Castleview Partners LLC Acquires Shares of 2,286 Broadcom Inc. $AVGO

Castleview Partners LLC bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,286 shares of the semiconductor manufacturer’s stock, valued at approximately $754,000.

A number of other large investors have also added to or reduced their stakes in the company. Sawyer & Company Inc boosted its position in Broadcom by 62.1% in the 2nd 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 purchased a new stake in shares of Broadcom during the second quarter worth about $27,000. Teachers Insurance & Annuity Association of America purchased a new position in Broadcom in the second quarter valued at about $28,000. Legend Financial Advisors Inc. purchased a new position in Broadcom in the second quarter valued at about $28,000. Finally, New England Capital Financial Advisors LLC acquired a new stake in Broadcom during the 2nd quarter valued at approximately $31,000. 76.43% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Broadcom

In other Broadcom news, Director Henry Samueli sold 368,797 shares of Broadcom stock in a transaction on Wednesday, September 24th. The stock was 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 of the company’s stock, valued at $12,746,821,463.94. The trade was a 0.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Kirsten M. Spears sold 3,714 shares of Broadcom stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $327.79, for a total transaction of $1,217,412.06. Following the sale, the chief financial officer owned 307,237 shares in the company, valued at approximately $100,709,216.23. This represents a 1.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 893,577 shares of company stock valued at $320,119,344. Company insiders own 2.00% of the company’s stock.

Analyst Upgrades and Downgrades

AVGO has been the topic of a number of recent analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Broadcom in a research report on Monday, December 15th. Cowen reaffirmed a “buy” rating on shares of Broadcom in a report on Friday, December 12th. Sanford C. Bernstein reissued an “outperform” rating and set a $475.00 price objective (up from $400.00) on shares of Broadcom in a report on Friday, December 12th. Benchmark boosted their target price on shares of Broadcom from $385.00 to $485.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Finally, TD Cowen increased 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. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $436.33.

Broadcom News Summary

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%

Broadcom stock opened at $341.83 on Tuesday. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The firm’s 50-day moving average is $362.68 and its 200-day moving average is $322.10. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. The company has a market cap of $1.62 trillion, a P/E ratio of 71.81, a PEG ratio of 1.17 and a beta of 1.19.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The firm had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the prior year, the business earned $1.42 earnings per share. Broadcom’s quarterly revenue was up 28.2% on a year-over-year basis. On average, equities analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

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

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.