Rakuten Securities Inc. Sells 8,541 Shares of Marvell Technology, Inc. $MRVL

Rakuten Securities Inc. lessened its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 43.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,944 shares of the semiconductor company’s stock after selling 8,541 shares during the period. Rakuten Securities Inc.’s holdings in Marvell Technology were worth $930,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Trifecta Capital Advisors LLC grew its position in Marvell Technology by 8.8% in the third quarter. Trifecta Capital Advisors LLC now owns 1,430 shares of the semiconductor company’s stock worth $120,000 after acquiring an additional 116 shares in the last quarter. FSM Wealth Advisors LLC raised its position in Marvell Technology by 4.4% during the third quarter. FSM Wealth Advisors LLC now owns 2,939 shares of the semiconductor company’s stock valued at $247,000 after purchasing an additional 123 shares in the last quarter. Faithward Advisors LLC lifted its stake in Marvell Technology by 2.1% during the third quarter. Faithward Advisors LLC now owns 6,242 shares of the semiconductor company’s stock worth $525,000 after purchasing an additional 126 shares during the last quarter. Meeder Asset Management Inc. boosted its holdings in shares of Marvell Technology by 30.4% in the 3rd quarter. Meeder Asset Management Inc. now owns 557 shares of the semiconductor company’s stock worth $47,000 after purchasing an additional 130 shares in the last quarter. Finally, South Plains Financial Inc. boosted its holdings in shares of Marvell Technology by 1.6% in the 3rd quarter. South Plains Financial Inc. now owns 8,454 shares of the semiconductor company’s stock worth $711,000 after purchasing an additional 130 shares in the last quarter. Institutional investors own 83.51% of the company’s stock.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Reports that hyperscalers are using Marvell for custom AI inference chips have driven renewed buying momentum and expectations of sizable revenue ramps in non‑GPU AI silicon. Marvell Technology Surges Again on AI News, With Heavy, Unusual Call Options Activity
• Positive Sentiment: Marvell announced the acquisition of Polariton Technologies to boost its silicon photonics/modulation capabilities — a strategic move to improve data‑center interconnect bandwidth and power efficiency for AI workloads. This expands Marvell’s optical roadmap and supports long‑term TAM growth. Marvell Announces Acquisition of Polariton Technologies, Advancing Optical Performance Scaling to 3.2T and Beyond
• Positive Sentiment: Stifel and Oppenheimer lifted price targets and reiterated bullish views, citing stronger AI visibility and optical demand — analyst support helps justify higher multiples while attracting momentum buyers. Stifel and Oppenheimer Raise Marvell (MRVL) Targets on Bullish AI Outlook
• Neutral Sentiment: Smaller suppliers (e.g., POET Technologies) disclosed orders tied to Marvell, signaling customer wins deeper in the supply chain but not yet quantified as material revenue for Marvell. Good signal for ecosystem traction; magnitude unclear. POET Technologies (POET) Bags Orders From Marvell, Soars 24%
• Neutral Sentiment: Several deep‑dive pieces and analyst notes highlight Marvell’s expanding role as a non‑GPU AI enabler and its large addressable market, which supports bullish narrative but increases expectations. Read for industry context. Marvell: The AI Opportunity Is Massive
• Negative Sentiment: Insider selling: an EVP sold roughly $1.36M of MRVL stock. While single transactions are not uncommon, continued insider sales (noted across exec ranks) can create short‑term investor caution. Insider Selling: Marvell Technology (NASDAQ:MRVL) EVP Sells $1,355,000.00 in Stock
• Negative Sentiment: Valuation concerns and at least one note warning of a potential rating downgrade due to rich multiples — the stock’s large run means small execution misses or slower ramping of custom ASIC/optical revenue could trigger pullbacks. Marvell: The Ride Won’t Last Forever Given The Valuation (Rating Downgrade)

Insider Activity at Marvell Technology

In other news, CFO Willem A. Meintjes sold 30,000 shares of Marvell Technology stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $134.01, for a total value of $4,020,300.00. Following the sale, the chief financial officer directly owned 154,111 shares in the company, valued at approximately $20,652,415.11. This trade represents a 16.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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, insider Sandeep Bharathi sold 66,892 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $130.35, for a total value of $8,719,372.20. Following the transaction, the insider directly owned 55,199 shares in the company, valued at $7,195,189.65. This trade represents a 54.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Insiders have sold 223,560 shares of company stock worth $26,243,062 over the last 90 days. 0.19% of the stock is owned by insiders.

Marvell Technology Stock Up 5.2%

Shares of NASDAQ MRVL opened at $165.56 on Friday. The firm’s fifty day moving average is $100.63 and its 200 day moving average is $90.87. Marvell Technology, Inc. has a 52 week low of $53.78 and a 52 week high of $167.86. The company has a quick ratio of 1.58, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. The company has a market cap of $144.78 billion, a price-to-earnings ratio of 53.75, a PEG ratio of 1.42 and a beta of 1.83.

Marvell Technology (NASDAQ:MRVL) last announced its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The business had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.21 billion. During the same quarter last year, the firm earned $0.60 EPS. The company’s revenue was up 22.1% on a year-over-year basis. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. On average, equities research analysts expect that Marvell Technology, Inc. will post 3.04 earnings per share for the current year.

Marvell Technology Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, April 10th will be paid a $0.06 dividend. The ex-dividend date of this dividend is Friday, April 10th. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. Marvell Technology’s dividend payout ratio (DPR) is presently 7.79%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on MRVL shares. Benchmark reissued a “buy” rating and set a $130.00 price objective on shares of Marvell Technology in a report on Tuesday, March 31st. Oppenheimer increased their price target on shares of Marvell Technology from $150.00 to $170.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. Needham & Company LLC decreased their price target on shares of Marvell Technology from $120.00 to $118.00 and set a “buy” rating on the stock in a research note on Tuesday, February 3rd. Craig Hallum boosted their price objective on shares of Marvell Technology from $141.00 to $164.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Finally, Barclays raised shares of Marvell Technology from an “equal weight” rating to an “overweight” rating and upped their price objective for the company from $105.00 to $150.00 in a research note on Thursday, April 9th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, Marvell Technology currently has an average rating of “Moderate Buy” and an average target price of $122.73.

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.