Federated Hermes Inc. Buys 88,403 Shares of Broadcom Inc. $AVGO

Federated Hermes Inc. grew its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 4.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,123,784 shares of the semiconductor manufacturer’s stock after acquiring an additional 88,403 shares during the quarter. Broadcom comprises about 1.2% of Federated Hermes Inc.’s investment portfolio, making the stock its 7th largest holding. Federated Hermes Inc.’s holdings in Broadcom were worth $700,658,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of AVGO. Vanguard Group Inc. grew its holdings in Broadcom by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock worth $133,261,046,000 after buying an additional 6,222,802 shares in the last quarter. State Street Corp boosted its position in Broadcom by 0.5% during the 2nd quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock worth $51,071,601,000 after acquiring an additional 873,963 shares during the period. Geode Capital Management LLC grew its stake in shares of Broadcom by 2.1% in the second quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer’s stock worth $29,827,649,000 after purchasing an additional 2,226,585 shares in the last quarter. Norges Bank bought a new position in shares of Broadcom in the second quarter worth $18,579,549,000. Finally, Invesco Ltd. increased its holdings in shares of Broadcom by 8.4% during the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock valued at $10,598,641,000 after purchasing an additional 2,978,768 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Insiders Place Their Bets

In related news, insider Mark David Brazeal sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total value of $10,413,600.00. Following the completion of the transaction, the insider owned 210,573 shares of the company’s stock, valued at approximately $73,094,099.76. This trade represents a 12.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Harry L. You acquired 1,000 shares of the stock in a transaction on Thursday, December 18th. The shares were purchased at an average price of $325.13 per share, for a total transaction of $325,130.00. Following the completion of the transaction, the director owned 36,602 shares in the company, valued at approximately $11,900,408.26. This represents a 2.81% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold 779,901 shares of company stock worth $284,069,237 in the last quarter. Corporate insiders own 2.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on AVGO. Citigroup reiterated a “buy” rating on shares of Broadcom in a research report on Thursday, January 15th. Robert W. Baird set a $420.00 price objective on shares of Broadcom in a report on Friday, December 12th. Evercore ISI boosted their target price on Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Wells Fargo & Company upgraded Broadcom from an “equal weight” rating to an “overweight” rating and upped their target price for the stock from $410.00 to $430.00 in a research report on Thursday, January 15th. Finally, Wall Street Zen upgraded Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Two investment 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 company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $437.28.

Broadcom Stock Performance

AVGO opened at $331.04 on Tuesday. 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 cap of $1.57 trillion, a PE ratio of 69.55, a P/E/G ratio of 1.10 and a beta of 1.21. The business has a fifty day simple moving average of $354.83 and a 200-day simple moving average of $338.34. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61.

Broadcom (NASDAQ:AVGO) last announced its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating the consensus estimate of $1.87 by $0.08. The business had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.Broadcom’s revenue was up 28.2% compared to the same quarter last year. During the same period in the prior year, the business posted $1.42 earnings per share. As a group, equities analysts predict that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

The company also recently declared 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. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Multiple reports highlight Broadcom as a major beneficiary of the custom AI chip boom — Broadcom is positioned to capture design and ASIC value alongside hyperscalers and TSMC, supporting long‑term revenue and margin upside. Broadcom and TSMC to emerge as ‘big winners’ in the custom AI chip boom
• Positive Sentiment: Analyst upgrades and research notes cite market‑share gains in AI server ASIC design and reiterated Buy ratings, which can support renewed investor confidence and buying interest. Broadcom Inc. (AVGO) Strengthens AI and Semiconductor Leadership with Analyst Upgrades and Market Share Gains
• Positive Sentiment: Wall Street research notes project significant upside for AVGO and emphasize Broadcom’s profitability profile and strategic positioning in AI infrastructure — a bullish medium/long‑term catalyst. Wall Street Projects 38% Upside To Broadcom Inc. (AVGO)
• Positive Sentiment: Income support: Broadcom is scheduled to pay one of the first dividends of 2026 in March, which can attract yield‑seeking investors and reduce short‑term volatility. This Nvidia rival to pay 2026’s first dividend in March; Here’s how much 100 shares will earn
• Neutral Sentiment: Upcoming earnings date: Broadcom will report Q1 FY2026 results on March 4 after the close — this is a near‑term catalyst that could amplify moves either way depending on guide/results. Broadcom Inc. to Announce First Quarter Fiscal Year 2026 Financial Results on Wednesday, March 4, 2026
• Neutral Sentiment: Reported short‑interest data for the period is inconsistent/garbled (zeros and NaN reported), so there’s no clear signal from short positioning; monitor clearer updates for any short squeeze risk or added selling pressure.
• Negative Sentiment: Recent pullback and news analysis: several pieces frame AVGO as having pulled back from highs (~20% from peak) and ask whether the slide is a buying opportunity — the recent weakness is likely pressuring near‑term sentiment even as fundamentals remain constructive. As Broadcom Shares Slide, Is AVGO Stock a Buy on the Dip?

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.