Meiji Yasuda Asset Management Co Ltd. Purchases Shares of 13,221 Marvell Technology, Inc. $MRVL

Meiji Yasuda Asset Management Co Ltd. purchased a new stake in Marvell Technology, Inc. (NASDAQ:MRVL) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 13,221 shares of the semiconductor company’s stock, valued at approximately $3,938,000.

Several other large investors have also recently made changes to their positions in MRVL. Mission Financial Group LLC purchased a new stake in Marvell Technology in the second quarter valued at approximately $268,000. Benchmark Investment Advisors LLC purchased a new position in shares of Marvell Technology during the second quarter worth $1,758,000. True Freedom Investing LLC purchased a new position in shares of Marvell Technology during the second quarter worth $332,000. LM Advisors LLC acquired a new stake in shares of Marvell Technology in the second quarter valued at $1,012,000. Finally, Matters Capital LLC purchased a new stake in shares of Marvell Technology in the 2nd quarter valued at $256,000. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

MRVL has been the topic of several research reports. Citigroup increased their target price on Marvell Technology from $225.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Marvell Technology in a research report on Wednesday, August 19th. William Blair reiterated an “outperform” rating on shares of Marvell Technology in a research note on Thursday, May 28th. Benchmark reissued a “buy” rating on shares of Marvell Technology in a research report on Monday. Finally, JPMorgan Chase & Co. raised their price objective on shares of Marvell Technology from $135.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, May 28th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, Marvell Technology presently has an average rating of “Moderate Buy” and a consensus price target of $255.55.

Marvell Technology Stock Performance

Shares of MRVL opened at $229.29 on Tuesday. Marvell Technology, Inc. has a 1 year low of $61.44 and a 1 year high of $329.88. The stock has a market capitalization of $200.58 billion, a PE ratio of 78.52, a PEG ratio of 1.48 and a beta of 2.24. 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 stock has a 50-day simple moving average of $232.14 and a 200-day simple moving average of $172.77.

Marvell Technology (NASDAQ:MRVL) last released its earnings results on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.80. The firm had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.41 billion. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. The business’s quarterly revenue was up 27.6% compared to the same quarter last year. During the same period 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. On average, analysts predict that Marvell Technology, Inc. will post 3.07 earnings per share for the current fiscal year.

Marvell Technology Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 30th. Shareholders of record on Friday, July 10th were issued a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Friday, July 10th. Marvell Technology’s payout ratio is 8.22%.

Insiders Place Their Bets

In other news, CFO Daniel Durn sold 2,250 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $281.01, for a total transaction of $632,272.50. Following the sale, the chief financial officer owned 6,902 shares of the company’s stock, valued at approximately $1,939,531.02. This trade represents a 24.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Sandeep Bharathi sold 2,231 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $299.13, for a total value of $667,359.03. Following the sale, the insider owned 55,530 shares of the company’s stock, valued at approximately $16,610,688.90. The trade was a 3.86% decrease in their position. 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. In the last 90 days, insiders sold 41,981 shares of company stock valued at $9,753,132. 0.12% of the stock is owned by insiders.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Google agreement strengthens the AI investment case. Marvell’s expanded commercial relationship with Google involves custom AI silicon, while a warrant gives Google the right to purchase up to 58.97 million MRVL shares at $206.58 each, potentially providing as much as $12.2 billion in capital and reinforcing expectations for substantial future demand. Marvell Earnings Are Coming. Google Agreement Likely to Be Biggest Talking Point.
• Positive Sentiment: Analysts remain constructive. Wells Fargo raised its price target to $310, and JPMorgan identified Marvell as a top semiconductor pick, citing demand for custom AI chips, optical connectivity and data-center networking. The company’s latest reported quarter showed revenue growth of 27.6% year over year to $2.42 billion, with quarterly EPS of $0.80. Marvell Technology has nearly tripled in 2026. Wells Fargo says there are more gains ahead
• Neutral Sentiment: Thursday’s earnings are the immediate catalyst. Investors want details on Google-related revenue potential, custom-ASIC demand, margins and forward guidance. Options activity indicates traders expect an unusually large post-earnings move, increasing near-term volatility. Here’s How Much Traders Expect Marvell Stock to Move After Earnings
• Negative Sentiment: Valuation has made the stock vulnerable to profit-taking. After a roughly 170% year-to-date rally, MRVL trades at a high earnings multiple, leaving investors demanding strong results and an upbeat outlook to justify the premium. The recent pullback reflects “sell the news” behavior following the Google announcement and caution before earnings.
• Negative Sentiment: Broader semiconductor weakness added pressure. The sector was lower, while concerns remain about competition from Broadcom, execution risk in custom AI chips and potential share dilution from Google’s warrant. These risks are especially important because expectations for Marvell’s AI growth are already high. Marvell Falls Ahead of August 27 Earnings

Marvell Technology 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.