FNY Investment Advisers LLC reduced its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 89.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,550 shares of the semiconductor company’s stock after selling 13,079 shares during the quarter. FNY Investment Advisers LLC’s holdings in Marvell Technology were worth $131,000 as of its most recent SEC filing.
Other institutional investors also recently added to or reduced their stakes in the company. Atlantic Edge Private Wealth Management LLC lifted its position in shares of Marvell Technology by 160.0% during the third quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 200 shares during the last quarter. Nova Wealth Management Inc. grew its position in shares of Marvell Technology by 3,922.2% in the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after buying an additional 353 shares during the last quarter. N.E.W. Advisory Services LLC bought a new position in shares of Marvell Technology during the 2nd quarter worth approximately $32,000. Cary Street Partners Investment Advisory LLC bought a new position in shares of Marvell Technology during the 2nd quarter worth approximately $34,000. Finally, Hollencrest Capital Management lifted its position in Marvell Technology by 23,350.0% during the second quarter. Hollencrest Capital Management now owns 469 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 467 shares during the last quarter. Institutional investors own 83.51% of the company’s stock.
Insiders Place Their Bets
In other news, EVP Mark Casper sold 10,854 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $107.01, for a total value of $1,161,486.54. Following the completion of the transaction, the executive vice president directly owned 4,023 shares in the company, valued at $430,501.23. This trade represents a 72.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Sandeep Bharathi sold 44,414 shares of Marvell Technology stock in a transaction dated Thursday, March 26th. The stock was sold at an average price of $99.61, for a total value of $4,424,078.54. Following the sale, the insider directly owned 55,199 shares of the company’s stock, valued at $5,498,372.39. This trade represents a 44.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 97,268 shares of company stock valued at $9,747,735. 0.19% of the stock is owned by company insiders.
Marvell Technology Stock Performance
Marvell Technology (NASDAQ:MRVL – Get Free Report) last posted its quarterly earnings data on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, topping the consensus estimate of $0.79 by $0.01. The business had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.21 billion. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The business’s revenue for the quarter was up 22.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Analysts predict that Marvell Technology, Inc. will post 0.91 EPS for the current year.
Marvell Technology Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, April 10th will be given 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 payout ratio is currently 7.79%.
Analysts Set New Price Targets
Several equities research analysts have weighed in on the stock. Susquehanna reaffirmed a “positive” rating on shares of Marvell Technology in a report on Tuesday, February 24th. Weiss Ratings reiterated a “hold (c)” rating on shares of Marvell Technology in a report on Friday, March 27th. Raymond James Financial reissued a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday, January 6th. Benchmark restated a “buy” rating and set a $130.00 target price on shares of Marvell Technology in a research note on Tuesday, March 31st. Finally, TD Cowen upped their target price on Marvell Technology from $85.00 to $90.00 and gave the company a “hold” rating in a research report on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $117.24.
Get Our Latest Stock Analysis on Marvell Technology
Key Stories Impacting Marvell Technology
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: NVIDIA’s $2 billion investment and NVLink Fusion partnership positions Marvell at the center of GPU-to-network AI fabric adoption, expanding addressable markets for Marvell’s XPUs, optical/connectivity and switch dies — a clear catalyst for revenue and cross‑sell into data center/AI RAN deals. Marvell Gets Nvidia’s $2B ‘Vote of Confidence’: Analysts Strike a Bullish Chord
- Positive Sentiment: Analyst upgrades and fresh buy coverage (including Erste and other broker lifts) have driven optimism and pushed MRVL to a new 1‑year high, supporting momentum and ETF/quant flows into the stock. Marvell Technology (NASDAQ:MRVL) Reaches New 1-Year High Following Analyst Upgrade
- Positive Sentiment: Analyst debate versus peers (Broadcom, etc.) highlights Marvell’s attractive AI/data‑center growth profile, reinforcing buy‑side interest from institutional desks. Broadcom (AVGO) or Marvell (MRVL)? Top Analyst Picks the Better Chip Stock
- Neutral Sentiment: Q4 results beat consensus and management set Q1 guidance in a constructive range — underpins the long‑term thesis but is less immediate than the Nvidia news for intraday moves. Marvell Technology (MRVL): Buy, Sell, or Hold Post Q4 Earnings?
- Neutral Sentiment: Zacks’ upgrade from “strong sell” to “hold” reduces negative bias but doesn’t add new buying conviction — a modest, non‑marketmoving data point. Zacks upgrade coverage
- Negative Sentiment: Insider selling: EVP Mark Casper disclosed large sales (~17,800 shares across April 1–2), which investors sometimes view as a cautionary signal on near‑term valuation or rotation — this can sap short‑term sentiment. SEC Form 4 filing (Mark Casper)
- Negative Sentiment: Macro/geopolitical headlines (e.g., recent Trump/Iran tensions) have pressured chip names broadly and can trigger episodic selloffs in MRVL despite company positives. Chip Stocks Fall After Trump Iran Warning
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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