Broadcom Inc. $AVGO Shares Acquired by Compound Planning Inc.

Compound Planning Inc. increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 18.9% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 52,699 shares of the semiconductor manufacturer’s stock after purchasing an additional 8,370 shares during the period. Compound Planning Inc.’s holdings in Broadcom were worth $17,386,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Dana Investment Advisors Inc. boosted its position in shares of Broadcom by 2.6% during the third quarter. Dana Investment Advisors Inc. now owns 173,759 shares of the semiconductor manufacturer’s stock worth $57,325,000 after buying an additional 4,442 shares during the period. M. Kulyk & Associates LLC lifted its stake in Broadcom by 8.9% during the 3rd quarter. M. Kulyk & Associates LLC now owns 2,227 shares of the semiconductor manufacturer’s stock worth $735,000 after acquiring an additional 182 shares in the last quarter. Portland Global Advisors LLC purchased a new position in Broadcom during the 3rd quarter valued at about $215,000. Cornerstone Capital Inc. grew its position in Broadcom by 11.9% in the 3rd quarter. Cornerstone Capital Inc. now owns 1,790 shares of the semiconductor manufacturer’s stock valued at $591,000 after acquiring an additional 190 shares in the last quarter. Finally, Cary Street Partners Investment Advisory LLC lifted its position in shares of Broadcom by 2.6% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 13,399 shares of the semiconductor manufacturer’s stock worth $4,420,000 after purchasing an additional 340 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Brokerage and fund interest remains high — Zacks upgraded AVGO to a #2 (Buy), which can attract buyers and support near-term flows. Broadcom Inc. (AVGO) Upgraded to Buy: Here’s Why
• Positive Sentiment: Institutional flows: Cathie Wood’s ARK disclosed a meaningful purchase (24,205 shares) and AVGO is on some large-firm growth lists, signaling conviction around AI exposure. Broadcom (AVGO) Draws Investor Interest Amid AI Growth Expectations
• Positive Sentiment: Analyst model upgrades: Erste Group raised earnings estimates, which supports higher valuation frameworks for AVGO. Erste Group Bank Increases Earnings Estimates for Broadcom
• Positive Sentiment: Wall Street price-targets still show substantial upside (consensus/analyst notes point to ~30%+ upside), keeping the bullish narrative intact for growth investors. Wall Street Analysts Believe Broadcom Inc. (AVGO) Could Rally 35.33%
• Neutral Sentiment: Market attention is elevated — multiple outlets note heavy investor interest and search activity; that can amplify moves in either direction depending on upcoming results and commentary. Broadcom Inc. (AVGO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Upcoming earnings are the key catalyst — Wall Street expects strong revenue growth (~$19.1B for Q1) but will focus on Q2 guidance and margins; the report can swing sentiment materially. AVGO Earnings Are Just Around the Corner—Here’s What to Watch
• Negative Sentiment: Citi trimmed its price target to $458 (from $480) despite keeping a Buy rating — a signal that some analysts are tempering upside expectations even as they remain constructive. Citi Lowers PT on Broadcom Inc. (AVGO) Stock
• Negative Sentiment: Analyst caution on AI ASIC concentration and hyperscaler exposure raises risk — some reports flag that rapid AI mix growth could pressure gross margins and create concentration risk with large cloud customers. Broadcom Inc. (AVGO) Draws Mixed Analyst Views as AI ASIC Momentum Faces Hyperscaler Risks

Analyst Ratings Changes

A number of brokerages recently weighed in on AVGO. Citigroup restated a “buy” rating and issued a $458.00 price objective (down previously from $480.00) on shares of Broadcom in a report on Tuesday, February 17th. Zacks Research upgraded shares of Broadcom from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. Wolfe Research raised Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price objective on the stock in a research report on Friday, January 30th. Oppenheimer increased their price objective on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. Finally, Benchmark boosted their target price on Broadcom from $385.00 to $485.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Two equities research 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’s stock. According to data from MarketBeat, Broadcom presently has a consensus rating of “Buy” and a consensus price target of $433.13.

Broadcom Stock Down 0.7%

Broadcom stock opened at $330.34 on Tuesday. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The stock has a market cap of $1.57 trillion, a PE ratio of 69.40, a P/E/G ratio of 1.06 and a beta of 1.21. The stock’s fifty day moving average is $337.11 and its two-hundred day moving average is $342.27.

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

Broadcom Increases Dividend

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

Insider Buying and Selling at Broadcom

In related news, insider Charlie B. Kawwas sold 1,928 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total value of $631,998.40. Following the completion of the sale, the insider directly owned 23,582 shares of the company’s stock, valued at $7,730,179.60. The trade was a 7.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Harry L. You acquired 1,000 shares of the company’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 acquisition, the director owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. The trade was a 2.81% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have sold 779,101 shares of company stock worth $283,804,325. 2.00% of the stock is owned by insiders.

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.