Bryn Mawr Trust Advisors LLC Purchases 6,981 Shares of Broadcom Inc. $AVGO

Bryn Mawr Trust Advisors LLC increased its position in Broadcom Inc. (NASDAQ:AVGO) by 25.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,820 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,981 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in Broadcom were worth $11,487,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. Norges Bank bought a new position in Broadcom in the 2nd quarter valued at about $18,579,549,000. Vanguard Group Inc. lifted its holdings in shares of Broadcom by 1.3% in the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock valued at $133,261,046,000 after purchasing an additional 6,222,802 shares in the last quarter. Edgewood Management LLC purchased a new position in shares of Broadcom during the second quarter valued at approximately $1,571,438,000. Massachusetts Financial Services Co. MA grew its holdings in Broadcom by 115.5% during the second quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer’s stock worth $1,658,680,000 after buying an additional 3,224,739 shares in the last quarter. Finally, Invesco Ltd. grew its holdings in Broadcom by 8.4% during the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock worth $10,598,641,000 after buying an additional 2,978,768 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Large Google AI capex boost lifts demand outlook for AI chips and infrastructure suppliers, benefiting Broadcom as a provider of networking, custom silicon and AI‑inference infrastructure. This was highlighted after Google’s earnings and guidance. Broadcom, Nvidia shares rise on surging Google capital expenditures for AI
• Positive Sentiment: An analyst raised their price target on Broadcom, reflecting stronger conviction in multi‑year AI and networking seculars; analyst upgrades/targets can support the stock and attract buyers. Why this analyst just raised their price target on Broadcom stock
• Positive Sentiment: Broadcom is being cited as a top compute/AI semiconductor play amid rising AI demand — a narrative that supports higher long‑term revenue and valuation expansion if the AI capex cycle persists. Broadcom (AVGO) Cited As Top Compute Stock Amid Strong AI Semiconductor Demand
• Positive Sentiment: Product news: Broadcom announced an enterprise Wi‑Fi 8 access point + switch solution positioned for AI workloads — expands addressable market in AI‑ready infrastructure and supports revenue diversification. Broadcom announces industry’s first enterprise Wi-Fi 8 access point and switch solution for the AI era
• Positive Sentiment: Several bullish research/commentary pieces (including projections of significant upside and inclusion on “top stocks” lists) keep the long‑term investor narrative constructive. These notes can underpin buying after pullbacks. Wall Street Projects 38% Upside To Broadcom Inc. (AVGO)
• Neutral Sentiment: Jim Cramer called Broadcom “a winner in this environment” but warned it may not be the best timing to buy — reinforces that the company has strong fundamentals while signaling some caution on short‑term entry points. Jim Cramer on Broadcom
• Neutral Sentiment: Analyst/market commentary asking whether the recent pullback is a buying opportunity — useful for timing decisions but not new company fundamentals. Is It Time To Reassess Broadcom (AVGO) After Its Recent Share Price Pullback?
• Negative Sentiment: Short‑term selling and a reported ~6% intraday plunge drove today’s downward move — articles questioning whether the AI trade is cracking reflect investor profit‑taking and volatility in high‑beta AI/semiconductor names. Broadcom stock plunges 6% today
• Negative Sentiment: Fresh headlines noting a larger than‑market daily decline and elevated intraday volume emphasize near‑term risk and may trigger momentum selling or options‑driven moves. Broadcom Inc. (AVGO) Declines More Than Market

Wall Street Analyst Weigh In

Several brokerages have weighed in on AVGO. Mizuho set a $480.00 price objective on Broadcom and gave the company an “outperform” rating in a research note on Friday, January 9th. Weiss Ratings restated a “buy (b)” rating on shares of Broadcom in a report on Monday, December 29th. Royal Bank Of Canada began coverage on shares of 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 research report on Monday, December 15th. Finally, Truist Financial upped their target price on Broadcom from $500.00 to $510.00 and gave the company a “buy” rating in a report on Friday, December 19th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $437.28.

Broadcom Trading Down 3.8%

Shares of AVGO opened at $308.05 on Thursday. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The business has a 50-day moving average of $351.74 and a 200 day moving average of $338.39. The firm has a market cap of $1.46 trillion, a P/E ratio of 64.72, a price-to-earnings-growth ratio of 1.03 and a beta of 1.21. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71.

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

Broadcom Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were issued a $0.65 dividend. 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%.

Insider Buying and Selling at Broadcom

In other Broadcom news, CFO Kirsten M. Spears sold 30,000 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total value of $10,434,600.00. Following the completion of the transaction, the chief financial officer owned 277,237 shares in the company, valued at $96,428,573.34. This trade represents a 9.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Charlie B. Kawwas sold 1,928 shares of Broadcom stock in a transaction dated 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 directly owned 23,582 shares of the company’s stock, valued at $7,730,179.60. The trade was a 7.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 779,901 shares of company stock worth $284,069,237 in the last three months. 2.00% of the stock is currently owned by corporate insiders.

Broadcom 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.