Nippon Life Global Investors Americas Inc. Cuts Position in Marvell Technology, Inc. $MRVL

Posted by Stanley Muller on Aug 20th, 2026

Nippon Life Global Investors Americas Inc. trimmed its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 42.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,650 shares of the semiconductor company’s stock after selling 3,430 shares during the period. Nippon Life Global Investors Americas Inc.’s holdings in Marvell Technology were worth $1,385,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Laurel Wealth Advisors LLC bought a new stake in Marvell Technology in the fourth quarter worth $25,000. Hilton Head Capital Partners LLC raised its stake in Marvell Technology by 978.3% during the first quarter. Hilton Head Capital Partners LLC now owns 248 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 225 shares in the last quarter. Jessup Wealth Management Inc bought a new position in Marvell Technology during the fourth quarter valued at $25,000. Cherry Tree Wealth Management LLC bought a new position in Marvell Technology during the fourth quarter valued at $26,000. Finally, MidFirst Bank purchased a new position in shares of Marvell Technology in the 4th quarter worth $28,000. 83.51% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Marvell Technology

In other news, CFO Daniel Durn sold 2,250 shares of the company’s 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 completion of the sale, the chief financial officer owned 6,902 shares of the company’s stock, valued at approximately $1,939,531.02. This represents a 24.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Matthew J. Murphy sold 7,500 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $236.08, for a total transaction of $1,770,600.00. Following the transaction, the chief executive officer owned 783,186 shares in the company, valued at approximately $184,894,550.88. This represents a 0.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 41,981 shares of company stock valued at $9,753,132 in the last ninety days. 0.12% of the stock is owned by insiders.

Key Marvell Technology News

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

Positive Sentiment: Marvell granted Alphabet’s Google a warrant to purchase up to 58.97 million MRVL shares at $206.58 each. If fully exercised, the warrant would represent approximately 6.7% of Marvell’s outstanding stock and a potential investment of roughly $12.2 billion, creating a strategic alignment with one of the largest AI infrastructure buyers. Marvell shares jump as Google warrant deepens AI chip partnership
Positive Sentiment: The agreement covers technologies connected to Google’s Tensor Processing Unit ecosystem, including AI inference accelerators, networking and storage products, memory-interface controllers and near-memory computing. Reports describe the broader commercial opportunity as potentially worth as much as $120 billion through 2033, although the ultimate value depends on execution and customer demand. Marvell Technology expands Google AI partnership
Positive Sentiment: Investors are interpreting the deal as validation of Marvell’s custom silicon, connectivity and memory technologies as hyperscalers increasingly design their own AI systems. Analysts including William Blair and Raymond James remained constructive, citing improved long-term AI revenue visibility.
Neutral Sentiment: Marvell is scheduled to report fiscal second-quarter results on August 27. Consensus expectations reportedly call for approximately $2.71 billion in revenue and about $0.87 in earnings per share, placing a high execution bar after the stock’s substantial rally.
Negative Sentiment: The Google warrant could eventually increase Marvell’s share count, creating dilution for existing shareholders. In addition, MRVL trades at an elevated valuation—about 81 times earnings based on the supplied data—while the CEO recently sold 7,500 shares under a pre-arranged Rule 10b5-1 plan. These factors may increase volatility if results or guidance disappoint.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on MRVL shares. Melius Research set a $220.00 target price on shares of Marvell Technology in a report on Monday, May 18th. William Blair reaffirmed an “outperform” rating on shares of Marvell Technology in a report on Thursday, May 28th. Raymond James Financial reiterated a “strong-buy” rating on shares of Marvell Technology in a research report on Wednesday. Barclays reissued an “overweight” rating on shares of Marvell Technology in a research note on Thursday. Finally, Needham & Company LLC lifted their target price on Marvell Technology from $118.00 to $270.00 and gave the stock a “buy” rating in a report on Thursday, May 28th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $244.81.

Get Our Latest Research Report on Marvell Technology

Marvell Technology Stock Up 9.8%

Shares of NASDAQ:MRVL opened at $237.27 on Thursday. The business’s 50 day moving average is $235.18 and its 200 day moving average is $169.36. The stock has a market cap of $207.56 billion, a P/E ratio of 81.26, a price-to-earnings-growth ratio of 1.35 and a beta of 2.24. Marvell Technology, Inc. has a 52-week low of $61.44 and a 52-week high of $329.88. The company has a quick ratio of 2.66, a current ratio of 3.28 and a debt-to-equity ratio of 0.27.

Marvell Technology (NASDAQ:MRVL – Get Free Report) last issued its earnings results on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.80. Marvell Technology had a return on equity of 13.83% and a net margin of 28.99%.The business had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.41 billion. During the same period in the previous year, the company posted $0.62 EPS. Marvell Technology’s revenue was up 27.6% on a year-over-year basis. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. Sell-side analysts predict that Marvell Technology, Inc. will post 3.07 EPS for the current year.

Marvell Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 30th. Investors of record on Friday, July 10th were issued 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 payout ratio is presently 8.22%.

Marvell Technology Company Profile

(Free Report)

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.