Marvell Technology, Inc. $MRVL Shares Bought by Lombard Odier Asset Management Switzerland SA

Lombard Odier Asset Management Switzerland SA raised its position in Marvell Technology, Inc. (NASDAQ:MRVL) by 54.2% during the first quarter, HoldingsChannel reports. The firm owned 82,711 shares of the semiconductor company’s stock after buying an additional 29,055 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in Marvell Technology were worth $8,193,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Focused Wealth Management Inc acquired a new stake in Marvell Technology in the first quarter valued at $608,000. Swedbank AB lifted its holdings in Marvell Technology by 2.8% during the 1st quarter. Swedbank AB now owns 3,189,551 shares of the semiconductor company’s stock worth $315,925,000 after buying an additional 85,816 shares during the last quarter. Wilson Asset Management International PTY Ltd. boosted its position in shares of Marvell Technology by 20.4% during the 4th quarter. Wilson Asset Management International PTY Ltd. now owns 134,642 shares of the semiconductor company’s stock worth $11,442,000 after acquiring an additional 22,837 shares in the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its position in shares of Marvell Technology by 49.7% during the 1st quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 273,647 shares of the semiconductor company’s stock worth $27,105,000 after acquiring an additional 90,800 shares in the last quarter. Finally, Varma Mutual Pension Insurance Co increased its holdings in shares of Marvell Technology by 25.4% in the 4th quarter. Varma Mutual Pension Insurance Co now owns 158,588 shares of the semiconductor company’s stock valued at $13,477,000 after acquiring an additional 32,130 shares during the last quarter. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Marvell Technology

In other news, CFO Daniel Durn sold 2,250 shares of Marvell Technology stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $281.01, for a total value of $632,272.50. Following the transaction, the chief financial officer directly owned 6,902 shares of the company’s stock, valued at $1,939,531.02. The trade was a 24.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Matthew J. Murphy sold 7,500 shares of Marvell Technology stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $177.26, for a total transaction of $1,329,450.00. Following the completion of the transaction, the chief executive officer directly owned 739,397 shares in the company, valued at $131,065,512.22. The trade was a 1.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 45,981 shares of company stock valued at $9,835,542. 0.12% of the stock is owned by company insiders.

Analyst Ratings Changes

MRVL has been the topic of several research analyst reports. Bank of America raised their target price on Marvell Technology from $240.00 to $365.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. The Goldman Sachs Group set a $180.00 price target on Marvell Technology in a report on Thursday, May 28th. Morgan Stanley increased their price target on shares of Marvell Technology from $172.00 to $195.00 and gave the company an “equal weight” rating in a research note on Thursday, May 28th. B. Riley Financial raised their price objective on shares of Marvell Technology from $240.00 to $345.00 and gave the stock a “buy” rating in a report on Friday, June 12th. Finally, Compass Point set a $190.00 price objective on shares of Marvell Technology in a research report on Tuesday, May 26th. Three equities research 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 company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $245.45.

More Marvell Technology News

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

• Positive Sentiment: Analysts and market commentary continue to highlight Marvell as a beneficiary of booming AI data-center networking demand, with faster Ethernet, optics, and interconnect spending seen as a tailwind for the company. Momentum Crash Hits YOLO Traders’ Returns by Most in Four Years
• Positive Sentiment: Multiple recent articles frame Marvell as a key AI infrastructure stock to watch, suggesting investors still see upside from secular growth in AI networking and connectivity. 4 Networking Semiconductor Stocks to Watch in August 2026
• Positive Sentiment: Recent coverage notes that Marvell continues to be compared favorably within the AI connectivity race, reinforcing the idea that the stock remains tied to strong hyperscaler and AI capex trends. Marvell Technology vs. Nvidia: What Do the Revenue Trends of These Artificial Intelligence Companies Tell Investors?
• Neutral Sentiment: Short-interest data was reported as effectively zero, which does not suggest a meaningful bearish positioning signal either way.
• Neutral Sentiment: Several recent opinion pieces are asking whether Marvell is the “new Nvidia” or whether Broadcom is the better comparison, but these are mostly valuation and positioning debates rather than fresh company-specific catalysts. Is Marvell Technology the New Nvidia?
• Negative Sentiment: Some commentary highlights that Nvidia appears to be winning the AI capex battle and that momentum stocks have recently come under pressure, which may be weighing on sentiment across AI-related names, including Marvell. Nvidia is Winning AI Capex Wars So I Continue Loading Up

Marvell Technology Stock Down 7.2%

Marvell Technology stock opened at $194.23 on Friday. The company has a market capitalization of $169.91 billion, a P/E ratio of 66.52, a PEG ratio of 1.22 and a beta of 2.20. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.66 and a current ratio of 3.28. Marvell Technology, Inc. has a fifty-two week low of $61.44 and a fifty-two week high of $329.88. The stock has a 50-day simple moving average of $243.42 and a 200-day simple moving average of $153.16.

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

Marvell Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 30th. Stockholders of record on Friday, July 10th will be issued a $0.06 dividend. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Friday, July 10th. Marvell Technology’s dividend payout ratio is presently 8.22%.

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.