First National Bank of Omaha Makes New $22.38 Million Investment in Broadcom Inc. $AVGO

First National Bank of Omaha bought a new position in Broadcom Inc. (NASDAQ:AVGO) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 67,827 shares of the semiconductor manufacturer’s stock, valued at approximately $22,377,000. Broadcom makes up about 1.4% of First National Bank of Omaha’s holdings, making the stock its 10th largest position.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in shares of Broadcom by 1.3% during the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock valued at $133,261,046,000 after purchasing an additional 6,222,802 shares in the last quarter. State Street Corp increased its holdings in Broadcom by 0.5% in the 2nd quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock worth $51,071,601,000 after buying an additional 873,963 shares in the last quarter. Geode Capital Management LLC raised its position in Broadcom by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer’s stock worth $29,827,649,000 after buying an additional 2,226,585 shares during the last quarter. Norges Bank bought a new position in Broadcom during the 2nd quarter valued at about $18,579,549,000. Finally, Invesco Ltd. boosted its holdings in shares of Broadcom by 8.4% during the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock valued at $10,598,641,000 after acquiring an additional 2,978,768 shares during the last quarter. Institutional investors own 76.43% of the company’s stock.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched and began shipping samples of BroadPeak™, a 5nm radio DFE SoC aimed at 5G Advanced and 6G massive MIMO/RRH deployments; the product claims up to 40% power savings and broad frequency support, which could drive future infrastructure revenue as carriers upgrade for AI-driven traffic. Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO
• Positive Sentiment: Analyst and media bull case: several articles argue AVGO still has upside given a large AI-related backlog (~$73B reported) and hyperscaler spending tailwinds, supporting revenue visibility and high analyst price targets (median ~$450). This underpins the bullish narrative driving buying interest. Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
• Positive Sentiment: Coverage & previews that anticipate stronger FY26 guidance tied to hyperscaler spend (earnings previews / bullish takes) are supporting investor expectations for continued revenue and margin expansion. Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview)
• Neutral Sentiment: Short-interest report in the feed shows 0 shares / 0 days-to-cover (likely a data glitch) — does not indicate meaningful new short pressure. Monitor confirmed short-interest filings for a true read. (Data entry flagged internally.)
• Neutral Sentiment: Mixed institutional activity: some hedge funds (Farallon, Woodline) increased stakes while others (D1 Capital, UBS AM large reductions) trimmed positions — points to active rebalancing but no clear one-way institutional signal. D1 Capital Partners LP Cuts Broadcom Inc. Stake Sharply
• Negative Sentiment: Insider selling remains heavy (numerous open‑market sales by executives) — while not unusual for a large-cap, sustained insider sales can worry some investors about near-term sentiment. (Quiver/press aggregation in feed.)
• Negative Sentiment: Valuation and margin concerns are resurfacing in coverage: pieces highlight that the large AI backlog raises valuation and execution risk, and analysts note margin pressure as a possible offset to growth—these stories can trigger profit-taking after AVGO’s multi-year run. Broadcom Stock Isn’t Cheap. Why Bulls Still See Room to Run
• Negative Sentiment: Competitive dynamics: commentary about large customers (e.g., Meta) doubling down on other suppliers (NVIDIA) highlights competitive risk in key AI infrastructure end markets. Nvidia Gets Big Commitment From Meta. What It Means for the Broadcom Threat.

Broadcom Stock Up 0.1%

AVGO stock opened at $333.99 on Friday. The business’s 50-day moving average price is $337.85 and its 200-day moving average price is $341.22. The stock has a market cap of $1.58 trillion, a P/E ratio of 70.17, a PEG ratio of 1.07 and a beta of 1.21. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61.

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

Broadcom Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Monday, December 22nd. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s payout ratio is 54.62%.

Insider Activity

In related news, CEO Hock E. Tan sold 130,000 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total value 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 approximately $194,189,900.76. This represents a 17.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction on 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 completion of the sale, the chief financial officer owned 277,237 shares of the company’s stock, valued at $96,428,573.34. The trade was a 9.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 779,101 shares of company stock worth $283,804,325 in the last quarter. Corporate insiders own 2.00% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on AVGO. Royal Bank Of Canada began coverage on Broadcom in a report on Wednesday, January 14th. They set a “sector perform” rating and a $370.00 price target on the stock. Barclays reiterated an “overweight” rating and set a $500.00 price objective (up previously from $450.00) on shares of Broadcom in a research report on Friday, December 12th. KeyCorp reissued an “overweight” rating and issued a $500.00 target price (up previously from $460.00) on shares of Broadcom in a report on Friday, December 12th. Rosenblatt Securities upped their price target on shares of Broadcom from $400.00 to $440.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Finally, Morgan Stanley increased their price objective on shares of Broadcom from $443.00 to $462.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $433.13.

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.