Victory Capital Management Inc. Grows Position in Marvell Technology, Inc. $MRVL

Victory Capital Management Inc. raised its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 15.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 742,927 shares of the semiconductor company’s stock after buying an additional 101,651 shares during the period. Victory Capital Management Inc.’s holdings in Marvell Technology were worth $62,458,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Trifecta Capital Advisors LLC lifted its position in Marvell Technology by 8.8% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 1,430 shares of the semiconductor company’s stock valued at $120,000 after acquiring an additional 116 shares during the period. GAMMA Investing LLC grew its stake in shares of Marvell Technology by 1.7% in the third quarter. GAMMA Investing LLC now owns 7,306 shares of the semiconductor company’s stock worth $614,000 after acquiring an additional 122 shares during the period. FSM Wealth Advisors LLC raised its holdings in shares of Marvell Technology by 4.4% during the third quarter. FSM Wealth Advisors LLC now owns 2,939 shares of the semiconductor company’s stock valued at $247,000 after purchasing an additional 123 shares during the last quarter. Meeder Asset Management Inc. lifted its position in Marvell Technology by 30.4% during the third quarter. Meeder Asset Management Inc. now owns 557 shares of the semiconductor company’s stock valued at $47,000 after purchasing an additional 130 shares during the period. Finally, Nations Financial Group Inc. IA ADV boosted its holdings in Marvell Technology by 1.8% in the third quarter. Nations Financial Group Inc. IA ADV now owns 7,353 shares of the semiconductor company’s stock worth $618,000 after purchasing an additional 133 shares during the last quarter. 83.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MRVL has been the subject of a number of recent analyst reports. Piper Sandler set a $110.00 price target on shares of Marvell Technology in a research report on Wednesday, December 3rd. Barclays increased their price target on Marvell Technology from $80.00 to $105.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 3rd. Rosenblatt Securities raised their price target on Marvell Technology from $115.00 to $140.00 and gave the company a “buy” rating in a report on Friday. Benchmark raised Marvell Technology from a “hold” rating to a “buy” rating and set a $130.00 price objective for the company in a research note on Friday. 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 report on Monday, February 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Marvell Technology currently has an average rating of “Moderate Buy” and a consensus target price of $117.24.

Insider Transactions at Marvell Technology

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the transaction, the executive vice president owned 19,418 shares of the company’s stock, valued at $1,807,427.44. This represents a 20.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.19% of the company’s stock.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Company beat near-term expectations and raised guidance — Marvell reported a stronger-than-expected Q4 and issued Q1 EPS guidance (0.740–0.840) and revenue outlook that leaned above Street forecasts, driving the initial surge in buying. Marvell Q4 Results (BusinessWire)
• Positive Sentiment: Multiple analyst upgrades and higher price targets — Several firms raised ratings/targets (including JPMorgan, B. Riley, BofA, Benchmark, KGI and others), which amplifies buy-side interest and helped lift momentum. Analysts Boost Forecasts (Benzinga)
• Positive Sentiment: Management points to accelerating AI/data-center demand — CEO comments and disclosures that data-center revenue is growing (cited at ~$1.5B) reinforced the view Marvell’s custom AI chips and networking products have durable tailwinds. CEO Comments on AI Demand (CNBC)
• Positive Sentiment: Technical and order-flow bullish signals — Traders flagged a Power Inflow alert and breakout through resistance, which attracted short-term momentum buyers. Trading Signal (Benzinga)
• Positive Sentiment: Heavy options and media attention — Unusually large call buying and coverage (including Jim Cramer commentary) magnified intraday momentum and dealer hedging flows. Jim Cramer Note (24/7 Wall St.)
• Neutral Sentiment: Not all firms are unanimous — a few analysts kept cautious stances or lower targets (e.g., TD Cowen’s Hold at ~$90), so some of today’s moves reflect shifting expectations rather than uniform conviction. TD Cowen Hold/Note (TipRanks)
• Neutral Sentiment: Macro & headline risk remains — broader market volatility (oil tensions, jobs data) can amplify swings in a high-beta semiconductor name like Marvell. Market Context (Investopedia)
• Negative Sentiment: Data/third‑party discrepancies and concentration risk flagged — some third‑party summaries showed mixed figures and analysts still warn about customer concentration and execution risk, which could limit multiple expansion if growth slows. Alternate Q4 Read (QuiverQuant)

Marvell Technology Trading Up 18.5%

Shares of NASDAQ:MRVL opened at $89.67 on Friday. The company has a market capitalization of $78.12 billion, a PE ratio of 29.11, a PEG 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 business has a 50 day moving average of $81.30 and a two-hundred day moving average of $81.97. The company has a current ratio of 2.01, a quick ratio of 1.64 and a debt-to-equity ratio of 0.28.

Marvell Technology (NASDAQ:MRVL) 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 14.40%. The company had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.21 billion. During the same quarter in the previous year, the firm earned $0.60 EPS. The firm’s revenue was up 22.1% compared to the same quarter last year. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current year.

Marvell Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 29th. Investors of record on Friday, January 9th were issued a $0.06 dividend. This represents a $0.24 annualized dividend and a yield of 0.3%. The ex-dividend date was Friday, January 9th. Marvell Technology’s payout ratio is presently 8.42%.

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.