Compass Wealth Management LLC Has $31.84 Million Holdings in Broadcom Inc. $AVGO

Compass Wealth Management LLC lessened its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 12.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 96,518 shares of the semiconductor manufacturer’s stock after selling 14,296 shares during the quarter. Broadcom makes up approximately 3.7% of Compass Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Compass Wealth Management LLC’s holdings in Broadcom were worth $31,842,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC lifted its holdings in Broadcom by 21.8% in the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after purchasing an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Broadcom by 10.4% during the fourth 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 raised its position in shares of Broadcom by 76.5% in the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock valued at $392,000 after purchasing an additional 1,014 shares during the period. Sivia Capital Partners LLC lifted its stake 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 boosted its holdings in shares of Broadcom by 10.5% during the 2nd quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock worth $1,098,000 after buying an additional 378 shares during the period. Institutional investors own 76.43% of the company’s stock.

Insider Activity

In other Broadcom news, Director Harry L. You acquired 1,000 shares of the company’s stock in a transaction dated Thursday, December 18th. The stock was bought at an average price of $325.13 per share, for a total transaction of $325,130.00. Following the purchase, the director owned 36,602 shares in the company, valued at $11,900,408.26. This represents a 2.81% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, 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 transaction, the chief executive officer owned 132,836 shares of the company’s stock, valued at $46,133,942.80. This represents a 34.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 779,101 shares of company stock valued at $283,804,325. 2.00% of the stock is owned by insiders.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched BroadPeak™, a next‑generation radio DFE SoC (5nm) for 5G Advanced and 6G massive MIMO that the company says cuts power by up to 40% and is shipping samples — a clear product catalyst for telco infrastructure revenue if adoption scales. Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO
• Positive Sentiment: Analyst and commentary pieces are broadly constructive on Broadcom’s AI exposure and diversified revenue streams — several bullish analyst ratings and price targets (median ~$450) support upside expectations versus today’s price. (Analyst coverage cited across recent reports.)
• Positive Sentiment: Market commentary argues that AI capex volatility creates buying opportunities for hardware leaders like Broadcom as hyperscaler spending ramps, which can sustain multi‑year revenue growth. Broadcom: AI CapEx Panic Is Your Opportunity
• Neutral Sentiment: Broadcom reports a large AI backlog (reported ~US$73B) that underpins long‑term revenue visibility but has people debating whether the current multiple already prices that growth. That makes the stock sensitive to guidance and execution updates. Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
• Neutral Sentiment: Recent hedge‑fund activity is mixed — several firms (Woodline, Farallon, Owl Creek) added positions while others (D1 Capital, Altimeter, 3G Capital) trimmed — leaving institutional flows ambiguous for near‑term price direction. 3G Capital Partners Cuts 65,000 Broadcom Shares Stake
• Negative Sentiment: Elevated insider selling and large institutional reductions (e.g., a reported large Q4 trim by a major asset manager) increase near‑term downside risk if execution or guidance disappoints — investors watch insider/inst flows closely. (Quiver/filings summaries.)
• Negative Sentiment: Valuation concerns: multiple commentary pieces note Broadcom isn’t cheap today, so upside depends on continued strong execution, hyperscaler capex, and product adoption — any softness in guidance could pressure the shares. Broadcom Stock Isn’t Cheap. Why Bulls Still See Room to Run

Wall Street Analyst Weigh In

AVGO has been the topic of a number of research analyst reports. Morgan Stanley raised their target price on shares of Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $450.00 price target on shares of Broadcom in a research report on Monday, January 5th. Susquehanna reiterated 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. Citigroup restated a “buy” rating and set a $458.00 target price (down previously from $480.00) on shares of Broadcom in a research note on Tuesday. Finally, Benchmark raised their target price on Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a report on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $433.13.

Broadcom Stock Down 0.4%

AVGO stock opened at $332.65 on Friday. Broadcom Inc. has a twelve month low of $138.10 and a twelve 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 company has a market cap of $1.58 trillion, a PE ratio of 69.88, a price-to-earnings-growth ratio of 1.07 and a beta of 1.21. The business’s 50-day simple moving average is $337.30 and its 200 day simple moving average is $341.46.

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

Broadcom Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a $0.65 dividend. This represents a $2.60 annualized dividend and a yield of 0.8%. This is an increase 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 54.62%.

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.