QRG Capital Management Inc. Boosts Holdings in Marvell Technology, Inc. $MRVL

QRG Capital Management Inc. raised its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 16.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 92,898 shares of the semiconductor company’s stock after acquiring an additional 13,462 shares during the period. QRG Capital Management Inc.’s holdings in Marvell Technology were worth $7,894,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. boosted its stake in Marvell Technology by 23.5% in the 3rd 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. OVERSEA CHINESE BANKING Corp Ltd raised its holdings in shares of Marvell Technology by 1,292.1% in the third quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 389,809 shares of the semiconductor company’s stock worth $32,656,000 after buying an additional 361,807 shares during the last quarter. Triasima Portfolio Management inc. purchased a new position in shares of Marvell Technology in the third quarter worth $1,426,000. Robeco Schweiz AG lifted its stake in shares of Marvell Technology by 1.4% during the third quarter. Robeco Schweiz AG now owns 973,765 shares of the semiconductor company’s stock worth $81,864,000 after buying an additional 12,977 shares during the period. Finally, Strs Ohio lifted its stake in shares of Marvell Technology by 27.7% during the third quarter. Strs Ohio now owns 742,781 shares of the semiconductor company’s stock worth $62,446,000 after buying an additional 161,082 shares during the period. 83.51% of the stock is owned by hedge funds and other institutional investors.

Marvell Technology Stock Performance

Shares of NASDAQ MRVL opened at $168.82 on Wednesday. The company has a market capitalization of $147.62 billion, a PE ratio of 54.81, a price-to-earnings-growth ratio of 1.48 and a beta of 2.25. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.58 and a current ratio of 2.01. The company’s fifty day moving average price is $110.46 and its 200 day moving average price is $93.96. Marvell Technology, Inc. has a 1 year low of $53.78 and a 1 year high of $172.98.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings data on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The company had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.21 billion. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The firm’s revenue for the quarter was up 22.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. On average, research analysts predict that Marvell Technology, Inc. will post 3.04 earnings per share for the current year.

Marvell Technology Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Friday, April 10th were paid a $0.06 dividend. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Friday, April 10th. Marvell Technology’s payout ratio is currently 7.79%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on MRVL. Cantor Fitzgerald upped their target price on Marvell Technology from $100.00 to $120.00 and gave the company a “neutral” rating in a research report on Thursday, April 9th. KGI Securities raised Marvell Technology from a “neutral” rating to an “outperform” rating and set a $110.00 price target for the company in a research report on Friday, March 6th. JPMorgan Chase & Co. boosted their price target on Marvell Technology from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Wall Street Zen cut Marvell Technology from a “buy” rating to a “hold” rating in a research note on Sunday, March 15th. Finally, UBS Group lifted their target price on Marvell Technology from $120.00 to $195.00 and gave the stock a “buy” rating in a report on Monday. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $125.00.

Insider Buying and Selling

In other news, EVP Mark Casper sold 10,854 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $107.01, for a total value of $1,161,486.54. Following the completion of the sale, the executive vice president directly owned 4,023 shares in the company, valued at $430,501.23. The trade was a 72.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Sandeep Bharathi sold 66,892 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $130.35, for a total value of $8,719,372.20. Following the transaction, the insider directly owned 55,199 shares of the company’s stock, valued at approximately $7,195,189.65. The trade was a 54.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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. Insiders have sold a total of 233,560 shares of company stock worth $27,870,662 in the last ninety days. 0.33% of the stock is owned by corporate insiders.

Marvell Technology News Roundup

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

• Positive Sentiment: Nvidia strategic investment and partnership + potential Google co‑development and recent acquisition are primary drivers behind the stock’s big April gain — these validate Marvell as a custom AI‑chip and infrastructure supplier and support revenue/collaboration upside. Why Marvell Stock Soared 67% in April
• Positive Sentiment: Analysts and commentary highlight multiple hyperscaler/cloud design wins and the company’s role in the AI infrastructure “pivot away from GPUs,” reinforcing growth expectations and investor enthusiasm. Marvell Stock: A 16% Yield Trade With A 46% Margin of Safety
• Positive Sentiment: Coverage in market press and AI‑thematic pieces (Kalkine, Trefis, Motley Fool) is amplifying momentum, pushing investor flows into MRVL as part of the next leg of the AI trade. Marvell AI Momentum Puts Nasdaq Composite Index In Market Spotlight
• Neutral Sentiment: Marvell has scheduled its Q1 FY2027 earnings release and conference call for May 27 — management commentary and guidance will likely be the next major price catalyst (could confirm or temper current growth expectations). Marvell Technology, Inc. Announces Conference Call to Review First Quarter of Fiscal Year 2027 Financial Results
• Neutral Sentiment: Several analyst notes and valuation write‑ups point to strong buy interest but also warn valuations are rich after the run — important context for position sizing and volatility expectations. Why Marvell Technology (MRVL) Outpaced the Stock Market Today
• Negative Sentiment: COO Chris Koopmans sold 10,000 shares (~$1.63M) under a pre‑arranged Rule 10b5‑1 plan; while routine, insider sales can create short‑term selling pressure and raise investor questions about timing. Insider 10b5-1 Sale Filing

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.