Broadcom Inc. $AVGO Position Lifted by Clarity Financial LLC

Clarity Financial LLC raised its stake in Broadcom Inc. (NASDAQ:AVGO) by 76.1% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 4,347 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,878 shares during the period. Clarity Financial LLC’s holdings in Broadcom were worth $1,434,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Sawyer & Company Inc increased its holdings in Broadcom by 62.1% in the second quarter. Sawyer & Company Inc now owns 94 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 36 shares during the last quarter. Longfellow Investment Management Co. LLC bought a new position in Broadcom during the 2nd quarter worth approximately $27,000. Teachers Insurance & Annuity Association of America acquired a new position in shares of Broadcom in the 2nd quarter worth approximately $28,000. Legend Financial Advisors Inc. acquired a new position in shares of Broadcom in the 2nd quarter worth approximately $28,000. Finally, New England Capital Financial Advisors LLC bought a new stake in shares of Broadcom in the 2nd quarter valued at approximately $31,000. Institutional investors and hedge funds own 76.43% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Truist raised its price target on AVGO to $510 (from $500), helping underpin today’s upside from analyst momentum. Truist Lifts PT on Broadcom Inc. (AVGO) to $510 From $500
• Positive Sentiment: Analysts and commentators are highlighting AI-driven growth: Seeking Alpha reports Broadcom is forecasting >150% AI revenue and ~60% FCF growth for FY2026 — a thesis that supports higher forward multiples. Broadcom: Expecting Over 150% AI Revenue And 60% FCF Growth For FY2026 (Upgrade)
• Positive Sentiment: Broadcom raised its dividend (alongside peers), a signal of cash-flow strength that can attract income-focused investors. Broadcom Just Raised Its Dividend—But It’s Not the Only One Signaling Strength (AVGO)
• Positive Sentiment: Insider buying: director Harry L. You purchased 1,000 shares at ~$325 — a small but positive signal of insider conviction. SEC Filing – Harry L. You Purchase
• Positive Sentiment: Broad positive media/TV commentary (Jim Cramer, feature pieces) and multiple price-target raises have created momentum among retail and institutional buyers. Jim Cramer Shows a Bullish Sentiment Toward Broadcom
• Neutral Sentiment: Deep-dive pieces on Broadcom’s international revenue mix and options activity may influence longer-term models but are not immediate price catalysts. International Markets and Broadcom Inc. (AVGO): A Deep Dive for Investors
• Neutral Sentiment: Reports flagged unusually large options activity and upgrade-related trading; these can amplify intraday moves but don’t change fundamentals. Broadcom (AVGO) Trading Higher on Analyst Upgrade
• Negative Sentiment: CEO Hock E. Tan sold 130,000 shares (~$42.4M at ~$326), reducing his stake ~17.9% — a large insider sale that can spook investors. SEC Filing – Hock E. Tan Sale
• Negative Sentiment: Other insiders (including Mark Brazeal and senior finance officers) have sold shares in recent days, adding to the negative signal from insider activity. Mark David Brazeal Sells 38,281 Shares of Broadcom
• Negative Sentiment: Price weakness since the Dec. 11 Q4 results — ~19% decline noted in coverage — keeps some investors on the sidelines despite the beat, feeding more negative sentiment. Broadcom Inc. (AVGO) Down 19% Since Q4 2025 Results, Here’s Why
• Negative Sentiment: Valuation concerns: Barron’s and other outlets flagged Broadcom as potentially overvalued entering 2026, which could cap upside if macro/AI expectations cool. Broadcom, Circle, and 8 More Stocks That Look Overvalued for 2026

Broadcom Trading Up 0.4%

Shares of NASDAQ:AVGO opened at $341.83 on Tuesday. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. The company’s 50-day moving average price is $362.68 and its 200 day moving average price is $322.10. The company has a market cap of $1.62 trillion, a PE ratio of 71.81, a P/E/G ratio of 1.17 and a beta of 1.19. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating the consensus estimate of $1.87 by $0.08. The company had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. Broadcom’s revenue was up 28.2% compared to the same quarter last year. During the same quarter last year, the business earned $1.42 earnings per share. Sell-side analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd will be paid a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Monday, December 22nd. This is an increase from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio (DPR) is presently 49.58%.

Wall Street Analyst Weigh In

AVGO has been the topic of several research analyst reports. Mizuho raised their price objective on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research note on Friday, December 12th. TD Cowen raised their price target on shares of Broadcom from $405.00 to $450.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Evercore ISI boosted their price objective on shares of Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a research report on Wednesday, October 15th. Deutsche Bank Aktiengesellschaft set a $430.00 price objective on shares of Broadcom and gave the stock a “buy” rating in a research note on Friday, December 12th. Finally, Wall Street Zen upgraded Broadcom from a “hold” rating to a “buy” rating in a research note on Saturday, December 13th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $436.33.

Insider Activity at Broadcom

In other news, CEO Hock E. Tan sold 130,000 shares of the stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $326.02, for a total value of $42,382,600.00. Following the completion of the transaction, the chief executive officer owned 595,638 shares of the company’s stock, valued at approximately $194,189,900.76. This represents a 17.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Henry Samueli sold 368,797 shares of Broadcom stock in a transaction dated Wednesday, September 24th. The shares were sold at an average price of $337.91, for a total transaction of $124,620,194.27. Following the sale, the director owned 37,722,534 shares in the company, valued at approximately $12,746,821,463.94. This represents a 0.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 893,577 shares of company stock worth $320,119,344 in the last ninety days. 2.00% of the stock is currently owned by corporate insiders.

Broadcom Company Profile

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.