Marvell Technology, Inc. $MRVL Shares Sold by Primecap Management Co. CA

Primecap Management Co. CA decreased its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 2.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,093,805 shares of the semiconductor company’s stock after selling 70,030 shares during the period. Primecap Management Co. CA owned approximately 0.36% of Marvell Technology worth $260,096,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in Marvell Technology by 23.5% in the third quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock worth $6,692,830,000 after acquiring an additional 15,166,976 shares in the last quarter. Brown Advisory Inc. grew its stake in shares of Marvell Technology by 8.0% during the 2nd quarter. Brown Advisory Inc. now owns 20,840,336 shares of the semiconductor company’s stock worth $1,613,044,000 after purchasing an additional 1,539,809 shares during the period. State Street Corp increased its holdings in shares of Marvell Technology by 2.7% in the 2nd quarter. State Street Corp now owns 20,573,260 shares of the semiconductor company’s stock valued at $1,592,370,000 after purchasing an additional 533,946 shares in the last quarter. Ameriprise Financial Inc. lifted its stake in shares of Marvell Technology by 16.4% in the second quarter. Ameriprise Financial Inc. now owns 10,406,875 shares of the semiconductor company’s stock valued at $805,473,000 after purchasing an additional 1,464,571 shares during the period. Finally, Norges Bank acquired a new stake in shares of Marvell Technology in the second quarter valued at about $716,713,000. 83.51% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Marvell Technology

In other news, EVP Mark Casper sold 5,000 shares of the 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. This represents a 20.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.19% of the company’s stock.

Key Marvell Technology News

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

• Positive Sentiment: Marvell demonstrated PCIe 8.0 SerDes running at 256 GT/s at DesignCon, a technical lead that could help capture next‑generation data‑center interconnect spend. Marvell to Showcase PCIe 8.0 SerDes Demonstration at DesignCon 2026
• Positive Sentiment: Marvell is showcasing AI‑focused data‑center connectivity solutions at DesignCon, highlighting products aimed at hyperscale AI and high‑speed networking workloads — news that supports revenue leverage from AI infrastructure demand. Marvell to Showcase Latest AI Data Center Connectivity Solutions at DesignCon 2026
• Positive Sentiment: Media coverage and increased investor attention (Zacks, Benzinga) around Marvell’s DesignCon activity and AI exposure are drawing buying interest and volume. Marvell Technology, Inc. (MRVL) is Attracting Investor Attention
• Neutral Sentiment: Analysts and fair‑value models are making only modest adjustments to Marvell’s valuation; the narrative is evolving more around mix (optics/ASIC exposure) than a big rerate. How The Marvell Technology (MRVL) Story Is Evolving With AI Hopes And Valuation Tweaks
• Negative Sentiment: Comparisons to Analog Devices (ADI) suggest some investors view ADI as a steadier AI semiconductor play right now, which can divert capital away from MRVL and cap multiple expansion. ADI vs. MRVL: Which AI Semiconductor Stock is a Safer Bet Now?
• Negative Sentiment: Recent trading sessions have shown volatility and periodic larger down‑moves versus the market, reflecting short‑term profit‑taking when headlines or comparisons turn cautious. Marvell Technology (MRVL) Registers a Bigger Fall Than the Market

Wall Street Analyst Weigh In

MRVL has been the subject of a number of research analyst reports. Craig Hallum reaffirmed a “buy” rating and issued a $141.00 target price on shares of Marvell Technology in a report on Wednesday, December 3rd. TD Cowen restated a “hold” rating on shares of Marvell Technology in a report on Tuesday. Barclays lifted their price objective on Marvell Technology from $80.00 to $105.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 3rd. Needham & Company LLC decreased their target price on Marvell Technology from $120.00 to $118.00 and set a “buy” rating on the stock in a research report on Tuesday, February 3rd. Finally, UBS Group raised their price target on Marvell Technology from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.31.

Marvell Technology Price Performance

Marvell Technology stock opened at $80.92 on Thursday. The stock has a market capitalization of $70.50 billion, a P/E ratio of 28.39, a P/E/G ratio of 0.62 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 company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64. The firm’s 50-day moving average is $82.06 and its two-hundred day moving average is $81.87.

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

Marvell Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 29th. Investors of record on Friday, January 9th were given a dividend of $0.06 per share. 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 8.42%.

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.