SEB Asset Management AB Purchases New Position in Marvell Technology, Inc. $MRVL

SEB Asset Management AB purchased a new position in Marvell Technology, Inc. (NASDAQ:MRVLFree Report) in the first quarter, HoldingsChannel reports. The fund purchased 203,203 shares of the semiconductor company’s stock, valued at approximately $20,127,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Mayflower Financial Advisors LLC boosted its position in Marvell Technology by 1.7% during the 1st quarter. Mayflower Financial Advisors LLC now owns 4,109 shares of the semiconductor company’s stock valued at $407,000 after acquiring an additional 68 shares in the last quarter. Bell Investment Advisors Inc raised its position in shares of Marvell Technology by 12.9% in the 1st quarter. Bell Investment Advisors Inc now owns 628 shares of the semiconductor company’s stock worth $62,000 after acquiring an additional 72 shares in the last quarter. World Equity Group Inc. lifted its stake in shares of Marvell Technology by 2.1% in the 1st quarter. World Equity Group Inc. now owns 3,919 shares of the semiconductor company’s stock valued at $388,000 after purchasing an additional 80 shares during the period. Schear Investment Advisers LLC lifted its stake in shares of Marvell Technology by 1.4% in the 1st quarter. Schear Investment Advisers LLC now owns 7,551 shares of the semiconductor company’s stock valued at $748,000 after purchasing an additional 106 shares during the period. Finally, Enterprise Financial Services Corp boosted its position in shares of Marvell Technology by 3.5% during the first quarter. Enterprise Financial Services Corp now owns 3,188 shares of the semiconductor company’s stock valued at $316,000 after purchasing an additional 107 shares in the last quarter. 83.51% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Marvell Technology

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

  • Positive Sentiment: Erste Group raised its FY2028 earnings estimate for Marvell, signaling continued confidence in long-term profitability even after the recent selloff. Estimate revision reference
  • Positive Sentiment: Several articles highlighted Marvell’s AI infrastructure exposure, record data-center revenue, and strong design wins, which could support a rebound if AI spending remains robust. Article reference
  • Neutral Sentiment: Recent commentary framed Marvell as a key AI infrastructure beneficiary, but also noted that the stock’s valuation leaves little room for execution mistakes. Article reference
  • Neutral Sentiment: Broader tech volatility and a sharp semiconductor selloff have weighed on sentiment across the group, including Marvell, even as some analysts remain constructive. Article reference
  • Negative Sentiment: Erste Group downgraded Marvell to Hold on valuation concerns, and multiple reports said the stock has been falling more steeply than the broader market amid AI capex slowdown fears. Article reference
  • Negative Sentiment: Market commentary also warned that Marvell’s “real risk” is its elevated valuation and heavy dependence on AI infrastructure spending, which could magnify downside if growth expectations cool. Article reference

Marvell Technology Stock Performance

Shares of NASDAQ MRVL opened at $188.68 on Monday. The firm’s 50 day moving average price is $240.52 and its 200-day moving average price is $149.51. Marvell Technology, Inc. has a 52-week low of $61.44 and a 52-week high of $329.88. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.66 and a current ratio of 3.28. The company has a market cap of $165.06 billion, a PE ratio of 64.62, a P/E/G ratio of 1.24 and a beta of 2.20.

Marvell Technology (NASDAQ:MRVLGet Free Report) last announced its quarterly earnings results on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share for the quarter, meeting the consensus estimate of $0.80. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. The company had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter last year, the firm earned $0.62 earnings per share. The firm’s quarterly revenue was up 27.6% compared to the same quarter last year. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. On average, equities research 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 will be paid on Thursday, July 30th. Shareholders of record on Friday, July 10th will be issued a $0.06 dividend. The ex-dividend date of this dividend is Friday, July 10th. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.1%. Marvell Technology’s dividend payout ratio (DPR) is presently 8.22%.

Analyst Upgrades and Downgrades

MRVL has been the topic of several recent research reports. Cantor Fitzgerald upped their price target on Marvell Technology from $220.00 to $300.00 and gave the stock a “neutral” rating in a research note on Monday, June 29th. Stifel Nicolaus raised their price objective on Marvell Technology from $321.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. The Goldman Sachs Group set a $180.00 target price on shares of Marvell Technology in a report on Thursday, May 28th. Barclays upped their target price on shares of Marvell Technology from $150.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday, May 28th. Finally, Erste Group Bank lowered shares of Marvell Technology from a “buy” rating to a “hold” rating in a research note on Wednesday, July 15th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Marvell Technology presently has a consensus rating of “Moderate Buy” and a consensus target price of $245.45.

Get Our Latest Research Report on MRVL

Insider Transactions at Marvell Technology

In related news, CFO Daniel Durn sold 2,250 shares of the stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $281.01, for a total transaction of $632,272.50. Following the sale, the chief financial officer directly owned 6,902 shares of the company’s stock, 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 filing with the SEC, which is available at the SEC website. Also, COO Chris Koopmans sold 10,000 shares of Marvell Technology stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $281.92, for a total value of $2,819,200.00. Following the completion of the sale, the chief operating officer owned 227,754 shares of the company’s stock, valued at $64,208,407.68. The trade was a 4.21% decrease in their ownership of the stock. 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 ninety days, insiders have sold 45,981 shares of company stock valued at $9,835,542. Insiders own 0.12% of the company’s stock.

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.

Recommended Stories

Want to see what other hedge funds are holding MRVL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marvell Technology, Inc. (NASDAQ:MRVLFree Report).

Institutional Ownership by Quarter for Marvell Technology (NASDAQ:MRVL)

Receive News & Ratings for Marvell Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marvell Technology and related companies with MarketBeat.com's FREE daily email newsletter.