Alternative Investment Advisors LLC. raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 116.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,219 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,808 shares during the quarter. Broadcom comprises approximately 0.8% of Alternative Investment Advisors LLC.’s portfolio, making the stock its 15th biggest holding. Alternative Investment Advisors LLC.’s holdings in Broadcom were worth $1,722,000 as of its most recent SEC filing.
Other hedge funds also recently made changes to their positions in the company. Arthur M. Cohen & Associates LLC lifted its holdings in Broadcom by 0.6% during the 3rd quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock worth $1,577,000 after purchasing an additional 30 shares in the last quarter. Jackson Hole Capital Partners LLC lifted its holdings in shares of Broadcom by 1.4% in the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock worth $716,000 after buying an additional 30 shares in the last quarter. Private Wealth Partners LLC lifted its holdings in shares of Broadcom by 0.7% in the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock worth $1,410,000 after buying an additional 30 shares in the last quarter. Planning Alternatives Ltd. ADV boosted its position in shares of Broadcom by 1.4% in the third quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock valued at $715,000 after acquiring an additional 30 shares during the period. Finally, Bell Investment Advisors Inc grew its stake in Broadcom by 1.9% during the third quarter. Bell Investment Advisors Inc now owns 1,638 shares of the semiconductor manufacturer’s stock valued at $540,000 after acquiring an additional 30 shares in the last quarter. 76.43% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about Broadcom
Here are the key news stories impacting Broadcom this week:
- Positive Sentiment: Broadcom began production‑volume shipments of the Tomahawk‑6 102.4 Tbps switch — a commercialization milestone that supports near‑term revenue from AI networking buildouts. Tomahawk‑6 Production Volume Shipping
- Positive Sentiment: Broadcom announced shipping the industry’s first end‑to‑end post‑quantum‑cryptography (PQC) safe, in‑flight network encryption solution — a product win that can expand enterprise networking addressable market. PQC Network Encryption Shipping
- Positive Sentiment: Quarterly results and commentary point to heavy AI-driven demand (semiconductor AI revenue up materially and hyperscaler ramps) and management guidance implying faster top‑line growth into Q2 — a tailwind for earnings expectations. Q1 Results & Guidance
- Positive Sentiment: Public confirmation of a custom‑chip relationship with Meta (MTIA) and new optical/400G products strengthen Broadcom’s positioning in hyperscaler AI networking and XPU ecosystems. Meta MTIA & Optical Tech
- Neutral Sentiment: Analyst reaction is mixed — several price‑target raises and bullish notes coexist with critical takes; consensus remains a “Moderate Buy” but creates two‑way trading pressure. Analyst Activity
- Negative Sentiment: Clustered insider selling: multiple executives (including CFO Kirsten Spears and other officers) sold large blocks on March 16–17, which can sap investor confidence and pressure the tape short‑term. Kirsten M. Spears Form 4 (SEC)
- Negative Sentiment: Cloud industry group has petitioned EU regulators for an interim measure over Broadcom’s changes to VMware programs, raising regulatory/legal uncertainty in Europe around its software franchise. EU Interim Measure Request (Reuters)
- Negative Sentiment: Technical downside risk: chart analysts flag a nine‑week symmetrical triangle with a potential breakdown and growing bearish momentum — this can amplify selling if key supports fail. Technical Breakdown Signal
Insider Activity at Broadcom
Analyst Ratings Changes
Several analysts have issued reports on AVGO shares. The Goldman Sachs Group reiterated a “buy” rating and issued a $450.00 target price on shares of Broadcom in a research note on Monday, January 5th. Mizuho set a $480.00 price target on shares of Broadcom and gave the company an “outperform” rating in a research report on Friday, January 9th. KeyCorp reaffirmed an “overweight” rating and issued a $500.00 price target (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. TD Cowen reissued a “buy” rating on shares of Broadcom in a research note on Friday, December 12th. Finally, Deutsche Bank Aktiengesellschaft set a $430.00 target price on Broadcom and gave the stock a “buy” rating in a research report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $435.30.
View Our Latest Research Report on AVGO
Broadcom Price Performance
Shares of NASDAQ AVGO opened at $310.51 on Friday. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The stock has a market capitalization of $1.47 trillion, a price-to-earnings ratio of 60.65, a PEG ratio of 0.69 and a beta of 1.22. The firm’s 50 day simple moving average is $330.43 and its 200-day simple moving average is $344.98. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61.
Broadcom (NASDAQ:AVGO – Get Free Report) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.03 by $0.02. The firm had revenue of $19.31 billion for the quarter, compared to analysts’ expectations of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The firm’s revenue for the quarter was up 29.5% compared to the same quarter last year. During the same quarter last year, the company earned $1.60 EPS. Analysts expect that Broadcom Inc. will post 5.38 EPS for the current year.
Broadcom Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 23rd will be given a dividend of $0.65 per share. The ex-dividend date is Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. Broadcom’s payout ratio is presently 50.78%.
Broadcom 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.
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