Schear Investment Advisers LLC Sells 21,583 Shares of Marvell Technology, Inc. $MRVL

Schear Investment Advisers LLC reduced its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 74.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 7,445 shares of the semiconductor company’s stock after selling 21,583 shares during the period. Schear Investment Advisers LLC’s holdings in Marvell Technology were worth $633,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. HB Wealth Management LLC increased its holdings in Marvell Technology by 14.5% during the 4th quarter. HB Wealth Management LLC now owns 17,988 shares of the semiconductor company’s stock worth $1,529,000 after purchasing an additional 2,284 shares in the last quarter. Kingswood Wealth Advisors LLC increased its holdings in Marvell Technology by 43.9% during the 4th quarter. Kingswood Wealth Advisors LLC now owns 11,891 shares of the semiconductor company’s stock worth $1,010,000 after purchasing an additional 3,627 shares in the last quarter. Bigelow Investment Advisors LLC increased its holdings in Marvell Technology by 10.4% during the 4th quarter. Bigelow Investment Advisors LLC now owns 2,654 shares of the semiconductor company’s stock worth $226,000 after purchasing an additional 249 shares in the last quarter. SilverOak Wealth Management LLC increased its holdings in Marvell Technology by 30.3% during the 4th quarter. SilverOak Wealth Management LLC now owns 6,352 shares of the semiconductor company’s stock worth $540,000 after purchasing an additional 1,478 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in Marvell Technology by 5.9% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 1,045,106 shares of the semiconductor company’s stock worth $89,020,000 after purchasing an additional 58,318 shares in the last quarter. 83.51% of the stock is owned by institutional investors.

Key Headlines Impacting Marvell Technology

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

• Positive Sentiment: Reports that Marvell is in talks with Google to co‑develop custom AI chips (MPU and inference TPU) are being priced as a potential hyperscaler design win and helped lift sentiment. QuiverQuant: Google AI chip talks
• Positive Sentiment: Marvell announced the acquisition of Polariton Technologies to add plasmonics‑based silicon photonics IP — a strategic add for higher‑speed, lower‑power optical links used in AI/cloud data centers. BusinessWire: Polariton acquisition
• Positive Sentiment: RBC Capital’s large target raise (from $115 to $170) and maintained Outperform adds a high‑profile institutional endorsement that supports further upside expectations. 247WallSt: RBC raises target
• Positive Sentiment: Recent earnings and commentary showing strong AI‑driven demand and revenue upside have reinforced the growth narrative that underpins current valuations. Benzinga: earnings and AI demand
• Positive Sentiment: Market action shows institutional inflows and heavy call‑option activity, indicating traders and funds placing bullish bets on further upside. FXEmpire: institutional inflows Barchart: options activity
• Neutral Sentiment: Coverage of supplier POET Technologies announcing orders from Marvell highlights Marvell’s purchasing relationships but is not a direct revenue driver for Marvell; it signals supply‑chain activity rather than a material product announcement. Yahoo: POET orders from Marvell
• Negative Sentiment: Insider selling: EVP Mark Casper recently sold 10,000 shares (part of a series of sales), which some investors read as a cautionary signal even though insiders sell for many reasons. InsiderTrades: Mark Casper sale
• Negative Sentiment: Valuation and guidance concerns: some analysts warn the stock’s premium multiple and uneven product‑level (XPU) guidance could cap upside and increase downside risk if execution or future guidance disappoints. SeekingAlpha: valuation/ride won’t last

Marvell Technology Price Performance

Marvell Technology stock opened at $157.32 on Thursday. Marvell Technology, Inc. has a 12 month low of $53.36 and a 12 month high of $158.69. The company has a current ratio of 2.01, a quick ratio of 1.58 and a debt-to-equity ratio of 0.28. The business’s 50 day simple moving average is $98.88 and its 200 day simple moving average is $90.34. The company has a market cap of $137.57 billion, a price-to-earnings ratio of 51.08, a PEG ratio of 1.37 and a beta of 1.83.

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

Marvell Technology Dividend Announcement

The company also recently disclosed 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 is Friday, April 10th. This represents a $0.24 annualized dividend and a yield of 0.2%. Marvell Technology’s dividend payout ratio is presently 7.79%.

Insiders Place Their Bets

In related news, insider Sandeep Bharathi sold 66,892 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $130.35, for a total value of $8,719,372.20. Following the transaction, the insider owned 55,199 shares in the company, valued at approximately $7,195,189.65. This represents a 54.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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, EVP Mark Casper sold 10,854 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $107.01, for a total value of $1,161,486.54. Following the completion of the transaction, the executive vice president owned 4,023 shares in the company, valued at approximately $430,501.23. The trade was a 72.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 223,560 shares of company stock valued at $26,243,062 in the last quarter. 0.19% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

MRVL has been the subject of a number of recent research reports. Craig Hallum boosted their price objective on Marvell Technology from $141.00 to $164.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Citigroup boosted their target price on Marvell Technology from $113.00 to $118.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Bank of America upgraded Marvell Technology from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $90.00 to $110.00 in a research note on Friday, March 6th. Morgan Stanley boosted their target price on Marvell Technology from $95.00 to $103.00 and gave the stock an “equal weight” rating in a research note on Friday, March 6th. Finally, B. Riley Financial boosted their target price on Marvell Technology from $135.00 to $156.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Two investment 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 company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $122.73.

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.