Stephens Inc. AR Grows Position in Marvell Technology, Inc. $MRVL

Stephens Inc. AR grew its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 15.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,924 shares of the semiconductor company’s stock after buying an additional 2,685 shares during the period. Stephens Inc. AR’s holdings in Marvell Technology were worth $2,011,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Mayflower Financial Advisors LLC lifted its stake in Marvell Technology by 1.7% in the 1st quarter. Mayflower Financial Advisors LLC now owns 4,109 shares of the semiconductor company’s stock worth $407,000 after purchasing an additional 68 shares in the last quarter. Bell Investment Advisors Inc grew its position in shares of Marvell Technology by 12.9% in the first quarter. Bell Investment Advisors Inc now owns 628 shares of the semiconductor company’s stock valued at $62,000 after purchasing an additional 72 shares in the last quarter. Thoma Capital Management LLC increased its holdings in shares of Marvell Technology by 1.3% in the first quarter. Thoma Capital Management LLC now owns 8,711 shares of the semiconductor company’s stock valued at $863,000 after purchasing an additional 114 shares during the last quarter. Keel Point LLC increased its holdings in shares of Marvell Technology by 2.2% in the fourth quarter. Keel Point LLC now owns 5,649 shares of the semiconductor company’s stock valued at $480,000 after purchasing an additional 124 shares during the last quarter. Finally, Faithward Advisors LLC lifted its position in Marvell Technology by 2.1% during the third quarter. Faithward Advisors LLC now owns 6,242 shares of the semiconductor company’s stock worth $525,000 after buying an additional 126 shares in the last quarter. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

MRVL has been the topic of a number of recent research reports. Raymond James Financial set a $235.00 price objective on Marvell Technology and gave the stock a “strong-buy” rating in a research note on Thursday, May 28th. JPMorgan Chase & Co. raised their target price on Marvell Technology from $135.00 to $240.00 and gave the stock an “overweight” rating in a research note on Thursday, May 28th. Rosenblatt Securities reissued a “buy” rating and set a $240.00 price target on shares of Marvell Technology in a research report on Friday, June 12th. Erste Group Bank began coverage on shares of Marvell Technology in a report on Thursday, April 2nd. They issued a “buy” rating for the company. Finally, Melius Research set a $220.00 price objective on shares of Marvell Technology in a research report on Monday, May 18th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $244.97.

Marvell Technology Stock Performance

NASDAQ MRVL opened at $243.27 on Friday. The stock has a fifty day simple moving average of $235.20 and a 200-day simple moving average of $144.29. The company has a current ratio of 3.28, a quick ratio of 2.66 and a debt-to-equity ratio of 0.27. The stock has a market cap of $212.81 billion, a PE ratio of 83.31, a P/E/G ratio of 1.52 and a beta of 2.20. Marvell Technology, Inc. has a twelve month low of $61.44 and a twelve month high of $329.88.

Marvell Technology (NASDAQ:MRVL) last issued its quarterly earnings data on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.80. The firm had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.41 billion. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. Marvell Technology’s revenue was up 27.6% on a year-over-year basis. During the same period in the previous year, the firm earned $0.62 EPS. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. Equities analysts anticipate that Marvell Technology, Inc. will post 3.07 earnings per share for the current year.

Marvell Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 30th. Stockholders of record on Friday, July 10th will be issued a $0.06 dividend. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Friday, July 10th. Marvell Technology’s dividend payout ratio is currently 8.22%.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: MRVL is benefiting from a broad semiconductor rally, with traders buying back AI-related stocks after recent weakness and geopolitical fears eased. Broadcom, Intel, Corning, Marvell, and More Stocks That Explain Today’s Market
• Positive Sentiment: RBC Capital reaffirmed a $360 price target, reinforcing a bullish view that Marvell can keep benefiting from AI data center spending. Why Is Marvell Technology Stock Gaining Thursday?
• Positive Sentiment: Analysts continue to highlight Marvell as a key AI infrastructure supplier, citing custom chips, networking, optics, and strong partnerships as reasons the growth story remains intact. Zacks Investment Ideas feature highlights: Marvell Technology, Amazon, Alphabet and NVIDIA
• Positive Sentiment: Commentary around Marvell’s long-term upside has improved, with some market coverage calling it a potential major AI winner and emphasizing its role as the “nervous system” of AI data centers. Marvell: The Next Trillion Dollar AI Stock
• Positive Sentiment: Tower Semiconductor reported progress in photonics shipments to customers of Marvell, underscoring healthy demand in the optical connectivity ecosystem that supports Marvell’s AI data center business. Tower Semiconductor (TSEM) Advances AI Data Center Connectivity With Photonics Milestone

Insider Transactions at Marvell Technology

In other Marvell Technology news, CFO Willem A. Meintjes sold 30,000 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $134.01, for a total transaction of $4,020,300.00. Following the transaction, the chief financial officer directly owned 154,111 shares in the company, valued at $20,652,415.11. This represents a 16.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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, COO Chris Koopmans sold 10,000 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $281.92, for a total value of $2,819,200.00. Following the transaction, the chief operating officer owned 227,754 shares in the company, valued at $64,208,407.68. This trade represents a 4.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 160,373 shares of company stock worth $24,938,664. 0.12% of the stock is owned by company insiders.

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.