Marvell Technology, Inc. $MRVL Shares Purchased by Arnhold LLC

Arnhold LLC raised its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 19.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 218,237 shares of the semiconductor company’s stock after acquiring an additional 35,294 shares during the quarter. Marvell Technology accounts for about 1.5% of Arnhold LLC’s holdings, making the stock its 20th biggest position. Arnhold LLC’s holdings in Marvell Technology were worth $18,347,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in MRVL. Ellsworth Advisors LLC purchased a new position in shares of Marvell Technology in the 3rd quarter valued at $5,864,000. Waterfront Wealth Inc. boosted its position in Marvell Technology by 21.5% during the 2nd quarter. Waterfront Wealth Inc. now owns 18,394 shares of the semiconductor company’s stock worth $1,424,000 after purchasing an additional 3,258 shares during the period. OVERSEA CHINESE BANKING Corp Ltd increased its holdings in Marvell Technology by 1,292.1% in the 3rd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 389,809 shares of the semiconductor company’s stock valued at $32,656,000 after purchasing an additional 361,807 shares in the last quarter. Norges Bank acquired a new stake in Marvell Technology in the 2nd quarter valued at $716,713,000. Finally, Triton Financial Group Inc purchased a new position in Marvell Technology in the second quarter valued at about $1,543,000. 83.51% of the stock is owned by institutional investors and hedge funds.

Marvell Technology Stock Performance

Shares of Marvell Technology stock opened at $78.61 on Monday. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.64 and a current ratio of 2.01. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $112.50. The firm’s 50-day simple moving average is $83.34 and its 200-day simple moving average is $81.77. The firm has a market cap 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 (EPS) for the quarter, beating the consensus estimate of $0.74 by $0.02. The firm had revenue of $2.07 billion for the quarter, compared to analysts’ expectations of $2.06 billion. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.Marvell Technology’s revenue for the quarter was up 36.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.43 earnings per share. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. Equities analysts forecast that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.

Marvell Technology Dividend Announcement

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

Marvell Technology News Roundup

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

Insiders Place Their Bets

In other news, EVP Mark Casper sold 5,000 shares of the firm’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $93.08, for a total value of $465,400.00. Following the transaction, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.33% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on MRVL shares. Morgan Stanley set a $112.00 target price on Marvell Technology in a research note on Wednesday, December 3rd. B. Riley Financial restated a “buy” rating and issued a $130.00 price target (up previously from $100.00) on shares of Marvell Technology in a report on Wednesday, December 3rd. Deutsche Bank Aktiengesellschaft set a $120.00 price objective on shares of Marvell Technology in a research note on Tuesday, February 10th. Cantor Fitzgerald set a $100.00 target price on shares of Marvell Technology in a research report on Tuesday, December 16th. Finally, Barclays raised their price target on shares of Marvell Technology from $80.00 to $105.00 and gave the company an “equal weight” rating in a report on Wednesday, December 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, Marvell Technology currently has a consensus rating of “Moderate Buy” and an average price target 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.