ABN AMRO Bank N.V. Has $247.62 Million Stock Holdings in Broadcom Inc. $AVGO

ABN AMRO Bank N.V. boosted its position in Broadcom Inc. (NASDAQ:AVGO) by 26.3% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 754,111 shares of the semiconductor manufacturer’s stock after purchasing an additional 156,965 shares during the period. Broadcom comprises 2.4% of ABN AMRO Bank N.V.’s holdings, making the stock its 11th largest position. ABN AMRO Bank N.V.’s holdings in Broadcom were worth $247,621,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. grew its stake 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 buying an additional 6,222,802 shares during the last quarter. State Street Corp grew its position in shares of Broadcom by 0.5% in the second quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock valued at $51,071,601,000 after purchasing an additional 873,963 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Broadcom by 2.1% during the second quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer’s stock worth $29,827,649,000 after purchasing an additional 2,226,585 shares during the period. Norges Bank acquired a new stake in Broadcom during the 2nd quarter worth approximately $18,579,549,000. Finally, Invesco Ltd. boosted its stake in Broadcom by 8.4% in the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock valued at $10,598,641,000 after purchasing an additional 2,978,768 shares during the period. Institutional investors own 76.43% of the company’s stock.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Benzinga reports Big Tech (Google, Amazon) are boosting AI capex for 2026, which directly increases demand for Broadcom’s data‑center networking, custom silicon and switch ASIC products — a near‑term revenue tailwind. Broadcom Gains As Big Tech Boosts AI Spending For 2026
• Positive Sentiment: Broadcom launched Wi‑Fi 8 and is positioning that roadmap as an extension of its AI story to the enterprise edge — a new product channel that can expand addressable market beyond hyperscalers. Broadcom Wi Fi 8 Launch Extends AI Story To Enterprise Edge
• Positive Sentiment: Multiple analyst notes and coverage remain bullish — citing growing demand tied to Google’s TPU builds and other hyperscaler AI projects, supporting upside to Broadcom’s data‑center revenue forecasts. Broader Analyst Sentiment on Broadcom Inc. (AVGO) Remains Bullish Amid Growing Demand for Google’s TPUs
• Positive Sentiment: Zacks includes Broadcom among semiconductor industry picks that should benefit from secular AI/ML and consumer electronics growth — a reaffirmation that macro industry tailwinds favor AVGO. 3 Stocks to Buy From the Prospering Semiconductor Industry
• Positive Sentiment: Prominent commentators and buy‑and‑hold investor pieces (e.g., Jim Cramer mentions, Motley Fool AI stock features) continue to highlight Broadcom as an AI beneficiary — supporting retail/flows and sentiment. Broadcom (AVGO) Should Be Up A Lot, Says Jim Cramer
• Neutral Sentiment: General AI stock roundups continue to put Broadcom on lists of hardware plays that benefit from multiyear AI demand, but these pieces are higher‑level and don’t change earnings expectations by themselves. The Ultimate AI Stocks to Buy With $10,000 Right Now
• Neutral Sentiment: Coverage noting Google and Meta’s revised AI plans frames a mixed narrative: hyperscalers boosting AI spend but occasional share‑price weakness as investors re‑price timing/expectations. This creates volatility even as fundamentals improve. Google and Meta Just Rewrote Broadcom’s AI Story—While Shares Drop
• Negative Sentiment: Bristol Gate Capital significantly trimmed its Broadcom stake — an active investor selling can signal near‑term selling pressure or differing conviction on valuation. Bristol Gate Capital Partners Cuts Broadcom Stake Significantly
• Negative Sentiment: A Forbes piece contrasts Micron’s growth story favorably versus Broadcom, highlighting competitive differences that could pressure relative performance if memory/capex dynamics keep Micron in a stronger growth position. How Micron’s Growth Engine Beats Out Broadcom

Broadcom Stock Up 3.3%

Shares of NASDAQ AVGO opened at $343.94 on Tuesday. The company has a market cap of $1.63 trillion, a price-to-earnings ratio of 72.26, a PEG ratio of 1.07 and a beta of 1.21. 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 12 month low of $138.10 and a 12 month high of $414.61. The stock has a 50-day moving average price of $347.75 and a two-hundred day moving average price of $339.70.

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

Broadcom Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a dividend of $0.65 per share. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is 54.62%.

Wall Street Analysts Forecast Growth

AVGO has been the topic of several recent research reports. Zacks Research upgraded Broadcom from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Evercore lifted their price target on shares of Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a research report on Wednesday, October 15th. Wells Fargo & Company raised Broadcom from an “equal weight” rating to an “overweight” rating and increased their price target for the stock from $410.00 to $430.00 in a research report on Thursday, January 15th. Benchmark raised their price objective on Broadcom from $385.00 to $485.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Finally, UBS Group set a $475.00 target price on Broadcom and gave the company a “buy” rating in a research report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, Broadcom presently has an average rating of “Buy” and a consensus price target of $437.28.

Insider Buying and Selling at Broadcom

In other Broadcom news, insider Charlie B. Kawwas sold 1,928 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total value of $631,998.40. Following the completion of the transaction, the insider directly 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 transaction was disclosed in a document filed 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 dated Thursday, December 18th. The shares were purchased at an average price of $325.13 per share, for a total transaction of $325,130.00. Following the completion of the acquisition, 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 position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold a total of 779,901 shares of company stock worth $284,069,237 over the last three months. 2.00% of the stock is owned by corporate insiders.

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.