Dynamic Advisor Solutions LLC Has $33.56 Million Stock Holdings in Broadcom Inc. $AVGO

Dynamic Advisor Solutions LLC decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 96,972 shares of the semiconductor manufacturer’s stock after selling 4,269 shares during the quarter. Broadcom comprises approximately 1.1% of Dynamic Advisor Solutions LLC’s investment portfolio, making the stock its 13th biggest holding. Dynamic Advisor Solutions LLC’s holdings in Broadcom were worth $33,562,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the company. State Street Corp raised its holdings in Broadcom by 0.5% in the second quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock worth $51,071,601,000 after purchasing an additional 873,963 shares during the period. Norges Bank acquired a new position in shares of Broadcom in the 2nd quarter valued at $18,579,549,000. Invesco Ltd. grew its holdings in shares of Broadcom by 1.8% in the 3rd quarter. Invesco Ltd. now owns 39,149,651 shares of the semiconductor manufacturer’s stock valued at $12,915,861,000 after buying an additional 700,021 shares during the period. Legal & General Group Plc increased its position in shares of Broadcom by 2.3% in the 3rd quarter. Legal & General Group Plc now owns 33,450,786 shares of the semiconductor manufacturer’s stock valued at $11,035,749,000 after buying an additional 748,709 shares in the last quarter. Finally, Alliancebernstein L.P. raised its stake in Broadcom by 3.7% during the 2nd quarter. Alliancebernstein L.P. now owns 30,598,590 shares of the semiconductor manufacturer’s stock worth $8,434,501,000 after buying an additional 1,084,776 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Analyst Upgrades and Downgrades

AVGO has been the subject of a number of research analyst reports. The Goldman Sachs Group reissued a “buy” rating and issued a $450.00 target price on shares of Broadcom in a research note on Monday, January 5th. UBS Group set a $475.00 target price on Broadcom and gave the stock a “buy” rating in a research note on Monday, December 15th. Deutsche Bank Aktiengesellschaft set a $430.00 price target on shares of Broadcom and gave the company a “buy” rating in a report on Friday, December 12th. Wolfe Research upgraded shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price objective on the stock in a report on Friday, January 30th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research note on Monday, December 29th. 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, the stock has an average rating of “Moderate Buy” and a consensus target price of $435.30.

Broadcom Stock Performance

Shares of AVGO opened at $318.81 on Thursday. The stock has a market capitalization of $1.51 trillion, a price-to-earnings ratio of 62.27, a PEG ratio of 0.68 and a beta of 1.22. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The firm has a fifty day simple moving average of $328.69 and a 200 day simple moving average of $345.42. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping the consensus estimate 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 company’s revenue for the quarter was up 29.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.60 EPS. Research analysts forecast that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Dividend Announcement

The business 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 of this dividend is Monday, March 23rd. This represents a $2.60 annualized dividend and a yield of 0.8%. Broadcom’s dividend payout ratio is 50.78%.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Analysts and bullish research highlight upside from Broadcom’s AI opportunity — several write-ups argue the company’s $100B AI revenue target for 2027 may be conservative, supporting a long-term growth thesis. Why Broadcom’s $100B AI Revenue Forecast May Be Conservative
• Positive Sentiment: Infrastructure software momentum — Symantec CBX and strong Infrastructure Software results (VMware, bookings) are cited as near-term revenue drivers and margin stabilizers for AVGO. AVGO’s Symantec CBX Expands Security Portfolio
• Positive Sentiment: Large government and hyperscaler deals: Broadcom announced consolidated DISA/government pricing and a near‑$1B defense-related win, and reports of hyperscaler partnerships support steady long-term enterprise software and hardware demand. New Broadcom and Carahsoft Agreement With DISA
• Positive Sentiment: Product/security innovation: Broadcom launched a post‑quantum‑safe in‑flight network encryption solution, reinforcing its portfolio diversification and potential for incremental enterprise sales. Broadcom Announces Launch of In-Flight Network Encryption Solution
• Neutral Sentiment: Comparisons and market positioning: Several analyst/industry pieces compare AVGO to TSM and other chip names, useful for relative valuation and allocation decisions but not an immediate catalyst. TSM vs. AVGO: Which is a Better Semiconductor Stock?
• Neutral Sentiment: Macro/ETF context: Tech ETFs and the Magnificent Seven rotation have kept AVGO underperforming some peers YTD despite strong fundamentals — an important backdrop for sentiment-driven moves. As Tech Earnings Grow, This ETF Still Hasn’t Caught Up
• Negative Sentiment: Supply constraints flagged — Broadcom warned of supply‑chain pressure and TSMC capacity bottlenecks. That could delay shipments and cap near‑term revenue upside even as demand for AI hardware remains strong. Broadcom flags supply constraints, says TSMC capacity a bottleneck
• Negative Sentiment: AI re‑rating caution — coverage notes the stock didn’t meaningfully react when Broadcom reported AI revenue doubled, signaling investor hesitancy and the risk that positive AI metrics are already priced in or offset by valuation concerns. Broadcom’s AI Revenue Just Doubled. The Stock Barely Moved

Insider Transactions at Broadcom

In other news, insider Charlie B. Kawwas sold 39,116 shares of the company’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 sale, the insider owned 74,626 shares in the company, valued at $24,000,467.86. This represents a 34.39% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, insider Mark David Brazeal sold 50,488 shares of the stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $16,236,940.80. Following the completion of the sale, the insider directly owned 278,141 shares of the company’s stock, valued at approximately $89,450,145.60. The trade was a 15.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 428,970 shares of company stock valued at $142,585,321. 1.90% 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.