Winnow Wealth LLC Buys Shares of 3,751 Broadcom Inc. $AVGO

Winnow Wealth LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 3,751 shares of the semiconductor manufacturer’s stock, valued at approximately $1,238,000. Broadcom accounts for approximately 1.0% of Winnow Wealth LLC’s investment portfolio, making the stock its 14th largest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AVGO. Norges Bank acquired a new position in shares of Broadcom during the second quarter worth about $18,579,549,000. Vanguard Group Inc. boosted 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 valued at $133,261,046,000 after purchasing an additional 6,222,802 shares in the last quarter. Edgewood Management LLC purchased a new stake in Broadcom in the 2nd quarter valued at approximately $1,571,438,000. Massachusetts Financial Services Co. MA increased its position in Broadcom by 115.5% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer’s stock worth $1,658,680,000 after purchasing an additional 3,224,739 shares during the period. Finally, Invesco Ltd. raised its stake in shares of Broadcom by 8.4% during the 2nd 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. 76.43% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

AVGO has been the topic of a number of analyst reports. Robert W. Baird set a $420.00 price target on Broadcom in a research note on Friday, December 12th. KeyCorp restated an “overweight” rating and set a $500.00 target price (up from $460.00) on shares of Broadcom in a research report on Friday, December 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research note on Monday, December 29th. Morgan Stanley raised their price objective on shares of Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Finally, Raymond James Financial set a $420.00 price objective on shares of Broadcom and gave the stock an “outperform” rating in a report on Thursday, November 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Broadcom has a consensus rating of “Buy” and a consensus price target of $437.28.

Key Headlines Impacting 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

Insider Activity at Broadcom

In related 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 transaction of $631,998.40. Following the sale, 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 legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Hock E. Tan sold 70,000 shares of Broadcom stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the completion of the sale, the chief executive officer directly owned 132,836 shares of the company’s stock, valued at $46,133,942.80. The trade was a 34.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 779,901 shares of company stock worth $284,069,237 over the last three months. Company insiders own 2.00% of the company’s stock.

Broadcom Trading Down 3.8%

Shares of AVGO opened at $308.05 on Thursday. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. 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 firm has a 50 day simple moving average of $351.74 and a 200-day simple moving average of $338.39. The stock has a market cap of $1.46 trillion, a price-to-earnings ratio of 64.72, a price-to-earnings-growth ratio of 1.03 and a beta of 1.21.

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

Broadcom Increases Dividend

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