hedge funds have also bought and sold shares of MRVL. Atlantic Edge Private Wealth Management LLC lifted its stake in Marvell Technology by 160.0% in the 3rd 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 during the last quarter. Nova Wealth Management Inc. lifted its stake in Marvell Technology by 3,922.2% in the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 353 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in Marvell Technology in the 2nd quarter valued at about $32,000. Hollencrest Capital Management lifted its stake in Marvell Technology by 23,350.0% in the 2nd quarter. Hollencrest Capital Management now owns 469 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 467 shares during the last quarter. Finally, Financial Consulate Inc. acquired a new stake in Marvell Technology in the 3rd quarter valued at about $41,000. 83.51% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity
In related news, insider Sandeep Bharathi sold 44,414 shares of the stock in a transaction that occurred on Thursday, March 26th. The shares were sold at an average price of $99.61, for a total transaction of $4,424,078.54. Following the sale, the insider owned 55,199 shares in the company, valued at approximately $5,498,372.39. This trade represents a 44.59% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Chris Koopmans sold 10,000 shares of the stock in a transaction that occurred on 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 sale, the chief operating officer owned 133,870 shares in the company, valued at $14,757,828.80. This represents a 6.95% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 109,168 shares of company stock worth $11,139,940. Insiders own 0.33% of the company’s stock.
Marvell Technology Stock Up 1.8%
Marvell Technology (NASDAQ:MRVL – Get Free Report) last announced its 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. The company had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.21 billion. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The business’s revenue for the quarter was up 22.1% on a year-over-year basis. During the same period last year, the firm earned $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Equities research analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current year.
Marvell Technology Announces Dividend
The company also recently declared 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 is Friday, April 10th. This represents a $0.24 annualized dividend and a dividend yield of 0.2%. Marvell Technology’s dividend payout ratio (DPR) is currently 7.79%.
Wall Street Analyst Weigh In
Several equities research analysts recently issued reports on the stock. Oppenheimer reiterated an “outperform” rating and issued a $170.00 target price on shares of Marvell Technology in a research note on Wednesday. Stifel Nicolaus raised their price objective on shares of Marvell Technology from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Cantor Fitzgerald raised their price objective on shares of Marvell Technology from $100.00 to $120.00 and gave the stock a “neutral” rating in a research report on Thursday, April 9th. Wall Street Zen downgraded shares of Marvell Technology from a “buy” rating to a “hold” rating in a research report on Sunday, March 15th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Marvell Technology from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, Marvell Technology currently has a consensus rating of “Moderate Buy” and a consensus price target of $120.45.
Get Our Latest Stock Analysis on MRVL
Trending Headlines about Marvell Technology
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Barclays upgraded Marvell to Overweight and raised its price target to $150, signaling greater confidence in Marvell’s position in AI/data‑center networking and helping propel the stock higher. Here’s Why Marvell Technology (MRVL) Partnered With Rival Nvidia
- Positive Sentiment: Cantor Fitzgerald and other shops have turned more positive, with Cantor Fitzgerald raising its price target (from $100 to $120), underlining AI momentum as a structural tailwind for Marvell’s networking and accelerator IP. Cantor Fitzgerald and Barclays Turn More Positive on Marvell (MRVL)
- Positive Sentiment: B. Riley raised its price target to $156 and holds a Buy, adding to the cluster of higher targets that increase upside expectations versus the current share price. Benzinga / Tickerreport coverage of B. Riley price target
- Positive Sentiment: NVIDIA’s reported $2 billion investment and broader partner mentions increase strategic validation of Marvell’s tech and customer relationships in AI and data centers — a strong positive for investor sentiment. Nvidia Just Made a $2 Billion Game-Changing Move. Here’s Why.
- Positive Sentiment: Reports highlight Marvell’s AWS/Amazon work and a booming optical networking outlook (some coverage cites projected ~90% optical revenue growth), which supports revenue and margin expansion expectations. Marvell (MRVL) Stock Surges to New Peak Fueled by AWS Partnership and Optical Network Boom
- Positive Sentiment: Coverage arguing Marvell is a “must‑buy” AI infrastructure stock (citing Google TPU discussions and the shift to custom ASICs) reinforces the narrative that hyperscaler demand could drive multi‑year growth. Why Google’s TPU Talks Just Made Marvell Technology a Must-Buy AI Stock
- Neutral Sentiment: Some outlets note the stock has outperformed and is hitting record highs; that boosts momentum but raises valuation scrutiny (MRVL now trades at premium multiples), so upside depends on continued execution. Marvell Technology (MRVL) Beats Stock Market Upswing: What Investors Need to Know
- Neutral Sentiment: Some analysts express mixed views across the sector (conflicting sentiments piece), so while upgrades are plentiful there still remains variability in near‑term estimates and ratings. Analysts Have Conflicting Sentiments on These Technology Companies: Check Point (CHKP) and Marvell (MRVL)
- Negative Sentiment: Be aware of ticker noise: a small Canadian biotech (Marvel Biosciences) uses the TSXV ticker MRVL — unrelated news about that company can create misleading search results or short‑term confusion in scanners. Marvel Biosciences Announces an Amendment to the Conversion Price for Marvel’s Proposed Convertible Debenture Offering
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.
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