Broadcom Inc. $AVGO Stock Holdings Raised by Mather Group LLC.

Mather Group LLC. lifted its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 10.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 55,178 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,439 shares during the period. Mather Group LLC.’s holdings in Broadcom were worth $18,204,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Arthur M. Cohen & Associates LLC grew its position in shares of Broadcom by 0.6% in the 3rd 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 lifted its stake in Broadcom by 0.4% during the third 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 during the last quarter. Redwood Financial Network Corp boosted its holdings in Broadcom by 1.7% in the second quarter. Redwood Financial Network Corp now owns 1,939 shares of the semiconductor manufacturer’s stock worth $535,000 after purchasing an additional 33 shares during the period. BancFirst Trust & Investment Management increased its stake in Broadcom by 2.9% during the third quarter. BancFirst Trust & Investment Management now owns 1,235 shares of the semiconductor manufacturer’s stock valued at $405,000 after purchasing an additional 35 shares during the last quarter. Finally, Heritage Oak Wealth Advisors LLC increased its stake in Broadcom by 4.4% during the third quarter. Heritage Oak Wealth Advisors LLC now owns 837 shares of the semiconductor manufacturer’s stock valued at $276,000 after purchasing an additional 35 shares during the last quarter. 76.43% of the stock is owned by institutional investors.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: BofA names Broadcom among top chip stocks to “ride the wave,” signaling strong institutional conviction that AVGO benefits from the AI/data‑center cycle and should capture ongoing infrastructure spending. Nvidia, Broadcom, AMD among BofA’s top chip stocks to ‘ride the wave’
• Positive Sentiment: Analysts and coverage upgrades are pushing consensus targets higher (InsiderTrades/MarketBeat cite an early‑January consensus near $437), supporting a multi‑quarter growth view driven by custom ASICs/GPUs and software/platform revenue. This underpins longer‑term upside even if near‑term churn occurs. The AI Tech Paradox: Insiders Sell, the Case for Buying Gets Stronger (AVGO)
• Positive Sentiment: Broadcom appears on several “top AI stocks” lists (e.g., The Motley Fool), which highlights investor interest in Broadcom’s custom AI chip opportunity and keeps demand for the shares among growth‑oriented funds. 3 Best Artificial Intelligence Stocks to Buy in January
• Neutral Sentiment: Valuation reviews are active after a multi‑year run and recent pullback; analysts and outlets are assessing whether current levels reflect the growth outlook or warrant further consolidation — this keeps trading volatile until earnings/guidance clarity. Broadcom (AVGO): Assessing Valuation After Recent Share Price Softness and Multi‑Year Run
• Negative Sentiment: CFO Kirsten M. Spears sold 30,000 shares (disclosed in an SEC filing), a sizable opportunistic insider sale that can amplify short‑term downside as investors parse whether sales are routine compensation monetization or signaling near‑term allocation. SEC Form 4 — Kirsten M. Spears

Broadcom Stock Performance

AVGO opened at $343.42 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 business’s 50 day moving average is $362.53 and its 200-day moving average is $329.05. The stock has a market cap of $1.63 trillion, a PE ratio of 72.15, a price-to-earnings-growth ratio of 1.17 and a beta of 1.21. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61.

Broadcom (NASDAQ:AVGO) last posted its 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 firm had revenue of $18.02 billion for the quarter, compared to analysts’ expectations of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm’s revenue was up 28.2% compared to the same quarter last year. During the same period last year, the firm earned $1.42 EPS. On average, 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 was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a dividend of $0.65 per share. This is an increase from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on AVGO shares. Morgan Stanley raised their price target on shares of Broadcom from $443.00 to $462.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Mizuho raised their target price on shares of Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $430.00 target price on Broadcom and gave the company a “buy” rating in a research note on Friday, December 12th. Barclays reiterated an “overweight” rating and set a $500.00 price target (up from $450.00) on shares of Broadcom in a research report on Friday, December 12th. Finally, Susquehanna restated a “positive” rating and set a $450.00 price objective (up previously from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $436.89.

Insiders Place Their Bets

In other Broadcom news, CFO Kirsten M. Spears sold 30,000 shares of the business’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the sale, the chief financial officer directly owned 277,237 shares in the company, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Hock E. Tan sold 100,000 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $345.65, for a total transaction of $34,565,000.00. Following the completion of the transaction, the chief executive officer owned 495,638 shares of the company’s stock, valued at $171,317,274.70. This trade represents a 16.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 680,701 shares of company stock valued at $249,624,757. Corporate 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.