Charlie Kawwas Sells 39,116 Shares of Broadcom (NASDAQ:AVGO) Stock

Broadcom Inc. (NASDAQ:AVGO) insider Charlie Kawwas sold 39,116 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the completion of the transaction, the insider directly owned 74,626 shares of the company’s stock, valued at approximately $24,000,467.86. This trade represents a 34.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

Broadcom Trading Up 1.4%

Shares of AVGO stock opened at $320.40 on Friday. The stock has a market capitalization of $1.52 trillion, a price-to-earnings ratio of 62.58, a PEG ratio of 0.68 and a beta of 1.22. The company’s fifty day simple moving average is $331.12 and its two-hundred day simple moving average is $344.89. 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 0.80, a current ratio of 1.90 and a quick ratio of 1.73.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping analysts’ consensus estimates of $2.03 by $0.02. The firm had revenue of $19.31 billion during the quarter, compared to analyst estimates of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business’s revenue for the quarter was up 29.5% on a year-over-year basis. During the same period last year, the company earned $1.60 earnings per share. As a group, analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be paid a $0.65 dividend. The ex-dividend date is Monday, March 23rd. This represents a $2.60 annualized dividend and a yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is currently 50.78%.

Institutional Trading of Broadcom

Large investors have recently modified their holdings of the business. ROSS JOHNSON & Associates LLC lifted its position in Broadcom by 1,320.0% during the fourth quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after purchasing an additional 66 shares during the last quarter. SWAN Capital LLC increased its holdings in shares of Broadcom by 261.9% in the 4th quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 55 shares during the last quarter. Longfellow Investment Management Co. LLC purchased a new stake in shares of Broadcom during the 2nd quarter valued at $27,000. Teachers Insurance & Annuity Association of America purchased a new stake in shares of Broadcom during the 2nd quarter valued at $28,000. Finally, New England Capital Financial Advisors LLC bought a new stake in shares of Broadcom during the 2nd quarter worth $31,000. Institutional investors own 76.43% of the company’s stock.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom said it is shipping the world’s first end‑to‑end post‑quantum (PQC) in‑flight network encryption solution — a security product that can open enterprise spend and differentiate Broadcom in networking/security offerings. Broadcom Delivers the World’s First End-to-End PQC-safe, In-flight Network Encryption Solution
• Positive Sentiment: Production‑volume shipping of the Tomahawk‑6 family (industry’s first 102.4 Tbps switch) supports near‑term revenue upside in AI networking and strengthens Broadcom’s competitive position with hyperscalers. Broadcom (AVGO) Commences Production Volume Shipping of World’s First 102.4 Tbps Switch
• Positive Sentiment: Meta publicly confirmed Broadcom as a custom AI‑chip partner for its MTIA inference roadmap, validating a major hyperscaler design win that underpins recurring AI accelerator and networking demand. Why Meta’s AI Chip Announcement Has Broadcom Investors Paying Attention
• Positive Sentiment: Analysts and trade press highlight sharp AI revenue growth and semiconductor momentum (large AI sales increase and XPU/networking strength), which supports the bull case for FY26 upside. Broadcom’s AI Push Boosts Semiconductor Sales: More Upside Ahead?
• Neutral Sentiment: Street reaction is mixed — several price‑target raises and buy notes coexist with cautious takes about valuation and concentration risk, producing two‑sided flow into the tape. How The Broadcom (AVGO) Investment Story Is Shifting With AI Hopes And Valuation Doubts
• Neutral Sentiment: Broadcom’s VMware business remains visible (VMware Explore dates announced), supporting software cashflow, but these events are not immediate revenue surprises. VMware Explore 2026 Press Release
• Negative Sentiment: Clustered insider selling: multiple executives (including the CFO and senior officers) sold sizable blocks on March 16–17, which is weighing on sentiment and could prompt short‑term pressure even if sales are for diversification or tax planning. Kirsten M. Spears Form 4 (SEC)
• Negative Sentiment: Regulatory risk: a cloud‑industry group urged EU antitrust regulators to impose an interim measure against Broadcom over changes to the VMware Cloud Service Provider program — a potential near‑term headwind for Broadcom’s enterprise software franchise in Europe. Cloud industry group calls for EU interim measure against Broadcom over VMware

Analyst Ratings Changes

Several equities research analysts have recently weighed in on AVGO shares. Zacks Research cut Broadcom from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, March 4th. Wolfe Research raised shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price objective for the company in a research note on Friday, January 30th. Morgan Stanley upped their target price on shares of Broadcom from $462.00 to $470.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Rosenblatt Securities increased their target price on shares of Broadcom from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Finally, Susquehanna reissued a “positive” rating and issued a $450.00 price target (up from $400.00) on shares of Broadcom in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $435.30.

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.