Everhart Financial Group Inc. Has $10.24 Million Holdings in Broadcom Inc. $AVGO

Everhart Financial Group Inc. increased its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 5.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,037 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,643 shares during the quarter. Broadcom accounts for approximately 1.0% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 15th largest position. Everhart Financial Group Inc.’s holdings in Broadcom were worth $10,239,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. JCIC Asset Management Inc. bought a new stake in shares of Broadcom during the 3rd quarter worth $31,000. Longfellow Investment Management Co. LLC bought a new position in shares of Broadcom in the second quarter worth about $27,000. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Broadcom in the 2nd quarter valued at approximately $28,000. Manning & Napier Advisors LLC bought a new stake in shares of Broadcom during the 3rd quarter valued at approximately $34,000. Finally, LGT Financial Advisors LLC acquired a new position in Broadcom during the 2nd quarter worth approximately $31,000. 76.43% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on AVGO. Zacks Research upgraded shares of Broadcom from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Truist Financial boosted their price objective on Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Wolfe Research raised Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 target price for the company in a report on Friday, January 30th. TD Cowen reissued a “buy” rating on shares of Broadcom in a research note on Friday, December 12th. Finally, Oppenheimer boosted 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. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $437.28.

Insider Activity

In related news, Director Henry Samueli sold 320,316 shares of the business’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $400.53, for a total value of $128,296,167.48. Following the transaction, the director owned 37,326,540 shares in the company, valued at $14,950,399,066.20. The trade was a 0.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Kirsten M. Spears sold 30,000 shares of the 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 sale, the chief financial officer owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. The trade was a 9.76% 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 ninety days. Corporate insiders own 2.00% of the company’s stock.

Broadcom Trading Up 0.8%

Shares of AVGO stock opened at $310.51 on Friday. The stock has a market cap of $1.47 trillion, a price-to-earnings ratio of 65.23, a PEG ratio of 0.99 and a beta of 1.21. The stock has a 50-day moving average of $350.00 and a 200-day moving average of $338.20. 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 Inc. has a 1-year low of $138.10 and a 1-year high of $414.61.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. The company 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%.The firm’s quarterly revenue was up 28.2% on a year-over-year basis. During the same period in the previous year, the firm earned $1.42 earnings per share. On average, equities research analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The company also recently announced 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. This is a boost from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s payout ratio is 54.62%.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Hyperscaler AI capex ramp — Strong capital‑expenditure guidance from Alphabet and Meta increases expected demand for Broadcom’s custom AI chips and datacenter silicon, supporting revenue outlook for 2026 and beyond. Recent coverage highlights this direct linkage as a primary bullish catalyst. Alphabet’s AI Spending Story
• Positive Sentiment: Analyst upgrade — Zacks moved AVGO from “hold” to “strong‑buy,” a near‑term catalyst that can attract momentum money and validate the upside case for investors. Zacks Upgrade
• Positive Sentiment: Product and partnership momentum — Broadcom announced enterprise Wi‑Fi 8 access point and switch solutions and continues to be cited as a co‑developer of hyperscaler accelerators (TPUs/MTIA), reinforcing its role in the AI supply chain. Wi‑Fi 8 Product Announcement
• Neutral Sentiment: Analyst/peer context — Several pieces compare AVGO to semiconductor peers and re‑rate targets; these provide useful valuation context but don’t change the core demand story. Investors should watch forward EPS/PE multiples in these reports. Peer Comparison
• Neutral Sentiment: Media commentary — High‑profile bullish commentary (e.g., Jim Cramer) supports sentiment but includes caveats about timing; market‑wide volatility may mute immediate follow‑through. Cramer Commentary
• Negative Sentiment: Recent share pullback and volatility — AVGO has declined meaningfully from its recent highs (including a sharp intraday drop reported by some outlets), reflecting profit‑taking, rotational flows out of growth tech and stretched valuation concerns after last year’s surge. Recent Pullback Coverage
• Negative Sentiment: Mixed market backdrop — Futures and sector rotation headlines are creating two‑way trading; broader tech profit‑taking can pressure AVGO even if company‑specific fundamentals remain strong. Market Futures

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.