Fifth Third Wealth Advisors LLC Boosts Stake in Broadcom Inc. $AVGO

Fifth Third Wealth Advisors LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 4.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 125,918 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,803 shares during the quarter. Broadcom makes up approximately 1.5% of Fifth Third Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest position. Fifth Third Wealth Advisors LLC’s holdings in Broadcom were worth $41,542,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Sawyer & Company Inc lifted its position in shares of Broadcom by 62.1% during 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 in the last quarter. Longfellow Investment Management Co. LLC bought a new stake in Broadcom during the 2nd quarter worth approximately $27,000. Legend Financial Advisors Inc. bought a new stake in Broadcom during the 2nd quarter worth approximately $28,000. Teachers Insurance & Annuity Association of America purchased a new position in Broadcom during the second quarter valued at approximately $28,000. Finally, LGT Financial Advisors LLC bought a new position in shares of Broadcom in the second quarter worth approximately $31,000. Institutional investors own 76.43% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on AVGO shares. Evercore ISI increased their price objective on shares of Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. Raymond James Financial set a $420.00 price target on Broadcom and gave the stock an “outperform” rating in a research note on Thursday, November 20th. Macquarie began coverage on Broadcom in a research report on Monday, September 15th. They issued an “outperform” rating and a $420.00 price objective on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $475.00 price objective (up previously from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Rosenblatt Securities lifted their target price on Broadcom from $400.00 to $440.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $436.89.

Broadcom Stock Performance

NASDAQ AVGO opened at $332.48 on Friday. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. The business has a 50 day simple moving average of $360.22 and a two-hundred day simple moving average of $329.83. The stock has a market capitalization of $1.58 trillion, a PE ratio of 69.85, a P/E/G ratio of 1.16 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data 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. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The business had revenue of $18.02 billion for the quarter, compared to analysts’ expectations of $17.46 billion. During the same period in the prior year, the firm earned $1.42 EPS. The company’s revenue for the quarter was up 28.2% on a year-over-year basis. On average, research analysts predict that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a yield of 0.8%. This is an increase from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date was Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is 54.62%.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Quarterly results beat estimates and revenue growth provide a fundamental tailwind; strong margins and cash flow support the longer‑term story for AVGO. Record earnings and demand
• Positive Sentiment: Product/AI strategy: Broadcom launched a next‑gen Wi‑Fi 8 platform and APU aimed at AI-era connectivity, reinforcing its positioning in networking and AI infrastructure — a multi‑quarter revenue driver. Wi‑Fi 8 expands connectivity portfolio
• Neutral Sentiment: Analyst and editorial coverage remains mixed but constructive over a multi‑quarter view: several pieces highlight AVGO as an AI/infra compounder whose AI monetization may be more meaningful in H2 2026 — helpful for medium‑term estimates but not an immediate catalyst. Seeking Alpha valuation piece
• Negative Sentiment: Insider selling by senior management has spooked some investors: CEO Hock E. Tan sold 70,000 shares (~$24.3M) and director Mark Brazeal sold 30,000 shares (~$10.4M) on Jan. 6 — filings are public and the transactions have been cited in market coverage as a near‑term negative. CEO Form 4 Director Form 4
• Negative Sentiment: Near‑term guidance/margin concerns and valuation pressure after a large 2025 run have prompted selling in the short term; coverage and headlines are emphasizing the margin guidance softness as the primary driver of recent weakness. Why shares are falling

Insider Buying and Selling at Broadcom

In other news, Director Henry Samueli sold 320,316 shares of the business’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $400.53, for a total value of $128,296,167.48. Following the sale, the director directly owned 37,326,540 shares in the company, valued at $14,950,399,066.20. The trade was a 0.85% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Kirsten M. Spears sold 30,000 shares of the company’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 owned 277,237 shares in the company, valued at $96,428,573.34. This represents a 9.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 780,701 shares of company stock valued at $284,349,357. Corporate insiders own 2.00% of the company’s stock.

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.