Taylor & Morgan Wealth Management LLC Takes Position in Marvell Technology, Inc. $MRVL

Taylor & Morgan Wealth Management LLC bought a new position in Marvell Technology, Inc. (NASDAQ:MRVL) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 2,509 shares of the semiconductor company’s stock, valued at approximately $747,000.

Several other institutional investors have also modified their holdings of the business. State Street Corp raised its holdings in Marvell Technology by 7.9% during the 4th quarter. State Street Corp now owns 22,834,816 shares of the semiconductor company’s stock worth $1,940,503,000 after buying an additional 1,677,724 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Marvell Technology by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 12,108,452 shares of the semiconductor company’s stock valued at $1,025,185,000 after buying an additional 97,624 shares during the period. Norges Bank bought a new stake in shares of Marvell Technology during the fourth quarter worth $895,455,000. Van ECK Associates Corp increased its position in shares of Marvell Technology by 11.4% during the fourth quarter. Van ECK Associates Corp now owns 9,864,514 shares of the semiconductor company’s stock worth $838,286,000 after acquiring an additional 1,007,315 shares in the last quarter. Finally, Northern Trust Corp raised its holdings in shares of Marvell Technology by 9.7% during the fourth quarter. Northern Trust Corp now owns 6,798,272 shares of the semiconductor company’s stock worth $577,717,000 after acquiring an additional 598,920 shares during the period. Institutional investors own 83.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on MRVL shares. Wells Fargo & Company upped their target price on shares of Marvell Technology from $195.00 to $240.00 and gave the stock an “overweight” rating in a research note on Thursday, May 28th. Compass Point set a $190.00 price target on Marvell Technology in a research report on Tuesday, May 26th. Evercore reissued an “outperform” rating and issued a $155.00 price objective on shares of Marvell Technology in a research report on Tuesday, May 19th. Susquehanna raised their target price on shares of Marvell Technology from $100.00 to $230.00 and gave the company a “positive” rating in a research report on Tuesday, May 26th. Finally, Stifel Nicolaus lifted their price target on shares of Marvell Technology from $321.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $245.45.

Insider Buying and Selling at Marvell Technology

In related news, insider Sandeep Bharathi sold 2,231 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $299.13, for a total value of $667,359.03. Following the transaction, the insider directly owned 55,530 shares in the company, valued at approximately $16,610,688.90. This represents a 3.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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. Also, COO Chris Koopmans sold 10,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $180.50, for a total transaction of $1,805,000.00. Following the transaction, the chief operating officer directly owned 227,941 shares in the company, valued at approximately $41,143,350.50. This represents a 4.20% 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. In the last three months, insiders sold 38,481 shares of company stock worth $8,683,492. Insiders own 0.12% of the company’s stock.

Marvell Technology Price Performance

Shares of MRVL opened at $212.31 on Wednesday. The firm has a market capitalization of $185.73 billion, a PE ratio of 72.71, a PEG ratio of 1.30 and a beta of 2.24. The company’s 50-day moving average is $242.00 and its 200-day moving average is $163.33. Marvell Technology, Inc. has a fifty-two week low of $61.44 and a fifty-two week high of $329.88. The company has a debt-to-equity ratio of 0.27, a current ratio of 3.28 and a quick ratio of 2.66.

Marvell Technology (NASDAQ:MRVL) last announced its earnings results on Wednesday, May 27th. The semiconductor company reported $0.80 EPS for the quarter, hitting the consensus estimate of $0.80. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. The business had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter in the previous year, the firm posted $0.62 EPS. Marvell Technology’s revenue was up 27.6% compared to the same quarter last year. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. Equities analysts forecast that Marvell Technology, Inc. will post 3.07 EPS for the current year.

Marvell Technology Dividend Announcement

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

Marvell Technology News Roundup

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

• Positive Sentiment: Marvell’s expanded alliance with NVIDIA, including a reported $2 billion investment, could strengthen its position in AI infrastructure and improve its ability to compete with Broadcom and Astera Labs. Can MRVL’s NVDA Alliance Help it Challenge ALAB & AVGO?
• Positive Sentiment: Microsoft’s reported plan to secure capacity for more than 300,000 Maia 300 AI chips in 2027 could create a substantial opportunity for Marvell as a potential custom-silicon and infrastructure supplier. Microsoft’s Maia 300 Could Be a Win for Marvell and TSMC
• Positive Sentiment: Analysts see Marvell as a possible beneficiary of AMD’s Helios rack-scale AI systems and Microsoft’s broader in-house-chip strategy, supporting the longer-term data-center growth narrative. Marvell Could Be Next Winner in Microsoft AI Bet
• Neutral Sentiment: Marvell’s next major catalyst is its August 27 earnings release. Investors are weighing strong AI data-center demand against the risks of elevated expectations and competition from Broadcom. What’s Going On With Marvell Technology Stock Monday?
• Negative Sentiment: Recent selling reflects valuation concerns: analysts note that part of Marvell’s reported profitability comes from below-operating-line items, making the stock’s high multiple more dependent on future growth and execution. Marvell Technology Stock’s Multiple Leans On Profit From Below The Operating Line
• Negative Sentiment: The stock has recently decreased more than the broader market as investors reassess the gap between its strong AI rally and its current fundamentals. Competition, high expectations and questions about the pace of the data-center ramp remain headwinds. Here’s Why Marvell Technology Fell More Than the Broader Market

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.