Marvell Technology, Inc. $MRVL Stock Holdings Increased by Belpointe Asset Management LLC

Belpointe Asset Management LLC boosted its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 39.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,157 shares of the semiconductor company’s stock after buying an additional 3,701 shares during the quarter. Belpointe Asset Management LLC’s holdings in Marvell Technology were worth $1,118,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MRVL. Intech Investment Management LLC increased its holdings in Marvell Technology by 3.9% in the first quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company’s stock valued at $1,772,000 after buying an additional 1,085 shares during the last quarter. Baird Financial Group Inc. increased its holdings in Marvell Technology by 22.7% in the second quarter. Baird Financial Group Inc. now owns 17,417 shares of the semiconductor company’s stock valued at $1,348,000 after buying an additional 3,221 shares during the last quarter. Flow Traders U.S. LLC bought a new stake in Marvell Technology in the second quarter valued at about $354,000. Treasurer of the State of North Carolina increased its holdings in Marvell Technology by 3.0% in the second quarter. Treasurer of the State of North Carolina now owns 403,818 shares of the semiconductor company’s stock valued at $31,256,000 after buying an additional 11,572 shares during the last quarter. Finally, Alliancebernstein L.P. increased its holdings in Marvell Technology by 1.0% in the second quarter. Alliancebernstein L.P. now owns 411,569 shares of the semiconductor company’s stock valued at $31,855,000 after buying an additional 4,060 shares during the last quarter. 83.51% of the stock is owned by institutional investors.

Marvell Technology Stock Up 4.0%

NASDAQ:MRVL opened at $157.32 on Thursday. The firm has a market capitalization of $137.57 billion, a PE ratio of 51.08, a price-to-earnings-growth ratio of 1.37 and a beta of 1.83. The stock has a 50 day moving average of $98.88 and a 200-day moving average of $90.34. Marvell Technology, Inc. has a 52 week low of $53.36 and a 52 week high of $158.69. The company has a current ratio of 2.01, a quick ratio of 1.58 and a debt-to-equity ratio of 0.28.

Marvell Technology (NASDAQ:MRVL) last posted its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, beating the consensus estimate of $0.79 by $0.01. The company had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.21 billion. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The business’s revenue was up 22.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Analysts predict that Marvell Technology, Inc. will post 3.04 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. Stockholders 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 payout ratio is currently 7.79%.

More Marvell Technology News

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

• Positive Sentiment: Acquisition — Marvell announced the acquisition of Polariton Technologies to add plasmonics-based silicon photonics and advanced modulation, strengthening its optical roadmap for multi‑terabit links (supports long‑term data‑center growth). Marvell Announces Acquisition of Polariton Technologies
• Positive Sentiment: Potential Google design win — Multiple reports say Alphabet/Google is in talks with Marvell to co‑develop custom AI chips (MPU and TPU inference), a hyperscaler design win that would materially expand Marvell’s addressable market and future ASIC revenue. Google talks with Marvell (Reuters)
• Positive Sentiment: Analyst and institutional support — RBC lifted its price target sharply (to $170) and “big money” flows / heavy institutional buying have been reported, reinforcing momentum and lending credibility to a sustained re‑rating. RBC raises target (247WallStreet)
• Positive Sentiment: Options and market action — Unusually heavy call‑option activity and a run to 52‑week highs indicate speculative/leverage participation tied to the AI narrative, which can amplify upside in the near term. Options activity (Barchart)
• Neutral Sentiment: Partner ripple effects — Suppliers/partners (e.g., POET Technologies) have reported Marvell links, which supports ecosystem momentum but is indirect evidence until formal large contracts are disclosed. POET link (TipRanks)
• Negative Sentiment: Insider selling — Recent sales by EVP Mark Casper were disclosed; while not uncommon, insider selling can be viewed negatively by some investors. Insider sale (InsiderTrades)
• Negative Sentiment: Valuation and guidance concerns — Several analysts and pieces caution the rally may be priced for perfection (high PE) and highlight weaker XPU/unit guidance that could cap upside if results or formal hyperscaler contracts don’t materialize. Valuation downgrade (Seeking Alpha)

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on MRVL. JPMorgan Chase & Co. boosted their price objective on Marvell Technology from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Friday, March 6th. Morgan Stanley upped their target price on Marvell Technology from $95.00 to $103.00 and gave the company an “equal weight” rating in a report on Friday, March 6th. KGI Securities raised Marvell Technology from a “neutral” rating to an “outperform” rating and set a $110.00 target price for the company in a report on Friday, March 6th. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Marvell Technology in a report on Tuesday, January 6th. Finally, B. Riley Financial upped their target price on Marvell Technology from $135.00 to $156.00 and gave the company a “buy” rating in a report on Monday, April 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Marvell Technology has an average rating of “Moderate Buy” and a consensus price target of $122.73.

Insider Buying and Selling at Marvell Technology

In other news, CEO Matthew J. Murphy sold 30,000 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 310,106 shares in the company, valued at approximately $30,607,462.20. The trade was a 8.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Willem A. Meintjes sold 30,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $134.01, for a total value of $4,020,300.00. Following the transaction, the chief financial officer owned 154,111 shares of the company’s stock, valued at approximately $20,652,415.11. This represents a 16.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 223,560 shares of company stock valued at $26,243,062. 0.19% of the stock is currently owned by insiders.

About Marvell Technology

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.