Generate Investment Management Ltd Has $40.64 Million Stock Holdings in Broadcom Inc. $AVGO

Generate Investment Management Ltd raised its holdings in Broadcom Inc. (NASDAQ:AVGO) by 175.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 123,182 shares of the semiconductor manufacturer’s stock after buying an additional 78,463 shares during the quarter. Broadcom accounts for 2.1% of Generate Investment Management Ltd’s investment portfolio, making the stock its 13th largest holding. Generate Investment Management Ltd’s holdings in Broadcom were worth $40,639,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Arthur M. Cohen & Associates LLC boosted 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 acquiring an additional 30 shares in the last quarter. McHugh Group LLC grew its position in Broadcom by 0.4% in the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock valued at $2,782,000 after purchasing an additional 31 shares during the period. Redwood Financial Network Corp increased 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 valued at $535,000 after purchasing an additional 33 shares in the last quarter. BancFirst Trust & Investment Management lifted its stake in shares of Broadcom by 2.9% in the third 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 grew its holdings in shares of Broadcom by 62.1% during 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. Institutional investors own 76.43% of the company’s stock.

Broadcom Price Performance

Shares of NASDAQ:AVGO opened at $347.62 on Friday. The firm has a market capitalization of $1.65 trillion, a PE ratio of 73.03, a P/E/G ratio of 1.18 and a beta of 1.21. 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 has a 50-day moving average price of $362.90 and a two-hundred day moving average price of $327.86. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The company had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same period in the previous year, the company posted $1.42 EPS. The firm’s revenue for the quarter was up 28.2% compared to the same quarter last year. Equities analysts forecast that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were paid a $0.65 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. This is a boost from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is presently 54.62%.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Coverage highlights Broadcom as a key beneficiary of the AI networking upgrade cycle — the company reportedly has roughly $20 billion of non‑accelerator AI backlog, supporting revenue visibility for networking products. The Market May Be Underestimating This AI Trend, and These Stocks Are Set to Benefit
• Positive Sentiment: Social-media and market chatter emphasize a much larger AI order backlog (reported as ~$73 billion in some summaries), fueling optimism that Broadcom will capture sustained demand for AI infrastructure. This narrative is a major near‑term sentiment driver. Broadcom Inc. Stock (AVGO) Opinions on AI Backlog and Earnings Guidance
• Positive Sentiment: Zacks Research materially raised EPS forecasts across 2026–2028 (large lift to quarterly and full‑year estimates), implying analysts expect stronger future profitability — a catalyst for multiple expansion if results follow. Zacks Research earnings revisions (via MarketBeat)
• Positive Sentiment: Benchmark and other sell‑side firms have recently increased price targets on AVGO amid AI chip and infrastructure growth expectations, providing additional analyst support for the stock. Benchmark boosts Broadcom’s (AVGO) price target amid AI chip growth
• Neutral Sentiment: Market context: tech-led rally to start 2026 has buoyed large-cap AI and semiconductor names, helping AVGO alongside peers — broader macro (Fed path, jobs data) remains the bigger swing factor. MarketBeat Week in Review – 12/29 – 01/02 (AVGO)
• Neutral Sentiment: Industry note: Barron’s frames 2026 as a competitive year among Nvidia, AMD and Broadcom in AI chips and infrastructure — outcomes will influence market share and margin trajectories but are forward‑looking. Nvidia, AMD and Broadcom Are Facing Off. How the 2026 AI Chips Battle Is Shaping Up.
• Negative Sentiment: Valuation and rating pressure: Seeking Alpha published a piece arguing Broadcom is “expensive,” and some readers/analysts question whether current prices already price in optimistic AI outcomes — a risk if execution or timing lags. Broadcom: ‘Expensive’ Understates It (Rating Downgrade)
• Negative Sentiment: Insider selling has been prominent in recent weeks (multiple executive sales reported, including sizable blocks), which markets often interpret as a near‑term negative signal on sentiment even when sales may be routine. Insider Selling: Broadcom (NASDAQ:AVGO) Insider Sells $9,126,006.47 in Stock

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on AVGO shares. Oppenheimer lifted their price target on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. Piper Sandler reaffirmed an “overweight” rating and set a $430.00 target price (up previously from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Morgan Stanley increased their price target on Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Argus lifted their price objective on shares of Broadcom from $285.00 to $375.00 and gave the stock a “buy” rating in a report on Monday, September 8th. Finally, Wall Street Zen upgraded shares of Broadcom from a “hold” rating to a “buy” rating in a research note on Saturday, December 13th. Three 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. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $436.33.

Insider Transactions at Broadcom

In related news, insider Mark David Brazeal sold 38,281 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total value of $12,542,769.65. Following the completion of the transaction, the insider directly owned 266,494 shares in the company, valued at approximately $87,316,759.10. The trade was a 12.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Kirsten M. Spears sold 3,714 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $327.79, for a total value of $1,217,412.06. Following the transaction, the chief financial officer owned 307,237 shares in the company, valued at $100,709,216.23. This trade represents a 1.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 650,701 shares of company stock worth $239,190,157. Company insiders own 2.00% of the company’s stock.

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.