Blair William & Co. IL Sells 147,970 Shares of Marvell Technology, Inc. $MRVL

Blair William & Co. IL cut its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 24.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 457,609 shares of the semiconductor company’s stock after selling 147,970 shares during the period. Blair William & Co. IL’s holdings in Marvell Technology were worth $38,471,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Atlantic Edge Private Wealth Management LLC increased its position in shares of Marvell Technology by 160.0% in the third quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 200 shares during the period. Nova Wealth Management Inc. lifted its position in Marvell Technology by 3,922.2% during the third quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 353 shares during the period. N.E.W. Advisory Services LLC acquired a new stake in Marvell Technology during the second quarter worth about $32,000. Cary Street Partners Investment Advisory LLC acquired a new stake in Marvell Technology during the second quarter worth about $34,000. Finally, Hollencrest Capital Management increased its holdings in Marvell Technology by 23,350.0% in the 2nd quarter. Hollencrest Capital Management now owns 469 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 467 shares during the period. 83.51% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were 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 owned 19,418 shares of the company’s stock, valued at approximately $1,807,427.44. This represents a 20.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

Marvell Technology Stock Up 18.5%

Shares of NASDAQ:MRVL opened at $89.67 on Friday. The firm has a market cap of $78.12 billion, a P/E ratio of 29.11, a P/E/G ratio of 0.74 and a beta of 1.97. Marvell Technology, Inc. has a 12-month low of $47.08 and a 12-month high of $102.77. The business has a fifty day simple moving average of $81.30 and a 200 day simple moving average of $82.04. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.21 billion. Marvell Technology had a return on equity of 14.40% and a net margin of 32.58%.The business’s revenue was up 22.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Analysts predict that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Announces Dividend

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

Marvell Technology News Summary

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

• Positive Sentiment: Company beat near-term expectations and raised guidance — Marvell reported a stronger-than-expected Q4 and issued Q1 EPS guidance (0.740–0.840) and revenue outlook that leaned above Street forecasts, driving the initial surge in buying. Marvell Q4 Results (BusinessWire)
• Positive Sentiment: Multiple analyst upgrades and higher price targets — Several firms raised ratings/targets (including JPMorgan, B. Riley, BofA, Benchmark, KGI and others), which amplifies buy-side interest and helped lift momentum. Analysts Boost Forecasts (Benzinga)
• Positive Sentiment: Management points to accelerating AI/data-center demand — CEO comments and disclosures that data-center revenue is growing (cited at ~$1.5B) reinforced the view Marvell’s custom AI chips and networking products have durable tailwinds. CEO Comments on AI Demand (CNBC)
• Positive Sentiment: Technical and order-flow bullish signals — Traders flagged a Power Inflow alert and breakout through resistance, which attracted short-term momentum buyers. Trading Signal (Benzinga)
• Positive Sentiment: Heavy options and media attention — Unusually large call buying and coverage (including Jim Cramer commentary) magnified intraday momentum and dealer hedging flows. Jim Cramer Note (24/7 Wall St.)
• Neutral Sentiment: Not all firms are unanimous — a few analysts kept cautious stances or lower targets (e.g., TD Cowen’s Hold at ~$90), so some of today’s moves reflect shifting expectations rather than uniform conviction. TD Cowen Hold/Note (TipRanks)
• Neutral Sentiment: Macro & headline risk remains — broader market volatility (oil tensions, jobs data) can amplify swings in a high-beta semiconductor name like Marvell. Market Context (Investopedia)
• Negative Sentiment: Data/third‑party discrepancies and concentration risk flagged — some third‑party summaries showed mixed figures and analysts still warn about customer concentration and execution risk, which could limit multiple expansion if growth slows. Alternate Q4 Read (QuiverQuant)

Analyst Ratings Changes

A number of brokerages have recently weighed in on MRVL. Roth Mkm upped their price target on shares of Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. JPMorgan Chase & Co. lifted their price objective on shares of Marvell Technology from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Friday. Weiss Ratings restated a “hold (c)” rating on shares of Marvell Technology in a research report on Monday, December 29th. Craig Hallum upped their target price on Marvell Technology from $141.00 to $164.00 and gave the stock a “buy” rating in a research note on Friday. Finally, KeyCorp lifted their price target on Marvell Technology from $90.00 to $130.00 and gave the company an “overweight” rating in a research note on Wednesday, December 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $117.24.

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.