Rathbones Group PLC Has $7 Million Holdings in Marvell Technology, Inc. $MRVL

Rathbones Group PLC trimmed its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 3.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 70,687 shares of the semiconductor company’s stock after selling 2,859 shares during the quarter. Rathbones Group PLC’s holdings in Marvell Technology were worth $7,002,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in MRVL. Pine Valley Investments Ltd Liability Co raised its position in Marvell Technology by 16.4% during the first quarter. Pine Valley Investments Ltd Liability Co now owns 41,759 shares of the semiconductor company’s stock valued at $4,136,000 after acquiring an additional 5,870 shares in the last quarter. Alpine Woods Capital Investors LLC lifted its stake in Marvell Technology by 30.7% in the first quarter. Alpine Woods Capital Investors LLC now owns 10,018 shares of the semiconductor company’s stock valued at $992,000 after acquiring an additional 2,355 shares during the last quarter. Glenmede Trust Co. NA grew its position in Marvell Technology by 29.4% in the first quarter. Glenmede Trust Co. NA now owns 567,402 shares of the semiconductor company’s stock worth $56,201,000 after acquiring an additional 128,980 shares in the last quarter. Axiom Investment Management LLC bought a new stake in Marvell Technology in the first quarter worth approximately $185,000. Finally, Verus Capital Partners LLC acquired a new position in shares of Marvell Technology during the 1st quarter worth $204,000. Institutional investors own 83.51% of the company’s stock.

Insider Transactions at Marvell Technology

In other news, CFO Daniel Durn sold 2,250 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $281.01, for a total transaction of $632,272.50. Following the transaction, the chief financial officer owned 6,902 shares in the company, valued at approximately $1,939,531.02. The trade was a 24.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Willem A. Meintjes sold 4,000 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $175.24, for a total transaction of $700,960.00. Following the transaction, the chief financial officer directly owned 226,675 shares of the company’s stock, valued at $39,722,527. This represents a 1.73% decrease in their position. 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. Over the last quarter, insiders sold 45,981 shares of company stock worth $10,012,942. 0.12% of the stock is currently owned by insiders.

Marvell Technology Stock Performance

Shares of NASDAQ MRVL opened at $193.77 on Tuesday. The company has a quick ratio of 2.66, a current ratio of 3.28 and a debt-to-equity ratio of 0.27. The business’s 50 day moving average is $242.94 and its two-hundred day moving average is $157.73. The company has a market cap of $169.51 billion, a P/E ratio of 66.36, a P/E/G ratio of 1.17 and a beta of 2.24. 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 EPS for the quarter, hitting analysts’ consensus estimates of $0.80. The company had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.41 billion. Marvell Technology had a return on equity of 13.83% and a net margin of 28.99%.The company’s quarterly revenue was up 27.6% compared to the same quarter last year. During the same period in the previous year, the company earned $0.62 earnings per share. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. On average, equities analysts expect that Marvell Technology, Inc. will post 3.07 EPS for the current year.

Marvell Technology Dividend Announcement

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

Analyst Upgrades and Downgrades

MRVL has been the topic of a number of recent research reports. Benchmark raised their price target on shares of Marvell Technology from $130.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, May 28th. Morgan Stanley upped their price objective on shares of Marvell Technology from $172.00 to $195.00 and gave the stock an “equal weight” rating in a report on Thursday, May 28th. Cantor Fitzgerald increased their target price on shares of Marvell Technology from $220.00 to $300.00 and gave the stock a “neutral” rating in a research report on Monday, June 29th. Compass Point set a $190.00 target price on Marvell Technology in a report on Tuesday, May 26th. Finally, Susquehanna boosted their price target on Marvell Technology from $100.00 to $230.00 and gave the stock a “positive” rating in a research report on Tuesday, May 26th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $245.45.

Key Marvell Technology News

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

• Positive Sentiment: Marvell will showcase AI memory and storage solutions designed for agentic AI inference at FMS 2026. The presentation could reinforce the company’s positioning in the growing AI data-center market. Marvell to Showcase Advanced AI Memory and Storage Infrastructure Portfolio
• Positive Sentiment: Marvell announced a $250 million investment in India to expand semiconductor and AI research and development, including plans to roughly double its local workforce and expand facilities in Bangalore and Hyderabad. The investment supports future growth in AI, cloud and data infrastructure. Marvell Is Putting $250 Million Into India
• Positive Sentiment: Brokerage coverage remains broadly constructive, with Marvell receiving a consensus “Moderate Buy” rating. This may help support investor confidence despite recent volatility. Marvell Receives Consensus Rating of Moderate Buy
• Neutral Sentiment: Marvell scheduled its fiscal second-quarter 2027 results conference call for August 27 and announced an investor day for October 6. These events could provide updated guidance on AI demand, growth and margins, but offer no immediate financial results. Marvell Announces Earnings Call and Investor Day
• Negative Sentiment: Semiconductor stocks broadly weakened amid concerns about increased competition from China, creating sector-level pressure on MRVL. Reports also highlighted technical weakness and investor focus on upcoming earnings targets. Marvell Technology Stock Is Falling Monday
• Negative Sentiment: Chief Operating Officer Chris Koopmans sold 10,000 shares worth approximately $1.8 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, reducing its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing

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.