49,798 Shares in Broadcom Inc. $AVGO Acquired by Clear Trail Advisors LLC

Clear Trail Advisors LLC bought a new position in Broadcom Inc. (NASDAQ:AVGO) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 49,798 shares of the semiconductor manufacturer’s stock, valued at approximately $17,235,000. Broadcom makes up approximately 4.0% of Clear Trail Advisors LLC’s investment portfolio, making the stock its 7th biggest position.

Several other institutional investors have also recently added to or reduced their stakes in AVGO. Teachers Insurance & Annuity Association of America bought a new stake in shares of Broadcom in the 2nd quarter valued at $28,000. JCIC Asset Management Inc. acquired a new position in shares of Broadcom during the 3rd quarter valued at $31,000. Miller Global Investments LLC bought a new position in Broadcom during the fourth quarter worth $31,000. Manning & Napier Advisors LLC bought a new position in Broadcom during the third quarter worth $34,000. Finally, Evolution Wealth Management Inc. acquired a new stake in Broadcom in the second quarter worth $36,000. 76.43% of the stock is owned by institutional investors and hedge funds.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Multiyear co‑development deal with OpenAI positions Broadcom as a key supplier of custom AI accelerators, reinforcing its role in AI infrastructure and long‑term revenue potential. Broadcom’s OpenAI Chip Deal Puts AI Growth And Valuation In Focus
• Positive Sentiment: Analysts and deep‑dive pieces argue the AI growth thesis is accelerating faster than expected, supporting higher medium‑term revenue projections. Broadcom: The AI Thesis Is Playing Out Faster Than Expected
• Positive Sentiment: Commentary highlights Broadcom’s focus on organic growth and AI positioning as structural advantages versus peers. Broadcom: Focus On Organic Growth And AI Position It Well
• Positive Sentiment: Coverage frames OpenAI as a meaningful new customer/co‑developer — a high‑visibility win that could accelerate Broadcom’s move into bespoke AI silicon. OpenAI Just Became Broadcom’s Newest Chip Customer. Here’s Why That’s a Massive Deal for 2026.
• Positive Sentiment: Market analysis says Broadcom’s $100B AI revenue target for 2027 may be conservative, implying upside if AI adoption continues. Why Broadcom’s $100B AI Revenue Forecast May Be Conservative
• Positive Sentiment: Product new releases (post‑quantum in‑flight encryption / SecureHBA deployments) show continued non‑AI enterprise product momentum and diversification. Broadcom (AVGO) Announces Launch of In-Flight Network Encryption Solution
• Neutral Sentiment: ETF/sector flow piece notes tech earnings have grown but share prices lag; Broadcom is mentioned in broader sector recovery context (could influence institutional flows). As Tech Earnings Grow, This ETF Still Hasn’t Caught Up (AVGO)
• Neutral Sentiment: Commentary examines whether the recent ~24% dip after the OpenAI news is a buying opportunity — useful for contrarian investors but not definitive near‑term guidance. Broadcom (AVGO) Stock: Is the 24% Dip a Golden Buying Opportunity After OpenAI Partnership?
• Neutral Sentiment: Morning “stocks to watch” roundup includes AVGO as a headline mover but provides no new fundamental catalyst. 4 stocks to watch on Wednesday: GOOG, GM, AVGO, META
• Neutral Sentiment: Comparisons with TSMC review relative strengths and valuation — useful for portfolio positioning but not a direct catalyst. TSM vs. AVGO: Which is a Better Semiconductor Stock?
• Neutral Sentiment: Report that Broadcom’s AI revenue doubled while the stock barely moved highlights a disconnect between fundamentals and market pricing—explains muted upside despite good numbers. Broadcom’s AI Revenue Just Doubled. The Stock Barely Moved
• Neutral Sentiment: General “AI sell‑off” piece lists names investors might buy into during weakness; broad market sentiment, not company‑specific news. AI Sell-Off: 3 Stocks Investors Should Load Up On
• Negative Sentiment: Insider selling reported across Broadcom raises concern over near‑term insider sentiment and may have amplified the recent pullback as investors take profits. Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. UBS Group set a $475.00 price objective on shares of Broadcom and gave the company a “buy” rating in a report on Monday, December 15th. Barclays restated an “overweight” rating and issued a $500.00 target price (up from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $475.00 target price (up from $400.00) on shares of Broadcom in a research report on Friday, December 12th. Piper Sandler reaffirmed an “overweight” rating and set a $430.00 price target (up from $375.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Morgan Stanley increased their price target on Broadcom from $462.00 to $470.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $435.30.

Insider Buying and Selling at Broadcom

In other Broadcom news, CFO Kirsten M. Spears sold 36,292 shares of Broadcom stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the transaction, the chief financial officer owned 327,760 shares of the company’s stock, valued at $105,407,616. This trade represents a 9.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Hock E. Tan sold 70,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total value of $24,311,000.00. Following the completion of the transaction, the chief executive officer owned 132,836 shares in the company, valued at $46,133,942.80. The trade was a 34.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 403,049 shares of company stock valued at $133,459,315 in the last quarter. 1.90% of the stock is owned by company insiders.

Broadcom Trading Down 2.9%

NASDAQ AVGO opened at $309.42 on Friday. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. The business has a fifty day simple moving average of $328.02 and a 200 day simple moving average of $345.17. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The firm has a market capitalization of $1.47 trillion, a P/E ratio of 60.43, a PEG ratio of 0.68 and a beta of 1.22.

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

Broadcom Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 23rd will be issued a dividend of $0.65 per share. The ex-dividend date is Monday, March 23rd. This represents a $2.60 annualized dividend and a yield of 0.8%. Broadcom’s payout ratio is 50.78%.

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.