Sei Investments Co. Grows Position in Marvell Technology, Inc. $MRVL

Sei Investments Co. increased its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 42.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 671,534 shares of the semiconductor company’s stock after purchasing an additional 200,905 shares during the period. Sei Investments Co.’s holdings in Marvell Technology were worth $66,517,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC bought a new stake in Marvell Technology in the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC boosted its position in shares of Marvell Technology by 978.3% during the first 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. Jessup Wealth Management Inc bought a new position in shares of Marvell Technology during the fourth quarter valued at approximately $25,000. Cherry Tree Wealth Management LLC bought a new position in shares of Marvell Technology during the fourth quarter valued at approximately $26,000. Finally, MidFirst Bank purchased a new stake in shares of Marvell Technology in the fourth quarter worth approximately $28,000. 83.51% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Marvell Technology

In other news, insider Sandeep Bharathi sold 2,231 shares of the stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $299.13, for a total transaction of $667,359.03. Following the transaction, the insider owned 55,530 shares of the company’s stock, valued at approximately $16,610,688.90. This represents a 3.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed 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, COO Chris Koopmans sold 10,000 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $281.92, for a total value of $2,819,200.00. Following the transaction, the chief operating officer owned 227,754 shares in the company, valued at approximately $64,208,407.68. This represents a 4.21% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 45,981 shares of company stock worth $9,835,542. Insiders own 0.12% of the company’s stock.

Marvell Technology Stock Performance

Marvell Technology stock opened at $194.23 on Friday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.66 and a current ratio of 3.28. The company has a market capitalization of $169.91 billion, a PE ratio of 66.52, a P/E/G ratio of 1.31 and a beta of 2.20. The company has a 50 day moving average price of $243.42 and a 200-day moving average price of $153.16. Marvell Technology, Inc. has a fifty-two week low of $61.44 and a fifty-two week high of $329.88.

Marvell Technology (NASDAQ:MRVL) last announced its quarterly earnings data on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.80. The company had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.41 billion. Marvell Technology had a return on equity of 13.83% and a net margin of 28.99%.Marvell Technology’s revenue was up 27.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.62 earnings per share. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. As a group, equities analysts forecast that Marvell Technology, Inc. will post 3.07 earnings per share for the current year.

Marvell Technology Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 30th. Shareholders of record on Friday, July 10th will be issued a $0.06 dividend. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Friday, July 10th. Marvell Technology’s dividend payout ratio is currently 8.22%.

Analyst Upgrades and Downgrades

MRVL has been the subject of a number of research analyst reports. Oppenheimer raised their price target on Marvell Technology from $200.00 to $250.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. B. Riley Financial upped their price objective on Marvell Technology from $240.00 to $345.00 and gave the company a “buy” rating in a research report on Friday, June 12th. Roth Capital increased their target price on Marvell Technology from $135.00 to $275.00 and gave the stock a “buy” rating in a research note on Wednesday, May 27th. Barclays lifted their target price on Marvell Technology from $150.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday, May 28th. Finally, Raymond James Financial set a $235.00 target price on shares of Marvell Technology and gave the company a “strong-buy” rating in a research note on Thursday, May 28th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $245.45.

Key Headlines Impacting Marvell Technology

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

• Positive Sentiment: Analysts and market commentary continue to highlight Marvell as a beneficiary of booming AI data-center networking demand, with faster Ethernet, optics, and interconnect spending seen as a tailwind for the company. Momentum Crash Hits YOLO Traders’ Returns by Most in Four Years
• Positive Sentiment: Multiple recent articles frame Marvell as a key AI infrastructure stock to watch, suggesting investors still see upside from secular growth in AI networking and connectivity. 4 Networking Semiconductor Stocks to Watch in August 2026
• Positive Sentiment: Recent coverage notes that Marvell continues to be compared favorably within the AI connectivity race, reinforcing the idea that the stock remains tied to strong hyperscaler and AI capex trends. Marvell Technology vs. Nvidia: What Do the Revenue Trends of These Artificial Intelligence Companies Tell Investors?
• Neutral Sentiment: Short-interest data was reported as effectively zero, which does not suggest a meaningful bearish positioning signal either way.
• Neutral Sentiment: Several recent opinion pieces are asking whether Marvell is the “new Nvidia” or whether Broadcom is the better comparison, but these are mostly valuation and positioning debates rather than fresh company-specific catalysts. Is Marvell Technology the New Nvidia?
• Negative Sentiment: Some commentary highlights that Nvidia appears to be winning the AI capex battle and that momentum stocks have recently come under pressure, which may be weighing on sentiment across AI-related names, including Marvell. Nvidia is Winning AI Capex Wars So I Continue Loading Up

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.