Caliber Wealth Management LLC KS Sells 5,250 Shares of Broadcom Inc. $AVGO

Caliber Wealth Management LLC KS reduced its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 17.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 24,548 shares of the semiconductor manufacturer’s stock after selling 5,250 shares during the period. Broadcom accounts for approximately 0.9% of Caliber Wealth Management LLC KS’s investment portfolio, making the stock its 23rd biggest position. Caliber Wealth Management LLC KS’s holdings in Broadcom were worth $8,099,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Arthur M. Cohen & Associates LLC boosted its holdings in Broadcom by 0.6% in the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock valued at $1,577,000 after acquiring an additional 30 shares during the last quarter. Jackson Hole Capital Partners LLC lifted its position in shares of Broadcom by 1.4% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock worth $716,000 after purchasing an additional 30 shares during the period. Private Wealth Partners LLC boosted its stake in shares of Broadcom by 0.7% in the 3rd quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after purchasing an additional 30 shares during the last quarter. McHugh Group LLC boosted its stake in shares of Broadcom by 0.4% in the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock valued at $2,782,000 after purchasing an additional 31 shares during the last quarter. Finally, Smith Thornton Advisors LLC increased its position in shares of Broadcom by 1.4% during the third quarter. Smith Thornton Advisors LLC now owns 2,313 shares of the semiconductor manufacturer’s stock worth $763,000 after buying an additional 31 shares during the period. Institutional investors own 76.43% of the company’s stock.

Insider Transactions at Broadcom

In related news, CEO Hock E. Tan sold 70,000 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total value 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 approximately $46,133,942.80. This represents a 34.51% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Harry L. You acquired 1,000 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were purchased at an average cost of $325.13 per share, for a total transaction of $325,130.00. Following the completion of the acquisition, the director directly owned 36,602 shares in the company, valued at approximately $11,900,408.26. The trade was a 2.81% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders sold 779,901 shares of company stock valued at $284,069,237. Corporate insiders own 2.00% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on AVGO shares. UBS Group set a $475.00 price target on shares of Broadcom and gave the company a “buy” rating in a research report on Monday, December 15th. Susquehanna reissued a “positive” rating and issued a $450.00 price objective (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Piper Sandler restated an “overweight” rating and set a $430.00 target price (up previously from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Zacks Research raised Broadcom from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. Finally, Wolfe Research raised Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price target on the stock in a research note on Friday, January 30th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $437.28.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: UBS reiterates bullish view, saying Broadcom’s AI momentum should extend through 2028 and highlighting strong server demand that supports revenue durability even if near-term upside for consensus earnings is limited. UBS Remains Bullish on Broadcom
• Positive Sentiment: Broadcom launched Wi‑Fi 8 chips, extending its AI networking story into enterprise infrastructure — reinforcing product-led revenue drivers outside traditional data-center ASICs. Broadcom Wi Fi 8 Launch
• Positive Sentiment: Press and analysis (Barron’s) position Broadcom as the biggest competitive threat to Nvidia in certain AI chip segments, which supports a narrative of durable secular demand and potential market-share gains. Nvidia and Broadcom’s AI Chips
• Positive Sentiment: A U.S. large-cap growth strategy (SGA) publicly highlighted Broadcom as a core holding, signaling institutional conviction among growth managers. SGA Bets on Broadcom
• Neutral Sentiment: Short-interest reports in the feed appear to be erroneous (showing 0 shares / NaN change); no actionable short-squeeze signal is evident from these entries.
• Neutral Sentiment: Coverage pieces and comparison articles (e.g., vs. AMD, Zacks trending notes) are generating investor attention but mostly reiterate AI growth thematic exposure rather than new catalysts. Broadcom Vs. AMD
• Negative Sentiment: Several institutional managers trimmed positions — Morningstar Investment Management sharply cut its stake and Intermede trimmed holdings — which can add selling pressure and signal rebalancing at some funds. Morningstar Cuts Stake Intermede Trims Stake
• Negative Sentiment: Technical/commentary pieces warn of a “risky pattern” despite tailwinds, which may prompt momentum traders to be cautious or take profits. Risky Pattern Warning

Broadcom Price Performance

Shares of AVGO opened at $342.76 on Thursday. The business’s fifty day moving average is $346.17 and its 200 day moving average is $340.08. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. 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 stock has a market cap of $1.63 trillion, a P/E ratio of 72.01, a P/E/G ratio of 1.10 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.08. The firm had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The business’s revenue was up 28.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.42 earnings per share. Sell-side analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

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

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.