Nippon Life Global Investors Americas Inc. Has $1.14 Million Holdings in Marvell Technology, Inc. $MRVL

Nippon Life Global Investors Americas Inc. decreased its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 95.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,600 shares of the semiconductor company’s stock after selling 269,960 shares during the quarter. Nippon Life Global Investors Americas Inc.’s holdings in Marvell Technology were worth $1,143,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the stock. Norges Bank acquired a new stake in shares of Marvell Technology in the 2nd quarter valued at approximately $716,713,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in shares of Marvell Technology by 4,758.5% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,036,216 shares of the semiconductor company’s stock valued at $544,603,000 after buying an additional 6,891,393 shares during the period. Amundi grew its holdings in shares of Marvell Technology by 113.4% in the 2nd quarter. Amundi now owns 8,648,350 shares of the semiconductor company’s stock valued at $642,140,000 after buying an additional 4,596,309 shares during the period. Franklin Resources Inc. raised its stake in Marvell Technology by 112.4% during the 2nd quarter. Franklin Resources Inc. now owns 8,097,620 shares of the semiconductor company’s stock worth $626,756,000 after buying an additional 4,285,330 shares during the period. Finally, Aspex Management HK Ltd acquired a new stake in Marvell Technology during the 2nd quarter worth $324,736,000. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Marvell Technology Stock Performance

Shares of NASDAQ MRVL opened at $80.46 on Friday. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.64 and a current ratio of 2.01. The stock has a 50 day moving average price of $86.48 and a 200 day moving average price of $80.85. The stock has a market capitalization of $68.24 billion, a PE ratio of 28.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.95. Marvell Technology, Inc. has a 52 week low of $47.08 and a 52 week high of $127.48.

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

Marvell Technology announced that its board has initiated a share buyback plan on Wednesday, September 24th that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the semiconductor company to repurchase up to 7.8% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Marvell Technology Announces Dividend

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

Insider Activity at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the transaction, the executive vice president directly owned 19,418 shares in the company, valued at $1,807,427.44. The trade was a 20.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is currently owned by company insiders.

Marvell Technology News Summary

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

• Positive Sentiment: Jefferies named Marvell one of “3 Chip Stocks to Buy for 2026,” citing accelerating AI demand and expected earnings upside — a headline that can boost investor momentum. 3 Chip Stocks to Buy for 2026, According to an Analyst
• Positive Sentiment: Zacks highlights Marvell’s data-center switching business as a new growth engine (projected >$300M in FY2026 and >$500M in FY2027) — concrete revenue ramps that support a higher multiple if execution continues. MRVL’s Data Center Switching Business Expands: New Growth Engine?
• Positive Sentiment: RBC initiated coverage / upgraded Marvell (coverage noted as “outperform”/”moderate buy”), adding institutional analyst support that often lifts demand for a stock. RBC Capital initiates coverage of Marvell Technology (MRVL) with outperform recommendation
• Positive Sentiment: Analyst consensus sits around a “moderate buy” as brokerages reiterate bullish views on Marvell’s AI/data-center exposure, reinforcing the buy-side narrative. Marvell Technology, Inc. Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Pieces reviewing Marvell’s investability and analyst ratings explain the debate between upside from AI exposure and valuation risks — useful context but not a direct catalyst. Is It Worth Investing in Marvell (MRVL) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Options-focused analysis describes strategies (e.g., butterfly spreads) for traders expecting limited near-term movement — indicates some traders view the near-term range as bounded. Analyzing a Butterfly Spread on Marvell Technology
• Negative Sentiment: Recent trading notes show MRVL has experienced short-term pullbacks (reports of 1–2% daily declines and a larger ~30% drop earlier versus its highs), signaling lingering downside sensitivity if broader semiconductor sentiment turns negative. Marvell Technology (MRVL) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: Commentary noting Marvell’s substantial prior drawdown (despite strong revenue growth) underscores valuation risk if AI/data-center ramps disappoint or multiple compression continues. 1 AI Stock With the Potential to Deliver Outsize Returns Over the Next 10 Years

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on MRVL shares. Stifel Nicolaus raised their price target on Marvell Technology from $95.00 to $114.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Melius upgraded shares of Marvell Technology from a “hold” rating to a “buy” rating and set a $135.00 target price on the stock in a report on Monday, January 5th. B. Riley reiterated a “buy” rating and issued a $130.00 price target (up previously from $100.00) on shares of Marvell Technology in a report on Wednesday, December 3rd. Piper Sandler set a $110.00 price objective on shares of Marvell Technology in a report on Wednesday, December 3rd. Finally, Zacks Research lowered shares of Marvell Technology from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $115.70.

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.