Elemental Capital Partners LLC grew its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 24.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 199,407 shares of the semiconductor company’s stock after purchasing an additional 38,675 shares during the period. Marvell Technology makes up about 9.0% of Elemental Capital Partners LLC’s holdings, making the stock its 4th largest holding. Elemental Capital Partners LLC’s holdings in Marvell Technology were worth $16,946,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also modified their holdings of MRVL. Trifecta Capital Advisors LLC grew its stake in shares of Marvell Technology by 8.8% in the third quarter. Trifecta Capital Advisors LLC now owns 1,430 shares of the semiconductor company’s stock valued at $120,000 after buying an additional 116 shares in the last quarter. GAMMA Investing LLC lifted its stake in Marvell Technology by 1.7% during the 3rd quarter. GAMMA Investing LLC now owns 7,306 shares of the semiconductor company’s stock worth $614,000 after acquiring an additional 122 shares in the last quarter. FSM Wealth Advisors LLC boosted its holdings 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 acquiring an additional 123 shares during the period. Faithward Advisors LLC grew its position in Marvell Technology by 2.1% in the 3rd quarter. Faithward Advisors LLC now owns 6,242 shares of the semiconductor company’s stock valued at $525,000 after acquiring an additional 126 shares in the last quarter. Finally, Meeder Asset Management Inc. grew its position in Marvell Technology by 30.4% in the 3rd quarter. Meeder Asset Management Inc. now owns 557 shares of the semiconductor company’s stock valued at $47,000 after acquiring an additional 130 shares in the last quarter. 83.51% of the stock is currently owned by hedge funds and other institutional investors.
More Marvell Technology News
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: NVIDIA’s $2B investment and expanded NVLink Fusion partnership is being treated as a strategic “vote of confidence” that accelerates Marvell’s AI infrastructure addressable market and cross‑sell opportunities. Marvell Gets Nvidia’s $2B ‘Vote of Confidence’: Analysts Strike a Bullish Chord
- Positive Sentiment: Bank of America reiterated Buy and lifted its price target (to $125), citing the Nvidia tie‑up as a catalyst for stronger AI/data‑center revenue — another broker followed with a $130 target, reinforcing upside expectations. Bank of America raises Marvell Technology price target on Nvidia partnership
- Positive Sentiment: Market commentary and outlets are framing Marvell as an AI‑infrastructure beneficiary (many buy/spark pieces), which supports continued investor interest and ETF flows into MRVL. Marvell Technology (MRVL) Shares Skyrocket, What You Need To Know
- Neutral Sentiment: Zacks upgraded Marvell from “strong sell” to “hold,” reducing negative bias but stopping short of a buy call—useful context but less marketmoving than the Nvidia deal. Zacks.com
- Neutral Sentiment: Several analyst / investor pieces evaluate MRVL post‑Q4 earnings (beat on EPS/revenue and raised Q1 guidance) — these explain the longer‑term thesis but add less immediate price pressure than the Nvidia story. Marvell Technology (MRVL): Buy, Sell, or Hold Post Q4 Earnings?
- Negative Sentiment: Insider selling: EVP Mark Casper disclosed large sales this week (combined ~17,854 shares across April 1–2), trimming his position significantly — a near‑term negative signal investors often watch for timing/valuation concerns. SEC Form 4 filing (Mark Casper)
- Negative Sentiment: Broader macro/geopolitical headlines (e.g., Trump/Iran tension) have pressured chip names at times this week and can trigger short‑term volatility for MRVL despite company‑specific positives. Chip Stocks Fall After Trump Iran Warning
Marvell Technology Stock Up 0.4%
Marvell Technology (NASDAQ:MRVL – Get Free Report) last issued its earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.01. The business had revenue of $2.22 billion for 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 quarterly revenue was up 22.1% on a year-over-year basis. During the same quarter last year, the company earned $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. On average, analysts forecast that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.
Marvell Technology Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, April 10th will be issued a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, April 10th. This represents a $0.24 dividend on an annualized basis and a yield of 0.2%. Marvell Technology’s dividend payout ratio (DPR) is presently 7.79%.
Insider Transactions at Marvell Technology
In related news, EVP Mark Casper sold 10,854 shares of the stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $107.01, for a total value of $1,161,486.54. Following the transaction, the executive vice president directly owned 4,023 shares of the company’s stock, valued at $430,501.23. This trade represents a 72.96% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Matthew J. Murphy sold 30,000 shares of Marvell Technology stock in a transaction 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 sale, the chief executive officer owned 310,106 shares in the company, valued at $30,607,462.20. This represents a 8.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 97,268 shares of company stock worth $9,747,735. 0.19% of the stock is currently owned by insiders.
Analysts Set New Price Targets
MRVL has been the topic of several research reports. Deutsche Bank Aktiengesellschaft set a $120.00 price target on shares of Marvell Technology in a research report on Tuesday, February 10th. Royal Bank Of Canada upped their target price on shares of Marvell Technology from $105.00 to $115.00 and gave the stock an “outperform” rating in a research note on Monday, March 2nd. Raymond James Financial reiterated a “strong-buy” rating on shares of Marvell Technology in a report on Tuesday, January 6th. Citigroup raised their price target on shares of Marvell Technology from $113.00 to $118.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Finally, Cantor Fitzgerald restated a “neutral” rating on shares of Marvell Technology in a research note on Friday, March 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, Marvell Technology has a consensus rating of “Moderate Buy” and an average price target of $117.24.
Read Our Latest Stock Report on Marvell Technology
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.
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