Broadcom Inc. $AVGO Shares Acquired by Fidelis Capital Partners LLC

Fidelis Capital Partners LLC lifted its stake in Broadcom Inc. (NASDAQ:AVGO) by 23.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 61,590 shares of the semiconductor manufacturer’s stock after purchasing an additional 11,686 shares during the quarter. Broadcom comprises about 1.6% of Fidelis Capital Partners LLC’s holdings, making the stock its 13th largest holding. Fidelis Capital Partners LLC’s holdings in Broadcom were worth $20,319,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in AVGO. Longfellow Investment Management Co. LLC purchased a new position in shares of Broadcom during the 2nd quarter worth $27,000. Teachers Insurance & Annuity Association of America acquired a new stake in Broadcom during the second quarter worth about $28,000. LGT Financial Advisors LLC purchased a new position in Broadcom during the second quarter worth about $31,000. New England Capital Financial Advisors LLC acquired a new position in Broadcom in the 2nd quarter valued at about $31,000. Finally, JCIC Asset Management Inc. purchased a new stake in shares of Broadcom in the 3rd quarter valued at approximately $31,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom is repeatedly cited as a key beneficiary of the custom AI‑chip boom and strong AI semiconductor demand, supporting multi‑year revenue tailwinds. Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom
• Positive Sentiment: Analyst sentiment remains supportive: institutional upgrades and Wall Street notes point to meaningful upside potential, which underpins medium‑term buyer interest. Wall Street Projects 38% Upside To Broadcom Inc. (AVGO)
• Positive Sentiment: Zacks and other outlets flag Broadcom’s strong earnings‑surprise history and favorable setup to beat next quarterly numbers, which can support the stock into the March results. Will Broadcom Inc. (AVGO) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Broadcom announced its fiscal Q1 results date (after the close on Mar. 4); investors will get fresh guidance and a near‑term catalyst then. Broadcom Inc. to Announce First Quarter Fiscal Year 2026 Financial Results on Wednesday, March 4, 2026
• Neutral Sentiment: Market commentary and “buy‑the‑dip” pieces argue the pullback may be a buying opportunity given secular AI exposure, but these are opinion‑driven and hinge on near‑term execution. As Broadcom Shares Slide, Is AVGO Stock a Buy on the Dip?
• Neutral Sentiment: Reported short‑interest notes show an apparent increase, but the published figures in recent feeds look inconsistent (zeros/NaN), so short‑interest impact is unclear and should be treated cautiously.
• Negative Sentiment: Near‑term pressure: Broadcom shares moved lower on heavier volume today, suggesting profit‑taking and short‑term positioning are weighing on the stock despite the positive fundamental backdrop. Broadcom Inc. (AVGO) Declines More Than Market: Some Information for Investors

Broadcom Stock Performance

Shares of Broadcom stock opened at $320.33 on Wednesday. The stock has a market capitalization of $1.52 trillion, a price-to-earnings ratio of 67.30, a price-to-earnings-growth ratio of 1.10 and a beta of 1.21. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The business has a 50-day moving average of $353.53 and a 200 day moving average of $338.61. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The company had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same period in the prior year, the firm earned $1.42 earnings per share. The business’s revenue for the quarter was up 28.2% compared to the same quarter last year. As a group, sell-side analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a dividend of $0.65 per share. This is a boost from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is currently 54.62%.

Insider Buying and Selling at Broadcom

In other Broadcom news, CEO Hock E. Tan sold 130,000 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total value of $42,382,600.00. Following the completion of the transaction, the chief executive officer owned 595,638 shares in the company, valued at $194,189,900.76. The trade was a 17.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total value of $10,434,600.00. Following the completion of the sale, the chief financial officer owned 277,237 shares in the company, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 779,901 shares of company stock worth $284,069,237. 2.00% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on AVGO. Piper Sandler reaffirmed an “overweight” rating and set a $430.00 price target (up previously from $375.00) on shares of Broadcom in a research report on Friday, December 12th. KeyCorp reissued an “overweight” rating and set a $500.00 target price (up previously from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Mizuho set a $480.00 price target on Broadcom and gave the company an “outperform” rating in a research note on Friday, January 9th. Bank of America increased their price target on Broadcom from $460.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, December 12th. Finally, Evercore ISI boosted their price objective on shares of Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a report on Wednesday, October 15th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $437.28.

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.