BI Asset Management Fondsmaeglerselskab A S Sells 31,940 Shares of Marvell Technology, Inc. $MRVL

BI Asset Management Fondsmaeglerselskab A S reduced its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 22.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,483 shares of the semiconductor company’s stock after selling 31,940 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Marvell Technology were worth $9,204,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Intech Investment Management LLC boosted its stake in Marvell Technology by 3.9% in the 1st quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company’s stock worth $1,772,000 after purchasing an additional 1,085 shares during the period. Wealthcare Advisory Partners LLC lifted its holdings in shares of Marvell Technology by 95.0% in the second quarter. Wealthcare Advisory Partners LLC now owns 10,368 shares of the semiconductor company’s stock worth $802,000 after buying an additional 5,051 shares in the last quarter. Simplicity Wealth LLC bought a new position in shares of Marvell Technology during the second quarter worth $425,000. Valeo Financial Advisors LLC boosted its position in shares of Marvell Technology by 3.3% during the second quarter. Valeo Financial Advisors LLC now owns 8,834 shares of the semiconductor company’s stock worth $684,000 after acquiring an additional 281 shares during the last quarter. Finally, Belpointe Asset Management LLC purchased a new position in Marvell Technology during the second quarter valued at $487,000. 83.51% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have commented on MRVL shares. Stifel Nicolaus increased their price objective on shares of Marvell Technology from $95.00 to $114.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Needham & Company LLC dropped their price target on Marvell Technology from $120.00 to $118.00 and set a “buy” rating for the company in a research note on Tuesday. Raymond James Financial restated a “strong-buy” rating on shares of Marvell Technology in a report on Tuesday, January 6th. TD Cowen reaffirmed a “hold” rating on shares of Marvell Technology in a report on Wednesday, December 3rd. Finally, Craig Hallum reiterated a “buy” rating and set a $141.00 target price on shares of Marvell Technology in a research report on Wednesday, December 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $115.31.

Key Marvell Technology News

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

• Positive Sentiment: Deal bolsters AI data‑center positioning — Marvell signed an optical interconnect deal with Celestial AI that deepens its exposure to high‑performance AI servers and data‑center connectivity, expanding its addressable market and validating its AI infrastructure roadmap. Marvell Deepens AI Data Center Role With Celestial AI Optical Deal
• Positive Sentiment: Broker support on AI thesis — RBC reiterated an Outperform rating, saying Marvell’s AI infrastructure exposure remains a key driver; that endorsement likely helped offset some negative analyst moves. RBC Reiterates Outperform on Marvell (MRVL) as AI Infrastructure Thesis Strengthens
• Neutral Sentiment: Market watchers stay cautious — Benchmark reiterated a Hold rating after the Celestial AI announcement, signalling that the deal is constructive but not yet enough to change conviction for some analysts. Benchmark reiterates hold on Marvell (MRVL) after Celestial AI deal
• Neutral Sentiment: Analysts balancing upside vs. execution risks — Bank of America/TipRanks commentary reiterates a neutral outlook, noting Celestial AI upside but flagging concentration and dilution/execution risks and lowering its price target. Marvell: Neutral Outlook Balances Celestial AI Upside Against Execution, Concentration, and Dilution Risks
• Negative Sentiment: Price target cuts weigh on sentiment — Citigroup trimmed its price target to $113, signaling more conservative expectations for Marvell’s near‑term upside. Citigroup Lowers Marvell Technology (NASDAQ:MRVL) Price Target to $113.00
• Negative Sentiment: Lowered estimates from other shops — Rosenblatt reduced expectations, and at least one analyst downgrade triggered a notable intraday share drop earlier, underlining sensitivity to analyst revisions. Rosenblatt Securities Has Lowered Expectations for Marvell Technology (NASDAQ:MRVL) Stock Price Marvell Technology (NASDAQ:MRVL) Shares Down 4% After Analyst Downgrade

Insider Buying and Selling at Marvell Technology

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction 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 sale, the executive vice president directly owned 19,418 shares of the company’s stock, valued at $1,807,427.44. The trade was a 20.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Corporate insiders own 0.19% of the company’s stock.

Marvell Technology Stock Performance

NASDAQ MRVL opened at $74.21 on Friday. The business’s 50 day moving average price is $85.10 and its 200-day moving average price is $81.45. Marvell Technology, Inc. has a fifty-two week low of $47.08 and a fifty-two week high of $121.81. The company has a market cap of $62.94 billion, a P/E ratio of 26.04, a P/E/G ratio of 0.56 and a beta of 1.97. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.64 and a current ratio of 2.01.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.02. The firm had revenue of $2.07 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 36.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.43 EPS. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. Sell-side analysts predict that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 29th. Stockholders of record on Friday, January 9th were given a dividend of $0.06 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.3%. Marvell Technology’s dividend payout ratio (DPR) is 8.42%.

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.