Curated Wealth Partners LLC Purchases 3,729 Shares of Broadcom Inc. $AVGO

Curated Wealth Partners LLC boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 52.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,844 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,729 shares during the period. Broadcom comprises approximately 0.4% of Curated Wealth Partners LLC’s investment portfolio, making the stock its 23rd biggest position. Curated Wealth Partners LLC’s holdings in Broadcom were worth $3,753,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of AVGO. Wealth Group Ltd. increased its stake in shares of Broadcom by 32.5% in the 4th quarter. Wealth Group Ltd. now owns 2,366 shares of the semiconductor manufacturer’s stock valued at $819,000 after purchasing an additional 581 shares during the last quarter. Fjell Capital LLC raised its holdings in shares of Broadcom by 15.6% during the 4th quarter. Fjell Capital LLC now owns 15,993 shares of the semiconductor manufacturer’s stock worth $5,535,000 after buying an additional 2,161 shares in the last quarter. Breakthru Advisory Services LLC lifted its position in shares of Broadcom by 3.3% during the 4th quarter. Breakthru Advisory Services LLC now owns 4,090 shares of the semiconductor manufacturer’s stock worth $1,416,000 after buying an additional 129 shares during the last quarter. Schaper Benz & Wise Investment Counsel Inc. WI bought a new stake in shares of Broadcom during the 4th quarter worth $2,831,000. Finally, Balefire LLC boosted its stake in Broadcom by 2.9% in the fourth quarter. Balefire LLC now owns 11,093 shares of the semiconductor manufacturer’s stock valued at $3,839,000 after buying an additional 313 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Broadcom Stock Performance

Shares of Broadcom stock opened at $300.68 on Friday. The stock has a market cap of $1.42 trillion, a price-to-earnings ratio of 58.73, a P/E/G ratio of 0.66 and a beta of 1.22. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61. The company’s fifty day moving average is $327.00 and its 200 day moving average is $344.86. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, beating 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 firm had revenue of $19.31 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the previous year, the company posted $1.60 EPS. The business’s revenue was up 29.5% on a year-over-year basis. Sell-side analysts forecast that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Monday, March 23rd. Broadcom’s dividend payout ratio is currently 50.78%.

Analysts Set New Price Targets

A number of research analysts have issued reports on AVGO shares. Citigroup lifted their target price on Broadcom from $458.00 to $475.00 and gave the company a “buy” rating in a research report on Thursday, March 5th. Rosenblatt Securities increased their target price on shares of Broadcom from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. Morgan Stanley raised their price target on shares of Broadcom from $462.00 to $470.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Zacks Research lowered shares of Broadcom from a “strong-buy” rating to a “hold” rating in a report on Wednesday, March 4th. Finally, TD Cowen reiterated a “buy” rating on shares of Broadcom in a research report on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Broadcom has an average rating of “Moderate Buy” and an average price target of $435.30.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: OpenAI partnership: Broadcom struck a multiyear deal to co-develop custom AI accelerators, positioning AVGO as a strategic supplier for OpenAI and signaling material addressable revenue from bespoke AI silicon and related infrastructure. OpenAI Just Became Broadcom’s Newest Chip Customer
• Positive Sentiment: Analyst upgrades: Erste Group sharply raised estimates (FY2026 to ~$9.80 EPS and FY2027 to ~$16.55 EPS), implying much stronger earnings power than consensus and supporting a higher valuation if AI wins scale as expected.
• Positive Sentiment: Thesis reinforcement from market commentary: Multiple bullish write-ups highlight Broadcom’s expanding role across custom AI silicon, networking and software for hyperscalers — a structural growth story that investors view as durable despite recent volatility. Broadcom (AVGO) Powers the AI Boom — Bullish despite the Pullback
• Neutral Sentiment: Price-target / multi‑year outlook pieces: Analysts and retail sites are publishing 3‑year AVGO price predictions and scenario analyses reflecting both upside from AI exposure and risk from lofty multiples. Broadcom Stock Price Prediction: Where Will AVGO Be in 3 Years?
• Neutral Sentiment: Buy-the-dip narratives: Several outlets argue the ~24% pullback is a buying opportunity tied to the OpenAI deal and secular AI demand, but these are thesis-driven and hinge on execution. Is the 24% Dip a Golden Buying Opportunity?
• Neutral Sentiment: Macro/sector context: Coverage noting that tech earnings have grown but some ETFs (and segments) lag share-price recovery, which can keep trading volatile for large-cap semiconductors like AVGO. As Tech Earnings Grow, This ETF Still Hasn’t Caught Up (AVGO)
• Negative Sentiment: Insider selling: Reports of insiders selling shares have raised near‑term sentiment concerns and may amplify downside during a broader pullback, even if strategic fundamentals remain intact. Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

Insider Buying and Selling at Broadcom

In other news, CFO Kirsten M. Spears sold 36,292 shares of the company’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $11,671,507.20. Following the sale, 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. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Charlie B. Kawwas sold 39,116 shares of the stock in a transaction 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 of the company’s stock, valued at approximately $24,000,467.86. This trade represents a 34.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 403,049 shares of company stock worth $133,459,315. Company insiders own 1.90% 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.