Broadcom Inc. $AVGO is Financial Advisory Partners LLC’s 9th Largest Position

Financial Advisory Partners LLC trimmed its stake in Broadcom Inc. (NASDAQ:AVGO) by 14.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 26,095 shares of the semiconductor manufacturer’s stock after selling 4,521 shares during the period. Broadcom makes up approximately 2.5% of Financial Advisory Partners LLC’s portfolio, making the stock its 9th biggest holding. Financial Advisory Partners LLC’s holdings in Broadcom were worth $8,609,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Barnes Dennig Private Wealth Management LLC grew its stake in Broadcom by 458.0% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 837 shares of the semiconductor manufacturer’s stock worth $276,000 after buying an additional 687 shares in the last quarter. Lecap Asset Management Ltd. lifted its holdings in shares of Broadcom by 204.2% during the 3rd quarter. Lecap Asset Management Ltd. now owns 6,866 shares of the semiconductor manufacturer’s stock worth $2,265,000 after acquiring an additional 4,609 shares during the last quarter. Noesis Capital Mangement Corp grew its position in Broadcom by 5.5% in the third quarter. Noesis Capital Mangement Corp now owns 1,256 shares of the semiconductor manufacturer’s stock worth $414,000 after acquiring an additional 66 shares in the last quarter. HB Wealth Management LLC increased its stake in Broadcom by 9.5% in the third quarter. HB Wealth Management LLC now owns 233,068 shares of the semiconductor manufacturer’s stock valued at $76,892,000 after acquiring an additional 20,142 shares during the last quarter. Finally, Howard Financial Services LTD. raised its position in Broadcom by 6.7% during the third quarter. Howard Financial Services LTD. now owns 15,162 shares of the semiconductor manufacturer’s stock valued at $5,002,000 after purchasing an additional 958 shares in the last quarter. 76.43% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Broadcom news, insider Mark David Brazeal sold 38,281 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $327.65, for a total value of $12,542,769.65. Following the completion of the sale, the insider owned 266,494 shares in the company, valued at approximately $87,316,759.10. This trade represents a 12.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Kirsten M. Spears sold 30,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief financial officer directly owned 277,237 shares in the company, valued at $96,428,573.34. This trade represents a 9.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 779,901 shares of company stock worth $284,069,237. 2.00% of the stock is currently owned by company insiders.

Broadcom Trading Up 2.1%

NASDAQ:AVGO opened at $352.21 on Tuesday. The firm has a market capitalization of $1.67 trillion, a P/E ratio of 73.99, a P/E/G ratio of 1.17 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. The company has a fifty day moving average of $359.52 and a 200 day moving average of $331.97. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data 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. The firm had revenue of $18.02 billion for the quarter, compared to analysts’ expectations of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The company’s revenue for the quarter was up 28.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.42 earnings per share. On average, research analysts predict 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 issued a dividend of $0.65 per share. The ex-dividend date was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. This is a boost from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom unveiled new Wi‑Fi products at CES 2026 — including the BCM4918 accelerated processing unit and two Wi‑Fi 8 chipsets (BCM6714, BCM6719). These launches expand Broadcom’s router/edge and connectivity TAM and reinforce near‑term revenue catalysts from networking and edge AI demand. Broadcom Inc. (AVGO) Launches new Wi‑Fi Products at CES 2026
• Positive Sentiment: Analyst and feature coverage emphasize Broadcom’s differentiated AI growth (custom AI compute units + infrastructure exposure), supporting a higher multiple outlook and investor optimism about outsized growth over the next few years. Why Broadcom’s AI Growth Is Different
• Positive Sentiment: Broadcom appears on multiple “top AI” stock lists and bullish writeups (Fool coverage), which can attract momentum flows into AVGO as investors rotate toward AI/hardware names. Here Are My Top 10 Artificial Intelligence (AI) Stocks for 2026
• Neutral Sentiment: Short interest fell materially in late December (55.1M shares, ~1.2% of float; days‑to‑cover ~1.3), which reduces near‑term squeeze risk; however, a separately reported January figure showing “0 shares” appears to be a data error and should be treated cautiously by investors.
• Neutral Sentiment: Market headlines noting AVGO’s intraday rise are circulating (coverage from Zacks/market summaries), amplifying momentum but not adding new fundamental information. Broadcom Inc. (AVGO) Rises Higher Than Market: Key Facts
• Negative Sentiment: Insider selling: Broadcom’s CEO reported a ~$24.3M stock sale and another insider sold ~$10.4M — these sizable disposals can be read as a near‑term negative signal for sentiment and may temper some investor enthusiasm. Insider Selling: Broadcom CEO Sells $24,311,000 Insider Selling: Broadcom Insider Sells $10,413,600

Analyst Ratings Changes

A number of research firms have recently issued reports on AVGO. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadcom in a report on Monday, December 29th. Piper Sandler restated an “overweight” rating and issued a $430.00 target price (up previously from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Robert W. Baird set a $420.00 target price on Broadcom in a research note on Friday, December 12th. Sanford C. Bernstein reissued an “outperform” rating and set a $475.00 price target (up from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Mizuho set a $480.00 price objective on shares of Broadcom and gave the stock an “outperform” rating in a report on Friday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $438.00.

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.