Vanguard Capital Wealth Advisors bought a new stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 14,633 shares of the semiconductor company’s stock, valued at approximately $3,866,000. Marvell Technology makes up approximately 2.7% of Vanguard Capital Wealth Advisors’ portfolio, making the stock its 6th largest position.
Several other hedge funds have also bought and sold shares of MRVL. Cape ANN Savings Bank lifted its position in shares of Marvell Technology by 2.3% in the second quarter. Cape ANN Savings Bank now owns 2,245 shares of the semiconductor company’s stock worth $669,000 after buying an additional 50 shares in the last quarter. Arlington Trust Co LLC increased its stake in Marvell Technology by 24.1% in the 2nd quarter. Arlington Trust Co LLC now owns 268 shares of the semiconductor company’s stock worth $80,000 after acquiring an additional 52 shares during the last quarter. GoalVest Advisory LLC grew its holdings in shares of Marvell Technology by 26.0% in the second quarter. GoalVest Advisory LLC now owns 315 shares of the semiconductor company’s stock valued at $94,000 after purchasing an additional 65 shares in the last quarter. Mayflower Financial Advisors LLC increased its position in Marvell Technology by 1.7% in the first 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 during the last quarter. Finally, Bell Investment Advisors Inc increased its position in Marvell Technology by 12.9% in the first quarter. Bell Investment Advisors Inc now owns 628 shares of the semiconductor company’s stock worth $62,000 after purchasing an additional 72 shares during the last quarter. Hedge funds and other institutional investors own 83.51% of the company’s stock.
Insider Transactions at Marvell Technology
In other news, CEO Matthew Murphy sold 7,500 shares of the stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $223.39, for a total transaction of $1,675,425.00. Following the transaction, the chief executive officer directly owned 775,686 shares in the company, valued at approximately $173,280,495.54. This trade represents a 0.96% decrease in their ownership of the stock. The transaction 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. Also, CAO Justin Scarpulla sold 1,100 shares of the stock in a transaction that occurred on Thursday, October 8th. The shares were sold at an average price of $273.59, for a total transaction of $300,949.00. Following the transaction, the chief accounting officer owned 909 shares in the company, valued at approximately $248,693.31. This represents a 54.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 46,100 shares of company stock valued at $10,205,174. Company insiders own 0.12% of the company’s stock.
Key Marvell Technology News
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Marvell’s investor-day outlook remains a major potential catalyst. The company is targeting approximately $18 billion in annual revenue, supported by rising demand for custom AI silicon, optical connectivity and data-center infrastructure. Marvell’s New $18 Billion Revenue Target Could be a Game-Changer
- Positive Sentiment: Marvell introduced six-channel CXL memory expansion technology, 224G-per-lane connectivity and an Open Compute Project security initiative with Microsoft and Oracle. These developments could strengthen its position in AI data centers and hyperscale infrastructure. Marvell Technology Forms Security Group and Unveils Six Channel AI Memory
- Positive Sentiment: Erste Group Bank increased its earnings-per-share forecast for MRVL, indicating improving analyst confidence in the company’s growth prospects. MRVL Stock Gets Increased EPS Forecast from Erste Group Bank
- Neutral Sentiment: Commentary comparing Marvell with Broadcom and Astera Labs highlights its focused exposure to custom silicon, networking and AI infrastructure. That exposure offers significant growth potential but also leaves the stock more sensitive to data-center spending and competitive developments. Better Artificial Intelligence Stock for 2026: Astera Labs vs. Marvell Technology
- Negative Sentiment: A hotter-than-expected U.S. inflation reading and rising interest-rate expectations triggered a broad technology and AI-stock sell-off. High-growth semiconductor companies such as Marvell are particularly vulnerable because higher rates reduce the appeal of richly valued future earnings. Intel, Marvell, CoreWeave, TSMC, Apple, and More Stocks That Explain Today’s Market
- Negative Sentiment: Recent volatility reflects profit-taking and valuation concerns after a sharp rally. With MRVL trading at a high earnings multiple, investors appear to require continued execution on its ambitious AI revenue targets, while the optical business may take longer to materially contribute. Should You Buy the Dip in Marvell Stock?
Analyst Upgrades and Downgrades
Several equities research analysts have recently issued reports on MRVL shares. Morgan Stanley raised their price objective on Marvell Technology from $268.00 to $300.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 7th. JPMorgan Chase & Co. increased their target price on Marvell Technology from $305.00 to $360.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 7th. Benchmark reissued a “buy” rating on shares of Marvell Technology in a research note on Monday, August 24th. Seaport Research Partners initiated coverage on shares of Marvell Technology in a report on Tuesday, September 22nd. They set a “buy” rating and a $270.00 price objective for the company. Finally, Weiss Ratings upgraded shares of Marvell Technology from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, October 2nd. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, Marvell Technology currently has a consensus rating of “Moderate Buy” and a consensus target price of $327.36.
Read Our Latest Report on MRVL
Marvell Technology Stock Performance
MRVL stock opened at $241.24 on Friday. The company has a debt-to-equity ratio of 0.27, a current ratio of 3.17 and a quick ratio of 2.62. The business has a 50-day moving average price of $240.96 and a 200 day moving average price of $216.03. The company has a market capitalization of $211.54 billion, a P/E ratio of 79.62, a PEG ratio of 7.31 and a beta of 2.26. Marvell Technology, Inc. has a 1-year low of $70.68 and a 1-year high of $329.88.
Marvell Technology (NASDAQ:MRVL – Get Free Report) last released its quarterly earnings data on Thursday, August 27th. The semiconductor company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The company had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.72 billion. Marvell Technology had a net margin of 27.93% and a return on equity of 13.57%. The firm’s revenue for the quarter was up 36.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.67 earnings per share. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. As a group, equities research analysts forecast that Marvell Technology, Inc. will post 3.05 EPS for the current fiscal year.
Marvell Technology Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 29th. Stockholders of record on Friday, October 9th will be given a $0.06 dividend. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Friday, October 9th. Marvell Technology’s dividend payout ratio is presently 7.92%.
Marvell Technology Company Profile
Marvell Technology, Inc (NASDAQ: MRVL) is a fabless semiconductor company that develops technologies for data infrastructure. Its products are used to move, process, store and secure data across cloud data centers, enterprise networks, telecommunications systems, automotive platforms and other communications applications.
The company’s portfolio includes custom application-specific integrated circuits, data processing and networking solutions, Ethernet products, storage controllers, optical and electro-optical components, and connectivity technologies.
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