Huntleigh Advisors Inc. lifted its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 57,282 shares of the semiconductor company’s stock after purchasing an additional 5,539 shares during the quarter. Marvell Technology accounts for 0.8% of Huntleigh Advisors Inc.’s portfolio, making the stock its 28th largest position. Huntleigh Advisors Inc.’s holdings in Marvell Technology were worth $4,868,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently made changes to their positions in MRVL. Vanguard Group Inc. boosted its position in shares of Marvell Technology by 23.5% during the third quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock worth $6,692,830,000 after purchasing an additional 15,166,976 shares in the last quarter. Ameriprise Financial Inc. boosted its position in shares of Marvell Technology by 59.7% during the third quarter. Ameriprise Financial Inc. now owns 16,624,827 shares of the semiconductor company’s stock worth $1,397,751,000 after purchasing an additional 6,217,952 shares in the last quarter. Franklin Resources Inc. boosted its position in shares of Marvell Technology by 47.0% during the third quarter. Franklin Resources Inc. now owns 11,903,051 shares of the semiconductor company’s stock worth $1,000,689,000 after purchasing an additional 3,805,431 shares in the last quarter. Rafferty Asset Management LLC boosted its position in shares of Marvell Technology by 111.0% during the second quarter. Rafferty Asset Management LLC now owns 5,810,359 shares of the semiconductor company’s stock worth $449,722,000 after purchasing an additional 3,056,808 shares in the last quarter. Finally, Westfield Capital Management Co. LP bought a new stake in Marvell Technology in the 3rd quarter valued at $219,587,000. 83.51% of the stock is owned by institutional investors.
More Marvell Technology News
Here are the key news stories impacting Marvell Technology this week:
- Positive Sentiment: Acquisition expands photonics edge — Marvell announced the acquisition of Polariton Technologies to boost silicon photonics performance for AI/data-center interconnects, strengthening its roadmap for high-bandwidth, low-power optical links. Marvell Announces Acquisition of Polariton Technologies, Advancing Optical Performance Scaling to 3.2T and Beyond
- Positive Sentiment: Wall Street lifts targets on stronger AI/customer exposure — RBC, Stifel and others have raised price targets and reiterated buys, citing AWS/Google exposure and stronger optical demand; that analyst support is underpinning recent gains. Here is why Marvell (MRVL) is Among the 10 Best Fast Growth Stocks to Invest In Now
- Positive Sentiment: AI partnership rumors and heavy options activity have driven momentum — market reports link Marvell to Google/AWS AI projects and note unusual call buying, which fuels short-term upside and speculative interest. Marvell (MRVL) Stock Jumps 5% on Polariton Deal, Google Rumors, and Wall Street Upgrades
- Neutral Sentiment: Short-interest report appears to show zero shares (likely a data/reporting anomaly); current published short-interest metrics are not informative for timing trading moves.
- Neutral Sentiment: Broad media coverage and bullish thesis pieces (Reddit, Seeking Alpha, MarketBeat) are increasing retail attention and trading volume; this magnifies volatility but is mixed for long-term signal quality.
- Negative Sentiment: Insider selling — a Marvell EVP sold roughly $1.36M in stock this week, which can be perceived as near-term profit-taking. Insider Selling: Marvell Technology (NASDAQ:MRVL) EVP Sells $1,355,000.00 in Stock
- Negative Sentiment: Analyst caution / downgrade noise — at least one note urges restraint despite strong results, highlighting elevated valuation and risk of a pullback after the rapid run-up. Marvell: Finally Silences The Skeptics, But Don’t Rush In Now (Downgrade)
- Negative Sentiment: Valuation scrutiny — coverage points out MRVL trades at elevated multiples vs. historicals, raising sensitivity to any slowdown in AI/cloud spending. Is Marvell Stock A Buy At 40x PE Following Nvidia, Google Deals?
Marvell Technology Trading Down 0.8%
Marvell Technology (NASDAQ:MRVL – Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 EPS for the quarter, topping the consensus estimate of $0.79 by $0.01. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The firm had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.21 billion. During the same period in the previous year, the firm posted $0.60 EPS. The company’s revenue for the quarter was up 22.1% on a year-over-year basis. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, research analysts anticipate that Marvell Technology, Inc. will post 3.04 EPS for the current fiscal year.
Marvell Technology Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, April 10th will be given a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, April 10th. This represents a $0.24 annualized dividend and a yield of 0.1%. Marvell Technology’s payout ratio is 7.79%.
Insider Activity
In other Marvell Technology news, CEO Matthew J. Murphy sold 7,500 shares of the business’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $134.46, for a total transaction of $1,008,450.00. Following the sale, the chief executive officer directly owned 302,606 shares of the company’s stock, valued at $40,688,402.76. The trade was a 2.42% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 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. Also, insider Sandeep Bharathi sold 66,892 shares of the business’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $130.35, for a total transaction of $8,719,372.20. Following the sale, the insider directly owned 55,199 shares in the company, valued at $7,195,189.65. This trade represents a 54.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. Over the last ninety days, insiders sold 223,560 shares of company stock worth $26,243,062. 0.19% of the stock is currently owned by company insiders.
Wall Street Analysts Forecast Growth
Several equities research analysts recently commented on MRVL shares. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Marvell Technology in a research report on Tuesday, January 6th. KGI Securities raised shares of Marvell Technology from a “neutral” rating to an “outperform” rating and set a $110.00 price objective on the stock in a research report on Friday, March 6th. Barclays raised shares of Marvell Technology from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $105.00 to $150.00 in a research report on Thursday, April 9th. JPMorgan Chase & Co. boosted their price objective on shares of Marvell Technology from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Finally, Morgan Stanley boosted their price objective on shares of Marvell Technology from $95.00 to $103.00 and gave the company an “equal weight” rating in a research report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, Marvell Technology currently has a consensus rating of “Moderate Buy” and a consensus target price of $122.73.
View Our Latest Stock Report on Marvell Technology
About Marvell Technology
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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