Marvell Technology, Inc. $MRVL Shares Bought by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lifted its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 70.3% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 110,753 shares of the semiconductor company’s stock after purchasing an additional 45,721 shares during the period. Nisa Investment Advisors LLC’s holdings in Marvell Technology were worth $9,311,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Ellsworth Advisors LLC acquired a new position in Marvell Technology during the third quarter worth about $5,864,000. Taylor Frigon Capital Management LLC boosted its stake in shares of Marvell Technology by 16.5% during the 2nd quarter. Taylor Frigon Capital Management LLC now owns 33,605 shares of the semiconductor company’s stock worth $2,601,000 after acquiring an additional 4,748 shares in the last quarter. Waterfront Wealth Inc. grew its holdings in shares of Marvell Technology by 21.5% in the 2nd quarter. Waterfront Wealth Inc. now owns 18,394 shares of the semiconductor company’s stock worth $1,424,000 after acquiring an additional 3,258 shares during the period. BOCHK Asset Management Ltd acquired a new stake in shares of Marvell Technology in the 2nd quarter worth approximately $1,486,000. Finally, Westbourne Investments Inc. increased its stake in Marvell Technology by 442.4% in the 2nd quarter. Westbourne Investments Inc. now owns 21,695 shares of the semiconductor company’s stock valued at $1,679,000 after purchasing an additional 17,695 shares in the last quarter. 83.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MRVL has been the topic of a number of research analyst reports. Raymond James Financial reiterated a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday. The Goldman Sachs Group boosted their price objective on shares of Marvell Technology from $80.00 to $90.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Susquehanna set a $120.00 target price on shares of Marvell Technology and gave the company a “positive” rating in a report on Wednesday, December 3rd. Citigroup restated a “buy” rating on shares of Marvell Technology in a research report on Monday, December 22nd. Finally, Needham & Company LLC increased their price target on shares of Marvell Technology from $95.00 to $120.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $116.03.

Insider Activity at Marvell Technology

In related news, EVP Mark Casper sold 5,000 shares of the company’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following the completion of the transaction, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Marvell Technology Stock Performance

Shares of NASDAQ MRVL opened at $83.22 on Friday. The company has a 50-day simple moving average of $87.43 and a 200-day simple moving average of $80.70. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64. The company has a market cap of $70.58 billion, a PE ratio of 29.20, a price-to-earnings-growth ratio of 0.81 and a beta of 1.95. Marvell Technology, Inc. has a 12 month low of $47.08 and a 12 month high of $127.48.

Marvell Technology (NASDAQ:MRVL) last announced its quarterly earnings data on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.74 by $0.02. Marvell Technology had a net margin of 31.75% and a return on equity of 13.15%. The business had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $2.06 billion. During the same quarter in the prior year, the firm posted $0.43 earnings per share. The company’s quarterly revenue was up 36.8% compared to the same quarter last year. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. On average, equities analysts anticipate that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 29th. Stockholders of record on Friday, January 9th will be issued a dividend of $0.06 per share. The ex-dividend date is Friday, January 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.3%. Marvell Technology’s dividend payout ratio (DPR) is 8.42%.

Marvell Technology declared that its board has approved a share buyback plan on Wednesday, September 24th that authorizes the company to buyback $5.00 billion in shares. This buyback authorization authorizes the semiconductor company to reacquire up to 7.8% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s board of directors believes its stock is undervalued.

More Marvell Technology News

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

• Positive Sentiment: Acquisition: Marvell agreed to buy XConn to expand AI‑data‑center interconnect capabilities, which strengthens its addressable market and complements its silicon roadmap — a strategic move that supports longer‑term AI revenue prospects. Marvell Stock Pops as It Gears Up for the Next Generation of AI With XConn Acquisition
• Positive Sentiment: Analyst support: Rosenblatt reiterated a “Buy” and other broker notes remain constructive, citing robust AI bookings — this underpins upside expectations for data‑center demand. Rosenblatt Securities Reiterates “Buy” Rating for Marvell Technology (NASDAQ:MRVL)
• Positive Sentiment: Bull thesis intact: multiple deep‑dive pieces argue Marvell’s connectivity push validates the bullish case for secular AI and data‑center tailwinds for patient investors. Marvell Technology: Connectivity Push Keeps Bull Thesis Intact
• Neutral Sentiment: Valuation debate: commentary is mixed — some see recent weakness as a buying opportunity, others warn expectations for AI could already be baked in, fueling both dip‑buyers and caution. Is Marvell Technology (MRVL) Attractively Priced After Recent Share Price Weakness
• Neutral Sentiment: Options activity: elevated put volume has drawn attention — may indicate hedging or speculative bets ahead of near‑term volatility rather than a clear fundamental shift. Unusual Volume in Marvell Technology Put Options – Is MRVL Stock Undervalued?
• Negative Sentiment: Insider selling: EVP Mark Casper sold 5,000 shares recently — a disclosed sale that some traders view negatively even though single transactions don’t necessarily signal business weakness. Mark Casper Sells 5,000 Shares of Marvell Technology (NASDAQ:MRVL) Stock
• Negative Sentiment: Near‑term profit‑taking: there was selling after the XConn announcement and headlines noting a post‑deal pullback — concerns focus on integration costs, margin impact and short‑term execution risk. Marvell stock falls after announcing XConn Technologies acquisition

Marvell Technology Company 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.