Andra AP fonden Boosts Stake in Broadcom Inc. $AVGO

Andra AP fonden lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 26.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 163,257 shares of the semiconductor manufacturer’s stock after buying an additional 34,200 shares during the period. Broadcom makes up 0.7% of Andra AP fonden’s portfolio, making the stock its 22nd biggest position. Andra AP fonden’s holdings in Broadcom were worth $53,860,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in 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 during the period. State Street Corp raised its stake in Broadcom by 0.5% during the 2nd quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock valued at $51,071,601,000 after buying an additional 873,963 shares during the last quarter. Geode Capital Management LLC raised its stake in Broadcom by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer’s stock valued at $29,827,649,000 after buying an additional 2,226,585 shares during the last quarter. Norges Bank bought a new position in shares of Broadcom during the 2nd quarter valued at $18,579,549,000. Finally, Invesco Ltd. boosted its stake in shares of Broadcom by 8.4% in the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock worth $10,598,641,000 after buying an additional 2,978,768 shares during the last quarter. 76.43% of the stock is currently owned by institutional investors.

Broadcom Trading Down 0.7%

AVGO stock opened at $319.55 on Friday. The firm has a fifty day moving average price of $336.34 and a 200 day moving average price of $342.31. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The firm has a market cap of $1.52 trillion, a PE ratio of 67.13, a price-to-earnings-growth ratio of 1.03 and a beta of 1.21. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71.

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

Broadcom Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend 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%.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Management says Broadcom expects to sell at least 1 million 3D‑stacked chips by 2027 — concrete volume target that supports future revenue growth tied to AI infrastructure. Exclusive: Broadcom expects to sell 1 million 3D stacked chips by 2027
• Positive Sentiment: Broadcom unveiled a new 3D‑stacked/advanced chip and set a goal of 1M sales by 2027 — product roadmap and go‑to‑market cadence that can expand AI/5G TAM and justify premium margins. Broadcom Unveils New Chip, Aims for 1M Sales by 2027
• Positive Sentiment: Company has begun shipping a 3.5D face‑to‑face compute SoC aimed at AI workloads — product commercialization progress reduces execution risk for the AI revenue narrative. Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution
• Neutral Sentiment: Analyst comparisons with NVIDIA highlight relative strengths and tradeoffs (growth, debt, valuation); these pieces can influence positioning but don’t change Broadcom’s product momentum. NVIDIA vs. Broadcom: The Smarter AI Stock to Buy for March 2026
• Neutral Sentiment: MarketBeat highlights Broadcom’s upcoming earnings as a near‑term catalyst — investors will watch revenue cadence and AI backlog details. MarketBeat Week in Review – 02/23 – 02/27
• Negative Sentiment: Broadcom shares fell in the wake of NVIDIA’s blowout results as investors rotated into NVDA and took profits in other AI‑exposed chip names — short‑term selling pressure from sector re‑rating. Broadcom Falls After Nvidia Earnings, but Here’s Why Investors Should Still Buy
• Negative Sentiment: Commentary and headlines point to “what’s driving weakness” in the stock — framing that can amplify selling during a tech‑to‑defensive rotation. What’s driving the weakness in Broadcom stock Thursday?
• Negative Sentiment: Pre‑earnings caution: analysts warn a tech rotation or a mixed Q1 guide could trigger another short‑term selloff — risk to near‑term sentiment despite strong product news. Broadcom Q1 Preview: Tech Rotation Could Trigger Another Irrational Selloff
• Negative Sentiment: Hedge fund MIG Capital trimmed its AVGO stake — a small institutional sell signal that can add to near‑term pressure. MIG Capital Trims Broadcom Inc. Stake by 18,461 Shares

Wall Street Analyst Weigh In

A number of research firms recently commented on AVGO. The Goldman Sachs Group reiterated a “buy” rating and set a $450.00 price objective on shares of Broadcom in a research report on Monday, January 5th. Barclays restated an “overweight” rating and set a $500.00 price target (up from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Raymond James Financial set a $420.00 price target on shares of Broadcom and gave the company an “outperform” rating in a research report on Thursday, November 20th. Zacks Research raised shares of Broadcom from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $475.00 target price (up from $400.00) on shares of Broadcom in a research report 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. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $433.13.

Insider Buying and Selling

In other news, CFO Kirsten M. Spears sold 30,000 shares of the firm’s stock in a transaction that occurred 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 directly owned 277,237 shares of the company’s stock, valued at $96,428,573.34. This trade represents a 9.76% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Henry Samueli sold 320,316 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $400.53, for a total value of $128,296,167.48. Following the transaction, the director directly owned 37,326,540 shares in the company, valued at approximately $14,950,399,066.20. This represents a 0.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 779,101 shares of company stock worth $283,804,325. Insiders own 2.00% of the company’s stock.

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.