834,248 Shares of Marvell Technology, Inc. $MRVL Bought by Robeco Schweiz AG

25 Oct 2026, 11:21 by Michael Walen · The Markets Daily

Robeco Schweiz AG acquired a new stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 834,248 shares of the semiconductor company’s stock, valued at approximately $220,417,000. Marvell Technology accounts for approximately 4.0% of Robeco Schweiz AG’s investment portfolio, making the stock its 3rd largest position. Robeco Schweiz AG owned approximately 0.10% of Marvell Technology at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. Brucke Financial Inc. acquired a new stake in Marvell Technology during the 3rd quarter valued at approximately $202,000. Signaturefd LLC purchased a new stake in Marvell Technology in the third quarter valued at $4,764,000. BG Investment Services LLC purchased a new stake in Marvell Technology in the third quarter valued at $406,000. McGuire Investment Group LLC acquired a new stake in Marvell Technology during the 3rd quarter worth about $608,000. Finally, Citizens Financial Group Inc. RI acquired a new position in shares of Marvell Technology in the 3rd quarter valued at about $5,285,000. 83.51% of the stock is owned by institutional investors and hedge funds.

Marvell Technology Trading Up 2.3%

Shares of MRVL stock opened at $228.51 on Friday. The company has a debt-to-equity ratio of 0.27, a current ratio of 3.17 and a quick ratio of 2.62. The company has a market cap of $200.38 billion, a price-to-earnings ratio of 75.42, a PEG ratio of 6.81 and a beta of 2.26. The stock has a 50 day simple moving average of $242.98 and a 200-day simple moving average of $220.77. Marvell Technology, Inc. has a 1-year low of $70.68 and a 1-year high of $329.88.

Marvell Technology (NASDAQ:MRVL – Get Free Report) last released its quarterly earnings results on Thursday, August 27th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. Marvell Technology had a net margin of 27.93% and a return on equity of 13.57%. The firm had revenue of $2.74 billion for the quarter, compared to analysts’ expectations of $2.72 billion. During the same quarter last year, the company earned $0.67 EPS. The firm’s revenue for the quarter was up 36.5% compared to the same quarter last year. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. On average, equities research analysts expect that Marvell Technology, Inc. will post 3.05 EPS for the current fiscal year.

Marvell Technology Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 29th. Investors of record on Friday, October 9th will be given a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Friday, October 9th. Marvell Technology’s dividend payout ratio is 7.92%.

Insider Activity at Marvell Technology

In related news, COO Chris Koopmans sold 10,000 shares of Marvell Technology stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $180.50, for a total value of $1,805,000.00. Following the sale, the chief operating officer directly owned 227,941 shares in the company, valued at approximately $41,143,350.50. The trade was a 4.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Justin Scarpulla sold 1,100 shares of the business’s stock in a transaction that occurred on Thursday, October 8th. The stock was sold at an average price of $273.59, for a total value of $300,949.00. Following the sale, the chief accounting officer owned 909 shares of the company’s stock, valued at approximately $248,693.31. This trade represents a 54.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 57,285 shares of company stock valued at $12,837,063. 0.12% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

MRVL has been the subject of several recent research reports. Arete Research upgraded Marvell Technology to a “strong-buy” rating in a research report on Friday, October 16th. Piper Sandler raised their price objective on shares of Marvell Technology from $270.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 7th. Susquehanna raised their price objective on shares of Marvell Technology from $265.00 to $340.00 and gave the stock a “positive” rating in a research note on Wednesday, October 7th. Erste Group Bank lowered shares of Marvell Technology from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. Finally, Stifel Nicolaus boosted their target price on shares of Marvell Technology from $350.00 to $370.00 and gave the company a “buy” rating in a research note on Wednesday, October 7th. Three investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Marvell Technology has a consensus rating of “Moderate Buy” and a consensus target price of $327.36.

Get Our Latest Analysis on MRVL

Key Headlines Impacting Marvell Technology

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

Positive Sentiment: Semiconductor shares, including Marvell, are recovering as broader technology stocks regain ground. Investor focus has returned to Marvell’s exposure to custom AI chips, optical connectivity and data-center switching solutions. What Is Going On With Marvell Technology Stock on Friday?
Positive Sentiment: Marvell expanded its revolving credit facility, providing additional liquidity and financial flexibility as it invests to capture demand for AI infrastructure. The move is supportive of its growth strategy, though it is not an immediate earnings catalyst. Marvell Expands Revolving Credit Facility to Bolster Liquidity
Positive Sentiment: An analyst raised the firm’s FY2028 earnings-per-share estimate slightly to $6.12 from $6.10, while the reported average price target also increased. These revisions indicate continued confidence in Marvell’s longer-term AI growth prospects, although Erste Group maintained a Hold rating.
Neutral Sentiment: Marvell’s record AI design wins and multibillion-dollar Google partnership strengthen its growth narrative. However, investors are weighing whether those wins will translate into attractive margins as competition intensifies.
Negative Sentiment: Taiwanese custom-chip designers and Arm’s ready-made chip blueprints could give hyperscalers lower-cost alternatives, potentially limiting Marvell’s pricing power and margins in custom silicon. Marvell Technology Faces a Multi-Front War Against Taiwan’s Custom Silicon Ecosystem
Negative Sentiment: Supply-chain bottlenecks and a warning from a semiconductor-equipment supplier recently triggered a sector-wide AI sell-off, highlighting the risk that production constraints could delay Marvell’s growth. The stock also remains volatile and trades at an elevated valuation.

Marvell Technology Company Profile

(Free Report)

Marvell Technology, Inc (NASDAQ: MRVL) is a semiconductor company that develops infrastructure solutions for data centers, telecommunications networks, enterprise systems, automotive applications and other connected markets. Its products are designed to support the movement, processing, storage and security of data across complex computing and communications environments.

The company’s portfolio includes data-processing and networking processors, custom application-specific integrated circuits, Ethernet switches and controllers, storage controllers, connectivity products, and electro-optics solutions.