Shell Asset Management Co. Cuts Stock Holdings in Marvell Technology, Inc. $MRVL

Shell Asset Management Co. trimmed its stake in Marvell Technology, Inc. (NASDAQ:MRVL) by 58.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,731 shares of the semiconductor company’s stock after selling 27,842 shares during the period. Shell Asset Management Co.’s holdings in Marvell Technology were worth $1,659,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of MRVL. Vanguard Group Inc. raised its position in shares of Marvell Technology by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 64,443,232 shares of the semiconductor company’s stock valued at $4,987,906,000 after buying an additional 673,110 shares in the last quarter. Brown Advisory Inc. increased its stake in Marvell Technology by 8.0% in the second quarter. Brown Advisory Inc. now owns 20,840,336 shares of the semiconductor company’s stock valued at $1,613,044,000 after acquiring an additional 1,539,809 shares during the last quarter. State Street Corp raised its position in Marvell Technology by 2.7% during the second quarter. State Street Corp now owns 20,573,260 shares of the semiconductor company’s stock valued at $1,592,370,000 after purchasing an additional 533,946 shares in the last quarter. Ameriprise Financial Inc. raised its position in Marvell Technology by 16.4% during the second quarter. Ameriprise Financial Inc. now owns 10,406,875 shares of the semiconductor company’s stock valued at $805,473,000 after purchasing an additional 1,464,571 shares in the last quarter. Finally, Norges Bank bought a new stake in Marvell Technology during the second quarter worth about $716,713,000. 83.51% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Mark Casper sold 5,000 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the transaction, the executive vice president owned 19,418 shares in the company, valued at $1,807,427.44. The trade was a 20.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on MRVL. JPMorgan Chase & Co. raised their price objective on Marvell Technology from $120.00 to $130.00 and gave the company an “overweight” rating in a report on Wednesday, December 3rd. TD Cowen reaffirmed a “hold” rating on shares of Marvell Technology in a report on Wednesday, December 3rd. Raymond James Financial reissued a “strong-buy” rating on shares of Marvell Technology in a research note on Tuesday, January 6th. Summit Insights raised Marvell Technology from a “hold” rating to a “buy” rating in a research note on Wednesday, December 3rd. Finally, Roth Mkm boosted their target price on Marvell Technology from $105.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $115.16.

More Marvell Technology News

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

• Positive Sentiment: Marvell announced expanded AI and cloud roles via deals with Celestial AI and XConn that broaden its accelerator and connectivity footprint — these deals reinforce revenue optionality in AI compute and hyperscale networking. Marvell Expands AI And Cloud Role With Celestial AI And XConn Deals
• Positive Sentiment: Opinion pieces argue the market overreacted to recent weakness: Marvell trades at a notable discount to Broadcom on forward P/E and still has meaningful upside from AI-related wins (Celestial AI acquisition flagged as multi-year growth driver). Marvell: The Market Overreaction Doesn’t Quite Make Sense
• Positive Sentiment: Additional Seeking Alpha coverage frames the recent pullback as a buying opportunity (“AI Reset Is Your Second Chance”), arguing investors can accumulate exposure to Marvell’s AI/data‑center tailwinds ahead of potential earnings upside. Marvell: The AI Reset Is Your Second Chance
• Positive Sentiment: Another Seeking Alpha piece highlights Marvell’s positioning ahead of earnings and its “right AI strings” (networking + accelerators), implying near-term catalysts from product ramps and customer deployments. Marvell: Lurking Ahead Of Earnings, Pulling The Right AI Strings
• Neutral Sentiment: Zacks notes MRVL is a trending stock and flags items investors should know before trading (attention/volatility can increase near earnings and news flow). Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Zacks also ran a broader idea piece highlighting technology names worth watching with its Earnings ESP tool — useful context but not specific to new Marvell fundamentals. Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
• Neutral Sentiment: Recent fundamentals: Marvell beat the last quarter’s EPS and raised Q4 FY2026 EPS guidance to $0.740–0.840; data-center revenue now makes up a large portion of sales, which amplifies sensitivity to AI/hyperscaler demand. (No external link)
• Negative Sentiment: Zacks reported a recent larger-than-market intraday decline (about -3.8% on Feb 12), reflecting short-term volatility and profit-taking after a long multi-quarter run. Marvell Technology (MRVL) Suffers a Larger Drop Than the General Market: Key Insights

Marvell Technology Stock Performance

Marvell Technology stock opened at $78.61 on Monday. 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 $66.60 billion, a P/E ratio of 27.58, a P/E/G ratio of 0.62 and a beta of 1.97. Marvell Technology, Inc. has a 1-year low of $47.08 and a 1-year high of $112.50. The firm has a 50-day moving average of $83.34 and a 200-day moving average of $81.77.

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

Marvell Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 29th. Investors of record on Friday, January 9th were issued a $0.06 dividend. The ex-dividend date was Friday, January 9th. This represents a $0.24 annualized dividend and a yield of 0.3%. Marvell Technology’s payout ratio is 8.42%.

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.