Forza Wealth Management LLC Has $2.51 Million Stake in Broadcom Inc. $AVGO

Forza Wealth Management LLC trimmed its stake in Broadcom Inc. (NASDAQ:AVGO) by 20.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,610 shares of the semiconductor manufacturer’s stock after selling 1,910 shares during the quarter. Forza Wealth Management LLC’s holdings in Broadcom were worth $2,511,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Gries Financial LLC raised its stake in Broadcom by 5.8% during the 3rd quarter. Gries Financial LLC now owns 8,411 shares of the semiconductor manufacturer’s stock worth $2,775,000 after buying an additional 463 shares during the period. Madrona Financial Services LLC increased its position in shares of Broadcom by 5.1% during the third quarter. Madrona Financial Services LLC now owns 2,137 shares of the semiconductor manufacturer’s stock worth $705,000 after acquiring an additional 103 shares in the last quarter. TI Trust Inc. raised its holdings in shares of Broadcom by 0.4% in the 3rd quarter. TI Trust Inc. now owns 11,380 shares of the semiconductor manufacturer’s stock worth $3,754,000 after acquiring an additional 40 shares during the last quarter. Worth Financial Advisory Group LLC lifted its position in Broadcom by 1.8% in the 3rd quarter. Worth Financial Advisory Group LLC now owns 8,791 shares of the semiconductor manufacturer’s stock valued at $2,900,000 after acquiring an additional 153 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. boosted its stake in Broadcom by 4.2% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 3,580,972 shares of the semiconductor manufacturer’s stock valued at $1,181,398,000 after purchasing an additional 144,359 shares during the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Oppenheimer upped their price target on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a report on Friday, December 12th. Benchmark upped their target price on shares of Broadcom from $385.00 to $485.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Wall Street Zen raised shares of Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Citigroup reaffirmed a “buy” rating and set a $480.00 price target (up from $415.00) on shares of Broadcom in a research report on Friday, December 12th. Finally, Barclays restated an “overweight” rating and issued a $500.00 price objective (up previously from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $438.00.

Broadcom Stock Performance

NASDAQ AVGO opened at $344.97 on Friday. The company’s 50 day moving average is $359.72 and its 200-day moving average is $330.93. The firm has a market cap of $1.64 trillion, a P/E ratio of 72.47, a price-to-earnings-growth ratio of 1.17 and a beta of 1.21. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. 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 posted its earnings results 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 firm had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter in the prior year, the business posted $1.42 earnings per share. The business’s quarterly revenue was up 28.2% on a year-over-year basis. Sell-side analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

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

Insider Activity

In other Broadcom news, insider Mark David Brazeal sold 38,281 shares of Broadcom stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total transaction of $12,542,769.65. Following the completion of the sale, the insider directly owned 266,494 shares in the company, valued at $87,316,759.10. The trade was a 12.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Henry Samueli sold 320,316 shares of the stock in a transaction on 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 completion of the transaction, the director directly owned 37,326,540 shares in the company, valued at approximately $14,950,399,066.20. This represents a 0.85% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 780,701 shares of company stock worth $284,349,357. Company 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 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.