Marvell Technology, Inc. $MRVL Shares Sold by FengHe Fund Management Pte. Ltd.

Key Points

• FengHe Fund Management cut its stake in Marvell by 92.2% in Q4, selling 461,500 shares and leaving 39,100 shares valued at $3.323 million.
• Company insiders have sold significant stock recently: CFO Willem Meintjes sold 30,000 shares at an average $134 (to cover tax withholding under a Rule 10b5-1 plan) and COO Chris Koopmans sold 10,000 shares at $110.24, with insiders offloading 223,560 shares (~$26.24M) in the last quarter.
• Marvell shares slid about 3.7%; the company topped Q results (EPS $0.80 vs. $0.79) with revenue up 22.1%, set Q1 2027 guidance of $0.74–0.84 EPS, declared a $0.06 quarterly dividend, and carries an average analyst rating of "Moderate Buy" with a $122.73 target.

FengHe Fund Management Pte. Ltd. cut its holdings in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 92.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 39,100 shares of the semiconductor company's stock after selling 461,500 shares during the period. FengHe Fund Management Pte. Ltd.'s holdings in Marvell Technology were worth $3,323,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Trifecta Capital Advisors LLC raised its holdings in Marvell Technology by 8.8% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 1,430 shares of the semiconductor company's stock valued at $120,000 after acquiring an additional 116 shares during the last quarter. FSM Wealth Advisors LLC raised its holdings in Marvell Technology by 4.4% in the 3rd quarter. FSM Wealth Advisors LLC now owns 2,939 shares of the semiconductor company's stock valued at $247,000 after acquiring an additional 123 shares during the last quarter. Faithward Advisors LLC raised its holdings in Marvell Technology by 2.1% in the 3rd quarter. Faithward Advisors LLC now owns 6,242 shares of the semiconductor company's stock valued at $525,000 after acquiring an additional 126 shares during the last quarter. Meeder Asset Management Inc. raised its holdings in Marvell Technology by 30.4% in the 3rd quarter. Meeder Asset Management Inc. now owns 557 shares of the semiconductor company's stock valued at $47,000 after acquiring an additional 130 shares during the last quarter. Finally, South Plains Financial Inc. raised its holdings in Marvell Technology by 1.6% in the 3rd quarter. South Plains Financial Inc. now owns 8,454 shares of the semiconductor company's stock valued at $711,000 after acquiring an additional 130 shares during the last quarter. 83.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Marvell Technology news, CFO Willem A. Meintjes sold 30,000 shares of the business's stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $134.01, for a total value of $4,020,300.00. Following the transaction, the chief financial officer owned 154,111 shares in the company, valued at $20,652,415.11. The trade was a 16.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 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. Also, COO Chris Koopmans sold 10,000 shares of the business's stock in a transaction on Monday, April 6th. The stock was sold at an average price of $110.24, for a total transaction of $1,102,400.00. Following the completion of the transaction, the chief operating officer owned 133,870 shares in the company, valued at $14,757,828.80. This represents a 6.95% 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. Insiders sold 223,560 shares of company stock worth $26,243,062 in the last quarter. Insiders own 0.33% of the company's stock.

Marvell Technology Stock Down 3.7%

Shares of Marvell Technology stock opened at $158.21 on Tuesday. The company has a fifty day moving average price of $103.93 and a 200 day moving average price of $91.89. The company has a current ratio of 2.01, a quick ratio of 1.58 and a debt-to-equity ratio of 0.28. Marvell Technology, Inc. has a twelve month low of $53.78 and a twelve month high of $170.84. The stock has a market cap of $138.35 billion, a price-to-earnings ratio of 51.37, a price-to-earnings-growth ratio of 1.49 and a beta of 1.83.

Marvell Technology (NASDAQ:MRVL - Get Free Report) last announced its quarterly earnings results on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, topping analysts' consensus estimates of $0.79 by $0.01. Marvell Technology had a net margin of 32.58% and a return on equity of 14.22%. The firm had revenue of $2.22 billion during the quarter, compared to analysts' expectations of $2.21 billion. During the same period in the prior year, the company earned $0.60 EPS. The firm's revenue was up 22.1% on a year-over-year basis. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. Equities research analysts forecast that Marvell Technology, Inc. will post 3.04 earnings per share for the current fiscal year.

Marvell Technology Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, April 10th will be given a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Friday, April 10th. Marvell Technology's dividend payout ratio is 7.79%.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on MRVL shares. TD Cowen boosted their price objective on shares of Marvell Technology from $85.00 to $90.00 and gave the company a "hold" rating in a research note on Friday, March 6th. JPMorgan Chase & Co. boosted their price objective on shares of Marvell Technology from $130.00 to $135.00 and gave the company an "overweight" rating in a research note on Friday, March 6th. Benchmark reissued a "buy" rating and set a $130.00 price objective on shares of Marvell Technology in a research note on Tuesday, March 31st. UBS Group boosted their price objective on shares of Marvell Technology from $115.00 to $120.00 and gave the company a "buy" rating in a research note on Monday, February 23rd. Finally, Barclays raised shares of Marvell Technology from an "equal weight" rating to an "overweight" rating and boosted their price objective for the company from $105.00 to $150.00 in a research note on Thursday, April 9th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, Marvell Technology has an average rating of "Moderate Buy" and an average target price of $122.73.

More Marvell Technology News

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

• Positive Sentiment: Analyst upgrades and higher price targets lifted investor optimism around Marvell’s growth story; B. Riley and other shops have raised targets citing strong sector signals. Price Target Increase
• Positive Sentiment: Partnership reports with big cloud/AI players (Alphabet/Google and Nvidia) support a longer-term revenue runway in data-center and AI networking chips. These deals are a key part of the bullish thesis. Alphabet and Nvidia Deals
• Positive Sentiment: Marvell announced the acquisition of Polariton Technologies, signaling continued M&A to bolster its product stack for AI/data-center customers. Polariton Acquisition
• Neutral Sentiment: Macro/sector momentum: coverage pieces note industrial/AI chip demand is in a rally phase, which supports Marvell’s long-term view but may not offset near-term conditional risks. Industry Rally
• Negative Sentiment: Marvell canceled all POET Technologies purchase orders, alleging confidentiality breaches tied to Celestial AI — a move that introduces supplier/partner risk and generated immediate market concern. Why MRVL Stock Is Falling
• Negative Sentiment: The dispute went public and prompted a sharp collapse in POET’s stock, raising questions about potential ripple effects, lost revenue recognition, and the optics of Marvell’s supplier management. Order Cancellation Tests POET
• Negative Sentiment: Coverage highlights the market reaction: Marvell shares slid amid the news as traders weigh near-term uncertainty around supply relationships despite solid fundamentals. MRVL Stock Slides

About Marvell Technology

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.

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