Hudson Capital Management LLC Sells 2,288 Shares of Broadcom Inc. $AVGO

Hudson Capital Management LLC reduced its position in Broadcom Inc. (NASDAQ:AVGO) by 10.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,104 shares of the semiconductor manufacturer’s stock after selling 2,288 shares during the quarter. Broadcom makes up about 1.7% of Hudson Capital Management LLC’s investment portfolio, making the stock its 16th largest holding. Hudson Capital Management LLC’s holdings in Broadcom were worth $6,958,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Talbot Financial LLC boosted its position in shares of Broadcom by 0.6% in the fourth quarter. Talbot Financial LLC now owns 66,504 shares of the semiconductor manufacturer’s stock worth $23,017,000 after purchasing an additional 391 shares during the period. NovaPoint Capital LLC boosted its position in shares of Broadcom by 2.9% in the fourth quarter. NovaPoint Capital LLC now owns 28,689 shares of the semiconductor manufacturer’s stock worth $9,929,000 after purchasing an additional 817 shares during the period. SJS Investment Consulting Inc. boosted its position in shares of Broadcom by 5.5% in the fourth quarter. SJS Investment Consulting Inc. now owns 3,466 shares of the semiconductor manufacturer’s stock worth $1,200,000 after purchasing an additional 180 shares during the period. Apella Capital LLC boosted its position in shares of Broadcom by 15.4% in the fourth quarter. Apella Capital LLC now owns 5,916 shares of the semiconductor manufacturer’s stock worth $2,047,000 after purchasing an additional 790 shares during the period. Finally, Aaron Wealth Advisors LLC boosted its position in shares of Broadcom by 23.6% in the fourth quarter. Aaron Wealth Advisors LLC now owns 53,214 shares of the semiconductor manufacturer’s stock worth $18,417,000 after purchasing an additional 10,157 shares during the period. 76.43% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

AVGO has been the topic of several research analyst reports. Zacks Research raised shares of Broadcom from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 2nd. Weiss Ratings reissued a “buy (b)” rating on shares of Broadcom in a report on Monday, December 29th. Mizuho set a $480.00 target price on shares of Broadcom and gave the stock an “outperform” rating in a report on Friday, January 9th. Bank of America lowered their target price on shares of Broadcom from $500.00 to $450.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Finally, Wolfe Research raised shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 target price on the stock in a report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Broadcom currently has an average rating of “Moderate Buy” and an average target price of $435.30.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom locked multi‑year AI chip deals with hyperscalers (Google, Anthropic), underpinning expectations for durable, high‑margin AI revenue growth and licensing/accelerator demand. Article Title
• Positive Sentiment: Market writeups credit the Google/Anthropic deals for today’s rally and re‑rate Broadcom as a major AI infrastructure beneficiary vs. peers — coverage notes that Broadcom’s business model (custom accelerators + networking) captures hyperscaler capex. Article Title
• Positive Sentiment: Large investors and well‑known managers appear to be increasing exposure (reports on Israel Englander, Ken Fisher adding AVGO), which supports institutional momentum and can amplify price moves. Article Title
• Neutral Sentiment: Short‑interest data in the April snapshot is effectively meaningless (shows zero/NaN), so it provides no actionable signal about bearish positioning or squeeze risk at present.
• Negative Sentiment: Analyst/framing pushback: Seaport Global downgraded Broadcom and Seaport Research gave a “Neutral” rating, while at least one major bank reset its forecast — these notes reflect concern about industry limits, margins sustainability, or valuation and may cap upside until clarity on deal economics arrives. Article Title Article Title

Broadcom Price Performance

AVGO stock opened at $371.46 on Monday. Broadcom Inc. has a one year low of $161.61 and a one year high of $414.61. The company’s fifty day moving average price is $326.18 and its 200-day moving average price is $343.15. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. The company has a market capitalization of $1.76 trillion, a PE ratio of 72.55, a price-to-earnings-growth ratio of 0.77 and a beta of 1.24.

Broadcom (NASDAQ:AVGO) 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 company had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. Broadcom’s revenue was up 29.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.60 earnings per share. On average, equities analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Monday, March 23rd were paid a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. Broadcom’s dividend payout ratio is presently 50.78%.

Insider Activity at Broadcom

In related news, insider Charlie B. Kawwas sold 10,000 shares of the company’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $345.23, for a total transaction of $3,452,300.00. Following the sale, the insider owned 787,184 shares of the company’s stock, valued at $271,759,532.32. This represents a 1.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Justine Page sold 2,018 shares of the company’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $353.00, for a total transaction of $712,354.00. Following the sale, the director directly owned 18,164 shares in the company, valued at approximately $6,411,892. The trade was a 10.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 315,282 shares of company stock valued at $103,102,779 over the last quarter. 1.90% of the stock is currently owned by insiders.

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.