Capital Investment Advisory Services LLC Acquires 2,417 Shares of Broadcom Inc. $AVGO

Capital Investment Advisory Services LLC raised its holdings in Broadcom Inc. (NASDAQ:AVGO) by 5.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 47,729 shares of the semiconductor manufacturer’s stock after buying an additional 2,417 shares during the period. Broadcom comprises about 1.2% of Capital Investment Advisory Services LLC’s holdings, making the stock its 12th largest position. Capital Investment Advisory Services LLC’s holdings in Broadcom were worth $15,746,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in AVGO. Financial & Tax Architects LLC raised its holdings in shares of Broadcom by 7.0% in the 3rd quarter. Financial & Tax Architects LLC now owns 7,369 shares of the semiconductor manufacturer’s stock worth $2,431,000 after acquiring an additional 482 shares during the last quarter. MONECO Advisors LLC increased its holdings in Broadcom by 5.7% during the 3rd quarter. MONECO Advisors LLC now owns 17,036 shares of the semiconductor manufacturer’s stock worth $5,621,000 after purchasing an additional 915 shares in the last quarter. Sentry Investment Management LLC raised its stake in shares of Broadcom by 1.4% in the third quarter. Sentry Investment Management LLC now owns 12,401 shares of the semiconductor manufacturer’s stock worth $4,285,000 after purchasing an additional 169 shares during the last quarter. Providence Wealth Advisors LLC raised its stake in shares of Broadcom by 0.4% in the third quarter. Providence Wealth Advisors LLC now owns 22,292 shares of the semiconductor manufacturer’s stock worth $7,354,000 after purchasing an additional 90 shares during the last quarter. Finally, Black Diamond Financial LLC lifted its holdings in shares of Broadcom by 3.2% in the third quarter. Black Diamond Financial LLC now owns 1,008 shares of the semiconductor manufacturer’s stock valued at $333,000 after purchasing an additional 31 shares in the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Broadcom news, CEO Hock E. Tan sold 130,000 shares of Broadcom stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the completion of the transaction, the chief executive officer owned 595,638 shares of the company’s stock, valued at $194,189,900.76. The trade was a 17.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Henry Samueli sold 320,316 shares of the stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $400.53, for a total transaction of $128,296,167.48. Following the completion of the sale, the director directly owned 37,326,540 shares in the company, valued at approximately $14,950,399,066.20. The trade was a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 779,901 shares of company stock valued at $284,069,237 in the last ninety days. 2.00% of the stock is owned by company insiders.

Broadcom Price Performance

NASDAQ AVGO opened at $343.94 on Tuesday. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. The company has a market cap 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. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The firm’s 50-day simple moving average is $347.75 and its two-hundred day simple moving average is $339.70.

Broadcom (NASDAQ:AVGO) last posted 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. The company had revenue of $18.02 billion for 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 company’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.42 earnings per share. Research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

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

Analysts Set New Price Targets

Several brokerages recently issued reports on AVGO. Evercore upped their price target on Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Zacks Research upgraded shares of Broadcom from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. The Goldman Sachs Group reiterated a “buy” rating and issued a $450.00 target price on shares of Broadcom in a report on Monday, January 5th. Piper Sandler restated an “overweight” rating and set a $430.00 price target (up from $375.00) on shares of Broadcom in a report on Friday, December 12th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Broadcom in a research report on Friday, December 12th. Two 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 stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $437.28.

Trending Headlines about 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 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.