Quantbot Technologies LP Invests $1.32 Million in Marvell Technology, Inc. $MRVL

Posted by George Bondi on Aug 26th, 2026

Quantbot Technologies LP acquired a new position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 4,440 shares of the semiconductor company’s stock, valued at approximately $1,323,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. BlackRock Inc. boosted its position in shares of Marvell Technology by 34.1% during the 2nd 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 increased its position in shares of Marvell Technology by 7.9% in the fourth quarter. State Street Corp now owns 22,834,816 shares of the semiconductor company’s stock worth $1,940,503,000 after purchasing an additional 1,677,724 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Marvell Technology by 0.8% in 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. Norges Bank purchased a new stake in Marvell Technology in the fourth quarter valued at approximately $895,455,000. Finally, Van ECK Associates Corp lifted its position in Marvell Technology by 11.4% during the fourth quarter. Van ECK Associates Corp now owns 9,864,514 shares of the semiconductor company’s stock valued at $838,286,000 after purchasing an additional 1,007,315 shares during the last quarter. 83.51% of the stock is currently owned by hedge funds and other institutional investors.

Marvell Technology Stock Up 4.8%

Shares of NASDAQ MRVL opened at $240.38 on Wednesday. The stock has a market capitalization of $210.28 billion, a P/E ratio of 82.32, a PEG ratio of 1.43 and a beta of 2.24. Marvell Technology, Inc. has a one year low of $61.44 and a one year high of $329.88. The firm’s 50 day simple moving average is $231.37 and its two-hundred day simple moving average is $173.94. The company has a debt-to-equity ratio of 0.27, a current ratio of 3.28 and a quick ratio of 2.66.

Marvell Technology (NASDAQ:MRVL – Get Free Report) last announced its quarterly earnings data on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.80. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. The firm 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 business posted $0.62 EPS. The business’s quarterly revenue was up 27.6% on a year-over-year basis. As a group, analysts expect that Marvell Technology, Inc. will post 3.07 EPS for the current fiscal year.

Marvell Technology Dividend Announcement

The firm 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 was Friday, July 10th. Marvell Technology’s dividend payout ratio (DPR) is presently 8.22%.

Marvell Technology News Summary

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

Positive Sentiment: Google custom-chip agreement boosts AI expectations. Articles highlighted Marvell’s reported agreement with Google, including approximately $12.19 billion in share warrants, as evidence that the company is gaining traction as a hyperscaler custom-AI-chip partner. The deal could improve customer diversification and provide growth tied to future Google TPU deployments. Marvell Is Partnering With Google to Create Custom Chips
Positive Sentiment: Analysts raised targets ahead of earnings. Susquehanna lifted its price target from $230 to $265 with a positive rating, while Rosenblatt raised its target from $240 to $300 and retained a buy rating. Wells Fargo has also reportedly set a $310 target, reflecting expectations for continued AI networking and data-center growth. Susquehanna Raises Marvell Target
Positive Sentiment: Strong results and guidance are anticipated. Wall Street expects roughly $0.93 in adjusted EPS on $2.7 billion of revenue for fiscal Q2 2027. Investors are also speculating that Marvell could raise its outlook again, following previous guidance increases and ongoing demand for custom chips, networking products, and data-center infrastructure. Marvell AI-Fueled Rally Preview
Neutral Sentiment: Earnings volatility is likely to remain high. Options traders are pricing in an unusually large move around the August 27 report, making the earnings release and management’s commentary on the Google partnership particularly important for near-term direction. Marvell Options Traders Expect a Large Earnings Move
Negative Sentiment: Valuation and execution risks remain. Analysts cautioned that MRVL’s sharp 2026 rally has left the stock priced for strong execution. Competition in custom silicon and networking, the need for Google deal details, and potential dilution from the warrants could limit gains if results or guidance disappoint. Marvell Stock Has Run Ahead of Fundamentals

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Scotiabank assumed coverage on shares of Marvell Technology in a research note on Tuesday, May 26th. They issued an “outperform” rating for the company. B. Riley Financial restated a “buy” rating on shares of Marvell Technology in a research report on Wednesday, August 19th. Loop Capital raised shares of Marvell Technology to a “strong-buy” rating in a report on Tuesday, June 16th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $195.00 target price on shares of Marvell Technology in a research report on Wednesday, August 12th. Finally, Erste Group Bank cut Marvell Technology from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Marvell Technology has a consensus rating of “Moderate Buy” and a consensus price target of $258.42.

Get Our Latest Report on Marvell Technology

Insider Buying and Selling at Marvell Technology

In other news, COO Chris Koopmans sold 10,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $180.50, for a total transaction of $1,805,000.00. Following the transaction, the chief operating officer directly owned 227,941 shares of the company’s stock, valued at approximately $41,143,350.50. This trade represents a 4.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandeep Bharathi sold 2,231 shares of Marvell Technology stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $299.13, for a total value of $667,359.03. Following the completion of the transaction, the insider owned 55,530 shares in the company, valued at approximately $16,610,688.90. This represents a 3.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 three months, insiders sold 41,981 shares of company stock valued at $9,753,132. Company insiders own 0.12% of the company’s stock.

About Marvell Technology

(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.