E. Ohman J or Asset Management AB Sells 22,232 Shares of Broadcom Inc. $AVGO

E. Ohman J or Asset Management AB trimmed its stake in Broadcom Inc. (NASDAQ:AVGO) by 4.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 457,878 shares of the semiconductor manufacturer’s stock after selling 22,232 shares during the quarter. Broadcom comprises 3.7% of E. Ohman J or Asset Management AB’s portfolio, making the stock its 6th largest position. E. Ohman J or Asset Management AB’s holdings in Broadcom were worth $158,472,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of AVGO. Capital Counsel LLC NY acquired a new position in shares of Broadcom in the 2nd quarter valued at about $221,000. Providence First Trust Co grew its holdings in shares of Broadcom by 1,099.3% during the 3rd quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock worth $2,944,000 after purchasing an additional 8,179 shares during the period. Whittier Trust Co. of Nevada Inc. increased its position in Broadcom by 3.4% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 323,587 shares of the semiconductor manufacturer’s stock worth $109,492,000 after purchasing an additional 10,786 shares in the last quarter. Baltimore Washington Financial Advisors Inc. raised its holdings in Broadcom by 23.6% in the second quarter. Baltimore Washington Financial Advisors Inc. now owns 46,317 shares of the semiconductor manufacturer’s stock valued at $12,767,000 after buying an additional 8,829 shares during the period. Finally, Lmcg Investments LLC raised its holdings in Broadcom by 9.4% in the third quarter. Lmcg Investments LLC now owns 38,961 shares of the semiconductor manufacturer’s stock valued at $12,854,000 after buying an additional 3,357 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Broadcom Stock Performance

NASDAQ:AVGO opened at $309.42 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 firm has a 50-day moving average of $328.02 and a two-hundred day moving average of $345.17. The stock has a market cap of $1.47 trillion, a P/E ratio of 60.43, a PEG ratio of 0.68 and a beta of 1.22. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61.

Broadcom (NASDAQ:AVGO) last announced its earnings results 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 return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the company earned $1.60 earnings per share. The company’s revenue for the quarter was up 29.5% compared to the same quarter last year. On average, research analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Announces Dividend

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 paid a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Monday, March 23rd. Broadcom’s payout ratio is 50.78%.

Insider Transactions at Broadcom

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

Trending Headlines about Broadcom

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 research firms have issued reports on AVGO. Wolfe Research upgraded 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. KeyCorp reissued an “overweight” rating and issued a $500.00 target price (up from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Royal Bank Of Canada reduced their target price on shares of Broadcom from $370.00 to $340.00 and set a “sector perform” rating on the stock in a report on Monday, March 2nd. Mizuho set a $480.00 price target on shares of Broadcom and gave the stock an “outperform” rating in a research report on Friday, January 9th. Finally, Robert W. Baird set a $420.00 price target on Broadcom in a report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $435.30.

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.