Marvell Technology, Inc. $MRVL Shares Acquired by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lifted its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 70.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 110,753 shares of the semiconductor company’s stock after purchasing an additional 45,721 shares during the period. Nisa Investment Advisors LLC’s holdings in Marvell Technology were worth $9,311,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the business. Integrity Alliance LLC. acquired a new position in shares of Marvell Technology during the 1st quarter worth about $228,000. Focus Partners Wealth lifted its stake in Marvell Technology by 8.4% during the first quarter. Focus Partners Wealth now owns 217,172 shares of the semiconductor company’s stock worth $13,371,000 after purchasing an additional 16,820 shares during the last quarter. Intech Investment Management LLC boosted its holdings in Marvell Technology by 3.9% in the first quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company’s stock valued at $1,772,000 after purchasing an additional 1,085 shares in the last quarter. Geneos Wealth Management Inc. increased its stake in Marvell Technology by 63.2% in the first quarter. Geneos Wealth Management Inc. now owns 14,839 shares of the semiconductor company’s stock valued at $914,000 after purchasing an additional 5,744 shares during the last quarter. Finally, Acadian Asset Management LLC lifted its position in shares of Marvell Technology by 108.5% during the 1st quarter. Acadian Asset Management LLC now owns 116,550 shares of the semiconductor company’s stock worth $7,171,000 after buying an additional 60,649 shares during the last quarter. Hedge funds and other institutional investors own 83.51% of the company’s stock.

Analyst Upgrades and Downgrades

MRVL has been the topic of a number of recent analyst reports. Citigroup reaffirmed a “buy” rating on shares of Marvell Technology in a research report on Monday, December 22nd. Rosenblatt Securities restated a “buy” rating and issued a $120.00 price objective on shares of Marvell Technology in a research note on Wednesday. Morgan Stanley set a $112.00 target price on Marvell Technology in a research report on Wednesday, December 3rd. HSBC initiated coverage on Marvell Technology in a research report on Monday, November 24th. They issued a “hold” rating and a $85.00 target price for the company. Finally, Roth Capital lifted their price target on Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Four investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, Marvell Technology has an average rating of “Moderate Buy” and a consensus target price of $116.03.

Insider Transactions at Marvell Technology

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the company’s stock in a transaction 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 transaction, the executive vice president owned 19,418 shares in the company, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.19% of the company’s stock.

Key Headlines Impacting Marvell Technology

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

• Positive Sentiment: Acquisition: Marvell agreed to buy XConn to expand AI‑data‑center interconnect capabilities, which strengthens its addressable market and complements its silicon roadmap — a strategic move that supports longer‑term AI revenue prospects. Marvell Stock Pops as It Gears Up for the Next Generation of AI With XConn Acquisition
• Positive Sentiment: Analyst support: Rosenblatt reiterated a “Buy” and other broker notes remain constructive, citing robust AI bookings — this underpins upside expectations for data‑center demand. Rosenblatt Securities Reiterates “Buy” Rating for Marvell Technology (NASDAQ:MRVL)
• Positive Sentiment: Bull thesis intact: multiple deep‑dive pieces argue Marvell’s connectivity push validates the bullish case for secular AI and data‑center tailwinds for patient investors. Marvell Technology: Connectivity Push Keeps Bull Thesis Intact
• Neutral Sentiment: Valuation debate: commentary is mixed — some see recent weakness as a buying opportunity, others warn expectations for AI could already be baked in, fueling both dip‑buyers and caution. Is Marvell Technology (MRVL) Attractively Priced After Recent Share Price Weakness
• Neutral Sentiment: Options activity: elevated put volume has drawn attention — may indicate hedging or speculative bets ahead of near‑term volatility rather than a clear fundamental shift. Unusual Volume in Marvell Technology Put Options – Is MRVL Stock Undervalued?
• Negative Sentiment: Insider selling: EVP Mark Casper sold 5,000 shares recently — a disclosed sale that some traders view negatively even though single transactions don’t necessarily signal business weakness. Mark Casper Sells 5,000 Shares of Marvell Technology (NASDAQ:MRVL) Stock
• Negative Sentiment: Near‑term profit‑taking: there was selling after the XConn announcement and headlines noting a post‑deal pullback — concerns focus on integration costs, margin impact and short‑term execution risk. Marvell stock falls after announcing XConn Technologies acquisition

Marvell Technology Stock Performance

NASDAQ MRVL opened at $83.22 on Friday. The firm has a market cap of $70.58 billion, a P/E ratio of 29.20, a P/E/G ratio of 0.81 and a beta of 1.95. Marvell Technology, Inc. has a 52-week low of $47.08 and a 52-week high of $127.48. The business’s 50-day moving average price is $87.43 and its 200 day moving average price is $80.70. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28.

Marvell Technology (NASDAQ:MRVL) last posted its quarterly earnings data on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.02. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The company had revenue of $2.07 billion during the quarter, compared to analysts’ expectations of $2.06 billion. During the same period last year, the firm earned $0.43 EPS. The firm’s revenue for the quarter was up 36.8% on a year-over-year basis. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. On average, equities research analysts expect that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 29th. Investors of record on Friday, January 9th will be given a $0.06 dividend. This represents a $0.24 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Friday, January 9th. Marvell Technology’s dividend payout ratio (DPR) is 8.42%.

Marvell Technology declared that its board has initiated a stock repurchase program on Wednesday, September 24th that permits the company to buyback $5.00 billion in shares. This buyback authorization permits the semiconductor company to purchase up to 7.8% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its stock is undervalued.

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.