Griffith & Werner Inc. Makes New $2.23 Million Investment in Marvell Technology, Inc. $MRVL

Griffith & Werner Inc. acquired a new stake in Marvell Technology, Inc. (NASDAQ:MRVL) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 23,950 shares of the semiconductor company’s stock, valued at approximately $2,233,000. Marvell Technology makes up approximately 1.2% of Griffith & Werner Inc.’s holdings, making the stock its 28th biggest position.

Several other institutional investors have also made changes to their positions in MRVL. Vanguard Group Inc. raised its position in Marvell Technology by 23.5% in the third quarter. Vanguard Group Inc. now owns 79,610,208 shares of the semiconductor company’s stock worth $6,692,830,000 after purchasing an additional 15,166,976 shares in the last quarter. Norges Bank bought a new stake in shares of Marvell Technology in the 2nd quarter valued at approximately $716,713,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in shares of Marvell Technology by 4,758.5% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,036,216 shares of the semiconductor company’s stock valued at $544,603,000 after purchasing an additional 6,891,393 shares during the period. Amundi raised its holdings in shares of Marvell Technology by 113.4% in the 2nd quarter. Amundi now owns 8,648,350 shares of the semiconductor company’s stock worth $642,140,000 after buying an additional 4,596,309 shares in the last quarter. Finally, Franklin Resources Inc. lifted its position in shares of Marvell Technology by 112.4% during the 2nd quarter. Franklin Resources Inc. now owns 8,097,620 shares of the semiconductor company’s stock worth $626,756,000 after buying an additional 4,285,330 shares during the period. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Analysts and previews expect AI-driven data center strength for the upcoming Q4 report, highlighting custom AI silicon and connectivity products as key growth drivers that could deliver an earnings beat. Marvell Q4 Earnings Preview
• Positive Sentiment: RBC says Marvell is likely to beat on optical strength and calls fiscal 2027 tone “incrementally positive,” supporting upside potential from data‑center networking. RBC Note
• Positive Sentiment: High-profile bullish commentary from Jim Cramer has put Marvell in focus as a buy/hold into the quarter, which can support retail demand into earnings. Jim Cramer Comments
• Neutral Sentiment: Options traders are pricing in elevated volatility around the March 5 earnings release, with implied moves near ~11% — this raises both upside and downside risk in the short term. TipRanks Volatility Note
• Neutral Sentiment: Analyst coverage is mixed: JPMorgan and several research notes emphasize Marvell’s positioning to “ride the AI wave,” while independent valuation pieces point out mixed recent returns and momentum divergence. JPMorgan Note
• Negative Sentiment: Morgan Stanley lowered its price target on MRVL from $112 to $95 and moved to an “equal weight” stance, signaling less near-term conviction and removing an analyst tailwind. Price Target Cut
• Negative Sentiment: Broader chip-sector weakness tied to the Iran conflict and risk-off flows has pressured semiconductor hardware names (Nvidia, AMD, Intel, Broadcom) and is weighing on Marvell despite company-specific positives. Chip Sell-off Article
• Negative Sentiment: Macro/geopolitical headlines (joint US/Israel actions and Iran retaliation fears) are driving risk aversion and higher oil/currency moves, which often hit cyclicals such as semiconductor stocks. Market Risk Article

Marvell Technology Stock Down 4.1%

Shares of NASDAQ:MRVL opened at $77.51 on Wednesday. The company has a quick ratio of 1.64, a current ratio of 2.01 and a debt-to-equity ratio of 0.28. The firm has a market cap of $67.53 billion, a P/E ratio of 27.20, a P/E/G ratio of 0.65 and a beta of 1.97. Marvell Technology, Inc. has a 12 month low of $47.08 and a 12 month high of $102.77. The company’s 50-day moving average price is $81.62 and its two-hundred day moving average price is $81.95.

Marvell Technology (NASDAQ:MRVL) last announced its earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $0.02. Marvell Technology had a net margin of 31.75% and a return on equity of 13.15%. The company had revenue of $2.07 billion for the quarter, compared to analyst estimates of $2.06 billion. During the same period in the prior year, the business earned $0.43 earnings per share. Marvell Technology’s quarterly revenue was up 36.8% on a year-over-year basis. As a group, research analysts forecast that Marvell Technology, Inc. will post 0.91 EPS for the current fiscal year.

Marvell Technology Dividend Announcement

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

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Barclays upped their price target on Marvell Technology from $80.00 to $105.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 3rd. JPMorgan Chase & Co. upped their target price on shares of Marvell Technology from $120.00 to $130.00 and gave the stock an “overweight” rating in a report on Wednesday, December 3rd. B. Riley Financial reiterated a “buy” rating and set a $130.00 target price (up from $100.00) on shares of Marvell Technology in a research report on Wednesday, December 3rd. Jefferies Financial Group boosted their price target on shares of Marvell Technology from $80.00 to $120.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. Finally, Stifel Nicolaus upped their price objective on shares of Marvell Technology from $95.00 to $114.00 and gave the stock 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, ten have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $114.78.

Insider Buying and Selling

In other Marvell Technology news, EVP Mark Casper sold 5,000 shares of the stock in a transaction on Monday, January 5th. The stock was sold at an average price of $93.08, for a total value of $465,400.00. Following the transaction, the executive vice president directly owned 19,418 shares in the company, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.33% of the company’s stock.

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.