One Wealth Capital Management LLC Buys New Holdings in Marvell Technology, Inc. $MRVL

One Wealth Capital Management LLC purchased a new position in Marvell Technology, Inc. (NASDAQ:MRVL) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,223 shares of the semiconductor company’s stock, valued at approximately $1,116,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. BlackRock Inc. grew its holdings in Marvell Technology by 34.1% during the 2nd quarter. BlackRock Inc. now owns 85,641,174 shares of the semiconductor company’s stock valued at $25,511,649,000 after buying an additional 21,798,190 shares in the last quarter. State Street Corp raised its position in shares of Marvell Technology by 79.3% during the second quarter. State Street Corp now owns 41,834,272 shares of the semiconductor company’s stock valued at $12,462,011,000 after buying an additional 18,495,866 shares during the last quarter. Bank of America Corp DE purchased a new position in shares of Marvell Technology in the second quarter worth $2,607,795,000. Bank of New York Mellon Corp lifted its holdings in shares of Marvell Technology by 153.3% in the second quarter. Bank of New York Mellon Corp now owns 7,957,985 shares of the semiconductor company’s stock worth $2,370,604,000 after buying an additional 4,815,725 shares in the last quarter. Finally, Legal & General Group Plc purchased a new position in shares of Marvell Technology in the second quarter worth $1,742,526,000. 83.51% of the stock is currently owned by institutional investors.

Marvell Technology Stock Up 2.3%

Shares of NASDAQ:MRVL opened at $228.51 on Friday. The company has a current ratio of 3.17, a quick ratio of 2.62 and a debt-to-equity ratio of 0.27. Marvell Technology, Inc. has a 12 month low of $70.68 and a 12 month high of $329.88. The company has a 50-day moving average price of $242.98 and a 200 day moving average price of $220.77. The company has a market cap of $200.38 billion, a price-to-earnings ratio of 75.42, a PEG ratio of 6.81 and a beta of 2.26.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings results on Thursday, August 27th. The semiconductor company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.93 by $0.01. Marvell Technology had a return on equity of 13.57% and a net margin of 27.93%. The company had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.72 billion. During the same quarter last year, the business posted $0.67 earnings per share. The firm’s revenue was up 36.5% on a year-over-year basis. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. As a group, equities research analysts predict that Marvell Technology, Inc. will post 3.05 earnings per share for the current year.

Marvell Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 29th. Stockholders of record on Friday, October 9th will be paid 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 (DPR) is presently 7.92%.

Insider Buying and Selling

In other news, COO Chris Koopmans sold 10,000 shares of Marvell Technology stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $262.05, for a total value of $2,620,500.00. Following the completion of the transaction, the chief operating officer owned 207,941 shares in the company, valued at approximately $54,490,939.05. The trade was a 4.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandeep Bharathi sold 3,685 shares of the business’s stock in a transaction that occurred on Friday, October 16th. The shares were sold at an average price of $234.97, for a total value of $865,864.45. Following the transaction, the insider directly owned 58,748 shares in the company, valued at approximately $13,804,017.56. This represents a 5.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 57,285 shares of company stock valued at $12,837,063 over the last quarter. Company insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on MRVL. Craig Hallum restated a “buy” rating and set a $380.00 target price on shares of Marvell Technology in a research report on Wednesday, October 7th. Arete Research upgraded shares of Marvell Technology to a “strong-buy” rating in a report on Friday, October 16th. DA Davidson set a $225.00 price target on shares of Marvell Technology in a research note on Tuesday, August 18th. Benchmark reissued a “buy” rating on shares of Marvell Technology in a report on Monday, August 24th. Finally, BMO Capital Markets reissued a “market perform” rating and set a $325.00 price objective on shares of Marvell Technology in a report on Wednesday, October 7th. Three investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Marvell Technology presently has a consensus rating of “Moderate Buy” and an average price target of $327.36.

Marvell Technology News Summary

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

• Positive Sentiment: Semiconductor shares, including Marvell, are recovering as broader technology stocks regain ground. Investor focus has returned to Marvell’s exposure to custom AI chips, optical connectivity and data-center switching solutions. What Is Going On With Marvell Technology Stock on Friday?
• Positive Sentiment: Marvell expanded its revolving credit facility, providing additional liquidity and financial flexibility as it invests to capture demand for AI infrastructure. The move is supportive of its growth strategy, though it is not an immediate earnings catalyst. Marvell Expands Revolving Credit Facility to Bolster Liquidity
• Positive Sentiment: An analyst raised the firm’s FY2028 earnings-per-share estimate slightly to $6.12 from $6.10, while the reported average price target also increased. These revisions indicate continued confidence in Marvell’s longer-term AI growth prospects, although Erste Group maintained a Hold rating.
• Neutral Sentiment: Marvell’s record AI design wins and multibillion-dollar Google partnership strengthen its growth narrative. However, investors are weighing whether those wins will translate into attractive margins as competition intensifies.
• Negative Sentiment: Taiwanese custom-chip designers and Arm’s ready-made chip blueprints could give hyperscalers lower-cost alternatives, potentially limiting Marvell’s pricing power and margins in custom silicon. Marvell Technology Faces a Multi-Front War Against Taiwan’s Custom Silicon Ecosystem
• Negative Sentiment: Supply-chain bottlenecks and a warning from a semiconductor-equipment supplier recently triggered a sector-wide AI sell-off, highlighting the risk that production constraints could delay Marvell’s growth. The stock also remains volatile and trades at an elevated valuation.

Marvell Technology Company Profile

Marvell Technology, Inc (NASDAQ: MRVL) is a semiconductor company that develops infrastructure solutions for data centers, telecommunications networks, enterprise systems, automotive applications and other connected markets. Its products are designed to support the movement, processing, storage and security of data across complex computing and communications environments.

The company’s portfolio includes data-processing and networking processors, custom application-specific integrated circuits, Ethernet switches and controllers, storage controllers, connectivity products, and electro-optics solutions.