Crestwood Advisors Group LLC Lowers Position in Marvell Technology, Inc. $MRVL

Crestwood Advisors Group LLC lowered its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 40.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 10,094 shares of the semiconductor company’s stock after selling 6,796 shares during the period. Crestwood Advisors Group LLC’s holdings in Marvell Technology were worth $858,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of MRVL. Vanguard Group Inc. raised its holdings in shares of Marvell Technology by 23.5% in the 3rd quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock valued at $6,692,830,000 after acquiring an additional 15,166,976 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in shares of Marvell Technology by 59.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 16,624,827 shares of the semiconductor company’s stock valued at $1,397,751,000 after acquiring an additional 6,217,952 shares in the last quarter. Franklin Resources Inc. raised its holdings in shares of Marvell Technology by 47.0% in the 3rd quarter. Franklin Resources Inc. now owns 11,903,051 shares of the semiconductor company’s stock valued at $1,000,689,000 after acquiring an additional 3,805,431 shares in the last quarter. Rafferty Asset Management LLC raised its holdings in shares of Marvell Technology by 111.0% in the 2nd quarter. Rafferty Asset Management LLC now owns 5,810,359 shares of the semiconductor company’s stock valued at $449,722,000 after acquiring an additional 3,056,808 shares in the last quarter. Finally, Westfield Capital Management Co. LP purchased a new stake in shares of Marvell Technology in the 3rd quarter valued at about $219,587,000. Hedge funds and other institutional investors own 83.51% of the company’s stock.

Marvell Technology Stock Performance

Shares of NASDAQ MRVL opened at $170.13 on Friday. The stock has a market cap of $148.77 billion, a price-to-earnings ratio of 55.24, a P/E/G ratio of 1.54 and a beta of 2.25. The company has a current ratio of 2.01, a quick ratio of 1.58 and a debt-to-equity ratio of 0.28. Marvell Technology, Inc. has a 1-year low of $58.61 and a 1-year high of $175.80. The stock’s 50-day moving average is $113.98 and its 200 day moving average is $95.05.

Marvell Technology (NASDAQ:MRVL) last announced 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 for the quarter, compared to analysts’ expectations of $2.21 billion. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.Marvell Technology’s revenue for the quarter was up 22.1% compared to the same quarter last year. During the same period last year, the firm posted $0.60 EPS. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. On average, sell-side analysts anticipate that Marvell Technology, Inc. will post 3.04 EPS for the current fiscal year.

Marvell Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Friday, April 10th were paid a $0.06 dividend. 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, April 10th. Marvell Technology’s payout ratio is 7.79%.

Key Stories Impacting Marvell Technology

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

• Positive Sentiment: Erste Group raised its FY2028 earnings estimate for Marvell and reiterated a Buy rating, signaling continued confidence in the company’s longer-term earnings power and AI-related growth prospects.
• Positive Sentiment: Investor interest remains strong as Marvell’s AI-driven data center business and NVIDIA partnership continue to fuel optimism around custom AI silicon demand.
• Positive Sentiment: The stock’s rally has been supported by a broader rotation back into AI infrastructure names, which has lifted sentiment across the semiconductor group. How Marvell Stock Surges To $400
• Neutral Sentiment: Several recent articles frame Marvell as a heavily searched and widely discussed stock, reflecting strong investor attention rather than a single material company event.
• Negative Sentiment: Some commentary says the shares may be getting ahead of fundamentals after a parabolic move, with valuation concerns, insider selling, and analyst price targets implying downside from recent highs. Marvell Technology (MRVL) Stock Plunges 7% — Is Now the Time to Buy?

Analysts Set New Price Targets

Several research firms have weighed in on MRVL. JPMorgan Chase & Co. raised their price target on Marvell Technology from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Friday, March 6th. Rosenblatt Securities raised their price objective on Marvell Technology from $115.00 to $140.00 and gave the company a “buy” rating in a report on Friday, March 6th. Stifel Nicolaus raised their price objective on Marvell Technology from $120.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Erste Group Bank assumed coverage on Marvell Technology in a report on Thursday, April 2nd. They set a “buy” rating on the stock. Finally, Zacks Research raised Marvell Technology from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $125.00.

Insiders Place Their Bets

In other Marvell Technology news, COO Chris Koopmans sold 10,000 shares of Marvell Technology stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $110.24, for a total value of $1,102,400.00. Following the transaction, the chief operating officer directly owned 133,870 shares of the company’s stock, valued at $14,757,828.80. The trade was a 6.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Willem A. Meintjes sold 30,000 shares of Marvell Technology stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $134.01, for a total value of $4,020,300.00. Following the completion of the transaction, the chief financial officer directly owned 154,111 shares in the company, valued at $20,652,415.11. This trade represents a 16.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Over the last ninety days, insiders sold 233,560 shares of company stock worth $27,870,662. 0.19% of the stock is currently owned by corporate insiders.

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.