A4 Wealth Advisors LLC Takes Position in Broadcom Inc. $AVGO

A4 Wealth Advisors LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 3,392 shares of the semiconductor manufacturer’s stock, valued at approximately $1,119,000.

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

Insider Buying and Selling

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

Broadcom Trading Up 7.1%

Shares of AVGO stock opened at $332.49 on Friday. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The firm’s 50 day moving average price is $348.59 and its two-hundred day moving average price is $338.51. The stock has a market cap of $1.58 trillion, a price-to-earnings ratio of 69.85, a price-to-earnings-growth ratio of 1.00 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.87 by $0.08. The company 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 business’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.42 earnings per share. On average, analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a $0.65 dividend. This represents a $2.60 annualized dividend and a yield of 0.8%. This is a boost from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s dividend payout ratio is 54.62%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Mizuho set a $480.00 price target on Broadcom and gave the company an “outperform” rating in a report on Friday, January 9th. Evercore lifted their price objective on Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a research report on Wednesday, October 15th. The Goldman Sachs Group reiterated a “buy” rating and set a $450.00 target price on shares of Broadcom in a research report on Monday, January 5th. Weiss Ratings restated a “buy (b)” rating on shares of Broadcom in a report on Monday, December 29th. Finally, Bank of America upped their price objective on shares of Broadcom from $460.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $437.28.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Hyperscaler CapEx jump supports multi‑year demand for Broadcom’s AI chips — Google and Meta signaled much larger 2026 CapEx plans, which investors view as direct upside to Broadcom’s TAM for TPUs/MTIA and other data‑center products. Broadcom and Nvidia Stocks Rise. How Google’s AI Spending Will Boost the Chip Makers.
• Positive Sentiment: Broad market tech rebound led by chip names boosted AVGO — a Friday surge in large‑cap semiconductors helped lift Broadcom as investors bought the dip after recent tech weakness. Dow jumps 1,000 points as Nvidia, Broadcom spark tech-led market comeback
• Positive Sentiment: Momentum narrative: Broadcom framed as a “Mag Seven” gatecrasher — positive press around Broadcom’s ability to challenge AI‑heavy megacap performance added to buying interest. Broadcom Rallies 6% to Challenge Magnificent Seven Dominance on Wall Street
• Positive Sentiment: Analyst upgrade/support — Zacks moved Broadcom to a stronger rating, providing a fresh catalyst and third‑party validation for buyers. Zacks.com
• Neutral Sentiment: ETF flows and index construction may add steady demand — new ETFs and factor funds that include AVGO can create incremental bid but are not immediate earnings drivers. Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch
• Neutral Sentiment: Contrarian views and valuation debate continue — some analysts argue the market still misprices AVGO; useful for medium/long‑term investors but mixed for near‑term trading. Broadcom: The Market Is Likely Getting It Wrong
• Negative Sentiment: Short‑term pullback concerns and analyst caution — recent coverage highlights that AVGO had pulled back earlier, and some analysts flag downside/earnings sensitivity, which keeps volatility elevated. Broadcom Stock Is Pulling Back. Here’s What Analysts Expect Next.
• Negative Sentiment: Periodic profit‑taking and headline volatility — several outlets explain why AVGO has traded down at times this week, underscoring that sentiment swings around AI narratives can reverse quickly. Broadcom (AVGO) stock trades down, here is why

About Broadcom

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.