Farther Finance Advisors LLC Purchases 29,051 Shares of Broadcom Inc. $AVGO

Farther Finance Advisors LLC grew its position in Broadcom Inc. (NASDAQ:AVGO) by 36.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 108,445 shares of the semiconductor manufacturer’s stock after buying an additional 29,051 shares during the period. Farther Finance Advisors LLC’s holdings in Broadcom were worth $35,777,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of AVGO. Arthur M. Cohen & Associates LLC grew its holdings in Broadcom by 0.6% in the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock worth $1,577,000 after purchasing an additional 30 shares during the last quarter. McHugh Group LLC boosted its position in shares of Broadcom by 0.4% in the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock worth $2,782,000 after purchasing an additional 31 shares in the last quarter. Redwood Financial Network Corp grew its stake in Broadcom by 1.7% during the 2nd quarter. Redwood Financial Network Corp now owns 1,939 shares of the semiconductor manufacturer’s stock worth $535,000 after buying an additional 33 shares during the last quarter. BancFirst Trust & Investment Management increased its position in Broadcom by 2.9% during the 3rd quarter. BancFirst Trust & Investment Management now owns 1,235 shares of the semiconductor manufacturer’s stock valued at $405,000 after buying an additional 35 shares in the last quarter. Finally, Sawyer & Company Inc raised its stake 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. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Insider Transactions at Broadcom

In related news, Director Harry L. You bought 1,000 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The shares were purchased at an average cost of $325.13 per share, with a total value of $325,130.00. Following the completion of the acquisition, the director directly owned 36,602 shares in the company, valued at approximately $11,900,408.26. The trade was a 2.81% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Hock E. Tan sold 130,000 shares of Broadcom stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total value of $42,382,600.00. Following 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 SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 524,780 shares of company stock valued at $195,499,150. 2.00% of the stock is owned by insiders.

Broadcom Stock Performance

Shares of NASDAQ AVGO opened at $350.18 on Friday. The company has a 50 day simple moving average of $362.68 and a two-hundred day simple moving average of $323.20. The stock has a market cap of $1.66 trillion, a price-to-earnings ratio of 73.57, a PEG ratio of 1.20 and a beta of 1.19. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61.

Broadcom (NASDAQ:AVGO) last issued 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 analysts’ expectations of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The firm’s revenue was up 28.2% compared to the same quarter last year. During the same quarter last year, the company posted $1.42 earnings per share. As a group, analysts predict 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. Stockholders of record on Monday, December 22nd will be issued a $0.65 dividend. This is a boost from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend is Monday, December 22nd. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. Broadcom’s payout ratio is presently 54.62%.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Q4 AI strength — Zacks highlights that Broadcom’s AI (XPU) momentum accelerated, with Q4 AI revenue rising ~74% to $6.5B, a swelling order backlog and a bullish 2026 revenue outlook. Strong AI revenue and backlog support upside for AVGO. Read More.
• Positive Sentiment: Analyst optimism — Cantor Fitzgerald and other outlets name Broadcom among semiconductors poised to outperform in 2026, reflecting favorable sell-side sentiment on AI exposure. Read More.
• Positive Sentiment: Buy-recommendation momentum & stock picks — Multiple publications (Finbold, The Motley Fool) list Broadcom among top AI buys and among names with heavy “Buy” analyst support heading into 2026, reinforcing demand-side narrative. Read More. • Read More.
• Positive Sentiment: Insider buy signals (small) — Reports show modest insider purchases (e.g., Harry You acquiring 1,000 shares) and a brief market reaction tying insider buying to intraday strength. These buys can be read as a minor vote of confidence. Read More. • Read More.
• Neutral Sentiment: Mixed market commentary — Several deep-dive pieces praise Broadcom’s AI role while flagging execution/valuation upside; options activity shows investor caution. These analyses temper but don’t overturn the bullish thesis. Read More. • Read More.
• Negative Sentiment: Large insider selling — Company insiders, including the CEO, have executed sizable sales (reports show total insider selling topping ~$100M and Hock Tan selling 130,000 shares), which is weighing on sentiment and raising governance/realization concerns. Read More. • Read More.
• Negative Sentiment: Margin and backlog concerns — Management warned gross margins will decline (driven by higher mix of system sales vs. chips), creating uncertainty about margin quality of the large AI backlog; markets sold the stock after the guidance. This is the primary driver of recent volatility. (Deep dive summary)
• Negative Sentiment: Rising short interest — Short interest rose notably in mid-December (reported ~69.8M shares, +23.8% month-over-month), which can amplify downside on negative headlines and shows some trader skepticism. (data entry)

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. The Goldman Sachs Group set a $435.00 price target on Broadcom and gave the stock a “buy” rating in a research note on Tuesday, November 25th. Oppenheimer boosted their target price on shares of Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, December 12th. Wells Fargo & Company upped their price target on shares of Broadcom from $255.00 to $345.00 and gave the company an “equal weight” rating in a research note on Friday, September 5th. Sanford C. Bernstein reiterated an “outperform” rating and set a $475.00 price objective (up from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Robert W. Baird set a $420.00 price objective on shares of Broadcom in a report 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, the company has a consensus rating of “Buy” and a consensus price target of $436.33.

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.