Aberdeen Group plc Acquires 316,782 Shares of Marvell Technology, Inc. $MRVL

Aberdeen Group plc raised its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 28.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,432,016 shares of the semiconductor company’s stock after buying an additional 316,782 shares during the quarter. Aberdeen Group plc owned 0.17% of Marvell Technology worth $118,907,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Intech Investment Management LLC increased its position in shares of Marvell Technology by 3.9% during the first quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company’s stock valued at $1,772,000 after purchasing an additional 1,085 shares during the period. Yousif Capital Management LLC boosted its stake in Marvell Technology by 3.4% during the second quarter. Yousif Capital Management LLC now owns 15,563 shares of the semiconductor company’s stock worth $1,205,000 after buying an additional 506 shares in the last quarter. Mutual Advisors LLC increased its holdings in Marvell Technology by 1.8% in the 2nd quarter. Mutual Advisors LLC now owns 9,405 shares of the semiconductor company’s stock valued at $698,000 after buying an additional 163 shares during the period. Bridges Investment Management Inc. bought a new stake in Marvell Technology in the 2nd quarter valued at $252,000. Finally, Allianz Asset Management GmbH raised its stake in shares of Marvell Technology by 116.9% in the 2nd quarter. Allianz Asset Management GmbH now owns 278,065 shares of the semiconductor company’s stock valued at $21,522,000 after buying an additional 149,855 shares in the last quarter. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Marvell Technology

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the transaction, the executive vice president owned 19,418 shares in the company, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.19% of the stock is currently owned by insiders.

Marvell Technology Stock Performance

MRVL stock opened at $78.61 on Friday. The company has a 50 day moving average price of $83.34 and a 200 day moving average price of $81.77. Marvell Technology, Inc. has a fifty-two week low of $47.08 and a fifty-two week high of $112.50. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64. The stock has a market capitalization of $66.60 billion, a PE ratio of 27.58, a price-to-earnings-growth ratio of 0.62 and a beta of 1.97.

Marvell Technology (NASDAQ:MRVL) last announced its quarterly earnings data on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.02. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The firm had revenue of $2.07 billion during the quarter, compared to analysts’ expectations of $2.06 billion. During the same period in the previous year, the business posted $0.43 EPS. The company’s quarterly revenue was up 36.8% compared to the same quarter last year. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. Analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current year.

Marvell Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 29th. Stockholders of record on Friday, January 9th were given a dividend of $0.06 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.3%. Marvell Technology’s dividend payout ratio is currently 8.42%.

Key Marvell Technology News

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

• Positive Sentiment: Marvell announced expanded AI and cloud roles via deals with Celestial AI and XConn that broaden its accelerator and connectivity footprint — these deals reinforce revenue optionality in AI compute and hyperscale networking. Marvell Expands AI And Cloud Role With Celestial AI And XConn Deals
• Positive Sentiment: Opinion pieces argue the market overreacted to recent weakness: Marvell trades at a notable discount to Broadcom on forward P/E and still has meaningful upside from AI-related wins (Celestial AI acquisition flagged as multi-year growth driver). Marvell: The Market Overreaction Doesn’t Quite Make Sense
• Positive Sentiment: Additional Seeking Alpha coverage frames the recent pullback as a buying opportunity (“AI Reset Is Your Second Chance”), arguing investors can accumulate exposure to Marvell’s AI/data‑center tailwinds ahead of potential earnings upside. Marvell: The AI Reset Is Your Second Chance
• Positive Sentiment: Another Seeking Alpha piece highlights Marvell’s positioning ahead of earnings and its “right AI strings” (networking + accelerators), implying near-term catalysts from product ramps and customer deployments. Marvell: Lurking Ahead Of Earnings, Pulling The Right AI Strings
• Neutral Sentiment: Zacks notes MRVL is a trending stock and flags items investors should know before trading (attention/volatility can increase near earnings and news flow). Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Zacks also ran a broader idea piece highlighting technology names worth watching with its Earnings ESP tool — useful context but not specific to new Marvell fundamentals. Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
• Neutral Sentiment: Recent fundamentals: Marvell beat the last quarter’s EPS and raised Q4 FY2026 EPS guidance to $0.740–0.840; data-center revenue now makes up a large portion of sales, which amplifies sensitivity to AI/hyperscaler demand. (No external link)
• Negative Sentiment: Zacks reported a recent larger-than-market intraday decline (about -3.8% on Feb 12), reflecting short-term volatility and profit-taking after a long multi-quarter run. Marvell Technology (MRVL) Suffers a Larger Drop Than the General Market: Key Insights

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. Oppenheimer reissued an “outperform” rating and issued a $150.00 price target (up previously from $115.00) on shares of Marvell Technology in a research report on Wednesday, December 3rd. Needham & Company LLC cut their target price on Marvell Technology from $120.00 to $118.00 and set a “buy” rating for the company in a research report on Tuesday, February 3rd. Piper Sandler set a $110.00 price target on Marvell Technology in a research note on Wednesday, December 3rd. Evercore increased their price objective on Marvell Technology from $122.00 to $156.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Finally, Stifel Nicolaus lifted their price objective on Marvell Technology from $95.00 to $114.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $115.16.

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.