Swiss Life Asset Management Ltd Raises Position in Marvell Technology, Inc. $MRVL

Swiss Life Asset Management Ltd grew its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 4.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 150,451 shares of the semiconductor company’s stock after purchasing an additional 5,771 shares during the period. Swiss Life Asset Management Ltd’s holdings in Marvell Technology were worth $12,785,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Drive Wealth Management LLC lifted its holdings in shares of Marvell Technology by 56.7% during the 4th quarter. Drive Wealth Management LLC now owns 3,851 shares of the semiconductor company’s stock valued at $327,000 after purchasing an additional 1,394 shares during the last quarter. Pure Financial Advisors LLC lifted its holdings in shares of Marvell Technology by 7.1% during the 4th quarter. Pure Financial Advisors LLC now owns 3,332 shares of the semiconductor company’s stock valued at $283,000 after purchasing an additional 222 shares during the last quarter. Income Insurance Ltd purchased a new stake in shares of Marvell Technology during the 4th quarter valued at $215,000. Triton Financial Group Inc lifted its holdings in shares of Marvell Technology by 3.7% during the 4th quarter. Triton Financial Group Inc now owns 20,921 shares of the semiconductor company’s stock valued at $1,778,000 after purchasing an additional 754 shares during the last quarter. Finally, Crossmark Global Holdings Inc. lifted its holdings in shares of Marvell Technology by 22.3% during the 4th quarter. Crossmark Global Holdings Inc. now owns 8,226 shares of the semiconductor company’s stock valued at $699,000 after purchasing an additional 1,502 shares during the last quarter. Hedge funds and other institutional investors own 83.51% of the company’s stock.

Insider Activity at Marvell Technology

In other Marvell Technology news, insider Sandeep Bharathi sold 66,892 shares of the stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $130.35, for a total transaction of $8,719,372.20. Following the sale, the insider directly owned 55,199 shares of the company’s stock, valued at approximately $7,195,189.65. This trade represents a 54.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Mark Casper sold 10,000 shares of the firm’s stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $135.50, for a total value of $1,355,000.00. Following the sale, the executive vice president owned 35,878 shares in the company, valued at $4,861,469. This trade represents a 21.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 233,560 shares of company stock worth $27,870,662 in the last three months. Company insiders own 0.33% of the company’s stock.

Marvell Technology Price Performance

Shares of MRVL opened at $164.50 on Wednesday. The business’s 50-day moving average is $119.26 and its two-hundred day moving average is $96.85. The company has a market capitalization of $143.85 billion, a P/E ratio of 53.41, a P/E/G ratio of 1.55 and a beta of 2.25. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.58 and a current ratio of 2.01. Marvell Technology, Inc. has a fifty-two week low of $58.61 and a fifty-two week high of $175.80.

Marvell Technology (NASDAQ:MRVL) last announced its quarterly 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 company had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.21 billion. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The firm’s revenue for the quarter was up 22.1% compared to the same quarter last year. During the same period last year, the firm earned $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Research analysts predict that Marvell Technology, Inc. will post 3.04 earnings per share for the current year.

Marvell Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Friday, April 10th were given a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Friday, April 10th. Marvell Technology’s dividend payout ratio (DPR) is currently 7.79%.

Analysts Set New Price Targets

Several brokerages have recently commented on MRVL. Royal Bank Of Canada reiterated an “outperform” rating and set a $170.00 price objective on shares of Marvell Technology in a report on Tuesday, April 21st. Bank of America upgraded Marvell Technology from a “neutral” rating to a “buy” rating and raised their target price for the stock from $90.00 to $110.00 in a research note on Friday, March 6th. Wall Street Zen lowered Marvell Technology from a “buy” rating to a “hold” rating in a research note on Sunday, March 15th. Craig Hallum raised their target price on Marvell Technology from $141.00 to $164.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Finally, Needham & Company LLC reduced their target price on Marvell Technology from $120.00 to $118.00 and set a “buy” rating for the company in a research note on Tuesday, February 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $125.00.

More Marvell Technology News

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

• Positive Sentiment: Marvell’s AI narrative got another boost after a report said Nvidia’s latest moves could validate Marvell’s role in AI infrastructure, reinforcing investor confidence in the company’s long-term growth story. Article Title
• Positive Sentiment: Marvell announced the acquisition of Polariton Technologies, a move that should strengthen its optical and silicon photonics portfolio and help support higher-speed data center products as AI demand grows. Article Title
• Positive Sentiment: Forbes highlighted Marvell as a possible beneficiary of continued AI infrastructure spending, with the stock’s strong year-to-date performance reflecting renewed market enthusiasm for semiconductor names tied to AI buildout. Article Title
• Neutral Sentiment: Short-interest data showed no meaningful change, suggesting bearish positioning is not a major new driver for the stock right now.
• Neutral Sentiment: Broader semiconductor headlines around peers like Qualcomm and Astera Labs point to continued sector strength, which may be supporting investor sentiment toward Marvell as part of the AI chip trade. Article Title
• Negative Sentiment: Despite the upbeat AI backdrop, the stock fell more sharply than the broader market in the latest session, likely reflecting a cooling-off period after its powerful rally and investor caution around stretched expectations. Article Title

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.