Strategic Advisors LLC Raises Position in Broadcom Inc. $AVGO

Strategic Advisors LLC lifted its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 14.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,153 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,520 shares during the quarter. Broadcom accounts for approximately 1.1% of Strategic Advisors LLC’s portfolio, making the stock its 26th largest holding. Strategic Advisors LLC’s holdings in Broadcom were worth $6,649,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in AVGO. Brighton Jones LLC boosted its stake in shares of Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after buying an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in Broadcom by 10.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after acquiring an additional 756 shares during the period. United Bank boosted its position in shares of Broadcom by 76.5% during the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after purchasing an additional 1,014 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Broadcom by 10.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after purchasing an additional 1,160 shares during the period. Finally, Northstar Group Inc. grew its stake in shares of Broadcom by 4.0% during the 2nd quarter. Northstar Group Inc. now owns 2,934 shares of the semiconductor manufacturer’s stock worth $809,000 after purchasing an additional 114 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Insider Buying and Selling at Broadcom

In other news, insider Mark David Brazeal sold 30,000 shares of Broadcom stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total transaction of $10,413,600.00. Following the completion of the sale, the insider directly owned 210,573 shares in the company, valued at $73,094,099.76. The trade was a 12.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Harry L. You acquired 1,000 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was purchased at an average cost of $325.13 per share, with a total value of $325,130.00. Following the transaction, the director owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. The trade was a 2.81% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

AVGO has been the subject of several recent analyst reports. Wells Fargo & Company upgraded shares of Broadcom from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $410.00 to $430.00 in a research note on Thursday, January 15th. Barclays reaffirmed an “overweight” rating and issued a $500.00 target price (up from $450.00) on shares of Broadcom in a report on Friday, December 12th. Wall Street Zen upgraded shares of Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Oppenheimer upped their price target on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a report on Friday, December 12th. Finally, Mizuho set a $480.00 price objective on Broadcom and gave the company an “outperform” rating in a research note on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $437.28.

Trending Headlines about 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 Stock Down 3.3%

AVGO stock opened at $320.33 on Wednesday. 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 company’s 50 day simple moving average is $353.53 and its 200-day simple moving average is $338.61. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The firm has a market capitalization of $1.52 trillion, a PE ratio of 67.30, a P/E/G ratio of 1.10 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last posted its earnings results 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. The firm had revenue of $18.02 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.42 EPS. Equities analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, December 22nd. 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%. Broadcom’s dividend payout ratio is 54.62%.

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.