Marvell Technology, Inc. $MRVL Shares Sold by Groupe la Francaise

Groupe la Francaise lessened its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 55.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 19,973 shares of the semiconductor company’s stock after selling 24,702 shares during the quarter. Groupe la Francaise’s holdings in Marvell Technology were worth $5,946,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of MRVL. California State Teachers Retirement System grew its position in shares of Marvell Technology by 29,523.4% in the 2nd quarter. California State Teachers Retirement System now owns 385,108,617 shares of the semiconductor company’s stock valued at $114,720,006,000 after buying an additional 383,808,601 shares during the last quarter. BlackRock Inc. lifted its position in Marvell Technology by 34.1% in the second quarter. BlackRock Inc. now owns 85,641,174 shares of the semiconductor company’s stock valued at $25,511,649,000 after acquiring an additional 21,798,190 shares during the last quarter. State Street Corp boosted its stake in Marvell Technology by 7.9% in the fourth quarter. State Street Corp now owns 22,834,816 shares of the semiconductor company’s stock valued at $1,940,503,000 after acquiring an additional 1,677,724 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Marvell Technology by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 12,108,452 shares of the semiconductor company’s stock worth $1,025,185,000 after purchasing an additional 97,624 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Marvell Technology during the fourth quarter worth about $895,455,000. Institutional investors and hedge funds own 83.51% of the company’s stock.

Insider Buying and Selling

In other news, CFO Daniel Durn sold 2,250 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $281.01, for a total value of $632,272.50. Following the transaction, the chief financial officer owned 6,902 shares of the company’s stock, valued at approximately $1,939,531.02. The trade was a 24.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Chris Koopmans sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $180.50, for a total value of $1,805,000.00. Following the sale, the chief operating officer owned 227,941 shares of the company’s stock, valued at $41,143,350.50. This trade represents a 4.20% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 41,981 shares of company stock valued at $9,727,132. Company insiders own 0.12% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Raymond James Financial reissued a “strong-buy” rating on shares of Marvell Technology in a report on Wednesday, August 19th. Loop Capital upgraded Marvell Technology to a “strong-buy” rating in a research note on Tuesday, June 16th. Wolfe Research reaffirmed an “outperform” rating and set a $280.00 price target on shares of Marvell Technology in a research report on Friday, August 28th. Rosenblatt Securities boosted their price objective on Marvell Technology from $240.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, August 25th. Finally, TD Cowen boosted their price objective on Marvell Technology from $225.00 to $245.00 and gave the company a “hold” rating in a research note on Friday, August 28th. Two equities research 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 MarketBeat.com, Marvell Technology has an average rating of “Moderate Buy” and an average target price of $265.76.

Marvell Technology Price Performance

Shares of NASDAQ:MRVL opened at $223.55 on Tuesday. Marvell Technology, Inc. has a one year low of $62.47 and a one year high of $329.88. The stock has a market capitalization of $196.03 billion, a price-to-earnings ratio of 73.78, a PEG ratio of 2.17 and a beta of 2.25. The company has a 50-day simple moving average of $219.15 and a 200-day simple moving average of $182.91. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.62 and a current ratio of 3.17.

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, topping analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.72 billion. Marvell Technology had a return on equity of 13.57% and a net margin of 27.93%.The business’s revenue was up 36.5% on a year-over-year basis. During the same quarter last year, the company posted $0.67 earnings per share. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. On average, analysts predict that Marvell Technology, Inc. will post 3.03 EPS for the current year.

Marvell Technology Announces Dividend

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

Trending Headlines about Marvell Technology

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 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.