Broadcom Inc. $AVGO Shares Acquired by Guinness Atkinson Asset Management Inc

Guinness Atkinson Asset Management Inc raised its stake in Broadcom Inc. (NASDAQ:AVGO) by 248.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 26,238 shares of the semiconductor manufacturer’s stock after purchasing an additional 18,703 shares during the period. Broadcom accounts for approximately 4.1% of Guinness Atkinson Asset Management Inc’s investment portfolio, making the stock its 3rd biggest position. Guinness Atkinson Asset Management Inc’s holdings in Broadcom were worth $8,603,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Assetmark Inc. increased its holdings in shares of Broadcom by 2.4% during the second quarter. Assetmark Inc. now owns 1,703,487 shares of the semiconductor manufacturer’s stock worth $469,566,000 after purchasing an additional 39,466 shares during the period. Capital Counsel LLC NY acquired a new stake in Broadcom during the second quarter worth approximately $221,000. Waterloo Capital L.P. increased its stake in Broadcom by 7.0% during the 2nd quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock worth $13,331,000 after acquiring an additional 3,180 shares during the period. Providence First Trust Co raised its holdings in Broadcom by 1,099.3% in the 3rd quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock valued at $2,944,000 after acquiring an additional 8,179 shares in the last quarter. Finally, RiverFront Investment Group LLC lifted its position in shares of Broadcom by 107.6% during the 2nd quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock valued at $4,555,000 after acquiring an additional 8,566 shares during the period. 76.43% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Deutsche Bank Aktiengesellschaft set a $430.00 price target on Broadcom and gave the stock a “buy” rating in a research report on Friday, December 12th. Mizuho set a $480.00 target price on shares of Broadcom and gave the company an “outperform” rating in a report on Friday, January 9th. Oppenheimer boosted their target price on shares of Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Truist Financial increased their price target on shares of Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Finally, UBS Group set a $475.00 price objective on shares of Broadcom and gave the company a “buy” rating in a research note on Monday, December 15th. Two investment 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. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $437.28.

More Broadcom News

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. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The company has a market capitalization of $1.63 trillion, a PE ratio of 72.26, a price-to-earnings-growth ratio of 1.07 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. The company has a fifty day moving average of $347.75 and a 200-day moving average of $339.70.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data 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 business 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%.Broadcom’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.42 EPS. On average, equities analysts predict that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a $0.65 dividend. This is a boost 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 dividend payout ratio (DPR) is 54.62%.

Insider Buying and Selling at Broadcom

In other news, insider Mark David Brazeal sold 30,000 shares of Broadcom stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total transaction of $10,413,600.00. Following the transaction, the insider owned 210,573 shares in the company, valued at approximately $73,094,099.76. The trade was a 12.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Kirsten M. Spears sold 30,000 shares of the business’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the completion of the sale, the chief financial officer directly owned 277,237 shares in the company, valued at approximately $96,428,573.34. This represents a 9.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 779,901 shares of company stock worth $284,069,237 over the last quarter. Insiders own 2.00% of the company’s stock.

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.