MassMutual Private Wealth & Trust FSB Sells 17,915 Shares of Marvell Technology, Inc. $MRVL

Key Points

• MassMutual Private Wealth & Trust FSB cut its Marvell stake by 20.8%, selling 17,915 shares and leaving 68,082 shares valued at about $5.79 million; overall institutional ownership stands at 83.51%.
• Recent results: Marvell posted $0.80 EPS (vs. $0.79 estimate) and $2.22B revenue (up 22.1% YoY) and set Q1 2027 guidance of $0.740–0.840 EPS.
• Analysts have turned more bullish—several upgrades and higher targets (e.g., Benchmark $130, Wells Fargo $135, JPMorgan $135) leave the stock with a consensus "Moderate Buy" and an average target of $117.24.

MassMutual Private Wealth & Trust FSB lowered its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 20.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 68,082 shares of the semiconductor company's stock after selling 17,915 shares during the period. MassMutual Private Wealth & Trust FSB's holdings in Marvell Technology were worth $5,786,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Intech Investment Management LLC raised its position in shares of Marvell Technology by 3.9% during the first quarter. Intech Investment Management LLC now owns 28,784 shares of the semiconductor company's stock worth $1,772,000 after purchasing an additional 1,085 shares during the period. Foundations Investment Advisors LLC bought a new stake in Marvell Technology during the 2nd quarter valued at $292,000. Rockefeller Capital Management L.P. raised its holdings in Marvell Technology by 15.7% during the second quarter. Rockefeller Capital Management L.P. now owns 102,593 shares of the semiconductor company's stock worth $7,941,000 after buying an additional 13,955 shares during the last quarter. Empowered Funds LLC lifted its stake in shares of Marvell Technology by 29.3% in the second quarter. Empowered Funds LLC now owns 61,084 shares of the semiconductor company's stock valued at $4,728,000 after buying an additional 13,858 shares in the last quarter. Finally, Wealthspire Advisors LLC acquired a new position in shares of Marvell Technology during the second quarter valued at about $207,000. 83.51% of the stock is currently owned by institutional investors.

Trending Headlines about Marvell Technology

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

• Positive Sentiment: Marvell unveiled industry-first CXL and 260-lane PCIe 6.0 switches at OFC 2026 — products aimed at rack-level memory pooling and removing interconnect bottlenecks for AI data centers; live demos with partners reinforce commercialization progress and revenue relevance to AI infrastructure. Marvell’s New CXL And PCIe 6.0 Switches And What They Mean For MRVL
• Positive Sentiment: CEO Matt Murphy is scheduled to keynote at COMPUTEX 2026 (June 2), boosting executive visibility at a major industry event — could accelerate partner/customer announcements and product traction in Asia. Matt Murphy, Marvell Chairman and CEO, to Keynote at COMPUTEX 2026
• Neutral Sentiment: Marvell declared a quarterly dividend of $0.06 per share (payable Apr 30, record Apr 10), a modest yield (~0.3%). Signals cash return policy and confidence but is unlikely to be a major driver given the low yield. Marvell Technology, Inc. Declares Quarterly Dividend Payment
• Neutral Sentiment: Analyst/outlook pieces comparing Marvell vs. peers (e.g., Broadcom) highlight Marvell’s more aggressive growth profile in AI/data-center connectivity; helpful for positioning but not an immediate catalyst. Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth
• Neutral Sentiment: Sector commentary (optical/CPO demand) underscores durable demand drivers for companies supplying hyperscaler AI builds — a tailwind for Marvell’s networking and optical-facing products. Lumentum's OCS & CPO Strength Reflects Broader Demand: What's Ahead?
• Negative Sentiment: Macro risk: a market-wide pullback tied to geopolitical escalation (Iran) and renewed inflation concerns weighed on major indices and pressured chip stocks broadly — likely the primary driver of today’s weakness in MRVL. Stocks Finish Lower as Iran War Spurs Inflation Concerns

Insider Transactions at Marvell Technology

In related news, EVP Mark Casper sold 5,000 shares of the firm's stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $93.08, for a total transaction of $465,400.00. Following the completion of the sale, the executive vice president owned 19,418 shares in the company, valued at approximately $1,807,427.44. This trade represents a 20.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.19% of the company's stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on MRVL shares. Benchmark raised shares of Marvell Technology from a "hold" rating to a "buy" rating and set a $130.00 price target on the stock in a research report on Friday, March 6th. Wells Fargo & Company increased their price objective on Marvell Technology from $90.00 to $135.00 and gave the stock an "overweight" rating in a research note on Wednesday, December 3rd. JPMorgan Chase & Co. raised their target price on Marvell Technology from $130.00 to $135.00 and gave the company an "overweight" rating in a report on Friday, March 6th. Summit Insights upgraded Marvell Technology from a "hold" rating to a "buy" rating in a report on Wednesday, December 3rd. Finally, Royal Bank Of Canada increased their price target on Marvell Technology from $105.00 to $115.00 and gave the company an "outperform" rating in a research report on Monday, March 2nd. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $117.24.

Marvell Technology Stock Performance

Shares of MRVL opened at $87.92 on Friday. The stock has a 50 day moving average of $82.05 and a 200 day moving average of $83.27. The company has a market capitalization of $76.87 billion, a price-to-earnings ratio of 28.54, a PEG ratio of 0.82 and a beta of 1.97. Marvell Technology, Inc. has a 12 month low of $47.08 and a 12 month high of $102.77. 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 (NASDAQ:MRVL - Get Free Report) last posted its quarterly earnings data on Thursday, March 5th. The semiconductor company reported $0.80 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.01. The business had revenue of $2.22 billion for the quarter, compared to analysts' expectations of $2.21 billion. Marvell Technology had a return on equity of 14.22% and a net margin of 32.58%.The business's revenue was up 22.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.60 earnings per share. Marvell Technology has set its Q1 2027 guidance at 0.740-0.840 EPS. As a group, sell-side analysts forecast that Marvell Technology, Inc. will post 0.91 earnings per share for the current year.

Marvell Technology Announces Dividend

The business 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. The ex-dividend date is Friday, April 10th. This represents a $0.24 annualized dividend and a yield of 0.3%. Marvell Technology's dividend payout ratio is presently 7.79%.

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.

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