Visionary Wealth Advisors Acquires New Stake in Marvell Technology, Inc. $MRVL

Visionary Wealth Advisors bought a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,612 shares of the semiconductor company’s stock, valued at approximately $1,374,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Focused Wealth Management Inc acquired a new stake in Marvell Technology during the first quarter valued at approximately $608,000. Swedbank AB grew its position in Marvell Technology by 2.8% in the first quarter. Swedbank AB now owns 3,189,551 shares of the semiconductor company’s stock worth $315,925,000 after buying an additional 85,816 shares during the last quarter. Wilson Asset Management International PTY Ltd. grew its position in Marvell Technology by 20.4% in the fourth quarter. Wilson Asset Management International PTY Ltd. now owns 134,642 shares of the semiconductor company’s stock worth $11,442,000 after buying an additional 22,837 shares during the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in shares of Marvell Technology by 49.7% in the first quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 273,647 shares of the semiconductor company’s stock valued at $27,105,000 after buying an additional 90,800 shares in the last quarter. Finally, Varma Mutual Pension Insurance Co increased its holdings in shares of Marvell Technology by 25.4% in the fourth quarter. Varma Mutual Pension Insurance Co now owns 158,588 shares of the semiconductor company’s stock valued at $13,477,000 after buying an additional 32,130 shares in the last quarter. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Google agreement strengthens the AI investment case. Marvell’s expanded commercial relationship with Google involves custom AI silicon, while a warrant gives Google the right to purchase up to 58.97 million MRVL shares at $206.58 each, potentially providing as much as $12.2 billion in capital and reinforcing expectations for substantial future demand. Marvell Earnings Are Coming. Google Agreement Likely to Be Biggest Talking Point.
• Positive Sentiment: Analysts remain constructive. Wells Fargo raised its price target to $310, and JPMorgan identified Marvell as a top semiconductor pick, citing demand for custom AI chips, optical connectivity and data-center networking. The company’s latest reported quarter showed revenue growth of 27.6% year over year to $2.42 billion, with quarterly EPS of $0.80. Marvell Technology has nearly tripled in 2026. Wells Fargo says there are more gains ahead
• Neutral Sentiment: Thursday’s earnings are the immediate catalyst. Investors want details on Google-related revenue potential, custom-ASIC demand, margins and forward guidance. Options activity indicates traders expect an unusually large post-earnings move, increasing near-term volatility. Here’s How Much Traders Expect Marvell Stock to Move After Earnings
• Negative Sentiment: Valuation has made the stock vulnerable to profit-taking. After a roughly 170% year-to-date rally, MRVL trades at a high earnings multiple, leaving investors demanding strong results and an upbeat outlook to justify the premium. The recent pullback reflects “sell the news” behavior following the Google announcement and caution before earnings.
• Negative Sentiment: Broader semiconductor weakness added pressure. The sector was lower, while concerns remain about competition from Broadcom, execution risk in custom AI chips and potential share dilution from Google’s warrant. These risks are especially important because expectations for Marvell’s AI growth are already high. Marvell Falls Ahead of August 27 Earnings

Wall Street Analysts Forecast Growth

MRVL has been the subject of several research reports. Royal Bank Of Canada reissued an “outperform” rating and set a $360.00 price objective on shares of Marvell Technology in a research note on Thursday, August 20th. Needham & Company LLC boosted their target price on Marvell Technology from $118.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, May 28th. Citigroup upped their target price on Marvell Technology from $225.00 to $275.00 and gave the company a “buy” rating in a report on Friday. DA Davidson set a $225.00 price target on Marvell Technology in a research report on Tuesday, August 18th. Finally, B. Riley Financial reiterated a “buy” rating on shares of Marvell Technology in a research report on Wednesday, August 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $255.55.

Marvell Technology Trading Down 3.3%

NASDAQ MRVL opened at $229.29 on Tuesday. Marvell Technology, Inc. has a 1-year low of $61.44 and a 1-year high of $329.88. The firm’s fifty day simple moving average is $232.14 and its 200-day simple moving average is $172.77. The company has a current ratio of 3.28, a quick ratio of 2.66 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $200.58 billion, a PE ratio of 78.52, a price-to-earnings-growth ratio of 1.48 and a beta of 2.24.

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

Marvell Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, July 30th. Shareholders of record on Friday, July 10th were given a $0.06 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.1%. Marvell Technology’s payout ratio is currently 8.22%.

Insider Buying and Selling

In other Marvell Technology news, CEO Matthew J. Murphy sold 7,500 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 783,186 shares in the company, valued at $184,894,550.88. This represents a 0.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Daniel Durn sold 2,250 shares of the firm’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 directly owned 6,902 shares in the company, valued at $1,939,531.02. This trade represents a 24.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 41,981 shares of company stock valued at $9,753,132 in the last quarter. Company insiders own 0.12% of the company’s stock.

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.