Schroder Investment Management Group grew its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 763,904 shares of the semiconductor company’s stock after purchasing an additional 15,476 shares during the period. Schroder Investment Management Group’s holdings in Marvell Technology were worth $64,221,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Intech Investment Management LLC lifted its stake in Marvell Technology by 3.9% during the first quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company’s stock valued at $1,772,000 after buying an additional 1,085 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new position in shares of Marvell Technology in the second quarter worth approximately $93,000. Summit Investment Advisors Inc. raised its holdings in shares of Marvell Technology by 2.8% during the first quarter. Summit Investment Advisors Inc. now owns 28,336 shares of the semiconductor company’s stock valued at $1,745,000 after acquiring an additional 777 shares during the period. AGF Management Ltd. acquired a new stake in shares of Marvell Technology during the second quarter valued at approximately $885,000. Finally, ProShare Advisors LLC lifted its position in shares of Marvell Technology by 3.4% in the 2nd quarter. ProShare Advisors LLC now owns 1,277,177 shares of the semiconductor company’s stock valued at $98,854,000 after acquiring an additional 41,465 shares in the last quarter. Institutional investors and hedge funds own 83.51% of the company’s stock.
Marvell Technology Stock Performance
MRVL stock opened at $93.30 on Wednesday. The firm has a 50 day simple moving average of $81.57 and a 200 day simple moving average of $82.41. Marvell Technology, Inc. has a 52 week low of $47.08 and a 52 week high of $102.77. The stock has a market cap of $81.28 billion, a P/E ratio of 30.29, a P/E/G ratio of 0.96 and a beta of 1.97. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.64 and a current ratio of 2.01.
Marvell Technology Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Thursday, January 29th. Stockholders of record on Friday, January 9th were paid a $0.06 dividend. 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 is 7.79%.
Insider Activity
In related news, EVP Mark Casper sold 5,000 shares of the stock in a transaction on Monday, January 5th. The stock was sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the sale, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.33% of the company’s stock.
Trending Headlines about Marvell Technology
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Q4 beat and major guidance raise — Marvell reported revenue and EPS above expectations and pushed FY2027 revenue toward ~$11B (and FY2028 toward ~$15B), citing strong data-center/AI traction. This is the core catalyst lifting the stock. Marvell’s Big Earnings Win Could Be the Start of Something Bigger
- Positive Sentiment: CEO commentary and design wins — management highlighted accelerating custom silicon and AI networking demand (inference and interconnect wins), reinforcing the credibility of the growth outlook. Marvell Stock Investors Got Amazing News From Its CEO
- Positive Sentiment: Analyst upgrades and higher price targets — several analysts have turned more bullish after the quarter; one noted upgrade was widely reported as sparking additional buying interest. Marvell Technology (NASDAQ:MRVL) Shares Up 3.4% Following Analyst Upgrade
- Neutral Sentiment: Broader coverage and thematic stories — multiple outlets are flagging Marvell as a leading AI/data-center play and comparing it to peers; these stories amplify investor attention but largely reflect the same earnings-driven thesis. What’s Driving Attention Behind These Trending Stocks? MRVL, STRL, HIMS
- Neutral Sentiment: Earnings materials published — the company’s Q4/ FY2026 presentation and call transcript give investors line-of-sight on customer wins and unit economics, useful for model updates but not new news. Marvell Technology, Inc. 2026 Q4 – Results – Earnings Call Presentation
- Negative Sentiment: Relative preference for rivals — some analysts and notes favor Broadcom as a top AI chip/networking play, which can divert capital and create pecking-order comparisons. Morgan Stanley Picks Broadcom Over Marvell — Calls It “Top AI Chip Play” for 2026
- Negative Sentiment: Valuation and profit-taking risk — analysts and commentators note MRVL’s sharp post-earnings rally has pushed valuation higher, opening the door to short-term pullbacks as investors lock in gains. MRVL Surges 18.4% Post Q4 Earnings: Time to Hold or Fold the Stock?
- Negative Sentiment: Macro and market flows — rising yields and broader market volatility are cited as reasons for intraday weakness or rotation away from high-beta tech names in some write-ups. US Stock Market Today S&P 500 Futures Drop On Rising Yields And Costly Oil
- Negative Sentiment: Short-term pullbacks reported — a few outlets explained intraday declines as profit-taking or rotation after the big post-earnings move. Why Marvell Technology (MRVL) stock is down today
Analysts Set New Price Targets
A number of equities analysts recently commented on the stock. Zacks Research lowered shares of Marvell Technology from a “hold” rating to a “strong sell” rating in a research note on Monday, March 2nd. JPMorgan Chase & Co. boosted their target price on shares of Marvell Technology from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Cantor Fitzgerald reissued a “neutral” rating on shares of Marvell Technology in a research note on Friday. Melius Research upgraded Marvell Technology from a “hold” rating to a “buy” rating and set a $135.00 target price for the company in a report on Monday, January 5th. Finally, KGI Securities raised Marvell Technology from a “neutral” rating to an “outperform” rating and set a $110.00 target price for the company in a research report on Friday, March 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $117.24.
Read Our Latest Stock Report on MRVL
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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