Greenspring Advisors LLC acquired a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 3,030 shares of the semiconductor manufacturer’s stock, valued at approximately $1,000,000.
Several other institutional investors and hedge funds have also made changes to their positions in AVGO. Vanguard Group Inc. raised its position in shares of Broadcom by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock worth $133,261,046,000 after purchasing an additional 6,222,802 shares during the period. State Street Corp boosted its holdings in shares of Broadcom by 0.5% in the second quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock valued at $51,071,601,000 after acquiring an additional 873,963 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Broadcom by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer’s stock valued at $29,827,649,000 after purchasing an additional 2,226,585 shares during the period. Norges Bank acquired a new position in Broadcom during the second quarter worth about $18,579,549,000. Finally, Invesco Ltd. raised its holdings in shares of Broadcom by 8.4% in the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock worth $10,598,641,000 after purchasing an additional 2,978,768 shares in the last quarter. 76.43% of the stock is owned by institutional investors and hedge funds.
More Broadcom News
Here are the key news stories impacting Broadcom this week:
- Positive Sentiment: High‑profile endorsement: Jim Cramer said he’d rather own Broadcom, which can boost retail/inflow interest and support short‑term buying momentum. Jim Cramer says he’d rather own Broadcom (AVGO)
- Positive Sentiment: Bullish analyst action: Goldman Sachs added AVGO to its US Conviction List and kept a buy stance with a $450 price target, providing institutional endorsement that can support longer‑term demand. Goldman Sachs Conviction List
- Positive Sentiment: AI/infra second‑half catalyst: MarketBeat highlights Broadcom’s AI‑infrastructure exposure and argues monetization is likely to accelerate in H2 2026, supporting the case for continued medium‑term earnings growth. 3 Tech Stocks Positioned for the Next Leg of the Bull Market (AVGO)
- Neutral Sentiment: Valuation and historical volatility context: A Forbes piece reviews how far AVGO has fallen in past drawdowns, useful for risk sizing but not an immediate catalyst. Broadcom Stock Is Falling. How Low Has It Historically Dropped?
- Neutral Sentiment: Valuation/undervaluation debate: Commentary (Seeking Alpha) argues Broadcom can close an undervaluation gap in 2026 — constructive long term but not a trigger for immediate upside. Broadcom: Ready To Close Undervaluation Gap In 2026
- Negative Sentiment: Insider selling: CEO Hock E. Tan sold 70,000 shares and director Mark Brazeal sold 30,000 shares on Jan. 6; large insider sales are being cited in coverage and can spook short‑term traders. CEO Form 4 Director Form 4
- Negative Sentiment: Near‑term margin/guidance worries: Recent guidance flagged some gross‑margin pressure for 2026, which analysts and media say explains recent selling despite strong Q4 results — this is the primary near‑term negative. Why Broadcom (AVGO) shares are falling today
Analyst Upgrades and Downgrades
Read Our Latest Analysis on Broadcom
Insider Buying and Selling at Broadcom
In other Broadcom news, Director Harry L. You bought 1,000 shares of Broadcom stock in a transaction dated Thursday, December 18th. The stock was bought at an average price of $325.13 per share, with a total value of $325,130.00. Following the completion of the transaction, the director owned 36,602 shares in the company, valued at $11,900,408.26. The trade was a 2.81% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Charlie B. Kawwas sold 1,928 shares of the firm’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 in the company, valued at approximately $7,730,179.60. This trade represents a 7.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 780,701 shares of company stock worth $284,349,357 in the last 90 days. Company insiders own 2.00% of the company’s stock.
Broadcom Stock Performance
Shares of AVGO stock opened at $344.97 on Friday. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. The company’s 50 day moving average price is $359.72 and its two-hundred day moving average price is $330.46. The company has a market capitalization of $1.64 trillion, a P/E ratio of 72.47, a price-to-earnings-growth ratio of 1.12 and a beta of 1.21.
Broadcom (NASDAQ:AVGO – Get Free Report) last released its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. The firm had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The business’s revenue was up 28.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.42 EPS. On average, analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal 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 issued a $0.65 dividend. The ex-dividend date of this dividend was Monday, December 22nd. 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. Broadcom’s payout ratio is currently 54.62%.
About Broadcom
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.
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