Marvell Technology, Inc. $MRVL Position Increased by DNB Asset Management AS

DNB Asset Management AS grew its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 100.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,156,786 shares of the semiconductor company’s stock after purchasing an additional 1,081,473 shares during the period. Marvell Technology accounts for 0.7% of DNB Asset Management AS’s portfolio, making the stock its 24th biggest position. DNB Asset Management AS owned approximately 0.25% of Marvell Technology worth $181,321,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Trifecta Capital Advisors LLC lifted its holdings in Marvell Technology by 8.8% in the third quarter. Trifecta Capital Advisors LLC now owns 1,430 shares of the semiconductor company’s stock worth $120,000 after acquiring an additional 116 shares during the last quarter. GAMMA Investing LLC lifted its holdings in shares of Marvell Technology by 1.7% in the 3rd quarter. GAMMA Investing LLC now owns 7,306 shares of the semiconductor company’s stock worth $614,000 after purchasing an additional 122 shares during the last quarter. FSM Wealth Advisors LLC boosted its position in Marvell Technology by 4.4% during the 3rd quarter. FSM Wealth Advisors LLC now owns 2,939 shares of the semiconductor company’s stock valued at $247,000 after purchasing an additional 123 shares during the period. Meeder Asset Management Inc. increased its position in Marvell Technology by 30.4% in the third quarter. Meeder Asset Management Inc. now owns 557 shares of the semiconductor company’s stock worth $47,000 after buying an additional 130 shares during the period. Finally, Nations Financial Group Inc. IA ADV lifted its stake in Marvell Technology by 1.8% in the third quarter. Nations Financial Group Inc. IA ADV now owns 7,353 shares of the semiconductor company’s stock valued at $618,000 after buying an additional 133 shares during the last quarter. 83.51% of the stock is owned by institutional investors and hedge funds.

Marvell Technology Stock Performance

Shares of NASDAQ MRVL opened at $79.29 on Friday. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $102.77. The firm has a market cap of $69.08 billion, a P/E ratio of 27.82, a PEG ratio of 0.65 and a beta of 1.97. The stock has a fifty day moving average price of $81.95 and a two-hundred day moving average price of $81.85. 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 (NASDAQ:MRVL) last announced its quarterly earnings data on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share for the quarter, beating the consensus estimate of $0.74 by $0.02. The business had revenue of $2.07 billion during the quarter, compared to analyst estimates of $2.06 billion. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The company’s revenue was up 36.8% on a year-over-year basis. 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. Research analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current fiscal year.

Marvell Technology Dividend Announcement

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

Wall Street Analyst Weigh In

MRVL has been the topic of a number of analyst reports. Craig Hallum reaffirmed a “buy” rating and issued a $141.00 price objective on shares of Marvell Technology in a report on Wednesday, December 3rd. Barclays upped their target price on shares of Marvell Technology from $80.00 to $105.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 3rd. Wall Street Zen cut Marvell Technology from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. UBS Group increased their price objective on Marvell Technology from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Monday. Finally, Susquehanna restated a “positive” rating on shares of Marvell Technology in a research report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, Marvell Technology presently has an average rating of “Moderate Buy” and an average price target of $115.31.

Marvell Technology News Roundup

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

• Positive Sentiment: Acquisition lift — Marvell’s purchase of Celestial AI brings photonic Fabric technology that targets much higher inter-node bandwidth for AI clusters and management claims the unit could reach ~$1B revenue by fiscal 2029, a material strategic fill for Marvell’s AI infrastructure stack. How MRVL’s Celestial AI Acquisition Fills Its Critical Technology Gap?
• Positive Sentiment: Product/market visibility — Marvell will showcase AI-focused data-center connectivity solutions at DesignCon 2026, reinforcing go-to-market momentum in the addressable AI infrastructure market. What’s Going On With Marvell Technology Stock Wednesday?
• Positive Sentiment: AI sector tailwind — coverage of a fast‑rising AI ETF highlights that specialized AI infrastructure names can outperform broad tech indexes, a thematic tailwind for Marvell as an AI-infrastructure supplier. An AI ETF Soared 28% And Left QQQ In The Dust
• Neutral Sentiment: Earnings scheduled — several outlets flag that Marvell is projected to report earnings this week, keeping the focus on guidance and whether Celestial integration shows up in near-term commentary. Marvell Technology (MRVL) Projected to Post Earnings on Thursday
• Neutral Sentiment: Heightened investor attention — multiple pieces note Marvell is attracting search and retail interest, which can amplify volatility around news and earnings but does not itself change fundamentals. Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Earnings-beat skepticism — a Zacks preview argues Marvell may lack the two key ingredients typically tied to an earnings beat next week, which raises downside risk if results or guidance disappoint relative to elevated expectations. Marvell Technology (MRVL) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release

Insider Buying and Selling

In related news, EVP Mark Casper sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Marvell Technology Company 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.