Zions Bancorporation National Association UT Boosts Stock Position in Marvell Technology, Inc. $MRVL

Zions Bancorporation National Association UT increased its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 159.0% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 33,438 shares of the semiconductor company’s stock after purchasing an additional 20,528 shares during the quarter. Zions Bancorporation National Association UT’s holdings in Marvell Technology were worth $2,811,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the stock. Atlantic Edge Private Wealth Management LLC grew its stake in Marvell Technology by 160.0% during the third quarter. Atlantic Edge Private Wealth Management LLC now owns 325 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 200 shares in the last quarter. Nova Wealth Management Inc. increased its holdings in shares of Marvell Technology by 3,922.2% in the third quarter. Nova Wealth Management Inc. now owns 362 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 353 shares during the period. N.E.W. Advisory Services LLC purchased a new stake in shares of Marvell Technology in the second quarter worth $32,000. Westside Investment Management Inc. boosted its stake in Marvell Technology by 62.5% during the second quarter. Westside Investment Management Inc. now owns 416 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 160 shares during the period. Finally, Cary Street Partners Investment Advisory LLC purchased a new position in Marvell Technology during the second quarter worth about $34,000. Hedge funds and other institutional investors own 83.51% of the company’s stock.

Insider Buying and Selling

In other news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following the sale, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.33% of the stock is owned by insiders.

Analysts Set New Price Targets

MRVL has been the topic of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Marvell Technology in a research note on Tuesday, February 10th. Rosenblatt Securities dropped their price objective on shares of Marvell Technology from $120.00 to $115.00 and set a “buy” rating for the company in a report on Tuesday, February 3rd. Summit Insights raised Marvell Technology from a “hold” rating to a “buy” rating in a research note on Wednesday, December 3rd. Citigroup reduced their price objective on Marvell Technology from $114.00 to $113.00 and set a “buy” rating on the stock in a research report on Tuesday, February 3rd. Finally, UBS Group dropped their target price on Marvell Technology from $120.00 to $115.00 and set a “buy” rating for the company in a research report on Tuesday, February 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $115.16.

Marvell Technology News Summary

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

• Positive Sentiment: Marvell announced expanded AI and cloud roles via deals with Celestial AI and XConn that broaden its accelerator and connectivity footprint — these deals reinforce revenue optionality in AI compute and hyperscale networking. Marvell Expands AI And Cloud Role With Celestial AI And XConn Deals
• Positive Sentiment: Opinion pieces argue the market overreacted to recent weakness: Marvell trades at a notable discount to Broadcom on forward P/E and still has meaningful upside from AI-related wins (Celestial AI acquisition flagged as multi-year growth driver). Marvell: The Market Overreaction Doesn’t Quite Make Sense
• Positive Sentiment: Additional Seeking Alpha coverage frames the recent pullback as a buying opportunity (“AI Reset Is Your Second Chance”), arguing investors can accumulate exposure to Marvell’s AI/data‑center tailwinds ahead of potential earnings upside. Marvell: The AI Reset Is Your Second Chance
• Positive Sentiment: Another Seeking Alpha piece highlights Marvell’s positioning ahead of earnings and its “right AI strings” (networking + accelerators), implying near-term catalysts from product ramps and customer deployments. Marvell: Lurking Ahead Of Earnings, Pulling The Right AI Strings
• Neutral Sentiment: Zacks notes MRVL is a trending stock and flags items investors should know before trading (attention/volatility can increase near earnings and news flow). Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Zacks also ran a broader idea piece highlighting technology names worth watching with its Earnings ESP tool — useful context but not specific to new Marvell fundamentals. Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
• Neutral Sentiment: Recent fundamentals: Marvell beat the last quarter’s EPS and raised Q4 FY2026 EPS guidance to $0.740–0.840; data-center revenue now makes up a large portion of sales, which amplifies sensitivity to AI/hyperscaler demand. (No external link)
• Negative Sentiment: Zacks reported a recent larger-than-market intraday decline (about -3.8% on Feb 12), reflecting short-term volatility and profit-taking after a long multi-quarter run. Marvell Technology (MRVL) Suffers a Larger Drop Than the General Market: Key Insights

Marvell Technology Stock Performance

Shares of MRVL stock opened at $78.61 on Monday. The company has a market capitalization of $66.60 billion, a P/E ratio of 27.58, a PEG ratio of 0.62 and a beta of 1.97. Marvell Technology, Inc. has a fifty-two week low of $47.08 and a fifty-two week high of $112.50. 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 $83.34 and a two-hundred day moving average price of $81.77.

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

Marvell Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 29th. Investors of record on Friday, January 9th were issued a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Friday, January 9th. Marvell Technology’s payout ratio is currently 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.