Meiji Yasuda Asset Management Co Ltd. Acquires Shares of 13,221 Marvell Technology, Inc. $MRVL

Meiji Yasuda Asset Management Co Ltd. acquired a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 13,221 shares of the semiconductor company’s stock, valued at approximately $3,938,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. BlackRock Inc. grew its stake in Marvell Technology by 34.1% during the 2nd quarter. BlackRock Inc. now owns 85,641,174 shares of the semiconductor company’s stock worth $25,511,649,000 after buying an additional 21,798,190 shares during the last quarter. Norges Bank acquired a new position in Marvell Technology during the fourth quarter worth approximately $895,455,000. Bank of New York Mellon Corp lifted its stake in Marvell Technology by 153.3% in the second quarter. Bank of New York Mellon Corp now owns 7,957,985 shares of the semiconductor company’s stock valued at $2,370,604,000 after buying an additional 4,815,725 shares during the last quarter. Rafferty Asset Management LLC boosted its holdings in shares of Marvell Technology by 111.0% in the second 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 during the period. Finally, Capital Research Global Investors boosted its holdings in shares of Marvell Technology by 177.9% in the fourth quarter. Capital Research Global Investors now owns 4,551,249 shares of the semiconductor company’s stock valued at $386,765,000 after acquiring an additional 2,913,368 shares during the period. Institutional investors and hedge funds own 83.51% of the company’s stock.

Marvell Technology Trading Down 3.3%

NASDAQ:MRVL opened at $229.29 on Tuesday. The firm has a market cap of $200.58 billion, a P/E ratio of 78.52, a PEG ratio of 1.48 and a beta of 2.24. The company has a current ratio of 3.28, a quick ratio of 2.66 and a debt-to-equity ratio of 0.27. The stock’s 50 day simple moving average is $232.14 and its 200-day simple moving average is $172.77. Marvell Technology, Inc. has a 12-month low of $61.44 and a 12-month high of $329.88.

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

Marvell Technology Announces Dividend

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

Insider Activity

In other news, insider Sandeep Bharathi sold 2,231 shares of Marvell Technology 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 sale, the insider owned 55,530 shares of the company’s stock, valued at $16,610,688.90. The trade was a 3.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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, CEO Matthew J. Murphy sold 7,500 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $236.08, for a total transaction of $1,770,600.00. Following the transaction, the chief executive officer directly owned 783,186 shares of the company’s stock, valued at $184,894,550.88. This represents a 0.95% 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. Insiders have sold a total of 41,981 shares of company stock worth $9,753,132 over the last quarter. Insiders own 0.12% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on MRVL shares. DA Davidson set a $225.00 target price on shares of Marvell Technology in a research report on Tuesday, August 18th. TD Cowen reiterated a “hold” rating and issued a $225.00 price target (up from $200.00) on shares of Marvell Technology in a research report on Tuesday, August 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of Marvell Technology in a research note on Wednesday, June 24th. Compass Point set a $190.00 price objective on shares of Marvell Technology in a research report on Tuesday, May 26th. Finally, Scotiabank assumed coverage on shares of Marvell Technology in a research note on Tuesday, May 26th. They issued an “outperform” rating on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $255.55.

Marvell Technology News Roundup

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

• Positive Sentiment: Google agreement strengthens the AI investment case. Marvell’s expanded commercial relationship with Google involves custom AI silicon, while a warrant gives Google the right to purchase up to 58.97 million MRVL shares at $206.58 each, potentially providing as much as $12.2 billion in capital and reinforcing expectations for substantial future demand. Marvell Earnings Are Coming. Google Agreement Likely to Be Biggest Talking Point.
• Positive Sentiment: Analysts remain constructive. Wells Fargo raised its price target to $310, and JPMorgan identified Marvell as a top semiconductor pick, citing demand for custom AI chips, optical connectivity and data-center networking. The company’s latest reported quarter showed revenue growth of 27.6% year over year to $2.42 billion, with quarterly EPS of $0.80. Marvell Technology has nearly tripled in 2026. Wells Fargo says there are more gains ahead
• Neutral Sentiment: Thursday’s earnings are the immediate catalyst. Investors want details on Google-related revenue potential, custom-ASIC demand, margins and forward guidance. Options activity indicates traders expect an unusually large post-earnings move, increasing near-term volatility. Here’s How Much Traders Expect Marvell Stock to Move After Earnings
• Negative Sentiment: Valuation has made the stock vulnerable to profit-taking. After a roughly 170% year-to-date rally, MRVL trades at a high earnings multiple, leaving investors demanding strong results and an upbeat outlook to justify the premium. The recent pullback reflects “sell the news” behavior following the Google announcement and caution before earnings.
• Negative Sentiment: Broader semiconductor weakness added pressure. The sector was lower, while concerns remain about competition from Broadcom, execution risk in custom AI chips and potential share dilution from Google’s warrant. These risks are especially important because expectations for Marvell’s AI growth are already high. Marvell Falls Ahead of August 27 Earnings

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.