Roof Eidam Maycock Peralta LLC Takes $479,000 Position in Broadcom Inc. $AVGO

Roof Eidam Maycock Peralta LLC bought a new position in Broadcom Inc. (NASDAQ:AVGO) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 1,451 shares of the semiconductor manufacturer’s stock, valued at approximately $479,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Plan Group Financial LLC raised its position in Broadcom by 1.0% in the 3rd quarter. Plan Group Financial LLC now owns 12,089 shares of the semiconductor manufacturer’s stock valued at $3,988,000 after purchasing an additional 124 shares during the last quarter. Kera Capital Partners Inc. increased its stake in shares of Broadcom by 6.0% in the third quarter. Kera Capital Partners Inc. now owns 29,089 shares of the semiconductor manufacturer’s stock valued at $9,597,000 after buying an additional 1,639 shares in the last quarter. Touchstone Capital Inc. bought a new position in shares of Broadcom in the third quarter valued at about $4,296,000. GWN Securities Inc. lifted its position in Broadcom by 0.7% during the 3rd quarter. GWN Securities Inc. now owns 5,017 shares of the semiconductor manufacturer’s stock worth $1,685,000 after buying an additional 37 shares in the last quarter. Finally, Retirement Planning Group LLC grew its holdings in Broadcom by 44.0% during the 3rd quarter. Retirement Planning Group LLC now owns 5,722 shares of the semiconductor manufacturer’s stock worth $1,888,000 after acquiring an additional 1,749 shares during the last quarter. 76.43% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CFO Kirsten M. Spears sold 30,000 shares of Broadcom stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the transaction, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at $96,428,573.34. This trade represents a 9.76% 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, insider Mark David Brazeal sold 38,281 shares of the business’s stock in a transaction 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 transaction, the insider directly owned 266,494 shares of the company’s stock, valued at $87,316,759.10. This trade represents a 12.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 779,901 shares of company stock worth $284,069,237 over the last quarter. 2.00% of the stock is owned by insiders.

Broadcom Stock Performance

AVGO stock opened at $351.71 on Tuesday. Broadcom Inc. has a twelve month low of $138.10 and a twelve 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. The company has a market cap of $1.67 trillion, a P/E ratio of 73.89, a price-to-earnings-growth ratio of 1.17 and a beta of 1.21. The business’s fifty day moving average is $358.85 and its 200-day moving average is $334.69.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The business had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter in the prior year, the company posted $1.42 earnings per share. The firm’s revenue was up 28.2% on a year-over-year basis. Equities research analysts forecast that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The company 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. The ex-dividend date was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is 54.62%.

Analysts Set New Price Targets

AVGO has been the subject of a number of research analyst reports. Citigroup reaffirmed a “buy” rating on shares of Broadcom in a research note on Thursday. Benchmark boosted their price objective on shares of Broadcom from $385.00 to $485.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Truist Financial upped their price objective on Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a report on Friday, December 19th. KeyCorp reissued an “overweight” rating and issued a $500.00 target price (up from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Robert W. Baird set a $420.00 target price on Broadcom in a research report on Friday, December 12th. Three research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $438.61.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Citi raised its outlook for Broadcom, citing accelerating AI sales and a $480 price target, reinforcing upside expectations for AVGO. Citi Bullish on Broadcom (AVGO) as Accelerating AI Sales Drive $480 PT
• Positive Sentiment: Wells Fargo upgraded Broadcom to Overweight and flagged stronger 2026 catalysts, adding fresh buy‑side momentum. Wells Fargo Upgrades Broadcom Inc. (AVGO) to Overweight From Equal Weight
• Positive Sentiment: Multiple outlets note broad analyst bullishness on AVGO tied to strong demand for AI chips and the company’s leading market position, supporting consensus upgrades and higher targets. Analysts Bullish on Broadcom (AVGO) Amid Strong AI Chip Outlook
• Positive Sentiment: Sector theme: Zacks and others call Broadcom a “quantum enabler” and position AVGO to benefit from enterprise spending and post‑quantum security demand into 2026. Quantum Enablers Set for 2026 Breakout: AMD, AVGO, TER in Focus
• Positive Sentiment: Analyst pieces and investor commentary (Seeking Alpha, Fool) emphasize Broadcom’s positioning for the next phase of AI infrastructure buildout, reinforcing the long‑term growth narrative. Broadcom Is Built For The Next Phase Of The AI Buildout
• Neutral Sentiment: Street summaries show mixed datapoints: some firms reiterate Buy ratings while one report noted a lower legacy price target from Jefferies, creating both supportive and cautionary signals. What Does the Street Think About Broadcom Inc. (AVGO)?
• Negative Sentiment: Hedge fund veteran Stanley Druckenmiller reportedly sold Broadcom to rotate into another high‑momentum AI name, a headline that can feed short‑term profit‑taking despite the broader buy‑side interest. Stanley Druckenmiller dumps Broadcom for an AI rocket stock up 1,000% since 2025

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.