HighPoint Advisor Group LLC Acquires 1,646 Shares of Broadcom Inc. $AVGO

HighPoint Advisor Group LLC raised its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 1.6% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 103,992 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,646 shares during the period. Broadcom makes up approximately 1.6% of HighPoint Advisor Group LLC’s holdings, making the stock its 12th biggest position. HighPoint Advisor Group LLC’s holdings in Broadcom were worth $34,308,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in AVGO. Brighton Jones LLC lifted its holdings in Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after acquiring an additional 5,322 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Broadcom by 10.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after purchasing an additional 756 shares during the last quarter. United Bank lifted its stake in shares of Broadcom by 76.5% in the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after purchasing an additional 1,014 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Broadcom by 10.1% in the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after buying an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC grew its position in Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after buying an additional 378 shares during the period. 76.43% of the stock is currently owned by institutional investors.

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. The company has a 50-day moving average price of $347.75 and a 200 day moving average price of $339.70. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61.

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

Broadcom Increases Dividend

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

Wall Street Analyst Weigh In

AVGO has been the topic of several analyst reports. Benchmark lifted their price target on shares of Broadcom from $385.00 to $485.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $475.00 target price (up from $400.00) on shares of Broadcom in a report on Friday, December 12th. Raymond James Financial set a $420.00 price target on Broadcom and gave the company an “outperform” rating in a report on Thursday, November 20th. Susquehanna reaffirmed a “positive” rating and issued a $450.00 price objective (up previously from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Finally, Citigroup reaffirmed a “buy” rating on shares of Broadcom in a research report on Thursday, January 15th. Two equities research 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 data from MarketBeat.com, Broadcom currently has a consensus rating of “Buy” and an average target price of $437.28.

Broadcom News Summary

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

Insider Activity

In other Broadcom news, CEO Hock E. Tan sold 70,000 shares of Broadcom stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the completion of the sale, the chief executive officer directly owned 132,836 shares of the company’s stock, valued at $46,133,942.80. The trade was a 34.51% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Harry L. You acquired 1,000 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was acquired at an average cost of $325.13 per share, with a total value of $325,130.00. Following the completion of the purchase, the director owned 36,602 shares of the company’s stock, valued at $11,900,408.26. This trade represents a 2.81% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders sold 779,901 shares of company stock valued at $284,069,237. 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.