S. Ram Velaga Sells 38,841 Shares of Broadcom (NASDAQ:AVGO) Stock

Broadcom Inc. (NASDAQ:AVGO) insider S. Ram Velaga sold 38,841 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $12,491,265.60. Following the sale, the insider owned 96,147 shares of the company’s stock, valued at approximately $30,920,875.20. This represents a 28.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

S. Ram Velaga also recently made the following trade(s):

• On Monday, March 16th, S. Ram Velaga sold 25,538 shares of Broadcom stock. The stock was sold at an average price of $326.10, for a total transaction of $8,327,941.80.

Broadcom Trading Up 1.4%

Shares of NASDAQ AVGO opened at $320.40 on Friday. The firm’s 50 day moving average price is $331.12 and its 200-day moving average price is $344.89. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. The company has a market cap of $1.52 trillion, a PE ratio of 62.58, a P/E/G ratio of 0.68 and a beta of 1.22.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, beating the consensus estimate of $2.03 by $0.02. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The company had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter last year, the firm earned $1.60 earnings per share. The firm’s quarterly revenue was up 29.5% compared to the same quarter last year. On average, equities research analysts expect that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Dividend Announcement

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

Broadcom News Roundup

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

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Zacks Research cut Broadcom from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, March 4th. Truist Financial boosted their target price on Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Citigroup upped their target price on shares of Broadcom from $458.00 to $475.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Bank of America dropped their price target on shares of Broadcom from $500.00 to $450.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Finally, Morgan Stanley boosted their price objective on shares of Broadcom from $462.00 to $470.00 and gave the company an “overweight” rating in a report on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Broadcom presently has an average rating of “Moderate Buy” and an average price target of $435.30.

Institutional Trading of Broadcom

A number of hedge funds have recently bought and sold shares of the company. Painted Porch Advisors LLC boosted its position in Broadcom by 28.2% in the fourth quarter. Painted Porch Advisors LLC now owns 1,665 shares of the semiconductor manufacturer’s stock worth $576,000 after purchasing an additional 366 shares during the last quarter. Cornerstone Planning LLC bought a new stake in shares of Broadcom during the 4th quarter valued at about $7,049,000. AMG Asset Management Group Inc. purchased a new stake in shares of Broadcom during the 4th quarter valued at about $833,000. Forty three Eighteen Advisors LLC bought a new position in shares of Broadcom in the 4th quarter worth approximately $218,000. Finally, Bank of New Hampshire lifted its stake in shares of Broadcom by 62.7% in the 4th quarter. Bank of New Hampshire now owns 13,022 shares of the semiconductor manufacturer’s stock worth $4,507,000 after purchasing an additional 5,016 shares during the period. Hedge funds and other institutional investors own 76.43% 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.