Greystone Financial Group LLC Has $16 Million Holdings in Broadcom Inc. $AVGO

Greystone Financial Group LLC cut its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 23.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,491 shares of the semiconductor manufacturer’s stock after selling 14,533 shares during the quarter. Broadcom accounts for 2.5% of Greystone Financial Group LLC’s portfolio, making the stock its 10th biggest holding. Greystone Financial Group LLC’s holdings in Broadcom were worth $15,998,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in AVGO. Norges Bank bought a new position in shares of Broadcom in the second quarter valued at approximately $18,579,549,000. Vanguard Group Inc. raised its holdings in 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 last quarter. Edgewood Management LLC acquired a new position in Broadcom in the second quarter valued at approximately $1,571,438,000. Massachusetts Financial Services Co. MA lifted its stake in shares of Broadcom by 115.5% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer’s stock valued at $1,658,680,000 after purchasing an additional 3,224,739 shares during the period. Finally, Assenagon Asset Management S.A. lifted its stake in Broadcom by 272.8% in the second quarter. Assenagon Asset Management S.A. now owns 4,189,531 shares of the semiconductor manufacturer’s stock valued at $1,154,844,000 after buying an additional 3,065,809 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Insider Buying and Selling at Broadcom

In other Broadcom news, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total value of $10,434,600.00. Following the completion of the sale, the chief financial officer owned 277,237 shares in the company, valued at approximately $96,428,573.34. This trade represents a 9.76% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Hock E. Tan sold 130,000 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $326.02, for a total value of $42,382,600.00. Following the completion of the transaction, the chief executive officer owned 595,638 shares in the company, valued at $194,189,900.76. The trade was a 17.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 780,701 shares of company stock worth $284,349,357. Corporate insiders own 2.00% of the company’s stock.

Broadcom News Roundup

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

Broadcom Price Performance

AVGO stock opened at $344.97 on Friday. The company’s fifty day simple moving average is $359.72 and its 200 day simple moving average is $330.46. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The firm has a market cap of $1.64 trillion, a price-to-earnings ratio of 72.47, a PEG ratio of 1.12 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.

Broadcom (NASDAQ:AVGO) last released its earnings results 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 net margin of 36.20% and a return on equity of 37.45%. The company had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter in the previous year, the company earned $1.42 EPS. Broadcom’s quarterly revenue was up 28.2% compared to the same quarter last year. On average, analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. Cowen restated a “buy” rating on shares of Broadcom in a report on Friday, December 12th. Piper Sandler restated an “overweight” rating and set a $430.00 target price (up previously from $375.00) on shares of Broadcom in a report on Friday, December 12th. Susquehanna reiterated a “positive” rating and set a $450.00 price objective (up previously from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Robert W. Baird set a $420.00 target price on shares of Broadcom in a research note on Friday, December 12th. Finally, Evercore ISI lifted their price objective on shares of Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 15th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, Broadcom presently has a consensus rating of “Buy” and an average price target of $438.00.

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.