Compound Planning Inc. Boosts Stock Holdings in Marvell Technology, Inc. $MRVL

Compound Planning Inc. lifted its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 32.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,220 shares of the semiconductor company’s stock after buying an additional 6,935 shares during the quarter. Compound Planning Inc.’s holdings in Marvell Technology were worth $2,372,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Marvell Technology by 23.5% during the third quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock worth $6,692,830,000 after acquiring an additional 15,166,976 shares in the last quarter. Norges Bank purchased a new position in shares of Marvell Technology in the second quarter valued at $716,713,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in shares of Marvell Technology by 4,758.5% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,036,216 shares of the semiconductor company’s stock valued at $544,603,000 after purchasing an additional 6,891,393 shares during the period. Amundi lifted its holdings in Marvell Technology by 113.4% during the 2nd quarter. Amundi now owns 8,648,350 shares of the semiconductor company’s stock worth $642,140,000 after purchasing an additional 4,596,309 shares in the last quarter. Finally, Franklin Resources Inc. boosted its stake in Marvell Technology by 112.4% in the 2nd quarter. Franklin Resources Inc. now owns 8,097,620 shares of the semiconductor company’s stock worth $626,756,000 after purchasing an additional 4,285,330 shares during the period. 83.51% of the stock is owned by institutional investors.

Analyst Ratings Changes

MRVL has been the topic of several analyst reports. Raymond James Financial reiterated a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday, January 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Marvell Technology in a report on Monday, December 29th. Melius Research upgraded shares of Marvell Technology from a “hold” rating to a “buy” rating and set a $135.00 target price on the stock in a research note on Monday, January 5th. Needham & Company LLC cut their price target on shares of Marvell Technology from $120.00 to $118.00 and set a “buy” rating for the company in a report on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. upped their price target on shares of Marvell Technology from $120.00 to $130.00 and gave the stock an “overweight” rating in a report on Wednesday, December 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $115.31.

Marvell Technology Price Performance

MRVL stock opened at $78.36 on Wednesday. The firm has a 50 day simple moving average of $82.07 and a two-hundred day simple moving average of $81.88. The stock has a market cap of $68.27 billion, a PE ratio of 27.49, a P/E/G ratio of 0.62 and a beta of 1.97. Marvell Technology, Inc. has a one year low of $47.08 and a one year high of $102.77. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64.

Marvell Technology (NASDAQ:MRVL) last posted its quarterly earnings data on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $0.02. Marvell Technology had a net margin of 31.75% and a return on equity of 13.15%. The company had revenue of $2.07 billion during the quarter, compared to the consensus estimate of $2.06 billion. During the same period in the previous year, the firm posted $0.43 EPS. The firm’s 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. On average, analysts predict that Marvell Technology, Inc. will post 0.91 EPS for the current fiscal year.

Marvell Technology Announces Dividend

The company 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 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 8.42%.

Insider Buying and Selling at Marvell Technology

In related news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following the completion of the sale, the executive vice president owned 19,418 shares in the company, valued at $1,807,427.44. The trade was a 20.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.33% of the company’s stock.

More Marvell Technology News

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

• Positive Sentiment: Marvell is showcasing new AI data‑center connectivity products and demonstrations (including a PCIe 8.0 SerDes running at 256 GT/s) at DesignCon 2026 — a direct signal that Marvell is pushing next‑generation interconnects that customers (hyperscalers, AI OEMs) will need for higher bandwidth AI workloads. This supports the company’s growth narrative in optics/ASICs and data infrastructure. Read More.
• Positive Sentiment: The company is publicly demonstrating PCIe® 8.0 SerDes technology, underlining product leadership in high‑speed I/O that can drive follow‑on design wins and adoption in next‑gen servers and accelerators. That technical lead is a fundamental positive for revenue visibility in AI networking and interconnects. Read More.
• Positive Sentiment: Industry commentary highlights Marvell as a key supplier for AI data‑center bandwidth (PCIe 8.0 push), reinforcing its role in the AI supply chain and the potential for sustained demand as AI deployments scale. For investors this supports medium‑term revenue upside if Marvell converts demos into customer deployments. Read More.
• Positive Sentiment: Optimistic analyst/market write‑ups (e.g., pieces highlighting an AI memory supercycle and bullish takes) argue Marvell is a top AI infrastructure play — these narratives can attract buy‑side interest and multiple expansion if execution continues. Read More.
• Neutral Sentiment: Valuation commentary shows only a tiny fair‑value tweak, suggesting analysts are fine‑tuning models around AI optics/ASIC exposure rather than changing the broader growth thesis — watch future model updates for material shifts. Read More.
• Negative Sentiment: Comparative analyst coverage (ADI vs. MRVL) and pieces arguing Analog Devices is a steadier AI data‑center play could redirect capital away from Marvell, pressuring short‑term performance as investors favor perceived lower risk alternatives. Read More.
• Negative Sentiment: Recent price weakness (reports of a bigger-than-market intraday decline) highlights near‑term volatility and suggests some profit‑taking/rotation; keep an eye on volume and next earnings/guidance for confirmation of trend. Read More.

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.