SBI Securities Co. Ltd. Has $4.44 Million Stake in Marvell Technology, Inc. $MRVL

SBI Securities Co. Ltd. boosted its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 53.2% in the third quarter, Holdings Channel reports. The firm owned 52,824 shares of the semiconductor company’s stock after purchasing an additional 18,349 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Marvell Technology were worth $4,441,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MRVL. Atlantic Edge Private Wealth Management LLC increased its position in shares of Marvell Technology by 160.0% in the third quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 200 shares during the last quarter. Game Plan Financial Advisors LLC bought a new position in Marvell Technology in the second quarter valued at approximately $27,000. Kiker Wealth Management LLC increased its position in shares of Marvell Technology by 374.7% during the 2nd quarter. Kiker Wealth Management LLC now owns 356 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 281 shares during the last quarter. Nova Wealth Management Inc. raised its stake in shares of Marvell Technology by 3,922.2% during the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 353 shares in the last quarter. Finally, N.E.W. Advisory Services LLC bought a new stake in shares of Marvell Technology during the 2nd quarter worth approximately $32,000. 83.51% of the stock is owned by institutional investors.

Marvell Technology News Roundup

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

• Positive Sentiment: RBC reiterated an Outperform on MRVL, saying the company’s AI infrastructure exposure and strategy strengthen the long‑term case for the stock. RBC Reiterates Outperform on Marvell (MRVL) as AI Infrastructure Thesis Strengthens
• Positive Sentiment: The Globe and Mail flagged a new “Buy” recommendation for Marvell, adding to the list of bullish analyst views that see upside from AI and connectivity end markets. Marvell (MRVL): New Buy Recommendation for This Technology Giant
• Positive Sentiment: Coverage framing the Celestial AI deal as a strategic refocus on AI data‑center connectivity highlights long‑term photonics and AI interconnect upside for Marvell’s roadmap. Marvell Celestial AI Deal Refocuses Thesis On AI Data Center Connectivity
• Neutral Sentiment: Marvell confirmed it has completed the Celestial AI acquisition — a strategic, multi‑year growth play whose financial contribution is expected further out, leaving near‑term impact mixed. Marvell Technology, Inc. Completes Acquisition of Celestial AI
• Neutral Sentiment: Several analyst notes provide mixed views — some reiterate buys with trimmed targets while others call for caution, reflecting differing timelines for Celestial’s payoff versus near‑term EPS pressure. Analysts Offer Insights on Technology Companies: Marvell (MRVL) and Evertec (EVTC)
• Negative Sentiment: Multiple firms trimmed price targets (Needham, Rosenblatt, Citigroup among others) or lowered targets while keeping Buy ratings — those cuts have pressured the stock near term. Marvell Technology Stock Slips As Analysts Cut Price Targets
• Negative Sentiment: Bank of America (via research coverage) kept a Hold and lowered its price target to $90, citing execution, customer concentration and dilution risks tied to the Celestial deal. Marvell: Neutral Outlook Balances Celestial AI Upside Against Execution, Concentration, and Dilution Risks
• Negative Sentiment: Market commentators including Jim Cramer labeled Marvell a “derivative” company — a characterization that can dampen investor enthusiasm among retail flows. Jim Cramer on Marvell: “They’re an Excellent Company, But They’re a Derivative Company”
• Negative Sentiment: Zacks and market‑flow pieces noted MRVL has recently declined more than the broader market, tying the move to the analyst reactions and near‑term uncertainty around integration and dilution. Here’s Why Marvell Technology (MRVL) Fell More Than Broader Market

Insider Activity

In other news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were 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 of the company’s stock, valued at approximately $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. HSBC initiated coverage on shares of Marvell Technology in a report on Monday, November 24th. They set a “hold” rating and a $85.00 target price on the stock. Oppenheimer reissued an “outperform” rating and issued a $150.00 price objective (up previously from $115.00) on shares of Marvell Technology in a research report on Wednesday, December 3rd. Evercore ISI upped their target price on shares of Marvell Technology from $122.00 to $156.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. The Goldman Sachs Group raised their target price on shares of Marvell Technology from $80.00 to $90.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Finally, Hsbc Global Res raised Marvell Technology to a “hold” rating in a research report on Monday, November 24th. Two 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. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $115.31.

Marvell Technology Stock Down 2.4%

Marvell Technology stock opened at $73.73 on Thursday. The company’s 50-day moving average price is $85.37 and its two-hundred day moving average price is $81.50. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. The stock has a market cap of $62.53 billion, a P/E ratio of 25.87, a P/E/G ratio of 0.56 and a beta of 1.97. Marvell Technology, Inc. has a twelve month low of $47.08 and a twelve month high of $121.81.

Marvell Technology (NASDAQ:MRVL) last issued 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. The company had revenue of $2.07 billion during the quarter, compared to analysts’ expectations of $2.06 billion. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The business’s revenue was up 36.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.43 earnings per share. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. As a group, analysts expect that Marvell Technology, Inc. will post 0.91 EPS for the current year.

Marvell Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 29th. Stockholders of record on Friday, January 9th were issued a dividend of $0.06 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.3%. Marvell Technology’s dividend payout ratio (DPR) is currently 8.42%.

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.