Broadcom Inc. $AVGO Shares Acquired by Ewa LLC

Ewa LLC grew its holdings in Broadcom Inc. (NASDAQ:AVGO) by 23.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,310 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,788 shares during the period. Broadcom comprises 0.9% of Ewa LLC’s holdings, making the stock its 25th biggest position. Ewa LLC’s holdings in Broadcom were worth $3,071,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the company. Intact Investment Management Inc. grew its position in shares of Broadcom by 6.0% in the third quarter. Intact Investment Management Inc. now owns 93,200 shares of the semiconductor manufacturer’s stock valued at $30,748,000 after purchasing an additional 5,300 shares in the last quarter. Exchange Bank increased its holdings in Broadcom by 54.0% during the 3rd quarter. Exchange Bank now owns 3,264 shares of the semiconductor manufacturer’s stock worth $1,077,000 after purchasing an additional 1,145 shares during the period. LBP AM SA increased its position in shares of Broadcom by 2.5% in the 3rd quarter. LBP AM SA now owns 647,905 shares of the semiconductor manufacturer’s stock valued at $213,750,000 after purchasing an additional 15,698 shares during the last quarter. Liberty Wealth Management LLC increased its holdings in shares of Broadcom by 19.6% in the 3rd quarter. Liberty Wealth Management LLC now owns 7,632 shares of the semiconductor manufacturer’s stock valued at $2,518,000 after acquiring an additional 1,249 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. lifted its position in Broadcom by 3.4% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 323,587 shares of the semiconductor manufacturer’s stock valued at $109,492,000 after acquiring an additional 10,786 shares during the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on AVGO. UBS Group set a $475.00 price objective on Broadcom and gave the stock a “buy” rating in a report on Monday, December 15th. Wolfe Research upgraded Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price target for the company in a report on Friday. Barclays reissued an “overweight” rating and set a $500.00 target price (up previously from $450.00) on shares of Broadcom in a research report on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $430.00 price objective on shares of Broadcom and gave the company a “buy” rating in a research note on Friday, December 12th. Finally, Susquehanna reiterated a “positive” rating and set a $450.00 price objective (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $437.28.

Broadcom Trading Up 0.2%

Broadcom stock opened at $331.30 on Friday. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The business’s 50-day simple moving average is $355.76 and its 200-day simple moving average is $337.63. The firm has a market capitalization of $1.57 trillion, a PE ratio of 69.60, a PEG ratio of 1.10 and a beta of 1.21.

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

Broadcom Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a $0.65 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change 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 dividend payout ratio (DPR) is currently 54.62%.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Wolfe Research upgraded AVGO to “outperform” with a $400 price target, signaling analyst confidence and suggesting ~20% upside from current levels. AVGO: Broadcom just upgraded at Wolfe Research — here’s why
• Positive Sentiment: Coverage highlighting Broadcom’s custom AI chips as a viable alternative to GPUs is lifting sentiment — investors see revenue and market-share upside if hyperscalers broaden their vendor mix. Better Artificial Intelligence (AI) Stock: Broadcom vs. Nvidia
• Positive Sentiment: Macro tailwind: reports that hyperscalers plan to spend heavily on AI infrastructure in 2026 support longer-term demand for Broadcom’s data-center products. Hyperscalers to Spend Over $500 Billion on AI in 2026: Here Are the 3 Stocks to Buy
• Positive Sentiment: Prominent investors are taking stakes — reports say Cathie Wood’s fund bought roughly $26M of AVGO, which can attract momentum flows and retail attention. Jim Cramer doesn’t want to call the bottom on Broadcom (AVGO)
• Neutral Sentiment: Comparative coverage (Nvidia, AMD, Broadcom) keeps focus on competitive position—Nvidia remains the AI leader, which tempers how much market share Broadcom can capture. Nvidia vs. AMD vs. Broadcom: What’s the Best AI Chip Stock to Own for 2026
• Neutral Sentiment: Broadcom continues to show up in “top AI/infrastructure” lists and retail searches, boosting liquidity and attention but not guaranteeing immediate upside. Investors Heavily Search Broadcom Inc. (AVGO): Here is What You Need to Know
• Negative Sentiment: Critical analysis questions whether Broadcom’s valuation and capital allocation fully justify the AI hype — raises caution on buying at rich multiples. Broadcom’s AI Success Is Undeniable – The Investment Case Is Not
• Negative Sentiment: High-profile skeptics (e.g., Jim Cramer) say it’s too soon to call a bottom, which can keep some traders on the sidelines and add selling pressure during weakness. Jim Cramer doesn’t want to call the bottom on Broadcom (AVGO)

Insider Buying and Selling at Broadcom

In other Broadcom news, CFO Kirsten M. Spears sold 30,000 shares of the firm’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 transaction of $10,434,600.00. Following the completion of the transaction, 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Hock E. Tan sold 130,000 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $326.02, for a total value of $42,382,600.00. Following the completion of the sale, the chief executive officer owned 595,638 shares of the company’s stock, valued at approximately $194,189,900.76. This represents a 17.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is currently owned by insiders.

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.