Fairvoy Private Wealth LLC Has $7.71 Million Stake in Broadcom Inc. $AVGO

Fairvoy Private Wealth LLC lowered its holdings in Broadcom Inc. (NASDAQ:AVGO) by 13.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,370 shares of the semiconductor manufacturer’s stock after selling 3,487 shares during the period. Broadcom makes up about 1.8% of Fairvoy Private Wealth LLC’s portfolio, making the stock its 16th largest holding. Fairvoy Private Wealth LLC’s holdings in Broadcom were worth $7,710,000 as of its most recent SEC filing.

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

Insider Activity

In other Broadcom news, insider Charlie B. Kawwas sold 1,928 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total value of $631,998.40. Following the transaction, the insider owned 23,582 shares of the company’s stock, valued at approximately $7,730,179.60. The trade was a 7.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Henry Samueli sold 368,797 shares of the company’s stock in a transaction on Wednesday, September 24th. The shares were sold at an average price of $337.91, for a total value of $124,620,194.27. Following the completion of the transaction, the director owned 37,722,534 shares of the company’s stock, valued at $12,746,821,463.94. This trade represents a 0.97% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 893,577 shares of company stock worth $320,119,344. Corporate insiders own 2.00% of the company’s stock.

Key Stores Impacting 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 Price Performance

Shares of NASDAQ:AVGO opened at $341.83 on Tuesday. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The stock’s fifty day simple moving average is $362.68 and its two-hundred day simple moving average is $322.10. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. The stock has a market cap of $1.62 trillion, a PE ratio of 71.81, a price-to-earnings-growth ratio of 1.17 and a beta of 1.19.

Broadcom (NASDAQ:AVGO) last posted its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.87 by $0.08. The firm had revenue of $18.02 billion during 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%. The business’s revenue was up 28.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.42 EPS. As a group, analysts forecast that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

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

Analyst Ratings Changes

Several equities research analysts have weighed in on AVGO shares. Macquarie began coverage on Broadcom in a research note on Monday, September 15th. They set an “outperform” rating and a $420.00 target price for the company. Argus raised their price objective on Broadcom from $285.00 to $375.00 and gave the stock a “buy” rating in a research report on Monday, September 8th. KeyCorp reissued an “overweight” rating and issued a $500.00 price objective (up from $460.00) on shares of Broadcom in a research report on Friday, December 12th. Evercore ISI increased their price target on Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Finally, Bank of America raised their target price on Broadcom from $460.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, December 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Broadcom presently has an average rating of “Buy” and an average price target of $436.33.

Broadcom 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.