Marvell Technology, Inc. $MRVL Stake Increased by OFI Invest Asset Management

OFI Invest Asset Management raised its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 42.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 499,984 shares of the semiconductor company’s stock after acquiring an additional 150,138 shares during the quarter. OFI Invest Asset Management owned approximately 0.06% of Marvell Technology worth $42,034,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in MRVL. Northwest Wealth Management LLC bought a new position in shares of Marvell Technology during the third quarter worth about $213,000. DLK Investment Management LLC acquired a new stake in Marvell Technology during the third quarter valued at approximately $294,000. Generali Investments CEE investicni spolecnost a.s. acquired a new stake in Marvell Technology during the third quarter valued at approximately $446,000. Tlwm lifted its holdings in Marvell Technology by 84.5% during the 3rd quarter. Tlwm now owns 16,711 shares of the semiconductor company’s stock worth $1,405,000 after buying an additional 7,652 shares during the last quarter. Finally, Sara Bay Financial acquired a new position in shares of Marvell Technology in the 3rd quarter worth approximately $204,000. 83.51% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Marvell Technology news, EVP Mark Casper sold 1,253 shares of the business’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $101.00, for a total value of $126,553.00. Following the sale, the executive vice president directly owned 9,023 shares in the company, valued at approximately $911,323. The trade was a 12.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Sandeep Bharathi acquired 3,400 shares of Marvell Technology stock in a transaction dated Thursday, September 25th. The shares were acquired at an average price of $78.03 per share, with a total value of $265,302.00. Following the transaction, the insider owned 73,392 shares in the company, valued at approximately $5,726,777.76. This represents a 4.86% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired 27,200 shares of company stock valued at $2,109,632 over the last quarter. Insiders own 0.33% of the company’s stock.

Marvell Technology News Summary

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

• Positive Sentiment: Wall Street still bullish on Marvell’s long-term AI/data-center upside — multiple recent write-ups highlight sizable analyst upside and the company’s role in high-speed data movement and interconnects, supporting continued investor interest. Wall Street Maintains a Positive Outlook on Marvell Technology (MRVL), Here’s Why
• Positive Sentiment: Institutional ownership is high (about 83%), which can amplify moves on buy/sell signals and tends to stabilize stock when large holders are confident. That concentration makes analyst commentary more impactful. Marvell Technology, Inc. (NASDAQ:MRVL) is favoured by institutional owners who hold 83% of the company
• Positive Sentiment: Analyst and media bullish takes (Fool, Zacks, and other AI-themed roundups) continue to cast Marvell as a top AI semiconductor play for 2026, reinforcing investor expectations for above-market growth if data-center demand holds. Prediction: Marvell Stock Could Rise 80 Percent in 2026
• Positive Sentiment: Inclusion in analyst “top AI semiconductor” lists (with NVIDIA and Micron) keeps Marvell visible to growth-focused funds rotating into AI hardware names. Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026
• Neutral Sentiment: Corporate/ticker confusion risk — a separate company using the MRVL ticker (Marvel Biosciences on TSXV) had a C-suite interview; this is unrelated to Marvell Technology but can create short-term news noise or search/ticker confusion. Toronto Stock Exchange, Marvel Biosciences Corp., The View from the C-Suite
• Negative Sentiment: Certain brokers trimmed price targets / lowered guidance expectations — Cantor Fitzgerald cut its PT to $100 with a Neutral rating, and BofA reduced its PT as well. Downward revisions can pressure near-term performance even as long-term thesis remains intact. Cantor Fitzgerald Trims Marvell (MRVL) PT to $100, Cites Neutral Stance Amid AI Expansion BofA Reduces PT on Marvell Technology (MRVL) Stock

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on MRVL shares. UBS Group set a $100.00 price target on Marvell Technology in a research report on Wednesday, December 3rd. Zacks Research upgraded shares of Marvell Technology from a “hold” rating to a “strong-buy” rating in a research report on Friday, December 5th. Jefferies Financial Group raised their price target on shares of Marvell Technology from $80.00 to $120.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Stifel Nicolaus lifted their price target on Marvell Technology from $95.00 to $114.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Finally, Roth Capital increased their price objective on Marvell Technology from $105.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Four analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and fourteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, Marvell Technology has an average rating of “Moderate Buy” and an average target price of $111.25.

Marvell Technology Trading Up 0.8%

Shares of NASDAQ:MRVL opened at $84.80 on Tuesday. The company has a 50 day moving average of $87.63 and a 200-day moving average of $79.24. The company has a current ratio of 2.01, a quick ratio of 1.64 and a debt-to-equity ratio of 0.28. The firm has a market cap of $71.92 billion, a P/E ratio of 29.75, a P/E/G ratio of 0.81 and a beta of 1.93. Marvell Technology, Inc. has a twelve month low of $47.08 and a twelve month high of $127.48.

Marvell Technology (NASDAQ:MRVL) last announced its earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 EPS for the quarter, topping the consensus estimate of $0.74 by $0.02. The firm had revenue of $2.07 billion for the quarter, compared to analysts’ expectations of $2.06 billion. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The firm’s quarterly revenue was up 36.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.43 earnings per share. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. As a group, analysts anticipate that Marvell Technology, Inc. will post 0.91 earnings per share for the current fiscal year.

Marvell Technology declared that its board has initiated a stock buyback plan on Wednesday, September 24th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the semiconductor company to reacquire up to 7.8% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Marvell Technology Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 29th. Investors of record on Friday, January 9th will be paid a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $0.24 annualized dividend and a yield of 0.3%. Marvell Technology’s dividend payout ratio (DPR) is currently 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.