RMR Wealth Builders Has $16.53 Million Holdings in Broadcom Inc. $AVGO

RMR Wealth Builders trimmed its position in Broadcom Inc. (NASDAQ:AVGO) by 10.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,090 shares of the semiconductor manufacturer’s stock after selling 5,911 shares during the quarter. Broadcom accounts for 1.4% of RMR Wealth Builders’ portfolio, making the stock its 17th largest position. RMR Wealth Builders’ holdings in Broadcom were worth $16,525,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of AVGO. Longfellow Investment Management Co. LLC bought a new stake in shares of Broadcom in the 2nd quarter valued at approximately $27,000. Teachers Insurance & Annuity Association of America bought a new position in shares of Broadcom during the 2nd quarter worth approximately $28,000. LGT Financial Advisors LLC acquired a new stake in Broadcom in the 2nd quarter valued at $31,000. New England Capital Financial Advisors LLC bought a new stake in Broadcom in the second quarter valued at $31,000. Finally, JCIC Asset Management Inc. acquired a new position in Broadcom during the third quarter worth $31,000. Institutional investors and hedge funds 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 Price Performance

Shares of AVGO stock opened at $343.94 on Tuesday. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The firm’s 50 day moving average is $347.75 and its 200-day moving average is $339.70. The firm has a market capitalization 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 (NASDAQ:AVGO) last issued its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The business had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same quarter last year, the business posted $1.42 earnings per share. Broadcom’s revenue for the quarter was up 28.2% compared to the same quarter last year. Sell-side analysts forecast that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a dividend 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 payout ratio is currently 54.62%.

Insider Transactions at Broadcom

In related news, insider Mark David Brazeal sold 38,281 shares of Broadcom stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $327.65, for a total value of $12,542,769.65. Following the completion of the sale, the insider directly owned 266,494 shares in the company, valued at $87,316,759.10. This trade represents a 12.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Kirsten M. Spears sold 30,000 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total value of $10,434,600.00. Following the sale, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at $96,428,573.34. This represents a 9.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 779,901 shares of company stock worth $284,069,237 in the last ninety days. 2.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on AVGO shares. Evercore boosted their target price on shares of Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a research note on Wednesday, October 15th. Susquehanna reissued a “positive” rating and set a $450.00 price target (up from $400.00) on shares of Broadcom in a report on Thursday, December 4th. JPMorgan Chase & Co. upped their price objective on shares of Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Wells Fargo & Company raised shares of Broadcom from an “equal weight” rating to an “overweight” rating and raised their price objective for the stock from $410.00 to $430.00 in a report on Thursday, January 15th. Finally, Zacks Research raised Broadcom from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Two 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 stock. Based on data from MarketBeat, Broadcom presently has an average rating of “Buy” and a consensus target price of $437.28.

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.