UNICOM Systems Inc. acquired a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the 2nd quarter, Holdings Channel reports. The fund acquired 34,400 shares of the semiconductor company’s stock, valued at approximately $10,247,000. Marvell Technology comprises about 0.7% of UNICOM Systems Inc.’s investment portfolio, making the stock its 29th largest holding.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Hilton Head Capital Partners LLC raised its holdings in Marvell Technology by 978.3% during the 1st quarter. Hilton Head Capital Partners LLC now owns 248 shares of the semiconductor company’s stock valued at $25,000 after buying an additional 225 shares during the period. Arlington Trust Co LLC increased its position in Marvell Technology by 24.1% during the second quarter. Arlington Trust Co LLC now owns 268 shares of the semiconductor company’s stock valued at $80,000 after acquiring an additional 52 shares during the last quarter. Jessup Wealth Management Inc bought a new position in Marvell Technology during the fourth quarter valued at $25,000. Laurel Wealth Advisors LLC purchased a new stake in shares of Marvell Technology in the fourth quarter valued at $25,000. Finally, Cherry Tree Wealth Management LLC purchased a new stake in shares of Marvell Technology in the fourth quarter valued at $26,000. 83.51% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Marvell Technology
In related news, CFO Daniel Durn sold 2,250 shares of the stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $281.01, for a total value of $632,272.50. Following the transaction, the chief financial officer owned 6,902 shares of the company’s stock, valued at $1,939,531.02. This represents a 24.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Sandeep Bharathi sold 2,231 shares of Marvell Technology stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $299.13, for a total value of $667,359.03. Following the sale, the insider directly owned 55,530 shares of the company’s stock, valued at approximately $16,610,688.90. This trade represents a 3.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. In the last quarter, insiders sold 45,981 shares of company stock valued at $10,012,942. 0.12% of the stock is owned by corporate insiders.
More Marvell Technology News
- Positive Sentiment: A bullish “Power Inflow” trading alert indicated strong institutional and retail order flow. Benzinga reported that MRVL rose after the signal appeared near $210.75, suggesting renewed short-term momentum. Marvell Shares Rise 4% After Key Trading Signal
- Positive Sentiment: Investor attention is building around Marvell’s newly launched AI memory infrastructure portfolio, which is designed to improve server efficiency and could expand the company’s role in AI data centers. The launch is being cited as a reason for the stock’s recent advance. Why Marvell Is Up After Launching Its New AI Memory Infrastructure Portfolio
- Positive Sentiment: Analyst and investor commentary remains broadly constructive. Marvell is viewed as a high-beta alternative to NVIDIA and Broadcom, with demand tied to hyperscaler data-center networking and AI capital spending. The median analyst price target cited by Quiver Quantitative is $250, above the recent trading level. High Beta Runners Up: Why AMD and Marvell Technology Now Command Attention
- Neutral Sentiment: Recent earnings showed solid fundamentals: quarterly revenue reached roughly $2.4 billion, up about 28% year over year, while earnings matched expectations. However, the company’s high valuation means investors may require continued strong AI growth to support further gains.
- Negative Sentiment: Quiver Quantitative reported that Marvell insiders made 21 sales and no purchases over the past six months. That activity may reinforce concerns about valuation and create an overhang, even though institutional buying has also been significant. Marvell Technology Stock Opinions on Recent Earnings and AI Sector Trends
- Negative Sentiment: The shares remain sensitive to broader semiconductor-sector volatility. Earlier selling reflected skepticism about AI spending and profit-taking after a sharp rally, while investor discussions continue to debate whether current prices already discount much of Marvell’s AI opportunity. Why Marvell Technology Stock Fell 37% in July
Analysts Set New Price Targets
A number of equities analysts recently commented on MRVL shares. William Blair reaffirmed an “outperform” rating on shares of Marvell Technology in a research note on Thursday, May 28th. KeyCorp increased their price objective on shares of Marvell Technology from $385.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Melius Research set a $220.00 price objective on shares of Marvell Technology in a research note on Monday, May 18th. Erste Group Bank downgraded shares of Marvell Technology from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Finally, JPMorgan Chase & Co. boosted their target price on Marvell Technology from $135.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday, May 28th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $245.45.
Read Our Latest Analysis on MRVL
Marvell Technology Stock Up 3.9%
Shares of MRVL opened at $218.72 on Friday. The firm has a fifty day moving average price of $243.79 and a 200-day moving average price of $160.94. The company has a current ratio of 3.28, a quick ratio of 2.66 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $191.34 billion, a P/E ratio of 74.90, a P/E/G ratio of 1.32 and a beta of 2.24. Marvell Technology, Inc. has a 12-month low of $61.44 and a 12-month high of $329.88.
Marvell Technology (NASDAQ:MRVL – Get Free Report) last posted its quarterly earnings results on Wednesday, May 27th. The semiconductor company reported $0.80 EPS for the quarter, hitting the consensus estimate of $0.80. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. The company had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter last year, the firm posted $0.62 EPS. The firm’s revenue was up 27.6% compared to the same quarter last year. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. Equities research analysts expect that Marvell Technology, Inc. will post 3.07 earnings per share for the current year.
Marvell Technology Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Thursday, July 30th. Stockholders of record on Friday, July 10th were given a dividend of $0.06 per share. The ex-dividend date of this dividend was Friday, July 10th. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.1%. Marvell Technology’s dividend payout ratio (DPR) is 8.22%.
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.
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