Robeco Institutional Asset Management B.V. Sells 1,192,064 Shares of Marvell Technology, Inc. $MRVL

Robeco Institutional Asset Management B.V. trimmed its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 72.9% in the third quarter, Holdings Channel reports. The firm owned 442,816 shares of the semiconductor company’s stock after selling 1,192,064 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Marvell Technology were worth $37,228,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Game Plan Financial Advisors LLC acquired a new stake in shares of Marvell Technology in the 2nd quarter valued at approximately $27,000. Kiker Wealth Management LLC raised its position in Marvell Technology by 374.7% during the second quarter. Kiker Wealth Management LLC now owns 356 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 281 shares in the last quarter. Nova Wealth Management Inc. grew its position in shares of Marvell Technology by 3,922.2% in the 3rd quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 353 shares during the period. Westside Investment Management Inc. grew its position in shares of Marvell Technology by 62.5% in the 2nd quarter. Westside Investment Management Inc. now owns 416 shares of the semiconductor company’s stock valued at $32,000 after acquiring an additional 160 shares during the period. Finally, N.E.W. Advisory Services LLC bought a new stake in shares of Marvell Technology in the 2nd quarter valued at about $32,000. Institutional investors own 83.51% of the company’s stock.

Key Marvell Technology News

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

• Positive Sentiment: Multiple analyst upgrades and bullish notes signal strong demand outlook and give upside support — Melius Research upgraded MRVL to Buy with a $135 target, and Rosenblatt reaffirmed a Buy with a $120 target, highlighting upside from AI/data-center exposure. Marvell Technology (NASDAQ:MRVL) Stock Rating Upgraded by Melius Melius Research upgrades Marvell Rosenblatt reiterates Buy
• Positive Sentiment: JPMorgan/market commentary points to accelerating AI bookings and a large addressable market, reinforcing revenue and margin upside expectations for Marvell. This supports longer-term investor confidence. Marvell CEO Says AI Bookings Are ‘On Fire’
• Neutral Sentiment: Marvell announced a $540M deal to buy XConn Technologies to expand connectivity for AI/data-center builds — strategically logical for product roadmap but adds acquisition execution and integration risk that could take time to accrete to earnings. Marvell to buy XConn in $540M deal (Reuters) Marvell To Acquire XConn (Benzinga)
• Neutral Sentiment: Market commentary and analysis pieces argue MRVL could still be undervalued given free cash flow and recent deals — these views may attract longer-term buyers but are speculative and contrast with short-term option/flow dynamics. Unusual Volume In Marvell Put Options (TalkMarkets) Unusual Volume in Marvell Put Options (Barchart)
• Negative Sentiment: Shares sold off after the XConn acquisition was announced, suggesting investors are worried about deal cost, near-term dilution/returns or are taking profits after recent gains. This selling pressure explains part of today’s decline. Marvell stock falls after XConn announcement
• Negative Sentiment: An EVP, Mark Casper, disclosed a sale of 5,000 shares at about $93 — insider selling can be interpreted negatively by some investors even if for personal/liquidity reasons. SEC Form 4: Mark Casper sale

Wall Street Analysts Forecast Growth

A number of research firms recently commented on MRVL. Summit Redstone set a $105.00 price target on Marvell Technology in a report on Wednesday, October 15th. Wells Fargo & Company boosted their target price on Marvell Technology from $90.00 to $135.00 and gave the stock an “overweight” rating in a report on Wednesday, December 3rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Marvell Technology in a research report on Monday, December 29th. B. Riley restated a “buy” rating and set a $130.00 target price (up previously from $100.00) on shares of Marvell Technology in a research note on Wednesday, December 3rd. Finally, Stifel Nicolaus lifted their target price on shares of Marvell Technology from $95.00 to $114.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Four research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat.com, Marvell Technology has a consensus rating of “Moderate Buy” and an average target price of $116.03.

Insider Buying and Selling at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of Marvell Technology 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 transaction, the executive vice president owned 19,418 shares in the company, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

Marvell Technology Stock Performance

Shares of NASDAQ:MRVL opened at $84.64 on Thursday. The firm has a market cap of $71.78 billion, a PE ratio of 29.70, a PEG ratio of 0.85 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. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. The company’s 50 day moving average price is $87.74 and its two-hundred day moving average price is $80.55.

Marvell Technology (NASDAQ:MRVL) last released its earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.02. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The firm had revenue of $2.07 billion during the quarter, compared to the consensus estimate of $2.06 billion. During the same period in the prior year, the company posted $0.43 EPS. The company’s 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. Equities research analysts predict that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Dividend Announcement

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

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

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.