Marvell Technology, Inc. $MRVL Shares Sold by Janus Henderson Group PLC

Janus Henderson Group PLC decreased its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 3.1% in the 1st quarter, HoldingsChannel.com reports. The firm owned 2,524,737 shares of the semiconductor company’s stock after selling 81,727 shares during the period. Janus Henderson Group PLC’s holdings in Marvell Technology were worth $249,798,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hilton Head Capital Partners LLC lifted its position in shares of Marvell Technology by 978.3% in the first quarter. Hilton Head Capital Partners LLC now owns 248 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 225 shares in the last quarter. Jessup Wealth Management Inc bought a new position in Marvell Technology in the 4th quarter worth approximately $25,000. Laurel Wealth Advisors LLC bought a new position in shares of Marvell Technology during the 4th quarter worth about $25,000. Cherry Tree Wealth Management LLC bought a new position in Marvell Technology in the fourth quarter worth $26,000. Finally, Pittenger & Anderson Inc. lifted its stake in Marvell Technology by 61.5% during the first quarter. Pittenger & Anderson Inc. now owns 315 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 120 shares during the period. Institutional investors and hedge funds own 83.51% of the company’s stock.

Marvell Technology Price Performance

NASDAQ:MRVL opened at $183.30 on Friday. The company has a market cap of $160.35 billion, a P/E ratio of 62.77, a P/E/G ratio of 1.02 and a beta of 2.20. 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, Inc. has a one year low of $61.44 and a one year high of $329.88. The firm’s fifty day moving average price is $243.17 and its two-hundred day moving average price is $156.22.

Marvell Technology (NASDAQ:MRVL) last issued its quarterly earnings data 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 company had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.41 billion. Marvell Technology had a return on equity of 13.83% and a net margin of 28.99%.The business’s revenue was up 27.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.62 earnings per share. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. Equities analysts expect that Marvell Technology, Inc. will post 3.07 earnings per share for the current year.

Marvell Technology Dividend Announcement

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

Marvell Technology News Summary

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

• Positive Sentiment: Major India expansion supports AI growth prospects. Marvell plans to invest $250 million over the next three years to expand its Bangalore technology, talent and infrastructure operations and double its India headcount. The initiative is intended to strengthen development of next-generation AI and data-center technologies, potentially increasing engineering capacity and supporting long-term revenue growth. Marvell Technology to invest $250 million in India, double headcount
• Positive Sentiment: Investor sentiment is becoming more constructive. Carillon Tower Advisers highlighted Marvell in its second-quarter 2026 investor letter, reflecting increased interest in the chipmaker’s AI and data-infrastructure opportunity. Why Investors Are Getting More Bullish on Marvell Technology
• Positive Sentiment: Longer-term earnings expectations edged higher. Erste Group Bank raised its FY2027 EPS forecast to $3.08 from $3.07 and its FY2028 forecast to $5.12 from $5.09. Although the bank retained a “Hold” rating, the revisions indicate modestly improved profit expectations. Marvell Technology analyst estimates
• Neutral Sentiment: Valuation signals are mixed. Marvell has returned 205.9% over five years. A discounted-cash-flow analysis suggests the stock may trade above intrinsic value, while comparisons using market multiples indicate it could still be attractively priced. This creates a higher hurdle for additional upside despite strong AI-related growth expectations. Marvell Stock Looks Stretched After a 206% Five Year Run

Insider Activity at Marvell Technology

In other news, CFO Willem A. Meintjes sold 4,000 shares of the firm’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $175.24, for a total transaction of $700,960.00. Following the completion of the transaction, the chief financial officer owned 226,675 shares of the company’s stock, valued at approximately $39,722,527. This trade represents a 1.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Daniel Durn sold 2,250 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The stock was 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 approximately $1,939,531.02. This represents a 24.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 35,981 shares of company stock worth $8,207,942 over the last 90 days. 0.12% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research firms recently commented on MRVL. Benchmark increased their price target on Marvell Technology from $130.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, May 28th. William Blair reiterated an “outperform” rating on shares of Marvell Technology in a research report on Thursday, May 28th. HSBC set a $300.00 target price on Marvell Technology and gave the stock a “buy” rating in a report on Tuesday, May 26th. The Goldman Sachs Group set a $180.00 target price on shares of Marvell Technology in a research note on Thursday, May 28th. Finally, Oppenheimer upped their price target on Marvell Technology from $200.00 to $250.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $245.45.

About Marvell Technology

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.