Broadcom Inc. $AVGO Shares Sold by Clean Yield Group

Clean Yield Group decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 3.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 42,200 shares of the semiconductor manufacturer’s stock after selling 1,518 shares during the quarter. Broadcom accounts for approximately 3.9% of Clean Yield Group’s portfolio, making the stock its 3rd largest holding. Clean Yield Group’s holdings in Broadcom were worth $13,922,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Norges Bank purchased a new position in Broadcom in the second quarter valued at $18,579,549,000. Vanguard Group Inc. grew 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 valued at $133,261,046,000 after acquiring an additional 6,222,802 shares during the period. Edgewood Management LLC acquired a new stake in shares of Broadcom during the 2nd quarter valued at about $1,571,438,000. Massachusetts Financial Services Co. MA increased 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 in the last quarter. Finally, Assenagon Asset Management S.A. raised its holdings in Broadcom by 272.8% in the 2nd quarter. Assenagon Asset Management S.A. now owns 4,189,531 shares of the semiconductor manufacturer’s stock worth $1,154,844,000 after purchasing an additional 3,065,809 shares during the period. 76.43% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, insider Charlie B. Kawwas sold 1,928 shares of Broadcom stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total transaction of $631,998.40. Following the transaction, the insider owned 23,582 shares in the company, valued at $7,730,179.60. The trade was a 7.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Hock E. Tan sold 70,000 shares of the business’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the transaction, the chief executive officer directly owned 132,836 shares in the company, valued at approximately $46,133,942.80. The trade was a 34.51% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 779,901 shares of company stock worth $284,069,237. 2.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. Wall Street Zen upgraded Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Cowen restated a “buy” rating on shares of Broadcom in a research report on Friday, December 12th. Barclays reaffirmed an “overweight” rating and set a $500.00 price objective (up from $450.00) on shares of Broadcom in a report on Friday, December 12th. Raymond James Financial set a $420.00 target price on shares of Broadcom and gave the stock an “outperform” rating in a research note on Thursday, November 20th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research note on Monday, December 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, Broadcom presently has an average rating of “Buy” and a consensus price target of $438.00.

Broadcom News Roundup

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

Broadcom Stock Performance

AVGO opened at $352.21 on Tuesday. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61. The firm has a market capitalization of $1.67 trillion, a PE ratio of 73.99, a PEG ratio of 1.17 and a beta of 1.21. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The firm’s 50-day moving average price is $359.52 and its 200 day moving average price is $331.97.

Broadcom (NASDAQ:AVGO) last released its 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 business had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The business’s revenue was up 28.2% on a year-over-year basis. During the same period last year, the company posted $1.42 EPS. As a group, sell-side analysts expect that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a $0.65 dividend. This represents a $2.60 annualized dividend and a yield of 0.7%. The ex-dividend date was Monday, December 22nd. This is an increase from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio (DPR) 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.