Flossbach Von Storch SE Has $116.46 Million Stock Holdings in Broadcom Inc. $AVGO

Flossbach Von Storch SE boosted its holdings in Broadcom Inc. (NASDAQ:AVGO) by 37.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 353,013 shares of the semiconductor manufacturer’s stock after buying an additional 95,746 shares during the quarter. Flossbach Von Storch SE’s holdings in Broadcom were worth $116,463,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Assetmark Inc. raised its holdings in Broadcom by 2.4% in the 2nd quarter. Assetmark Inc. now owns 1,703,487 shares of the semiconductor manufacturer’s stock valued at $469,566,000 after buying an additional 39,466 shares during the last quarter. Capital Counsel LLC NY acquired a new stake in shares of Broadcom during the second quarter worth $221,000. Waterloo Capital L.P. raised its position in shares of Broadcom by 7.0% in the 2nd quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock worth $13,331,000 after acquiring an additional 3,180 shares in the last quarter. Providence First Trust Co increased its holdings in Broadcom by 1,099.3% in the third quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock worth $2,944,000 after purchasing an additional 8,179 shares in the last quarter. Finally, RiverFront Investment Group LLC grew its position in shares of Broadcom by 107.6% during the 2nd quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock worth $4,555,000 after buying an additional 8,566 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Analyst Ratings Changes

AVGO has been the topic of a number of research reports. Morgan Stanley upped their price target on Broadcom from $443.00 to $462.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $430.00 price objective on Broadcom and gave the company a “buy” rating in a research note on Friday, December 12th. Susquehanna restated a “positive” rating and issued a $450.00 target price (up previously from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Sanford C. Bernstein reiterated an “outperform” rating and set a $475.00 target price (up from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Broadcom in a report on Friday, December 12th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $437.28.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom is repeatedly cited as a key beneficiary of the custom AI‑chip boom and strong AI semiconductor demand, supporting multi‑year revenue tailwinds. Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom
• Positive Sentiment: Analyst sentiment remains supportive: institutional upgrades and Wall Street notes point to meaningful upside potential, which underpins medium‑term buyer interest. Wall Street Projects 38% Upside To Broadcom Inc. (AVGO)
• Positive Sentiment: Zacks and other outlets flag Broadcom’s strong earnings‑surprise history and favorable setup to beat next quarterly numbers, which can support the stock into the March results. Will Broadcom Inc. (AVGO) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Broadcom announced its fiscal Q1 results date (after the close on Mar. 4); investors will get fresh guidance and a near‑term catalyst then. Broadcom Inc. to Announce First Quarter Fiscal Year 2026 Financial Results on Wednesday, March 4, 2026
• Neutral Sentiment: Market commentary and “buy‑the‑dip” pieces argue the pullback may be a buying opportunity given secular AI exposure, but these are opinion‑driven and hinge on near‑term execution. As Broadcom Shares Slide, Is AVGO Stock a Buy on the Dip?
• Neutral Sentiment: Reported short‑interest notes show an apparent increase, but the published figures in recent feeds look inconsistent (zeros/NaN), so short‑interest impact is unclear and should be treated cautiously.
• Negative Sentiment: Near‑term pressure: Broadcom shares moved lower on heavier volume today, suggesting profit‑taking and short‑term positioning are weighing on the stock despite the positive fundamental backdrop. Broadcom Inc. (AVGO) Declines More Than Market: Some Information for Investors

Insider Buying and Selling at Broadcom

In other news, insider Charlie B. Kawwas sold 1,928 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total value of $631,998.40. Following the transaction, the insider owned 23,582 shares in the company, valued at approximately $7,730,179.60. This trade represents a 7.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Kirsten M. Spears sold 30,000 shares of the firm’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the completion of the sale, the chief financial officer directly 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is currently owned by insiders.

Broadcom Stock Performance

Shares of AVGO opened at $320.33 on Wednesday. The stock has a 50-day moving average price of $353.53 and a 200-day moving average price of $338.61. The company has a market cap of $1.52 trillion, a PE ratio of 67.30, a price-to-earnings-growth ratio of 1.10 and a beta of 1.21. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76.

Broadcom (NASDAQ:AVGO) last posted 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. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The company had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. During the same period in the previous year, the firm posted $1.42 EPS. The firm’s revenue was up 28.2% compared to the same quarter last year. As a group, equities analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.65 dividend. This is a positive change 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 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio 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.