Gf Fund Management 13F: Adds $190M to MRVL Stake

On October 26, 2026, Gf Fund Management boosted its stake in Marvell Technology, Inc. (MRVL) by 720,431 shares, bringing its total to 908,380 shares valued at about $240 million. This information comes from the fund's latest Form 13F filing with the SEC.

Gf Fund Management's increase in shares represents a 383.3% change from its previous position of 187,949 shares. This move indicates a growing confidence in Marvell's potential, as the increased stake now accounts for 5.65% of Gf Fund Management's total reported portfolio of approximately $4.25 billion.

MRVL Marvell Technology, Inc.

$233.78 ▲ +161.97% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Marvell Technology, Inc. Stock Up 2.3%

Marvell Technology shares recently traded at $233.78, which is about equal to its closing price on the filing date. However, this price is 29.1% below its 52-week high of $329.88, suggesting some volatility in its stock performance. The shares are currently above their 52-week low of $70.69 and 30.2% above the 200-day moving average of $179.55.

Recent Earnings

Marvell Technology reported trailing twelve-month revenue of approximately $9.45 billion, with a year-over-year revenue growth of 36.5%. The company has a net margin of 27.9% and an earnings per share (EPS) of $3.04. The next earnings report is expected on December 1, 2026.

Dividend

Marvell pays an annual dividend of $0.24 per share, providing a yield of about 0.11%. The dividend payout ratio stands at 7.9%, indicating a sustainable approach to returning value to shareholders.

Insider Buying and Selling at Marvell Technology, Inc.

Several insiders have sold shares of Marvell recently. Christopher R. Koopmans, the President, sold 10,000 shares at an average price of $180.50 on August 3, 2026, totaling $1.81 million. CEO Matthew Joseph Murphy sold 7,500 shares at $236.08 on August 17, 2026, valued at approximately $1.77 million. Additionally, Koopmans sold another 10,000 shares at $203.27 on September 1, 2026, worth about $2.03 million, and Murphy sold 7,500 shares at $223.39 on September 15, 2026, totaling around $1.68 million. These transactions occurred before the current filing and do not imply negative sentiment.

Analysts Set New Price Targets

On October 7, 2026, several firms maintained their ratings for Marvell Technology. UBS kept a "Buy" rating with a price target of $350, while Jefferies also maintained a "Buy" rating but raised its target to $450. JP Morgan and Wells Fargo both rated the stock as "Overweight," with targets of $360 and $365, respectively. Wolfe Research rated it as "Outperform" with a target of $375. The consensus among analysts is a strong buy with a mean price target of $341.44.

About Marvell Technology

Marvell Technology, Inc. develops semiconductor solutions for data infrastructure, focusing on applications from data centers to network edges. The company operates globally, providing innovative products that integrate various technologies for efficient data processing and communication.

Bottom Line

Investors should watch for Marvell's upcoming earnings report on December 1, 2026, to assess its performance amid recent stock movements. Gf Fund Management's significant increase in its stake reflects a positive outlook on the company's future growth potential.