Varma Mutual Pension Insurance Co Has $10.63 Million Holdings in Marvell Technology, Inc. $MRVL

Varma Mutual Pension Insurance Co decreased its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 22.7% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 126,458 shares of the semiconductor company’s stock after selling 37,200 shares during the period. Varma Mutual Pension Insurance Co’s holdings in Marvell Technology were worth $10,631,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Ellsworth Advisors LLC acquired a new stake in Marvell Technology in the 3rd quarter valued at $5,864,000. Waterfront Wealth Inc. increased its position in shares of Marvell Technology by 21.5% during the second 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 in the last quarter. OVERSEA CHINESE BANKING Corp Ltd raised its holdings in shares of Marvell Technology by 1,292.1% in the 3rd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 389,809 shares of the semiconductor company’s stock worth $32,656,000 after acquiring an additional 361,807 shares during the last quarter. Norges Bank bought a new position in Marvell Technology in the 2nd quarter valued at about $716,713,000. Finally, Triton Financial Group Inc acquired a new position in Marvell Technology during the 2nd quarter valued at about $1,543,000. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on MRVL. Evercore lifted their price objective on shares of Marvell Technology from $122.00 to $156.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Raymond James Financial restated a “strong-buy” rating on shares of Marvell Technology in a report on Tuesday, January 6th. Craig Hallum reissued a “buy” rating and set a $141.00 target price on shares of Marvell Technology in a research report on Wednesday, December 3rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Marvell Technology in a report on Monday, December 29th. Finally, Roth Mkm lifted their price target on Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $115.16.

Insider Activity

In other news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following the transaction, the executive vice president owned 19,418 shares in the company, valued at approximately $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.19% of the company’s stock.

Marvell Technology Price Performance

MRVL stock opened at $78.61 on Friday. The firm has a 50 day simple moving average of $83.34 and a two-hundred day simple moving average of $81.73. 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 stock has a market cap of $66.60 billion, a PE ratio of 27.58, a P/E/G ratio of 0.62 and a beta of 1.97. Marvell Technology, Inc. has a one year low of $47.08 and a one year high of $112.50.

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

Marvell Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 29th. Shareholders of record on Friday, January 9th were given a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a yield of 0.3%. The ex-dividend date was Friday, January 9th. Marvell Technology’s dividend payout ratio is presently 8.42%.

Key Stories Impacting Marvell Technology

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

• Positive Sentiment: Marvell announced expanded AI and cloud roles via deals with Celestial AI and XConn that broaden its accelerator and connectivity footprint — these deals reinforce revenue optionality in AI compute and hyperscale networking. Marvell Expands AI And Cloud Role With Celestial AI And XConn Deals
• Positive Sentiment: Opinion pieces argue the market overreacted to recent weakness: Marvell trades at a notable discount to Broadcom on forward P/E and still has meaningful upside from AI-related wins (Celestial AI acquisition flagged as multi-year growth driver). Marvell: The Market Overreaction Doesn’t Quite Make Sense
• Positive Sentiment: Additional Seeking Alpha coverage frames the recent pullback as a buying opportunity (“AI Reset Is Your Second Chance”), arguing investors can accumulate exposure to Marvell’s AI/data‑center tailwinds ahead of potential earnings upside. Marvell: The AI Reset Is Your Second Chance
• Positive Sentiment: Another Seeking Alpha piece highlights Marvell’s positioning ahead of earnings and its “right AI strings” (networking + accelerators), implying near-term catalysts from product ramps and customer deployments. Marvell: Lurking Ahead Of Earnings, Pulling The Right AI Strings
• Neutral Sentiment: Zacks notes MRVL is a trending stock and flags items investors should know before trading (attention/volatility can increase near earnings and news flow). Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Zacks also ran a broader idea piece highlighting technology names worth watching with its Earnings ESP tool — useful context but not specific to new Marvell fundamentals. Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
• Neutral Sentiment: Recent fundamentals: Marvell beat the last quarter’s EPS and raised Q4 FY2026 EPS guidance to $0.740–0.840; data-center revenue now makes up a large portion of sales, which amplifies sensitivity to AI/hyperscaler demand. (No external link)
• Negative Sentiment: Zacks reported a recent larger-than-market intraday decline (about -3.8% on Feb 12), reflecting short-term volatility and profit-taking after a long multi-quarter run. Marvell Technology (MRVL) Suffers a Larger Drop Than the General Market: Key Insights

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.