National Wealth Management Group LLC Acquires 3,311 Shares of Broadcom Inc. $AVGO

National Wealth Management Group LLC increased its holdings in Broadcom Inc. (NASDAQ:AVGO) by 68.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,160 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,311 shares during the period. Broadcom makes up 1.0% of National Wealth Management Group LLC’s portfolio, making the stock its 26th biggest position. National Wealth Management Group LLC’s holdings in Broadcom were worth $2,692,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Personalized Indexing Management LLC raised its holdings in shares of Broadcom by 1.2% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 773,421 shares of the semiconductor manufacturer’s stock worth $255,774,000 after buying an additional 9,083 shares in the last quarter. Instrumental Wealth LLC grew its position in Broadcom by 15.2% in the third quarter. Instrumental Wealth LLC now owns 2,053 shares of the semiconductor manufacturer’s stock valued at $677,000 after acquiring an additional 271 shares during the period. White Wing Wealth Management grew its position in Broadcom by 10.9% in the third quarter. White Wing Wealth Management now owns 805 shares of the semiconductor manufacturer’s stock valued at $268,000 after acquiring an additional 79 shares during the period. Sage Rhino Capital LLC raised its stake in Broadcom by 1.0% during the third quarter. Sage Rhino Capital LLC now owns 6,364 shares of the semiconductor manufacturer’s stock worth $2,100,000 after acquiring an additional 61 shares in the last quarter. Finally, Cabot Wealth Management Inc. lifted its holdings in shares of Broadcom by 865.3% during the third quarter. Cabot Wealth Management Inc. now owns 9,624 shares of the semiconductor manufacturer’s stock valued at $3,175,000 after acquiring an additional 8,627 shares during the period. 76.43% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts have weighed in on AVGO shares. Barclays reaffirmed an “overweight” rating and set a $500.00 price objective (up from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Royal Bank Of Canada began coverage on Broadcom in a research report on Wednesday, January 14th. They issued a “sector perform” rating and a $370.00 price objective for the company. UBS Group set a $475.00 target price on shares of Broadcom and gave the stock a “buy” rating in a report on Monday, December 15th. Evercore ISI boosted their target price on Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 15th. Finally, Citigroup reissued a “buy” rating on shares of Broadcom in a report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $437.28.

Broadcom Price Performance

NASDAQ:AVGO opened at $331.30 on Friday. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The stock’s 50 day moving average price is $355.76 and its two-hundred day moving average price is $337.63. 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 firm has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 69.60, a P/E/G ratio of 1.10 and a beta of 1.21.

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

Broadcom Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were issued a dividend of $0.65 per share. This is an increase from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. 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 news, Director Henry Samueli sold 320,316 shares of the stock in a transaction dated 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 owned 37,326,540 shares of the company’s stock, valued at approximately $14,950,399,066.20. This represents a 0.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Hock E. Tan sold 130,000 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the completion of the transaction, the chief executive officer directly owned 595,638 shares of the company’s stock, valued at approximately $194,189,900.76. The trade was a 17.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 779,901 shares of company stock valued at $284,069,237 in the last 90 days. 2.00% of the stock is owned by corporate insiders.

Key Headlines Impacting 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)

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.