Marvell Technology, Inc. $MRVL Shares Sold by Greenland Capital Management LP

Greenland Capital Management LP cut its holdings in Marvell Technology, Inc. (NASDAQ:MRVL) by 61.3% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 1,661 shares of the semiconductor company’s stock after selling 2,630 shares during the quarter. Greenland Capital Management LP’s holdings in Marvell Technology were worth $495,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in MRVL. Cape ANN Savings Bank raised its position in shares of Marvell Technology by 2.3% in the 2nd quarter. Cape ANN Savings Bank now owns 2,245 shares of the semiconductor company’s stock valued at $669,000 after acquiring an additional 50 shares during the period. Arlington Trust Co LLC increased its stake in Marvell Technology by 24.1% in the second quarter. Arlington Trust Co LLC now owns 268 shares of the semiconductor company’s stock valued at $80,000 after purchasing an additional 52 shares in the last quarter. GoalVest Advisory LLC increased its stake in Marvell Technology by 26.0% in the second quarter. GoalVest Advisory LLC now owns 315 shares of the semiconductor company’s stock valued at $94,000 after purchasing an additional 65 shares in the last quarter. Mayflower Financial Advisors LLC raised its holdings in Marvell Technology by 1.7% in the first quarter. Mayflower Financial Advisors LLC now owns 4,109 shares of the semiconductor company’s stock worth $407,000 after purchasing an additional 68 shares during the period. Finally, Bell Investment Advisors Inc raised its holdings in Marvell Technology by 12.9% in the first quarter. Bell Investment Advisors Inc now owns 628 shares of the semiconductor company’s stock worth $62,000 after purchasing an additional 72 shares during the period. 83.51% of the stock is owned by institutional investors and hedge funds.

Marvell Technology News Roundup

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

• Positive Sentiment: AI and data-center demand remain strong. Marvell’s data-center revenue reportedly rose 46%, reinforcing the company’s position as a supplier of connectivity products used in AI infrastructure. Investors are increasingly looking beyond GPUs toward networking and interconnect companies. Marvell’s AI Business Is Booming. Photonics Could Be Next
• Positive Sentiment: Photonics offers a potential next growth engine. Coverage points to a shift in AI data centers from copper connections to faster optical technology, an area where Marvell may benefit from rising bandwidth requirements and expanding AI workloads. Why Marvell Could Be a Winner in the Shift from Copper to Photonics
• Positive Sentiment: Investor enthusiasm is broadening beyond leading AI-chip names. Marvell gained alongside Astera Labs as investors rotated into AI connectivity suppliers, while Nvidia’s move was comparatively modest. This supports the view that AI infrastructure spending could benefit a wider group of semiconductor companies. Nvidia Barely Moved. These 2 AI Connectivity Stocks Jumped More Than 7%
• Neutral Sentiment: Investor Day on October 6 is a near-term catalyst. Analysts and investors may look for new product, growth, or financial targets, but the potential announcements remain speculative until Marvell provides details. Should You Buy Marvell Technology Stock Before Oct. 6?
• Neutral Sentiment: Marvell remains a higher-risk AI investment. Comparisons with Broadcom emphasize Marvell’s attractive growth opportunity but also its greater exposure to execution, competition, and valuation risk. The stock remains below its 52-week high despite its strong rally, suggesting both upside potential and unresolved investor concerns. Broadcom vs. Marvell

Marvell Technology Price Performance

Shares of NASDAQ MRVL opened at $223.55 on Tuesday. The company has a fifty day moving average price of $219.15 and a 200 day moving average price of $182.91. The firm has a market cap of $196.03 billion, a PE ratio of 73.78, a PEG ratio of 2.17 and a beta of 2.25. The company has a current ratio of 3.17, a quick ratio of 2.62 and a debt-to-equity ratio of 0.27. Marvell Technology, Inc. has a 1-year low of $62.47 and a 1-year high of $329.88.

Marvell Technology (NASDAQ:MRVL) last released its quarterly earnings results on Thursday, August 27th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.01. The firm had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.72 billion. Marvell Technology had a return on equity of 13.57% and a net margin of 27.93%.The company’s revenue for the quarter was up 36.5% on a year-over-year basis. During the same quarter last year, the business posted $0.67 EPS. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. Research analysts predict that Marvell Technology, Inc. will post 3.03 earnings per share for the current fiscal year.

Marvell Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, July 30th. Investors of record on Friday, July 10th were given a $0.06 dividend. This represents a $0.24 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Friday, July 10th. Marvell Technology’s dividend payout ratio (DPR) is currently 7.92%.

Insider Transactions at Marvell Technology

In other news, CFO Daniel Durn sold 2,250 shares of Marvell Technology stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $281.01, for a total value of $632,272.50. Following the sale, the chief financial officer directly owned 6,902 shares in the company, valued at $1,939,531.02. This trade represents a 24.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Sandeep Bharathi sold 2,231 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $299.13, for a total transaction of $667,359.03. Following the completion of the sale, the insider directly owned 55,530 shares in the company, valued at approximately $16,610,688.90. This represents a 3.86% decrease in their position. 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. Over the last quarter, insiders have sold 41,981 shares of company stock worth $9,727,132. 0.12% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Wolfe Research reissued an “outperform” rating and issued a $280.00 price target on shares of Marvell Technology in a report on Friday, August 28th. DA Davidson set a $225.00 target price on Marvell Technology in a report on Tuesday, August 18th. Morgan Stanley boosted their target price on Marvell Technology from $224.00 to $246.00 and gave the company an “equal weight” rating in a research note on Friday, August 28th. Stifel Nicolaus increased their price target on Marvell Technology from $321.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Finally, Bank of America raised their price target on Marvell Technology from $240.00 to $365.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Marvell Technology presently has an average rating of “Moderate Buy” and a consensus price target of $265.76.

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.