Deltec Asset Management LLC Sells 51,170 Shares of Marvell Technology, Inc. $MRVL

Deltec Asset Management LLC lowered its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL) by 56.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 39,015 shares of the semiconductor company’s stock after selling 51,170 shares during the period. Deltec Asset Management LLC’s holdings in Marvell Technology were worth $3,280,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of MRVL. Forum Financial Management LP raised its position in Marvell Technology by 7.8% during the 3rd quarter. Forum Financial Management LP now owns 11,359 shares of the semiconductor company’s stock worth $955,000 after purchasing an additional 822 shares during the last quarter. Redwood Wealth Management Group LLC increased its stake in shares of Marvell Technology by 3.0% in the third quarter. Redwood Wealth Management Group LLC now owns 17,164 shares of the semiconductor company’s stock valued at $1,443,000 after buying an additional 495 shares during the period. ORG Wealth Partners LLC raised its position in shares of Marvell Technology by 216.1% during the third quarter. ORG Wealth Partners LLC now owns 1,160 shares of the semiconductor company’s stock worth $98,000 after acquiring an additional 793 shares during the last quarter. SilverOak Wealth Management LLC lifted its stake in shares of Marvell Technology by 15.1% in the third quarter. SilverOak Wealth Management LLC now owns 4,874 shares of the semiconductor company’s stock worth $410,000 after acquiring an additional 639 shares during the period. Finally, MASTERINVEST Kapitalanlage GmbH boosted its holdings in Marvell Technology by 127.1% in the third quarter. MASTERINVEST Kapitalanlage GmbH now owns 6,669 shares of the semiconductor company’s stock valued at $561,000 after acquiring an additional 3,732 shares during the last quarter. Institutional investors and hedge funds own 83.51% of the company’s stock.

Marvell Technology Price Performance

MRVL stock opened at $83.22 on Friday. The stock has a market capitalization of $70.58 billion, a PE ratio of 29.20, a price-to-earnings-growth ratio of 0.81 and a beta of 1.95. The company’s 50-day moving average is $87.43 and its 200-day moving average is $80.70. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.64. Marvell Technology, Inc. has a 1 year low of $47.08 and a 1 year high of $127.48.

Marvell Technology (NASDAQ:MRVL) last issued its earnings results on Tuesday, December 2nd. The semiconductor company reported $0.76 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.02. The business had revenue of $2.07 billion during the quarter, compared to analyst estimates of $2.06 billion. Marvell Technology had a return on equity of 13.15% and a net margin of 31.75%.The firm’s revenue was up 36.8% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 EPS. Marvell Technology has set its Q4 2026 guidance at 0.740-0.840 EPS. Equities research analysts expect that Marvell Technology, Inc. will post 0.91 EPS for the current fiscal year.

Marvell Technology Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 29th. Stockholders of record on Friday, January 9th will be given a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Friday, January 9th. Marvell Technology’s dividend payout ratio is presently 8.42%.

Marvell Technology declared that its Board of Directors has initiated a share repurchase plan on Wednesday, September 24th that allows the company to buyback $5.00 billion in shares. This buyback authorization allows the semiconductor company to repurchase up to 7.8% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s board of directors believes its shares are undervalued.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Acquisition: Marvell agreed to buy XConn to expand AI‑data‑center interconnect capabilities, which strengthens its addressable market and complements its silicon roadmap — a strategic move that supports longer‑term AI revenue prospects. Marvell Stock Pops as It Gears Up for the Next Generation of AI With XConn Acquisition
• Positive Sentiment: Analyst support: Rosenblatt reiterated a “Buy” and other broker notes remain constructive, citing robust AI bookings — this underpins upside expectations for data‑center demand. Rosenblatt Securities Reiterates “Buy” Rating for Marvell Technology (NASDAQ:MRVL)
• Positive Sentiment: Bull thesis intact: multiple deep‑dive pieces argue Marvell’s connectivity push validates the bullish case for secular AI and data‑center tailwinds for patient investors. Marvell Technology: Connectivity Push Keeps Bull Thesis Intact
• Neutral Sentiment: Valuation debate: commentary is mixed — some see recent weakness as a buying opportunity, others warn expectations for AI could already be baked in, fueling both dip‑buyers and caution. Is Marvell Technology (MRVL) Attractively Priced After Recent Share Price Weakness
• Neutral Sentiment: Options activity: elevated put volume has drawn attention — may indicate hedging or speculative bets ahead of near‑term volatility rather than a clear fundamental shift. Unusual Volume in Marvell Technology Put Options – Is MRVL Stock Undervalued?
• Negative Sentiment: Insider selling: EVP Mark Casper sold 5,000 shares recently — a disclosed sale that some traders view negatively even though single transactions don’t necessarily signal business weakness. Mark Casper Sells 5,000 Shares of Marvell Technology (NASDAQ:MRVL) Stock
• Negative Sentiment: Near‑term profit‑taking: there was selling after the XConn announcement and headlines noting a post‑deal pullback — concerns focus on integration costs, margin impact and short‑term execution risk. Marvell stock falls after announcing XConn Technologies acquisition

Wall Street Analysts Forecast Growth

Several research firms have issued reports on MRVL. Raymond James Financial restated a “strong-buy” rating on shares of Marvell Technology in a report on Tuesday. Cowen reissued a “hold” rating on shares of Marvell Technology in a research note on Wednesday, December 3rd. Oppenheimer reaffirmed an “outperform” rating and set a $150.00 price target (up previously from $115.00) on shares of Marvell Technology in a research report on Wednesday, December 3rd. Craig Hallum reiterated a “buy” rating and set a $141.00 price target on shares of Marvell Technology in a report on Wednesday, December 3rd. Finally, Melius raised Marvell Technology from a “hold” rating to a “buy” rating and set a $135.00 price objective on the stock in a research note on Monday, January 5th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $116.03.

Insider Activity

In related news, EVP Mark Casper sold 5,000 shares of Marvell Technology stock in a transaction on Monday, January 5th. The shares were sold at an average price of $93.08, for a total value of $465,400.00. Following the completion of the sale, the executive vice president owned 19,418 shares of the company’s stock, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.19% of the stock is currently owned by corporate insiders.

Marvell Technology Company 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.