JSF Financial LLC Acquires 3,394 Shares of Broadcom Inc. $AVGO

JSF Financial LLC grew its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 98.4% during the third quarter, according to its most recent filing with the SEC. The firm owned 6,842 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,394 shares during the period. Broadcom comprises about 0.5% of JSF Financial LLC’s holdings, making the stock its 29th largest holding. JSF Financial LLC’s holdings in Broadcom were worth $2,257,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Traynor Capital Management Inc. grew its position in shares of Broadcom by 22.7% in the 3rd quarter. Traynor Capital Management Inc. now owns 176,435 shares of the semiconductor manufacturer’s stock worth $58,208,000 after buying an additional 32,655 shares during the period. AustralianSuper Pty Ltd boosted its stake in Broadcom by 17.4% during the third quarter. AustralianSuper Pty Ltd now owns 2,334,007 shares of the semiconductor manufacturer’s stock worth $770,012,000 after acquiring an additional 345,892 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in Broadcom by 3.6% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,243,755 shares of the semiconductor manufacturer’s stock worth $1,070,147,000 after purchasing an additional 112,056 shares during the period. RAM Investment Partners LLC increased its stake in shares of Broadcom by 85.7% during the third quarter. RAM Investment Partners LLC now owns 10,156 shares of the semiconductor manufacturer’s stock valued at $3,350,000 after purchasing an additional 4,688 shares in the last quarter. Finally, Rockline Wealth Management LLC lifted its holdings in shares of Broadcom by 19.8% during the third quarter. Rockline Wealth Management LLC now owns 53,768 shares of the semiconductor manufacturer’s stock valued at $17,739,000 after purchasing an additional 8,902 shares during the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. The Goldman Sachs Group reissued a “buy” rating and issued a $450.00 target price on shares of Broadcom in a research note on Monday, January 5th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $475.00 price target (up previously from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Mizuho set a $480.00 price objective on shares of Broadcom and gave the company an “outperform” rating in a research report on Friday, January 9th. Wall Street Zen upgraded shares of Broadcom from a “hold” rating to a “buy” rating in a research note on Saturday, December 13th. Finally, Barclays reiterated an “overweight” rating and issued a $500.00 target price (up previously from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Two 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’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $437.28.

Insiders Place Their Bets

In other news, Director Harry L. You acquired 1,000 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was acquired at an average price of $325.13 per share, with a total value of $325,130.00. Following the completion of the purchase, the director directly owned 36,602 shares in the company, valued at approximately $11,900,408.26. This trade represents a 2.81% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Hock E. Tan sold 70,000 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total value of $24,311,000.00. Following the completion of the transaction, the chief executive officer directly owned 132,836 shares in the company, valued at $46,133,942.80. This trade represents a 34.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is currently owned by company insiders.

Broadcom Stock Performance

Shares of NASDAQ AVGO opened at $320.33 on Wednesday. The firm has a fifty day moving average price of $353.53 and a 200-day moving average price of $338.61. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The stock 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 1 year low of $138.10 and a 1 year high of $414.61.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (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 business had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same period last year, the firm posted $1.42 EPS. The company’s revenue was up 28.2% on a year-over-year basis. Equities analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date was Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Key Headlines 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

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.